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First Client Accelerator

First Client Accelerator

Offered by Kristen W.

5.0

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Mastering the Self-Assessment: Insider Strategies from a Banking Leader

Boise State University Logo

Studied at Boise State University

BetterUp Logo

Works at BetterUp

Description

This package pairs you with a Leland Top Expert who has already built a thriving business on the platform, and who will walk you step by step from "profile live" to "first client booked." This package includes a full audit and optimization of the expert's Leland profile, the creation of their first offerings, and guidance on setting competitive rates so the profile ranks in search and turns views into intro calls. It also covers building an outreach and intro-call playbook, refining positioning, and establishing a simple weekly system that makes booking clients repeatable rather than random. The package concludes with a personalized 30-day action plan and the accountability to follow through on it.


What you'll get from this package

A fully optimized Leland profile and offerings built to convert

Clear, differentiated positioning and a one-line value proposition pitch

An intro-call script and framework for turning calls into booked clients

A personalized 30-day client-acquisition plan with weekly milestones


Additional details

Coaching delivered via live sessions and .

Refund Policy

Services included:

Personal Branding

Marketing Strategy

Client Relationship Management

Business Development Strategy


Kristen W.

Offered by Kristen W.

Joined October 2024

5.0

Mastering the Self-Assessment: Insider Strategies from a Banking Leader

Your performance review shouldn't be an afterthought — it should be a strategic career document. As a senior leader in banking with years of experience sitting on both sides of the calibration table, I've seen firsthand what separates a forgettable self-assessment from one that lands an associate at the top of their class. In this expert-level session, I'll pull back the curtain on how calibration decisions are really made — and teach you how to write with the clarity, evidence, and strategic framing that gets noticed. You'll learn how to translate your accomplishments into the language leadership responds to, avoid the common pitfalls that undersell strong performers, and craft a narrative that positions you as a top contributor, not just a solid one. This isn't generic advice. It's a playbook built from real calibration rooms, real advocacy, and real results.

Coaches professionally

Experience level: Executive

$1,500

5h–10h of coaching