Structured, skilled business development to drive growth.
Clients you want. Results you need.
ClientWise helps professional services firms win and retain clients, reducing business risk and maximising growth opportunities.
// Why Choose ClientWise
Business development that drives consistent results.
Many firms rely on a small number of people to bring in work – a risky approach that limits profitable growth. When more of the team develop the skills to win clients and grow relationships, over-reliance on a few decreases, and opportunities expand. ClientWise helps professionals understand their role in growth and build on their technical expertise to confidently develop business and contribute to their firm’s success.
Building a structure and skills that are repeatable over the long term. Ultimately, to gain more business from existing clients by increasing their lifetime value, new clients directly and from introducers.
Structure
Developing a clear approach so people know what to do.
Skills
Ensuring individuals have the skills to confidently take action.
People centred
Seeing everything through the lens of relationship building.
// About ClientWise
A people focused approach to business growth.
I’m Joanna Gaudoin, Founder of ClientWise. I help professional services firms take a structured, people-focused approach to winning and retaining work from clients, prospects, and introducers.
My objective is to help talented professionals achieve more profitable and fulfilling work, benefiting both themselves and their firm.
Business development takes many forms – I believe everyone can contribute. I work with you to build motivation, a clear plan, and the skills needed to make business development easier and more effective.
- Extensive business development experience within professional services, with deep insight into what drives success.
- Skilled at helping technical professionals shift perspective and adopt new behaviours.
- Combining consultancy, facilitation and training with a calm, approachable style that builds strong rapport and trust.
// Programmes and Workshops
Putting people at the heart of business growth.
Tailored to your situation and objectives, and designed to support your firm and individuals to achieve positive business development results through a people-centred approach.
The Culture Programme
Putting in place a structured and skilled approach to business development.
The Accelerator Programme
Helping firms close the gaps in their business development approach and skillset.
The Compass Programme
Helping firms identify the gaps in their business development approach and providing recommendations about how to close them.
The Prospering Partner Programme
Equipping senior people with the business development skills they need to contribute to business growth.
Spotlight Training Programme
Training professionals on a specific topic related to winning and retaining clients.
The Thriving Partner Programme
Supporting individuals to have the approach and skills they need to thrive and bring in work.
// My Clients
Trusted by leading businesses.
With over a decade of experience helping businesses and the people in them succeed, I’m proud to say my clients include:
// Speaking
I love bringing energy and insight to conferences, off-sites, and events, creating talks that inform, inspire, and spark great conversations.
// Proven Results
What clients say.
Joanna led an interactive and engaging session, offering new perspectives on a topic that added value to all. She even attended our client event later that evening just to see our new skills in action! Joanna is a pleasure to work with – collaborative and professional throughout. I would highly recommend Joanna and look forward to working with her in the future.
She imparted valuable skills and strategies to our lawyers, enabling them to enhance their business development approach. These insights will be utilised across the firm moving forward.
It was a pleasure working with her, and I highly recommend her services to other firms.
Joanna was a brilliant sounding board who helped me look at things from the client’s point of view. This gave me a fresh perspective and helped me adapt my approach to suit the client but in a way that also worked for me. 18 months later I am still supporting the client. We have a super working relationship but things could have worked out differently without Joanna’s intuitive and practical advice.
// Recent Articles
Resources for thriving in professional services.
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