Certified Customer Engagement Program

A Good Coach Can Change a Game, a Great Coach Can Change a Life”……John Wooden

The CCEP Program offers organizations a customer engagement certification curriculum to develop their business development and sales teams  into highly effective Certified Customer Engagement Professionals.  The CCEP program is best for individuals or smaller companies where there is no development curriculum and the BD/Sales Leaders does not have the bandwidth to develop the BD or sales team. Continuing Education Credits are awarded for all MBDi programs towards PMI and PE certifications.

The Program Features

  • Improves participants customer engagement mindset, skills, and process to gather and use HUMINT® Intel to “win” more opportunities.
  • Pinpoint the right education, coaching and professional development you need
  • Identify and close gaps in your BD process and core competencies
  • Develop an effective documentation and execution of the Client Engagement Process
  • Evaluation and improve your BD leadership capabilities

Program Benefits

  • Over 3 semesters of coaching, instruction and accountability to ensure success
  • Participants learn how to master identifying & shaping opportunities early
  • Individual and Leaders develop the BD thinking & processes to produce proactive BD culture and a higher win rate
  • Overall improved leadership capabilities with a revenue generating mindset
  • Highly Effective and Efficient Business Development process
  • Participants leave with a road-map for corrective action

Program Provides

  • Process templates (Account Plans, Call Plans, etc)
  • Instructor-Led and Virtual Instructor-Led Workshops
  • Open Call-in Sessions
  • Coaching, self-paced implementation activities and real-world practical application
  • Mastermind sessions with classmates and the MBDi team via a private, Members-Only group
  • Tips and techniques, along with the advice and feedback to know you’re executing the process the right way…the first time
  • Provides Tangible Assignments to strengthen Engagement skills, as well as access to Coaches to strengthen Accountability

Typical CCEP Participant Titles Include

  • Small to medium size company leaders
  • VP Business Development
  • VP of Strategy
  • Account Managers
Contact Form

Please List Preferred Contact Method

Program Calendar

There are multiple programs with a highly selective processes that begin at different times of the year. To be considered for the program you will need to apply and complete a questionnaire. An MBDi representative will then contact you to schedule a selection interview.  Once selected, our relationship manager will provide a start date, each semesters program agenda, pre-classroom preparatory materials and instructions to ensure you are fully prepared and maximize the return on your investment.

Contact Us

Thank you for your interest in MBDi. Please fill out the contact form below and one of our team members will be in touch with you shortly.

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In this White Paper you will learn:
  • The different psychological profiles of BD Majors verses BD Minors
  • Criteria to evaluate personnel for a BD role
  • Why behavioral psychology is a critical knowledge competency for success in Business Development
  • The four distinctive BD roles and how to understand, assess and coach those individuals critical to revenue growth
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • The eight-element approach to turning around revenue growth
  • Critical components for a high performing BD organization
  • Is it possible to change the culture of a BD organization?
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • What a new BD culture incorporates
  • Why BD culture change produces a greater return on investment than strategy
  • How external catalysts are critical to changing BD culture
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Why trust is important in developing business
  • Why a client engagement process mapped to a qualification/disqualification phase is necessary
  • The three early shaping environments impacting your revenue results
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • What the true ROI is for training and development investments
  • How installing a purpose-driven client engagement process impacts pipeline quality
  • Why to fund education, coaching and professional development for effective customer engagement thinking and skills
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • The missing link in most Business Development processes
  • What is HUMINT® and why it's a critical component in intelligence gathering
  • How credibility in BD is determined by the level and type of questions asked
Your Information will never be shared with any third party.
Issue Paper:
  • Hiring retired senior military personnel for Business Development positions is a common practice in the Government Contracting industry. No matter how rational the custom of having retired military personnel call on their former subordinates now running government agencies or departments may seem, this scenario actually produces three troubling contradictions, one each from the individual, the corporation and the marketplace.
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Key Indicators of Revenue Growth Stagnation or Contraction
  • Stovepipe to Strategic: Restructuring the Business Development Model
  • Steps for Implementation
  • Assess the Present State of a Business Development Organization
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Indications of Business Development model problems
  • Business Development Strategy, Planning and Capabilities
  • Opportunity Identification & Qualification vs. The Crystal Ball.
  • Business Development Professionals vs. Door-Openers and Butterfly Catchers
Your Information will never be shared with any third party.
Issue Paper:
  • Few positions have the success of an organization weighing upon them like those in Business Development.
  • Once the hiring decision is made, a substantial and long-term investment of time and finance is required to launch the individual to the point where they are building relationships, qualifying and shaping opportunities and building a pipeline.
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Do You Need a Special Ops Team of Super Hunters for Your Organization?
  • Should You Stand Up a BD Strike Team?
  • Characteristics of a BD Strike Team Leader
  • Stand Up and Deliver: The Strategic Advantage
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • A proven Intel Gathering Strategy to fortify decision-making and drive revenue results
  • The difference between companies that make good “Pursuit/No Pursuit” decisions and those that don't.
  • The five stages of the Intelligence Cycle
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Lifting a page from the small company Business Development playbook can be a game-changing strategy in this transformed environment.
  • Game-Changing Structure Strategy
  • The Case for Professional Development
Your Information will never be shared with any third party.
Issue Paper:
  • Want to get inside your customer’s head and discover the real issues? Then go to the source and just ask!
  • Are you gathering Data or Source HUMINT ®
Your Information will never be shared with any third party.
Issue Paper:
  • Determining Barriers & Overcoming Obstacles to Growing Revenue in a Recessionary Economy
  • Moving the Needle in Tough Times
Your Information will never be shared with any third party.
In this White Paper you will learn:
  • Guidelines for leveraging products and services to international military/defense markets in Government Contracting.
  • Top Ten List for International Business Development Success in Government Contracting
Your Information will never be shared with any third party.