INCLUDES:

• 1-Year Membership in The Cates Academy™
  Our comprehensive online video-training program will empower you to learn Bill’s complete Relationship Marketing System in a convenient, time-efficient and cost-effective manner. Click here for detailed program overview
  –
• 45-Minute Kickoff Call with Bill Cates
  Bill will review your Referral Gap Assessment and strategize your plan of action to ensure you maximize your results.
  –
• (10) Monthly Group Coaching Calls
  Over the course of a full year, you will gain access to coaching from Bill in a small group setting. In addition to answering questions, addressing challenges, and learning from successes, Bill will bring new strategies and tactics to each call, gleaning best practices from his interviews and coaching with some of the industry’s top advisors.
  –
• Rapid Fire Referrals (“The Habit Maker”)
  Brief & impactful reinforcement videos emailed weekly for 1 year

INCLUDES EVERYTHING IN THE SILVER PACKAGE:

• 1 Year Membership in The Cates Academy™
• 45-Minute LIVE Kickoff Call with Bill
• (10) Group Coaching Sessions
• Rapid Fire Referrals™

PLUS…

• (6) 1:1 Personal Strategy Sessions with Bill Cates
  By leveraging Bill’s undivided attention to address your unique & specific areas of focus, you will truly start to achieve unparalleled results.These highly-customizable personal coaching sessions typically run over the course of 6 to 10 weeks depending on schedules, your desired pace of learning, and how fast you want the results to start
  –
• On-Demand Tactical Coaching
  As you progress through your coaching journey, specific challenges will inevitably arise. Bill will make himself as available as possible to answer questions, strategize for specific opportunities, and debrief appointments to make sure you’re on the right track. This usually starts with an email exchange and may lead to a phone/Zoom call, if needed.

Perhaps one of our pre-set programs doesn’t seem to fit what you’re trying to accomplish. Let’s work together to craft a program that’s just right for you.

The first step is scheduling a strategy call with Bill to get the conversation started. At that time, we can determine your investment of time and dollars to put together a program that precisely meets your needs. We will never put either of us in a position to underperform!

Below are a few examples of strategic areas within  which we might work together to help you attract more Right-Fit Clients™:

• Discovering and communicating your value proposition more effectively
  –
• Choosing or refining your target market & your bullseye (ideal client)
  –
• Enhancing client engagement to become more referable and create more unsolicited referrals
  –
• Becoming more appropriately proactive for referrals and introductions
  –
• Creating productive relationships with Centers of Influence
  –
• Using Client Events to create advocates and meet great prospects in a comfortable social setting