Our Vision

Our vision is to be the pre-eminent business development methodology, tools and training for the Professional Services Industry.

Our Mission

To connect Professional Service Providers with other professionals who serve similar clients - Client Mapping and to be the go-to place for their marketing material to build more profitable relationships.

Our Methodology

Our methodology is to visualise and analyse client relationships, needs and interactions to focus on the clients and work that produces the most profit.

Most marketing is non-strategic and unfocused - a shotgun in a blizzard.

If 20% of the work produces 80% of the profit, client mapping focuses business development on the clients and work which produces 80% of the profit.

Client Mapping facilitates inter-firm and intra-firm connections to develop business from cross-selling, networking, upselling and the integration of bolt-ons through marketing clusters and marketing pods and the sharing and recording of case study audio and video clips.

Our Tools

Caroline’s Club provides a platform for members to promote their marketing material to the public and network with other members privately.

The scope for online networking through our platform is huge and includes accountants, wealth managers, lawyers, bankers, passion investments, insurance, art brokers, estate agents, etc., globally.

Oliver Wyman says, ‘Client revenues from the wealthiest group are the fastest growing portion of the professional services sector. Professionals focused on this group can expect revenues to rise by 39% to $99bn in the next few years to 2028.’

Our Training and Coaching

Part I Client Mapping

Caroline’s Club gives our members a rifle to win new business through Client Mapping. Client Mapping can effectively cross-sell, integrate bolt-ons, network offline and online, and upsell while encouraging a collegiate atmosphere of cooperation. The Club is supported by an online platform that stores the marketing material of our members, audio and video clips, blogs, and podcasts, which can be referred to and shared when needed.

Part II Good Practices

Caroline’s Club gives our members psychological tips to adopt and traps to avoid increasing revenue, cutting costs and saving time through good habits, planning, and understanding the difference between facts, fears and benefits.

The Benefits

For the Professional: to promote what they do for their clients

For the firm: to set strategic goals, for business development teams and professionals to work together to track, analyze, and amend marketing activity, increasing revenue, cutting costs, and saving time year on year.

If you would like to find out more, call Caroline’s Club on 07979 188288

Quarterly Membership of Caroline's Club
£220.00
Every 3 months

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award-winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard; Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote their marketing material
✓ Internal email to connect to other Caroline's Club Members
✓ Online Client Mapping training program
✓ CMP accreditation to signify membership of Caroline's Club
Annual Membership of Caroline's Club
£792.00
Every year

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard. Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote the marketing material of its members
✓ Internal email to conect to other client mapping members
✓ Online client mapping training program
✓ CMP accreditation to signify membership of Caroline's Club

The Club House

'Listen to and learn from our private client professionals'

Blogs

Your stories, your views and your news

Podcasts

Your personal audio brochure to tell us about you

Our Professional Global Network

Join our membership to access a global network of CPCP Members in our Members Directory.

You can add yourself to our directory and make contact with other professionals.

Testimonials

Noel Craven

Quartet Investment Management

“Being a member of Carolines Club has facilitated opportunities to grow my professional network and led to opportunities to pitch for new business. It is fantastic to share that one of these opportunities has converted into a new client. ”

Karen O’Hanlon

Ocorian

“The podcast with Jon de Jäger was most enjoyable and gave a good snapshot about the CT Group, I particularly liked the focus and drivers.”

Quarterly Membership of Caroline's Club
£220.00
Every 3 months

Caroline's Club is an exclusive club for professionals who want to increase revenue, cut costs and save time. It provides its members with award-winning methodology, marketing tools and training. Most business development by the professional services industry is a shotgun in a blizzard; Caroline's Club provides its members with a rifle and the training they need to use it effectively to win business.


✓ A methodology to win business
✓ A platform to promote their marketing material
✓ Internal email to connect to other Caroline's Club Members
✓ Online Client Mapping training program
✓ CMP accreditation to signify membership of Caroline's Club