Business Development Director: ERP program loses momentum
Professional services business development training
“Can you send a proposal?” Practice the questions before you do.
Talk through scope, fees, and client expectations with an AI prospect. Read your feedback and rehearse how to clarify the work before promising a price or a timeline.
15 days free, then $59 per user/month or $590 per user/year, billed annually. Your selected subscription starts automatically unless you cancel before the trial ends. Card required.
Built for the work
Rehearse the part you want to handle differently.
Practice asking enough about the client’s problem to explain what belongs in the scope of work.
Choose a role, a practice case, and the challenge you want to work on.
Who can practice
Roles in this training track
View all roles
- Business Development Director
- Client Partner
- Consulting Partner
- Proposal Lead
- Delivery Director
Public case preview
Find a situation you recognize.
Open an example to see the situation and practice goals. In your trial, choose your role and speak through a case with AI.
Business Development Director: Margin pressure across service lines
Business Development Director: Post-merger operating model
Client Partner: Renewal after uneven adoption
A sponsor questions renewal because only two of six teams adopted the advisory playbook. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the professional services client partner, address this concern: They need an honest outcome review before any expansion conversation.
Practice goals
- Review verified adoption.
- Surface ownership gaps.
- Agree a recovery plan.
Consulting Partner: CEO seeks turnaround perspective
A CEO requests an advisory conversation after a flagship business line missed plan for two quarters. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the consulting partner, address this concern: They need thoughtful hypotheses and listening before any turnaround prescription.
Practice goals
- Surface competing explanations.
- Clarify board decision context.
- Earn an executive diagnostic session.
Proposal Lead: RFP lacks implementation scope
A procurement manager issued an RFP for a transformation program without final implementation boundaries. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the professional services proposal lead, address this concern: They need clarification that reduces proposal risk without bypassing the formal process.
Practice goals
- Submit precise questions.
- Identify scoring and scope owners.
- Document assumptions.
Delivery Director: Workstream misses milestone
A delivery sponsor says a workstream missed a milestone and status reports no longer feel credible. The counterpart shares the visible concern but needs a respectful opening before adding detail. As the professional services delivery director, address this concern: They need ownership and a recovery plan without blame or unsupported staffing promises.
Practice goals
- Acknowledge impact.
- Clarify facts and dependencies.
- Set recovery governance.
Focused feedback
Review the call while you remember where you got stuck.
Score problem framing, scope discipline, stakeholder access, and the quality of the mutual next step. Use your recap and feedback to choose one thing to try in another conversation.
Individual account activity is private to you. In Team accounts, authorized managers can see relevant practice activity and feedback.
Hear the voice experience in the automotive demo, available without signup. Start a trial to practice in this industry.
Preparation tools in this track
Practice a services discovery call
Start my 15-day free trial →Learn the conversation
Professional Services Conversations
Business development practice for discovery, scoping, proposals, and client growth.