Before I introduce you to today’s guest, I want to take a quick moment to share a recap from our recent 2-day Intensive that we hosted for Predictive clients and guests on March 19th and 20th.

If you’re not familiar with our Intensives, three times a year — March, July, and November — we bring our Predictive clients together on Zoom for what we call the “2-day Intensive.” It’s where we pull back the curtain on Predictive’s best strategies and tactics, breaking everything down in full transparency so our clients can take the key insights and install them into their agencies.

This past March, we focused on one critical goal — helping agencies sell more of what they do.

Drew McLellan, CEO of Agency Management Institute, kicked things off on Day 1 with a deep dive into how to build and nurture a thriving community.

On Day 2, Hannah Roth — our Director of Strategy and resident Mad Scientist here at Predictive — absolutely crushed it. She walked us through key components of the sales process — including a technique she calls Align and Prescribe.

That’s exactly why I invited Hannah to join me on today’s episode. We break down Align and Prescribe step by step, so you can see how it works — and most importantly, how you can put it into action inside your agency.

If you take what Hannah shares today and apply it, you and your team will be Aligning and Prescribing like pros and closing more sales in a way that feels natural, confident, and right-fit.

• How to set the stage with confidence and own the conversation
• Recapping your prospective client’s concerns turns potential pitfalls into trust-building moments
• Hannah’s high impact questions that will shorten the sales cycle
• How to leverage storytelling instead of relying solely on facts
• The subtle transitions from help me understand calls to aligning on solutions that resonate deeply with right-fit prospects
• How you can get Hannah’s new eBook on Align and Prescribe

Resources:

• Website: www.predictiveroi.com
• Visit our newly expanded Resource Library
• Join us in our free How to Fill Your Sales Pipeline Facebook Group
• Hannah’s LinkedIn: www.linkedin.com/in/hannah-roth-387a6b223/
• Order your free paperback or Kindle copy of our Book: Sell with Authority

I’m over the moon excited for today’s conversation because we have a special encore guest joining us — the absolutely brilliant Dia Bondi.

If you’re meeting Dia for the first time, here’s what you need to know — she works with senior leaders, founders, and ambitious professionals to help them find their voice and lead with it. She’s helped her clients secure hundreds of millions of dollars in decisions and resources that have shaped the future of their teams and businesses.

Back in Episode 143, I shared how my Predictive team and I first experienced Dia’s magic — watching her absolutely command the stage at the Build a Better Agency Summit in 2023. She had the entire room hanging on every word, and it was clear she had mapped a specific path for her audience. Every single piece of that keynote was intentionally framed. It was powerful, it was masterful, and in that episode, Dia and I broke down exactly how she did it.

We ran out of time though, before we could dig into something big — The Platform Map. That is the focus of this conversation.

Joining is our Director of Strategy and Mad Scientist, Hannah Roth. Hannah was in that same audience, experiencing Dia’s keynote in real time, and when I asked if she’d be game to join this encore, I barely finished my sentence before she said, “YES!!!”

If you take what Dia shares about Purpose, Providence, Point of View, and Principles — and how they all come together in The Platform Map — you’ll be able to build stronger rapport with your right-fit prospects — and make it easy for them to see why they should buy from you.

• How to cultivate the courage to speak from the heart and become a masterful communicator
• Why aligning your authentic voice with your business strategy is key to leadership success
• The power of using a framework — like the Platform Map — to develop a distinctive leadership voice
• How your origin story and accomplishments serve as evidence of your unique voice
• How you can join Dia for her next virtual session to develop your Platform Map

Resources:

• Website: https://www.diabondi.com/
• LinkedIn Personal: https://www.linkedin.com/in/dia-bondi/
• LinkedIn Business: https://www.linkedin.com/company/dia-bondi/
• Instagram: https://www.instagram.com/diabondia/
• TikTok: https://www.tiktok.com/@diabondi
• The Transformational Voice Intensive: https://www.diabondi.com/intensive
• Resources for Podcast Listeners: https://www.diabondi.com/swa
• Ask Like An Auctioneer: https://www.diabondi.com/book
• How to Master the Perfect Ask, with Dia Bondi

I am thrilled to introduce my guest expert for this episode of Sell With Authority, Taylor McMaster. She is the Founder and CEO of DOT & Company, where they specialize in helping agencies take exceptional care of their clients so agency owners can stay focused on what truly moves the needle — like growing the shop.

Taylor is an expert in account management. She knows all the big and small details that make an excellent account manager…excellent.

Today we focus on a thin slice of account management — and it’s the slice that takes place immediately after your client says yes to what you put forward during your biz dev process.

You already know that onboarding isn’t just about executing strategies and tactics — it’s your client’s first proof point that they made the right decision in hiring your agency.

Did they pick the right team?

Did they invest in the right expertise?

It’s on you to reaffirm that they made the best choice.

But here’s the challenge—how do we do that with excellence?

That’s exactly why I invited Taylor onto the podcast. We peel back the layers of DOT & Company’s client onboarding system so you can implement these strategies inside your agency.

If you take what Taylor shares and put it into action — you’ll raise the bar of excellence in your onboarding process.

That will make selling more of what you do feel like a lighter lift.

• How Taylor pivoted from owning a marketing agency to creating an account management agency — and why it skyrocketed
• Why prioritizing proactive communication post-sale is key to building confidence and trust with right-fit clients
• Balancing automation with a personal touch in the onboarding process
• How to delegate task-oriented client information gathering without overwhelming them
• Setting the gold standard for account management — and why it’s crucial to articulate these standards clearly

Resources:

• Website: www.dotandcompany.co
• Facebook: https://www.facebook.com/dotandcompany
• LinkedIn: https://www.linkedin.com/in/taylormcmaster/
• Instagram: https://www.instagram.com/dot_and_company/
• YouTube: ​​https://www.youtube.com/channel/UC9_2hri1R1uaNTGeZr0Oyxg/