The Lunch & Learn curriculum is designed to help architects, engineers and accountants learn
the basics of marketing. By staging a series of Lunch & Learn sessions, you can maximize
marketing competencies, while minimizing time off-the-job. You choose the topics most
appropriate for your staff needs: networking, sales, prospecting, cross-selling, client service, or presentation skills. Whatever topics you select, your staff will build skills and confidence.
Your firm grows because everyone is clued in and fired up about business development.

A Marketing Lunch ‘n Learn curriculum
• Igniting Marketing Series
• Creating Opportunities Series
• Serving Clients Series
• Fast on Your Feet Series

Program Objectives
Each session is designed to help your staff:

• Understand marketing strategy and tactics
• Learn selling techniques
• Know how to up-sell and cross-sell
• Increase business development activity and commitment

The Bottom Line:

• More clients
• More revenue
• More clarity, confidence, commitment

Target Audience
Professional Staff, Program Managers, Project Managers, Marketing Staff, Principals,
Administrative Staff

Format
These sessions are scheduled at your place of business in a conference or training room. We suggest an 11:00 AM to 1:00 PM timeframe.

Effectiveness
We strongly suggest that you schedule at least 3 sessions. The benefits are as follows:
•  The Lunch ‘n Learn Lessons build upon one another
•  Consistent sessions show management's commitment
•  Each session begins with a “follow-up” to reinforce learning
Reinforcement/repetition causes lasting behavior change

Investment
One-Time Fee $1,500
Discounts:
2-4 Sessions or more $1,200
5-6 Sessions or more $1,000
7+ Sessions or more $ 800

Lunch ‘n Learn Curriculum
Lessons can be customized to your firm's most critical needs. Here is a list of 12 suggested
topics:

Igniting Marketing Series
Marketing is a Team Sport
How everybody can contribute to marketing and the firm's image
Networking Magic
How to make the most of your professional meetings
Sales Strategies for Rookies
How to plan for and make an effective sales call

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Creating Opportunities Series
Prospecting Pointers
Realizing the value of your current contacts
Warming Up the Cold Call
How to position the firm with a prospect
Mining for Gold
How to recognize opportunities with current clients and pursue them

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Serving Clients Series
Become the Trusted Advisor
How to stop being a vendor and start being a trust advisor
Creating Trust
The seven critical dynamics of building a relationship of trust
Difficult Conversations
How to diagnose the source of conflict and rebuild relationships

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Fast on Your Feet Series
Powerful Questions to Create Partnership
Asking fresh, engaging questions that create relationship and sales
What's Your IQ? – Interview Quotient
Answering questions with clarity, confidence and ease
Presentation Polish
Being memorable, confident and powerful with 15 minutes preparation

To top   

The Consultant
Catherine Jewell grew up in the construction industry. The dinner conversation was always about specs, bids and projects for the general contractor where her Dad served as CFO. Today, she
works with the AEC market, helping firms increase the effectiveness of their presentations and training their professionals to sell.

Jewell's career spans 34 years in the field of marketing and advertising. She is an expert at marketing and managing professional services. She has been an account manager, supervising
a staff of 9 who served a project portfolio of more than $1.5 million per year. She was the first marketing director for a national public accounting firm when the industry was deregulated in 1989. She brings enthusiasm and a seasoned knowledge of real-world issues related to increasing
client revenues, building relationships, making presentations and marketing professional
services. She is currently a retained marketing consultant to several engineering and architectural firms.

Call now to discuss Catherine Jewell's availability for your meeting. 800-829-5648

“I would like to take this opportunity to recognize Jewell Performance Group for the excellent series
of Lunch ‘n Learn Workshops that our firm has experienced over the last several months…. Your simple marketing techniques and strategies have made us all feel more confident and aware of business development opportunities. The attitude shift within the firm is already generating more leads and projects. One of our Project Managers recently returned to the office after a meeting, excited that she had been able to apply some of her new-found knowledge to generate a new project!"

Moman Architects, Round Rock, TX