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Process

When you hire me to deliver a Kerrageous Keynote or run a Warrior Workshop for your employees, you get much more than that. Here’s a snapshot of what you can expect when you choose to work with me:

 
 

 Phase 1: RESEARCH & Development

 

Phone Interview:

We start with a 60-minute ‘research call’ with key leaders/stakeholders from your organization. The purpose of this call is for me to understand your company, your customer/client, your culture and your team’s unique challenges/skill gaps so that your workshop is targeted and highly relevant.

 

Design & Development: 

Based on our research call, I will customize your workshop or keynote to deliver maximum impact and results in the area(s) your organization needs it most. 

This phase includes the design and development of all materials, including pre-work (designed to allow participants to hit the ground running), real-life case studies (created in partnership with each client), power point presentation, and worksheets.

 

Design Review: (virtual)

To ensure that the content is targeted and relevant, we will have a design review at least two weeks prior to the delivery. This is your opportunity to provide input and make any changes or additions. We will also use the design review to finalize any pre-work that I recommend, including articles, podcasts, or reflection questions that I may have for the workshop participants.

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Phase 2: Delivery

 

Kerrageous Keynote (60-90 min.): 
Available in-person or virtually

Purpose: To inspire, motivate, and compel audiences to think strategically and act courageously. Audience members will be challenged to see sales/service from a different perspective.

Popular Topics Include:

  • Developing a Warrior Mindset

  • Critical Elements of Courageous Conversations

  • Being and Remaining Relevant

  • Creating a Courageous Coaching Culture

 

Warrior Workshops: (Half- or Full-Day): 
Available in-person or virtually

Purpose: To take your team to the next level through advanced performance training on how to develop the mindset and behaviours of a warrior; to think strategically, and act courageously.

Flagship Program: How to D.R.I.V.E. Strategic Conversations
Core Workshop Offerings Include:

  • Warrior Sales

  • Warrior Wholesaling

  • Warrior Service

  • Warrior Leadership

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PHASE 3: FOLLOW-UP & SUSTAINABILITY

 

Debrief: Phone or virtual platform

After delivery, we will meet to review the session, discuss any training gaps and, if desired, review reinforcement options to ensure continued momentum and sustained results.

 

Reinforcement (Optional): Available in-person or virtual

Together we can create a plan to reinforce and build upon the session, which may include:

  • Additional “boot camp” workshops

  • Group warrior coaching

  • Observational coaching for individuals

  • Video reinforcement

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Catherine spent countless hours familiarizing herself with our organization; it’s values, vision, strategy, culture, membership, employees - and aligned her delivery to one that supported our ‘caring performance culture’ methodology. Through the many months here at Conexus, Catherine came across as caring, driven, collaborative, candid yet respectful, and someone our teams would tell you is grounded, authentic and genuine. Catherine clearly played a huge role in moving the cheese at Conexus and we feel very fortunate that she was part of our journey in building out a world-class member experience. We wouldn’t have been able to do it without her. Frankly, Catherine is one of a kind!
— CARY RANSOME CHIEF OPERATING OFFICER CONEXUS CREDIT UNION
 
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