Client Process

Our Approach: BusinessWise recognizes the higher level of trust, which is required in developing client relationships for such intangible services as consulting and executive coaching. Therefore, BusinessWise has adopted a client development process designed to develop trust at a pace that is most comfortable for the prospective client.

Source of Our Clients: Typically new client relationships develop from speaking engagements, referrals from existing clients, or in some cases from "centers of influence." These refer to respected third parties known to both the prospective clients and to BusinessWise, who have an interest in the prospective client's business and are aware of BusinessWise services and track record.

Developing Relationships & Understanding Client’s Needs: An informal meeting generally follows these referrals where the principals of the prospective client meet a principal of BusinessWise. This meeting is to get to know each other and to determine if a more in-depth session is appropriate. If both parties agree, the next step in the process is the Exploratory Interview. The purpose of this confidential, no cost, no obligation interview is to determine if a client relationship is appropriate. During the interview, we will ask questions concerning the history of the business, how certain things are done now and where the owner(s) would like the business to be in the future. After listening to the responses to specific questions, we offer our insights into what some of the unarticulated issues facing the business might be, as well as, how the programs we offer might help the client deal with these issues. If we are on target, we are beginning to build credibility and trust. We do not charge a fee for this part of our process because we wish to reserve the right to decline a client relationship if we do not feel we can be of real service, or if we sense that the prospect is not willing to give the commitment necessary for success.

At the end of the Exploratory Interview, we come to an agreement as to whether we should go forward together or not. Regardless of what we mutually decide, it has always proven to be a extremely worthwhile experience for the prospective client. All verbal proposals will be written so the client's understanding of proposed actions and fee payment schedule are clear. This process is used for both consulting and coaching clients.


"…I have been working with Bruce from well over 15 years. During that time he has been my coach through various succession and growth phases. He has facilitated my company’s growth from 10 to 40 employees and increased my sales significantly. I will continue to recommend Bruce- we have developed an invaluable personal and business relationship. Bruce is sincere truly interested in your problems and all of our sessions have resulted in an ‘Aha’…”

Owner of claims Investigation Firm

“….In the four years we worked with you our sales have doubled while the overall marketplace was shrinking. More importantly, our pre-tax, pre-bonus bottom line during the same period was nine times greater. Our involvement has lifted our overall skill level as managers. I highly recommend your organization to any company which is committed to ongoing improvement….”

President of printing company