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Performance Assessment Monitoring and Review for Professionals

How to generate more revenue from each of your professionals

Most professionals don’t see their role as selling themselves, their services and your firm. By teaching all your professional staff to look for opportunities to attract new clients and increase revenue from existing clients, you increase client satisfaction (and loyalty), increase your revenue, and decrease your stress and your workload – all while making more money.

Why do this program?

Benefits of the program include:

  • Generate more income per staff member;
  • Build stronger, more profitable relationships with existing clients;
  • You don’t have to be the only rainmaker in your firm;
  • Generate more business with both new and existing clients;
  • Increase the number of referrals you receive;
  • Maximise the value of the referrals you get from clients;
  • Standing out from the competition so that you become the business of choice in your industry;
  • Attract new clients without even trying;
  • Help your professional staff fast-track their careers, sky-rocket their income and increase their value to the firm.

Who is this program best suited for?

This program is for your organisation if:

  • You’re working at maximum capacity and not making enough money;
  • You would like your professional staff to generate more revenue;
  • You’re the only person bringing in new clients;
  • You want to make your business more profitable;
  • You’re looking to increase the value of your business;
  • You want to reduce your personal workload and still make more money.

What do you get in the program?

Each program is customised to your specific needs. Major components of the program include:

  • In-house gap analysis session to diagnose your current performance;
  • Assess individual performances to identify areas where they require skills training;
  • Individual and/or group training sessions to address specific issues, as required;
  • On-going monitoring and review of their performance through face-to-face sessions, telephone and e-mail coaching, on-line resources, and other resource material;
  • Analysis and review;
  • Recommendations for further improvements.


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