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Writing a New Business Plan in Turbulent Times

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About This Webinar

Writing a New Business Plan in Turbulent Times

With mixed economic signals still making clients a little anxious with their budgets, it takes a different approach when crafting your new business plan. Step-by-step, you’ll walk through a framework for outlining your agency’s new business strategy in a way that generates more business...

Writing a New Business Plan in Turbulent Times

With mixed economic signals still making clients a little anxious with their budgets, it takes a different approach when crafting your new business plan. Step-by-step, you’ll walk through a framework for outlining your agency’s new business strategy in a way that generates more business as cost-effectively as possible.

To gain the confidence and support of the management team, we’ll also address “the first 90 days” — early wins a new business lead must first seek to accomplish.

You’ll leave this training session with a new framework that can be applied to craft new business plans that are assertive and practical (given the challenges of tight agency resources).


Training Materials

Following the training, you will be provided with one week of recording access.


Who Should Attend

This training is designed for agency new business and management teams – those directly involved in the new business strategy for your agency. 

Instructors

Jerry May

Director, Agency Growth Strategy

His passion lies in improving the new business performance of mid-size and small agencies by helping them realize their brand potential through sound insight development, strategic planning and smart execution. He believes that providing relevant customer and market insights strengthen an agency’s ability to identify, anticipate and respond to customer technological and competitive market trends is the key to winning and retaining business. It’s these agencies that have a distinct advantage by virtue of being more innovative, agile and effective. Ultimately, with all agencies, he has found that a deeper immersion in the client’s business and target audience is the key to converting more business.

 

His training is backed up with an extensive background on the client and agency-side. Jerry began his career at The Clorox Company where he played a leading role on a number of brands including Clorox Liquid Bleach and Kingsford Charcoal. A series of agency assignments followed which took Jerry from San Francisco to Seattle, Los Angeles, Montana, back to Seattle and then Nashville where he served as Director of New Business Development for a $300MM holding company with offices in 9 cities.

 

He’s worked on accounts that have included Bank of America, Microsoft, The North Face, Alaska Airlines, Dairy Queen, Del  Monte and an extensive list of healthcare clients.

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