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The Client Rapid
Growth System.

Our Business Owners' Roundtable curriculum adds value for your existing clients and attracts new ones.

Supporting Stratagies | Dayton using our program. 
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Fan Mail

"I wanted to create a series of educational events for my business owner clients and prospects.  Coffee with Champions has been the perfect answer.  I watch a 5-minute video, print the corresponding handouts, and I'm ready to lead an excellent educational discussion. Everyone who has attended loves it, and most make time to come back for more!"

- Rick Hartley, Managing Director, Supporting Strategies | Dayton

What Good Things Will You See?

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Client Retention

Provides ongoing value beyond your basic services and creates deeper relationships.

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Lead Generation

Set yourself apart from the competition and create a reason for prospects to engage.

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Client Growth

Help your clients succeed personally and professionally, leading to expanding service levels.

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Fan Mail

"Thought-provoking, Openness, Vulnerability, Understanding, Supportive."

- Todd Rodden, Owner,  Aspire Action Coach

How Does Our Program Work?

It’s a group discussion for your clients led by one of your team.

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Get a group together.

Anywhere from 3 to 30 people can join a single workshop.

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Watch our short video.

Lance, our co-founder, will explain the topic and what to do.

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Talk about it.

Everyone gets a sheet to help guide the talk.

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Fan Mail

"In CWC you get to interact with people from different industries and stages in life.  You will gain insights into topics that you wouldn’t consider on your own as well as get opinions and perspectives from others.  As a new business owner, the topics I’ve discussed at CWC helped keep me in focus towards my business goals and vision. "

- Bryan Wilson, Agency Owner, Brightway Insurance

What Will My Clients Learn?

Monthly workshops about growing personally, leading well, and improving how they work.

We cover topics like:
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How does living in the GAIN vs the GAP change our life as owners?

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How do you find the right tribes as an owner?

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How do you stand out from the crowd?

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The average life is 4,000 weeks. What are you doing with yours?

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How can understanding our emotions help us make better choices?

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What are the practical steps to making your dream a reality?

...and many more workshops on topics of life, leadership, and business.
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Fan Mail

"It is an incredible stimulation for the mind, but as I have discovered, it helps your spirit too. Collaborating with others, hearing comments that align with your thoughts, as well as ideas that differ from your perspectives is a great way to start the day"

- Glenna Fulks, Owner, Kite Management, LLC

Who Can Use Our Program?

Bookkeeping firms

Business Consulting

Financial Advisory Services

CFO Services

Tax Preparation

Small Business Insurance Agencies

Wealth Management

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How many, how long, how often?

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How many workshops?

The program comes with 12 regular workshops + 5 bonus workshops.

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How long is each workshop?

You can do each workshop in 60 minutes.

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How often should we meet?

Each group should meet monthly. You can have unlimited groups though.

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Fan Mail

"It's been a pleasure to be part of a program that turns casual business relationships into true friendships that become a force for good!"

- Chris McClure, Author and owner,  McClure Coaching

What does our training
look like in
real life?

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Fan Mail

"What do you get when you mix coffee and a great group of local leaders with different backgrounds, education, professions and generations at 8:00 a.m?  A great discussion and an opportunity to grow in one’s leadership abilities and knowledge.  The relationships created and/or enhanced is an added bonus."

- Ronny Shumaker, MBA, Owner of Coach Shu, Inc.

Start for $0.
Risk Free.

We want to make sure this is a good fit for you and your clients.

 

So we give you 45 days to test us out FREE.

What You Get.

🔹 Business Owners' Roundtable curriculum - 12 of our most popular Workshops. One for each month.

🔹 5 Bonus Workshops!

🔹 Videos, worksheets, and promos for each lesson.

🔹 Quick start training for your facilitators.

🔹 Superior support from our team.

🔹 Earn $50,000/year with our Affiliate Program.

$149/mth

45-day free trial. Paid annually. Payment plans available. Money-back guarantee.

FAQs

General

What is the time commitment?
It takes 15 minutes to prepare for a workshop. 

  1. Print the worksheets.

  2. Get the video ready. 

  3. Familiarize yourself with the topic.

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What is the format?

The program revolves around a group discussion with your clients led by a leader in your organization. 

 

The leader uses our videos and worksheets to facilitate the workshop.

 

How often should we hold workshops?

Workshops are typically held monthly for each group of clients.

 

Who can facilitate/lead a workshop?

Any leader of your company.

Meeting Space

Where should we host our meetings?

Any place that is private and is the appropriate size. You should have tables and chairs for everyone. 

 

Coffee shops, restaurants, and other open public spots are NOT good locations.

 

What do I need to host a workshop?

  • An internet connection

  • TV / Computer to play the video

  • Color printer

Attendees

How many people can attend a workshop?

A good workshop can be conducted by as few as 3 people. After the group size reaches 20-30 people, you may choose to split into smaller groups after the introductions and the video. 

 

With this format, there is no limit to how many could be in a workshop.

 

Who can attend a workshop?

Our workshops are designed so that anyone, regardless of experience level or job, can attend.

 

Do attendees need to show up every time?

No. Our curriculum is non-sequential, so attendees can come and go as they please.

Support

When can I get in touch with Coffee with Champions for support?

We are available Mon-Fri 8 am - 4 pm EST.

Let's talk.

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