

SALES EXCELLENCE
Coaching for leaders and teams grounded in OpenDoor’s Lead2T® Relationship-Centric Model
After 25 years in sales, I've experienced multi-day trainings and binders full of materials (yes, I said binders) that never got used. The learning that shaped me came from leaders who engaged me one-on-one — sometimes uncomfortably. In an effort to simplify the sales process for myself, I developed a sequential, 5-step, relationship-centric model that guided my sales career. That became the Lead2T® model. Now I coach sales leaders and teams using this proven, back-to-basics methodology.

Personal challenges—caregiving responsibilities, health concerns, and life transitions—can impact how we show up at work. These real-life pressures affect focus and productivity.
This is particularly pertinent for high performing teams. Those in sales and other highly visible, client facing roles - along with those unsung heroes who work consistently and diligently behind the scenes - are under consistent pressure to produce.
All work at a demanding pace to support client satisfaction and organizational growth. They handle these role responsibilities amidst their individual family demands and life challenges. Ongoing support and resources are critical.
Taking a whole-person approach, I recognize the close connection with professional performance and personal wellbeing.
As a trusted resource to both the organization and the individual, I provide my services within the context of existing employee benefits - sometimes taking a role to guide an employee toward pertinent utilization of services, while augmenting with my coaching services for more comprehensive support.
Through confidential one-on-one conversations, individuals gain perspective, clarify priorities, and move forward with renewed direction—so they don’t have to navigate uncertainty and manage stress on their own.
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Coaching for new hires, mid-career, and seasoned professionals
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Mentorship for leaders integrating coaching techniques
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On-demand access with set schedules or open hours
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Small groups assembled with shared goals for upskilling
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Onboarding and training processes and materials
THIS MAY INCLUDE
WHO BENEFITS
Organizations and Leadership....
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Recognizing the connection between sales performance and employee wellbeing
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Evolving employee benefit programs seeking to improve awareness and utilization
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Guiding teams through sustained periods of change and maintaining productivity
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Seeking one-on-one support while managing their leadership role and team demands
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Needing a trusted sounding board and guide
Individual Employees....
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Balancing caregiving and family responsibilities with career requirements
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Experiencing personal challenges that impact work presence and effectiveness
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Managing health concerns while trying to maintain sales performance and productivity
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Considering a new role, career transition, exit from the company, or retirement
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Navigating changes at work and at home
WHAT CLIENTS SAY
"Bobbie worked with us to develop a go-to-market strategy for health plans with exceptional strategic insight. Her expertise significantly contributed to our market presence and successful launch."
Julie M, VP of Sales, Behavioral Technology Company
WAYS I WORK
Standalone programs, bundled services, or partner-in-residence — as an extension of your team with an ongoing presence and on-demand access to services.
Reach out to explore how I can support you and your teams at work and in life.