Southwestern Consulting

Coaching

Coaching that meets you where your business is today

You get a partner who asks the right questions, pushes you past your comfort zone, and holds you to what you said you would do.

My approach

Questions first. Answers second.

I do not hand you a script and walk away. I ask questions that help you uncover your own solutions, then I bring in training and systems where they will help most. Every session is built around what is happening in your business that week.

The bottom line: you leave each call with clear action items and a reason to follow through.

Who it is for

Two programs, one goal: more growth

Top Producer’s Edge

For front-line sales professionals

You already produce. Now you want to reach the top tier. We sharpen your prospecting, follow-up, conversations, and referrals so your income follows your effort.

  • Build a follow-up system that works every week
  • Ask for referrals with confidence
  • Develop deeper, more productive sales conversations
  • Protect your time and your boundaries

Manager’s Edge

For sales team leaders

You are balancing your own production with a team that needs you. We build the leadership habits that engage your people and free up your calendar.

  • Delegate without losing control
  • Engage and hold your team accountable
  • Run effective one-on-ones and team meetings
  • Lead without letting your own sales slip

Both programs fit producers and leaders in mortgage, real estate, insurance, and financial planning, and in other commission-driven sales roles.

What we work on

Real problems. Practical systems.

The topics change with your business. These are the ones that come up most often, and the ones where a simple system makes the biggest difference.

  • Time management
  • Delegation
  • Boundaries on your time
  • Referrals and recommendations
  • Prospect follow-up systems
  • CRM use that sticks
  • Uncovering real customer pain
  • Engaging an unengaged team
  • Mission, vision, and values

What a session looks like

45 minutes. Four steps. Real movement.

  1. 1

    Good news

    We start with what is working. Wins set the tone and build momentum.

  2. 2

    Your numbers

    We review your Critical Success Factors, the few metrics that drive your results.

  3. 3

    What you learned

    We look at the action items from last time. What did you do? What did you learn?

  4. 4

    What is next

    You choose what to work on. We dig in and leave with a clear next action.

Client results

What My Clients Say

David’s ideas are proven, practical and easy to implement. Best of all they get results

Brian Tracy Brian Tracy Business Author, Advisor, Speaker and Thought Leader

Start with a free Business Action Planning session

One conversation to get clear on your goals and find your biggest opportunity. No pressure and no obligation.

Request a session