Collaboration & Communication: Optimizing the Lifetime Value of a Client Project Engagement

Program Description: In our high-tech, ever-evolving world the speed of change and decision-making is getting faster, the level of competition fiercer, and adversity is striking harder than ever. As the current and future state of our world, it is imperative that teams collaborate and communicate effectively both internally and externally. The ability to work together during all phases of a project to identify practical, relevant, and collaborative solutions will optimize business development and growth for you and your clients, driving long-term loyalty, retention, and sustainability within the business.

Running the gamut from business development, marketing, bid interview, design, construction, and post-engagement phases, this session will provide insights and skill development to effectively optimize opportunities through all steps of client projects – resulting in securing more business and giving your company a clear competitive advantage.

Learning Outcomes:

• Drive company sales, profit and growth objectives while creating a clear competitive advantage.
• Engage in a more comprehensive, consultative, and customer-centric approach.
• Understand the true upside opportunity that exists with a client project.
• Optimize internal team and external client collaboration and communication.
• Learn to identify all opportunities for growth along the client project spectrum.

Support Material: There will be presentation handout for all participants, along with worksheets to complete during the session. It will also include post-session action steps the participants can complete based on learnings, and insights gained. There will be a post-session takeaway. Participants will also receive an e-version copy of Steve’s book, “In Defense of Adversity: Turning Your Toughest Challenges Into Your Greatest Success”.

This Business Practice Event (BPE) earns one continuing education unit for CDFA certification.

• Date / Time: Thursday, October 19, 2023 at 12pm (PDT)
• Location: Zoom (attend from your device)
• Cost: $15 for SDA Members & $25 for NonMembers

To register, purchase Tickets via the button below. The link to attend will be emailed automatically when your order is complete.

Meet the Presenter: Steve Gavatorta

Owner of the Steve Gavatorta Group, Steve specializes in empowering individuals and organizations in identifying, developing, and exceeding performance goals. Steve’s had the privilege of coaching and training thousands of high performers across an array of industries. From small businesses on the move to Fortune 500 companies, Steve collaborates with organizations to build foundations, set goals, and eclipse their highest potential.

Steve is a Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA), a certified Myers-Briggs practitioner, and accredited to coach and train for Emotional Intelligence (EQ). He is a two-time published author, and his new book In Defense of Adversity: Turning Your Toughest Challenges Into Your Greatest Success won Richter Publishing’s Amazon Best Seller Award for 2018.