The hardest part isn't the software. It's building the habit.
That's why we don't just give you a login. We help your team build a relationship routine that actually sticks – in three weeks, not three months.
Week 1
Know Your Network
Week 2
Start Reaching Out
Week 3
Build Your Routine
Your team, working together
Step Zero
Before we onboard your team, we help you set the frame.
Before your team ever log in, we start with the person who owns business development at the firm. That might be a managing partner, a head of BD, or anyone responsible for how relationships are built, shared, and sustained over time.
In a short working session, we help you define:
What "relationship work" actually means in your firm
Who is expected to do it – and who isn't
What stays personal, and what should be supported at the firm level
How much time is realistic, and where it fits in the week
What a "good 15 minutes" in Andsend looks like
The goal is to design a lightweight system your people are willing, and able, to operate inside.
You
Set the direction
The Frame
Shared structure
Your Team
Steps into it
The leader sets the frame first. Then the team knows exactly what to do.
We help your team use Andsend, not just learn it
Thinking with AI is a new skill. We help your team build it – in the context of relationship management. That means learning to let AI handle the cognitive load, while staying in control of your voice and judgment.
Short, focused sessions
Not day-long workshops
Respect for your team's expertise
We're not teaching them to network
Structure for what they already do
So it becomes sustainable
By the end of onboarding, your team has a working routine. Not just a tool.
Included with every team subscription
Three weeks to a working habit
Our onboarding is designed to be lightweight but intentional. Three 45-minute sessions. No big change management program – just a deliberately designed sequence that changes behavior in small, durable ways.
Week 1-2
•45 minutes
Know your value, know your network
Before we talk about the tool, we help each person get clear on what they actually bring to the table and who they already consider part of their real professional network.
Outcomes:
- A clear value sentence per person
- A list of 10–20 priority relationships
- Key contacts added to Andsend
Week 3-4
•45 minutes
Start reaching out
We help your team move from "names on a list" to real, natural messages they actually feel comfortable sending.
Outcomes:
- 2–3 real outreach messages drafted
- Messages sent before session ends
- First experience of Andsend as a helper
Week 4-5
•45 minutes
Build your routine
We help each person design a lightweight weekly habit – 15–20 minutes – that they can actually sustain.
Outcomes:
- A personal "relationship block" in the calendar
- A simple weekly checklist
- A small, concrete commitment
We know your consultants aren't salespeople. We're not teaching them to sell. We're helping them stay close to people they already care about – and giving them a system that makes it easier.
Tailored for how your team actually works
Consultants and Business Development professionals need different things. We meet them where they are.
For Consultants
Who do BD alongside client work
Your consultants have deep expertise and real relationships. They don't need sales training – they need a lightweight system that helps them stay visible to the people who matter, without feeling like they're "doing BD."
We focus on:
- Defining their personal value (not the firm's pitch – theirs)
- Mapping the relationships they actually care about
- Building a small weekly habit that fits around client work
- Seeing relationship-building as career capital, not a chore
Result: They maintain 10–15 meaningful relationships per week instead of 2–3 – without it feeling like a second job.
For BD Professionals
Who do business development as their core role
Your BD team already knows how to build relationships. They need Andsend integrated into their existing workflow – not another tool to check.
We focus on:
- Setting up playbooks that match their pipeline and target accounts
- Configuring alerts for job changes, drift signals, and expansion opportunities
- Mapping warm paths across the firm's collective network
- Building dashboards for account coverage and relationship health
Result: Less time on admin and research. More time on the conversations that matter.
We don't disappear after onboarding
Ongoing support reinforces the behaviors established during onboarding, without adding overhead.
Weekly Office Hours
Drop-in sessions for quick questions, workflow tweaks, or peer learning. No appointment needed.
Quarterly Leadership Reviews
For firm leadership: a 30-minute check-in on relationship health across the firm. Where are you strong? Where are the gaps?
On-Demand Help
Chat and email support for day-to-day questions. Real humans, fast responses.
Advanced Workshops
Optional sessions for teams ready to go deeper: account mapping, team visibility, ABM plays, LinkedIn presence.
Onboarding is included with every team subscription. You don't need to buy a separate 'success package' to get help.
1-on-1 coaching for your team
Some people benefit from a thinking partner – someone who can work with them on their relationships, blockers, and ambitions. That's where our coaching partners come in.
Who coaching is for
We work with a small group of experienced BD coaches who understand how professional services firms grow. They're not sales trainers or script-pushers, they're advisors who help people build clarity, confidence, and a relationship routine that fits them.
Paula Gorman
BD Coach for Consultants
Paula is an operations strategist who built a multi-six-figure consulting practice by doing one thing exceptionally well: staying visible. She helps senior consultants and professionals on how to build relationships that create opportunities – without feeling like sales. She works with Andsend clients to help them develop confidence, consistency, and a routine that fits their work.
"Most consultants don't need sales training. They need permission to be themselves – and a system that makes staying in touch feel natural."
Coming Soon
BD Coach
We're expanding our coaching network with experienced BD advisors who understand professional services. Check back soon for more coaching partners.
"Great relationships are built on genuine connection, not sales tactics."
Our coaches aren't generic BD trainers. They know Andsend, they understand professional services, and they meet your people where they are – not where a sales playbook says they should be.
Coaching is optional and separate from your Andsend subscription. If it's right for someone on your team, we'll make an introduction.
Interested in coaching for your team?
Let's talk about whether it's a fit. No pressure – we'll help you figure out if coaching makes sense, and who might be the right match.
Talk to us about coachingTools fail when habits don't form
You've probably seen it before. A new tool arrives. There's excitement for a week. Then it quietly dies – not because it was bad, but because no one built the habit.
We've designed our onboarding to prevent that:
Relationships before tool
We start with what matters to your people – their network, their value – not with features and buttons.
Action in the room
Every session is designed to end with a concrete action taken – messages sent, routines set, commitments made.
AI as a partner
We teach your team to work with the AI – not to follow scripts, but to think better and act faster.
Respect for their time
Three 45-minute sessions. A small weekly block. That's it.
The result: a team that actually uses Andsend – not because they're told to, but because it makes their work easier.
Common questions
Onboarding is included with every team subscription. Three sessions over three weeks, plus ongoing support. No separate fee.
Ready to get your team started?
Let's talk about how onboarding would work for your firm. No pressure, no generic demo – just a conversation about what you need.