Putting on the Client's Hat
Fundamentals Training Program
Our core material

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We create a competitive environment in which participants apply the power of client and audience analysis, story structure, and Page ArchitectureTM tools and techniques to understand how to write, design, and present powerful business communications. The one-day, hands-on workshop at the heart of this program combines a variety of teaching techniques, including lecture with class discussion, small group discussion, brainstorming, and case studies. 

Each participant receives a complete copy of the workshop slides and handouts, which includes copious examples that serve as on-going reference and resource materials.

You’ll learn the basics of a new business communication development process that will change your approach to communicating persuasively. Understanding the concept of Page Architecture will enable you to give your documents a critical edge in communicating your message.

The shift in your mindset will positively impact your team, your business communications, and your organization. 

Participants will learn to
  • Recognize critical distinctions between writing to inform and writing to persuade, and how to apply them
  • Use analysis, research, and communication systems to understand and address client wants and needs, and to answer the question “Why select us?” in a compelling way
  • Structure and design pages that engage, facilitate understanding, and motivate action.
  • Create presentations that are compelling and persuasive
  • Produce high-quality unsolicited and page-limited proposals
  • Use a brainstorming tool that reveal the client’s unstated needs and wants
  • Ensure all sides of an issue are addressed
  • Think more clearly, objectively, systematically, and creatively

Prior to the workshop we will
  • Clearly understand your situation, culture, needs, challenges, and priorities
  • Familiarize ourselves with your existing materials and processes
  • Assure that our training keeps these issues in mind

We’ll cover
  • What happens during written and visual communication
  • Critical success factors in business communications
  • How to develop compelling messages and tell your story
  • How to structure a document’s visuals to ensure that it is effective and persuasive 
Workshop participants are taught through interactive exercises supported by copious examples that demonstrate and clarify our terms, concepts, and tools.

Optional
Bank of Hours, a block of post-classroom hours from which participants draw for post-class team or individual coaching, integration, or deeper learning with either or both of us.

Who Should Attend
  • Business Communicators 
  • Sales and Marketing Professionals 
  • Engineers 
  • New Product Developers 
  • Team Leaders and Members 
  • Trainers and Consultants 
  • Advertising and PR Professionals 
  • Everyone who wants to improve the quality and effectiveness of their business communication

Workshop Materials
  • Complete copy of the workshop slides and handouts, including copious examples, that serve as on-going reference and resource materials
  • Exercise kits
  • Process and evaluation tool kits

Our Team
  • Beverley Sinclair, CF APMP has been writing, editing, and managing proposals for more than 25 years, helping clients in Hong Kong, Italy, France, and Mexico—as well as in the U.S. and Canada—win new business in highly competitive environments. Since 1990 she has taught proposal development and other business and marketing communications courses at organizations such as the University of Ottawa and the Schulich School of Business Executive Education Centre, as well as in-house at client sites. Her company is Sinclair & Associates
  • Nancy Webb is an award-winning visual communication strategist and owner of Nancy Webb Graphic Design. For more than 25 years she has created identity systems, collateral materials, and books—and developed design directions and long-term strategies—for a wide variety of clients. Her unique blend of expertise in branding and books, and her immersion in text design, have proven ideal for designing proposals. Her passion for helping businesses improve their own visual communication fuels her enthusiastically received seminars and trainings.



Let’s Talk!
Contact us directly to discuss your needs:
  • Beverley Sinclair   650.796.8491  beverley@sinclair-and-associates.com 
  • Nancy Webb   510.914.4724   nancy@nancywebb.com
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