

SALES EXCELLENCE
Training and Coaching leaders and teams grounded in OpenDoor’s Lead2T® Relationship-Centric Model
After more than 25 years in sales, I've experienced multi-day trainings and collected many binders full of materials (yes, I said binders) that were rarely revisited post training - as were the instructors.
The learning that shaped me came from leaders who engaged me one-on-one — sometimes uncomfortably. We would prepare or unpack various sales conversations integrating new learning and messaging for increased effectiveness - and confidence - moving forward.
To simplify the sales process for myself, I developed my own 5-step model - relationship-focused and consultative - which guided my sales career. That became the Lead2T® process which I use to this day in my own prospecting and selling and in my training and coaching of leaders and teams.

With a unique approach to sales coaching that engages the whole person, I not only foster skill development, but also address the life challenges and family demands that impact how we show up at work. Real-life issues and distractions affect our focus and productivity.
Personal challenges—caregiving responsibilities, health concerns, and life transitions—can all strain the effectiveness, consistency, and confidence that we demonstrate in our roles and responsibilities on the job.
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 diligently behind the scenes - are under consistent pressure to produce.
All work at a demanding pace to support client satisfaction and organizational growth. Ongoing support is critical.
As a trusted resource to both the organization and the individual, I provide my confidential coaching services in a way that fosters and supports both the peak performance and wellbeing of leaders and their teams.
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Training in relationship-centric and coaching in Lead2T® model. consultative process
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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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Crafting or refining sales playbooks
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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.