individual and team Coaching
I help people build authentic, long-lasting relationships—which results in more success in life and in business.
Who is this for?
Are you someone who struggles to connect at a deeper level with your customers? Are you having difficulties moving relationships from transactional to consultative?
This coaching program will enable you to become a master of building meaningful bonds with others—bonds built on trust, understanding and genuine care.
You’ll feel more confident, make a more valuable impact on the people with whom you work and serve, and find greater success in your professional and personal life.
Client-Facing Professionals
Examples: salesperson, financial advisor, insurance broker, etc.
Benefits:
Adopt and implement a sales process that will build the relationships that lead to more deals
Spend time on the right clients at the right time
Increase sales and gain customer loyalty
Increase referrals to new customers
Business Leaders and Team Members
Examples: sales director, VP of sales, chief revenue officer, etc.
Benefits:
Inspire a growth mindset within your team
Increase productivity
Improve rapport amongst coworkers
My Promise
As your coach, I am committed to encourage, motivate, challenge, and guide you—to become better at building meaningful relationships with the people around you. Getting out of your comfort zone to to self-reflect and try new things can feel scary. But if you’re willing to do the work, I’m here to help you build self-awareness, and form the mindset and habits required to achieve success.
The Approach
✓ Real Life Examples
None of this is made up! I’m not perfect—and in my journey to achieving success in the business world, I’ve made mistakes and have learned A LOT!
When we sit down for conversations and dive into the challenges you are facing, I am able to relate and offer relevant stories from my own experience to show you what works and what doesn’t when it comes to forming authentic relationships.
✓ Practical Exercises
I will help you implement the common sense strategies in my book, Win the Relationship, Not the Deal, which allowed me to achieve elite results for over 20 years in business.
These strategies will guide you to:
Treat others the way you want to be treated
Be better at listening and asking questions
Set proper expectations with clients and colleagues
Document meetings and conduct follow-ups more effectively
Become more self-aware, patient, and confident to be your authentic self
✓Accountability
Staying motivated can be a challenge if you lose sight of your purpose. That’s why throughout the coaching process, I help you keep your eye on the prize by reminding you of your goals—and that what you do matters.
In addition to assigning homework, setting clear expectations, and following up regularly, I ask questions to see how I can support you better along the process.
Proven Results Within Organizations
Program Options
3-month engagement (8x 55-minute sessions)
6-month engagement (12x 55-minute sessions)
Your coaching journey begins by completing my proprietary coaching assessment that will give both of us a 360 view of where you are now and where you want to go. Think of this document as our flight plan that will help us, together, land the plane for the new YOU!
Are we a good match?
If you believe that feeling stuck is an invitation to get curious, exercise humility and try new strategies…
If you believe that in order to grow, you need to have the right mindset…
If you believe that discipline and accountability are key players in achieving success…
…then yes, I’m the right coach for you!
How to get started
Ready for your assessment or have more questions?
Let’s book a meeting.
What Clients are saying
Consistent
“Casey’s coaching and repetition of key concepts reinforced the basics of a growth mindset and helped us build muscle memory as we formed new habits.”
— Christie Dziubek, Managing Director
Visible Results
“Since engaging Casey, I have noticed a complete change in our sales process, and it’s directly showing in our results.
He’s coaching us on the difference between being good, great and elite, pushing us to new levels. So much so, our prospects are taking notice and pointing out how much better our sales process is than any other agency.”
— Leslie Vickrey, CEO
Empathy
“Working with Casey has been a joy! His wealth of knowledge in the sales space has contributed significantly to our continued growth and success.
Casey is a natural leader with charisma and charm which align with his work as a coach, mentor, presenter, etc. Moreover, his humor, empathetic ear, and curiosity with every interaction make for incredibly meaningful interactions.”
— Megan McCann, CEO
Fun
“Casey was so fun and positive during the coaching process. I felt excited and pumped up—a boost each time we interacted.”
— Heather Pearson, Manager
Genuine Interest
“Casey was willing to take time to learn about me and our company on all dimensions, and he was willing to ask uncomfortable questions that opened the opportunity for transparency.
I appreciated that Casey was willing to discuss his own mistakes through his career as real-life examples that he is a work in progress as well, but continues to learn to be his best for his clients.”
— Patrick Sirmeyer, CEO
Motivating
“Working with Casey has been one of the most valuable learning experiences in my career. He showed up everyday with amazing energy. It was infectious!
Casey truly challenged me not to be great but to be elite. He showed me the path to achieve my goals. I highly recommend Casey to anyone looking to up-level their sales game.”
— Chris Dues, Global Account Director
