Executive Round Table: Engage Corporate Leaders

Executive Roundtable

We help leading coaches, consultants, agencies, and B2B service providers to easily gain visibility and engage with corporate executives, aiding in hte achievement of successful business agreements.

WHO WE ARE

We understand your perspective because we’ve been in your position! Furthermore, throughout the years, we’ve provided support to some of the foremost brands in the coaching, consulting, B2B and professional servives industry.

Given your business experience and market standing, we strongly recommend adopting the Executive Roundtable approach to connect with hard-to-reach corporate and business leaders.

Setting up meetings with your most promising prospects can be challenging for many. The Executive Roundtable streamlines this process, removing the need for cold calling or bypassing gatekeepers. Instead, it directly brings potential clients to you.

Virtual Executive Roundtables are particularly effective as they easily attract C-Suite Executives, establishing you as a thought leader in addressing new industry challenges. These discussions are highly valuable, as leaders are keen to explore solutions and opportunities pertinent to their roles.

Organizing these leader gatherings around key industry topics naturally positions you as their advisor. This provides an opportunity to contribute value by sharing insights and unique strategies during the event. Typically, these Executive Roundtables convert 25-50% of prospects into appointments.

As your partner, we work with you to fine-tune your approach, messaging, educational content, scripting, and offers. This helps attract clients that align with your business objectives.

We suggest hosting two virtual Executive Roundtables each month, with 4-10 participants. A smaller group promotes better conversation and targets higher-end clients, making your time on each call more effective.

Before your first circle, we’ll guide you to ensure your comfort in facilitating these discussions. This boosts your credibility and sparks interest in further discovery sessions with attending prospects.

WHAT WE PROVIDE

Ensuring a steady stream of opportunities in your sales pipeline.

Attaining top-tier industry Brand Recognition

Skilled in highlighting your achievments and track record, we expertly position you as a leader, standing out in your competitive field.

01 Consistent and Intentional Outreach Tactics

Utilizing our expertise in direct marketing, we carefully choose platforms to effectively reach your target audience.

02 Develop Messaging centered on producing tangible outcomes

By working together, we will help you craft a message that encourages engagement, using our proven methods.

03 Crafting Strategic Packaging, Pricing and offer approaches

Are you experiencing inconsistencies in lead and sales generation? The problem might lie in ineffective packaging.

04 OUR PROPOSED ONBOARDING PROCESS

Our aim is to have your campaign operational and consistently producing high-quality leads within the next 7-10 days! We will generally setup your first Executive Roundtable within 4-5 weeks.

Onboarding Form Completion

After you sign up, we start by having you fill out our Onboarding Form. This short exercise, taking about an hour, asks questions to find the best strategy for attracting your target prospects.

01 STEP 01

Onboarding Strategy Session

Within 24-48 hours of completing the Onboarding Form, we’ll have a deep dive during the Onboarding Strategy Session into the main challenge or question your ideal prospects face. Goals of this session include:
Developing a strong, direct outreach message
Improving your product offering to enhance prospect engagement.
Suggesting ways to improve your online and social media presence, especially on LinkedIn.
**Note: This does not include design or consulting services. Extra charges may apply for design services, plan creation, process/system development, or training.

02 STEP 02

System & Outreach Setup

An Account Manager and Marketing Assistant will be assigned to your account. The Account Manager will:

Manage access to your LinkedIn account, only for approved messaging and activities.
Set up a secure server for our marketing team, in compliance with LinkedIn.
Create a personalized Lead Tracking & Reporting board on Monday.com, with details of all prospects, including email and phone numbers when available.

03 STEP 03

Copywriting & Targeting Setup

After our strategic meeting, we’ll write a message for your approval before starting the campaign. Our marketing team, skilled in professional communication on LinkedIn, email, text, and voice calls, will handle responses to ensure commitments for Executive Roundtables participation or meetings.

04 STEP 04

When you sign-on in time, We will include free access to the Thought Leader Approach – Cold Selling Training Membership Guaranteed to speed up your sales cycle and close more deals.

On-demand Video Training Access

01 Executive Roundtable Planning and Facilitation Training turns cold attendees into closed clients.

02 How to Create offers and messaging that entice CEOs and Executives to book appointments and buy

03 Thought Leader approach to Selling – How the top 1% close deals from cold leads.

04 Plus Thought Leader approach E-Book, Audio Book, ERT Workbook & Guide.

Over 70 Recorded Sessions of Live Support Calls helping clients prepare for their ERTs, Sales Calls, Offers & Closing Deals.

We’ve helped a lot of businesses—but don’t just take our word for it

“Working with Dave and Jeff has generated more than 50 corporate executive leads in 30 days using their innovative lead generation strategy & services. Best of all, several of them are moving forward with paid services! This is BY FAR, the most successful marketing campaign I’ve EVER invested in!”

Working with Dave & Jeff was not only enjoyable & educational, the campaign they designed was the BEST we’ve EVER implemented! Resulting in more than 30 plus new qualified leads in 4 weeks!

Before working with Dave and Jeff, it was difficult to get meetings with CIO’s & IT Leaders. Dave’s innovative strategies & service brought more than 30 qualified CIO’s to me with little effort & expense in one month!

Where’s next for your brand?

No matter where you are in your marketing journey, our dazzling team of specialists will keep you moving, show you how to grow, and help you actualise the vision you’ve always secretly had for your brand.