Summer Sprint (3/6): Break Into New Categories & Diversify Your Pipeline

About This Series
Revenue growth has become inconsistent. Pipelines stall, clients hesitate, scope slips, and new opportunities are harder to generate and convert.

The issue isn’t effort. It’s the lack of a clear, repeatable system to drive growth across your teams. In this six-part summer series, we’ll focus on six practical ways to generate, convert, and protect revenue. Each session tackles a specific pressure point, from getting on the radar of new prospects to accelerating approvals to retaining and expanding existing client revenue.

Note: Registering for any session will automatically enroll you in the full series.
There is a registration fee for non-subscribers, which includes unlimited seats for your agency.

• JUL 14: Build a Repeatable Growth System: Power Your Entire Team > 
• JUL 21: Advance Client & Prospect Approvals Faster: Improve Proposals, Estimates & Ideas >
• JUL 28: Break Into New Categories & Diversify Your Pipeline > 
• AUG 4: Get on the Radar of More Prospects: Leverage AI GEO > 
• AUG 11: Turn Scope Control & Creep Into Revenue Growth >
• AUG 18: Retain All Revenue: Fix Your Client Relationship & Revenue Vulnerabilities >

About the Session
Expanding into new categories offers a significant source of new revenue. However, most agencies approach this inconsistently – targeting prospects sporadically, relying on outdated outreach methods, and failing to build meaningful traction.

In this session, your teams will learn a more structured approach to breaking into new categories and building a more diversified pipeline. The focus is on identifying the right categories, targeting higher-value prospects, and improving the planning and execution of outreach.

The skills your teams will learn:

• How to identify the right categories to target based on growth potential and fit
• How to build a focused list of high-value prospects within those categories
• How to approach outreach in a more structured and effective way
• How to avoid common mistakes that lead to low response and stalled pipelines
• How to create more consistent momentum in new category development

Training Materials

Following the session, those who attend will receive one week of recording access.

Who Should Attend

This series is designed for those at your agency who have the potential to help generate growth for your agency. Client-facing, new business, and management teams will find the learning particularly relevant.