From Order Taker to Opportunity Creator

Turn stronger client relationships into long-term agency growth.

A free, two-part interactive workshop exclusively for Founders members.

Growing existing clients is often the fastest path to agency growth. This practical workshop will help you move beyond simply responding to briefs and start creating opportunities that strengthen client relationships and unlock new commercial potential.

Through practical frameworks, discussion and hands-on exercises, you’ll leave with the confidence and tools to create more value for your clients and more growth for your agency.

In these two practical modules, you’ll cover:

Module 1: The Value Mindset

8 September

Build the mindset and approach needed to move from service delivery to strategic partnership.

You’ll explore:

• Order Taker vs Opportunity Creator
• Hunter vs Farmer sales approaches
• Building your personal brand
• The Golden Rules of Client Engagement
• Identifying growth opportunities
• Creating compelling value propositions

Module 2: Taking Action

15 September

Turn ideas into practical actions you can apply immediately with your clients.

You’ll cover:

• The Art of Outreach
• Opportunity Reviews
• Role play: Yes, Not Now, No
• Handling objections and moving conversations forward
• Building a daily routine of value creation

Meet Your Facilitator

Claudia Coelho

Entrepreneur • Facilitator • Coach

Claudia brings over 25 years of experience across biotech, pharmaceuticals and strategic consulting, having worked with organisations including Novartis and Pfizer. She co-founded and successfully exited a strategic consultancy and now helps founders and leadership teams create stronger client relationships, make better decisions and unlock sustainable business growth.

Her expertise spans:

• Commercial growth
• Leadership
• Sales strategy
• Marketing and operations
• Facilitation and coaching

Format

Free two-part interactive workshop

Reserve Your Place

Places are limited to encourage discussion, collaboration and practical learning.

Register today to secure your place.