Integrate technology and get a jumpstart on developing business in the “new normal.”

With the COVID 19 shelter in place mandate, professionals were forced to rethink how to grow their practices. Leveraging technology platforms, many have learned that geographic constraints and in-person meeting logistics are now less of an obstacle in terms of building relationships that lead to business. Though nothing will completely replace the benefit of in-person connection, technology and the recent pandemic have changed ‘business as usual’ forever.

Savvy professionals recognize that it is now more important than ever to understand how to effectively start a relationship virtually and what to do to nurture that relationship into a valuable and meaningful connection that results in new business.

Six live, interactive sessions throughout a three-month program.

Program topics include:

  1. The proper, professional set-up; managing your reputation on video (Zoom, Facetime, etc.)
    Best practices in lighting, attire, background, meeting length, audio/visual
  2. How to initiate a relationship virtually
    Identifying your target audience, strategies for obtaining “warm” introductions, preparing for the meeting (including knowing your primary objective), building on commonalities and follow up methods
  3. Conducting a video pitch
    Identifying who is best suited to be included on the video call? What specific roles will each member of the firm play? How to start/set-up the meeting? Key questions to draw out prospect challenges. Strategies for overcoming challenges and closing tactics
  4. Creative ways for furthering an established relationship virtually
    Strategies for moving an established relationship to the next level, including relationship brokering
  5. Best practices in using Powerpoint on a video call
    Organizing the slidedeck (key messaging, number of slides), screen sharing and best practices on virtual presenting
  6. Storytelling
    Learn techniques for demonstrating your expertise and experience in a story format

Participants will complete “homework” exercises in between sessions. Preparation/pitching templates and reference materials are included. By the end of the program, participants will have an understanding and experience in how to best utilize technology for business along with a personalized strategy for their own business development.

For more information on how we can work with you/your firm, please reach out to us by emailing Jonathan Fitzgarrald.

In his keynotes and trainings, Jonathan tells riveting stories and gives practical, concrete actions professionals can take to apply his insights. He engages every audience, and is masterful at getting them involved. I learn something new from him every time.


Jonathan’s engaging speaking style and ability to distill business development concepts into practical takeaways not only resonated with my 100+ member sales team but more importantly motivated them to up their game and put the techniques into practice.


Jonathan’s presentation captivated our group.  He made complex concepts friendly and easy to understand and provided practical steps for integration, all while entertaining us with colorful examples, stories and humor.  A true top flight professional.