Affiliates of the Stage 2 Business Solution receive
- Complete instructions on how to do executive briefings with your Clients, including
- a sample invitation
- advice on developing the right mailing list, and
- a step-by-step instruction manual for doing seminars with potential Clients.
- The right to private label the Stage 2 brochure
- The right to private label the Objective Review brochure
- White papers on marketing and working with trade associations
- White papers on working with centers of influence to form teams
- Webinars to help you learn the strategies of engaging Clients in the Stage 2 process
- Instructions on how to run a one-hour engagement meeting
- Ongoing support through the Client Triage Call to talk about opportunities with your Clients
The Client Triage Call
Stage 2 Business Solution Affiliates have the opportunity to discuss potential cases before engaging the Client. The ability to have this conversation with us is included in the monthly Affiliate fee.
- Here's how to get started.
- Gather the Client information needed for the conversation
- Send the Client information to Stage 2 Planning
- Schedule a call
- Hold the call
- Decide what's next for your Client
Our goal is to help Affiliates understand the opportunity with your Clients and to propose services that are profitable for you Clients and for you.

