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Who this is for
Professional firms and teams where:
Multiple people work with clients
Referrals matter, but approaches are inconsistent
Leaders want a shared standard without scripts or pressure
How it works
The same six programme phases as the Solo version
Participants complete learning individually
Regular group sessions provide reflection, discussion, and alignment
One nominated internal coach supports the group
The role of the coach
Coordinates progress through the programme
Facilitates group discussions
Encourages application in day-to-day client work
Receives additional coach-specific guidance
Group size
Designed for small to mid-sized groups
Suitable for whole teams or selected client-facing roles
Outcomes for organisations
A shared referral philosophy
Greater consistency across client conversations
Reduced reliance on individual styles or ad-hoc approaches
A framework that can be reused for onboarding new team members
Access
12 months access to programme materials for all participants
Ability to add additional participants if needed
What this is not
Sales training rolled out to a team
A compliance or KPI-driven programme
Appropriate for organisations seeking quick wins or aggressive growth tactics