Advance Your Targets Using the 7 Stages of Engagement

Moving a prospect from stranger to client doesn’t happen overnight. In this video, we walk through the 7 Stages of Engagement—a step-by-step model that maps how trust and buy-in develop over time.

You’ll learn how to identify where a prospect truly stands, what actions you need to earn at each stage, and how referrals, RFPs, and existing relationships can accelerate progress. Understanding these stages helps you coach sellers more strategically and close the gap between first contact and meaningful client work.