The support you need, your way
From business need to team actions. Two approaches so you can choose the best route to growth for you and your team.
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ROUTE 1
Client IntensivesÂ
Immersive, mini-programmes designed to build the founder-level behaviours that accelerate client relationships.
- Partnership Intelligence Assessment customises approach to team needs
- Live practice on real-world client touchpoints and upcoming projects.
- Behavioural science frameworks applied for maximum impact
- Expertly facilitated, ensuring every team member comes away with an action plan ready to use
- The 30-day regroup - to share progress and support each other on what's next
ROUTE 2
COMING SOON: The Full Touchpoint Journey. Anytime, Anywhere.
Touchpoint 1 - Win The Next Project
From first contact to signed project.
The moments in project acquisition where the relationship is formed before a project even begins - first contact, the briefing call, the methodology presentation, the proposal, the close. What to do, what not to do, and why it matters.
Self-paced. Work through it in your own time. Return to the sections you need.
Includes 3x weekly email modules with video content and a downloadable pdf guide
Touchpoint 2 - Win During The Project
The project is won. Most agencies treat what happens next as admin.
How you run the kick-off, how you initiate the first methodology conversation, and how you set the communication tone in the first progress update. These are not logistical moments. They are relationship moments that most client-facing researchers have never been taught to treat as such.
This module covers these touchpoints in full: what to do, what to say, and the specific behaviours that distinguish the agencies clients describe as 'easy to work with' from the ones they describe as 'professional but transactional.'
Self-paced. Work through it before your next project kick-off. The shift is immediate.
Includes 3x weekly email modules with video content and a downloadable pdf guide
Touchpoint 3 - *Critical: Win Between Projects
Includes 3x weekly email modules with video content and a downloadable pdf guide
Note: this module covers the same territory as The Gap Playbook but in significantly more depth - with video walkthrough, worked examples, and the full reflection system. If you've already bought The Gap Playbook, this is the next level.
After the project ends, most research teams go quiet. The client is busy. Nothing is wrong. And then six months later, the brief goes somewhere else.
The agencies that consistently win repeat business are not necessarily the ones who did the best work. They're the ones whose teams managed the gap deliberately.
This module covers the intentional actions the team can take to win when there's no project: the sector observation, the personal milestone acknowledgement, the warm introduction, the anniversary touchpoint, and the post-delivery debrief that bridges delivery into the gap. For each one: the exact approach, the specific language that works, the language that kills it, and the one mistake that turns a relationship-building moment into an annoying sales call.
None of these involve pitching. All of them involve being worth hearing from.
Achieve Touchpoint Mastery - Full programme
All 3 Touchpoints: the complete system.
The full research client lifecycle, from first contact to multi-year partnership. Every touchpoint covered - win, during and between projects. The complete framework for building a team that builds relationships the way you do.
Includes all 9 email modules, PDF frameworks, and a recorded email Q&A with me after each touchpoint (3 Q&As)