Academy 2018-04-25T16:45:32+00:00


The aim of the ConnXN Academy is to help you keep your customers happy!

By keeping your customers happy, you not only retain them, but also find opportunities to grow more business with them.

How do we do this? By offering mentoring and training based on over 30 years of my relationship management experience. I provide a Relationship Roadmap that will bring anything you have done with customers before to a new superior level.

I provide workshops, webinars, on-line courses and personal coaching for individuals and teams that teaches a unique 6-step relationship building and evaluating process.

This is NOT a CRM tool. It’s a process that digs blow the surface and helps you understand where you are now with your relationships and where you should be.

It helps you identify who are the people you should really be spending your time with and allows you to step back and see what sort of coverage you have across all your key contacts.

What’s The Content of the ConnXN Academy?
Navigating The Relationship Roadmap


What’s It About?
Coaching and guiding participants in identifying, engaging and improving the business relationships that really matter

Why Should You Attend?
So you can protect and grow your business with key customers

Who Should  Attend?
Those responsible for your company’s most important customers

What’s the Goal?
Develop a Customer Relationship Plan, Using a unique 6-step process; evaluate, analyze and measure current relationships so that a Customer Relationship Plan can be developed and implemented

What Will You Learn?
Participants will be able to:

  • Understand the importance of strategic relationships
  • Assess what current issues exist with their key customer relationships
  • Identify relationship building opportunities
  • Measure their relationship effectiveness
  • Complete a Customer Relationship Plan
  • Have more effective Customer meetings
  • Establish a proven Roadmap for key contacts
  • Apply the necessary skills, knowledge and tools provided

I teach you to fully understand your customer by mapping the relationships and work through the 6 easy and simple steps to create your own Customer Relationship Plan.

How do you learn more?

To suit differing needs and pockets, I have available 4 different ways to learn. But first, to help you understand what I have to offer and which learning process may be best for you,  I am offering a special free 1 hour tutorial:

1-Hour Tutorial: Understanding The Relationship Roadmap


To help you understand what I’m offering and what can be learned I am offering a FREE 1 hour on-line Tutorial. I will explain my methodology and process as well as provide some unique insights and answer questions about the various learning options.

Sign up by entering your e-mail address here:

I’ll then confirm it’s you, ask for some information and suggest some dates and times.

When you realize how valuable this process is and what a difference it can make to the way you work with your customers, you will want to choose from one of the FOUR following learning methods:

2-Day In Person Workshops (10-15 Participants):
Fee: $5,000

For many years I have been running workshops. I believe they are the most cost efficient and effective way to provide the necessary skills, knowledge and tools necessary to be successful with key relationships.

At present I run these Workshops for existing clients; and as requested by new clients. In 2015 I will be providing several-limited in-person events and by request.

Here is a sample agenda for the Workshop:

Navigation The Relationship Roadmap – A Workshop


Module Content Time Timing

1 Relationship


  • Introduction
  • Why Relationships Matter
  • Planning & Evaluating
3 hours

9-10​ Break

10:15 – 11:15 Break

11;30 – 12:30

LUNCH 12:30 – 1:45

2 Formulating Your


Strategy Plan

  • What is a Strategy Plan?
  • Strategy Plan Elements
  • Establishing the Plan
2 hours  1:45-2:45 Break
3:00-4:00 Break

Summary, Questions & Homework

45 minutes 4:15 – 5:00


Module Content Time Timing

3 Reviewing &

Evaluating the


  • Conducting Reviews
  • Using the “ Relate ” App to
    measure progress
1:30 hours

9-10​ Break

10:15 – 10:45

4 Establishing &

Building Better


  • Adding Value
  • Dealing with Difficult
  • Listening & Understanding
1:30 hours 11:00 – 12:00
LUNCH 12:00 – 12:45

5 Preparing & Planning

Customer Meetings

  • Why Prepare?
  • What’s the Clients Notion?
  • Setting your Objectives
  • Planning Questions
  • Understanding Joint
2 hours 12:45 – 1:45 Break
2:00 – 3:00 Break
3:15 – 4:00
Summary & Close
Summary & Close  45 minutes 3:15 – 4:00

9 x 1 Hour Webinars (Up to 8 Participants):
Fee: $495 each participant for all 8 sessions (1 Hour Free)

Using a Workbook we go through the content in 8 easy to follow, interactive webinar sessions.

At the end of the 8 sessions, I do one more session which is just Q&A to help participants ask ALL the questions they may not have been able to ask.

On-Line Training Course (5 Hours)
Fee: $395 each participant

Able to move at your own pace, this on-line course contains all the materials I use in the Workshop and Webinar. Each section is divided into small bites with no longer than 6-10 minutes duration, making it easy to follow and stop and start as your busy schedule demands.

On-Line or Personal Coaching
Fee: $350 per hour

Ideal for those that want to be brought up to speed quickly and desire to implement fast.

This can be done at your office, home or any other place you prefer or on line.

How do you learn more?








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