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STOA

How it works

Make relationships a growth strategy, not a matter of chance.

Our proprietary tool reveals opportunities. A hands-on team helps you act. Build new business on the trust you have earned.

Schedule a short callSee the rhythm
A professional reviews her short weekly plan on a laptop while a STOA team member points to one suggestion.
EACH WEEKA few worthwhile moves

The short version

Tell us where you want to grow. We help you be useful there.

We show you which relationships to build on, why now, and how to help. You lead every conversation and decide what comes next.

  1. 01Find a real reason to connect
  2. 02Offer relevant help
  3. 03Keep your word
  4. 04Build on usefulness and trust
Then repeat. Not every relationship is a sales prospect. A promise kept matters in its own right.

Who does what, and when

You are not left to figure it out alone.

NO CRM REQUIRED
SOFTWARE

Finds the openings

At the startSTEPS 1 AND 2Is designed to bring your email and calendar history into view.
Each weekSTEPS 3 AND 4Is designed to surface relevant changes and possible introduction paths.
Each monthSTEP 5Is designed to connect relationship history and changes with your goals.
OUR TEAM

Turns intentions into follow-through

At the startSTEPS 1 AND 2Turns your goals into a clear direction. Agrees what stays out before anything connects.
Each weekSTEPS 3 AND 4Sends a short plan: who, why now, what to explore, how we help. Prepares what you offered and tracks promises.
Each monthSTEP 5Reviews progress with you and adjusts the plan.
YOU

Bring the expertise and the relationship

At the startSTEPS 1 AND 2Tell us who you help and which firms you would love to work with. Confirm who knows whom.
Each weekSTEPS 3 AND 4Choose what fits. Lead the conversation: ask, listen, agree the next step.
Each monthSTEP 5Share what you learned. Decide where to focus next.

Not another tool to manage alone. Not a plan that leaves all the work with you.

More messages do not mean more trust.

An illustrative example

Picture opening your first plan.

You are Maya, a consultant. Daniel, a past client who knows your work, has joined a new company. Here is how one week could go.

Maya, a consultant, smiles on a phone call with Daniel and takes notes.
1
YOUR WEEKLY PLANILLUSTRATIVE
A useful reason to reconnect with Daniel
WHODaniel, a past client from your team-operations work.
WHY NOWHis new leadership role is verified. We have not assumed his company has a problem.
EXPLOREWhat he is focused on, and whether your experience could help. Ask, do not assume.
FROM STOAVerified background and up to three talking points.
Reach outChange itNot nowNot a fit
  1. 2
    You call.You congratulate Daniel and ask what he is looking forward to. He is getting to know how his teams work. You offer a few useful questions.
  2. 3
    You keep the promise.STOA helps prepare a short resource and tracks the commitment. You check it and send it in your own words.
  3. 4
    You build on what he wants.If Daniel asks to discuss help, you lead the scoping conversation. If not, you renewed a relationship. He owes you nothing.
Want to meet someone new? The plan can show a trusted contact who knows them. An introduction happens only if both people agree.

Give first

Give people a reason to want the next conversation.

Start with the other person, not a quota. Our team helps you prepare the contribution that fits.

  • IntroduceConnect them with someone who can help.
  • ReferSend work or a lead.
  • ShareAn insight, a brief or a tool.
  • RecognizeCongratulate or celebrate a win.
  • InviteBring them into the right room.

Give first. Giving never creates a debt.

Ask when there is a genuine fit. If someone asks for a service you offer, respond directly.

Who it's for

Your ambition. A team behind it.

A business development professional walks and talks with a former client.
SALES REPS AND BD LEADERS

Build your next opportunity on a relationship, not another cold message.

Reps get a focused plan and hands-on support. Leaders get a shared approach to growth, without scripts or pressure to send more.

A business owner introduces her younger colleague to a client.
OWNERS AND TEAM LEADERS

Help the next generation earn trust with the people your business depends on.

Relationship Continuity Plans bring a colleague into useful conversations while you can support them. Trust is earned, not transferred.

A solo practitioner on a video call with a STOA advisor from his home office.
SOLO PRACTICES

You run the practice. You do not have to win new business alone.

A short plan that fits your capacity, with the same hands-on support. No CRM, and no team tasks that do not apply to you.

Data safety and compliance

Your relationships. Your data. Your control.

Built for firms with strict confidentiality rules. Law, accounting and financial advice firms get a stricter data profile and a professional review.
  • Rules firstWhat stays out, and who can access it, agreed before anything connects.
  • Kept separateDesigned to keep your data apart and out of AI model training.
  • Your wordsYou write and send every message.
  • No outreach for youThe software never contacts anyone on your behalf.

How we measure

What you should be able to see.

Not just a count of messages. Each step is recorded separately, where evidence is available.

REVIEWED MONTHLY
  1. ReconnectedWho welcomed a renewed conversation
  2. IntroducedWhich introductions became conversations
  3. UsefulWhat people confirmed was useful
  4. KeptWhich commitments were completed
  5. RequestedWho asked for a proposal or scoping meeting
  6. WonWhich engagements were won, and the revenue

Next step

Your next chapter starts with a conversation.

Build on the relationships you have. Open doors to the business you want.

WITH THE STOA TEAM
A short call
SHORTVIDEO CALLFREE
WHAT WE COVER
  • Who you want to win
  • Where your new clients come from today
  • Whether STOA is the right fit
Schedule a short callPick a time that suits you.