Free one-hour training for deal teams and portfolio company leaders
Westing Ventures Advisory
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For operators

Your customers know what is working and why some of them leave. We train leadership teams to get those answers in-house.

They learn how to:

  • Choose the right type of study for each business question.
  • Write outreach that gets customers to sign up for calls.
  • Craft interview questions that encourage customers to open up.
  • Lead calls that surface crucial information while making customers feel great.
“We used to treat customer calls as friendly check-ins. Now our team knows which study fits the question and how to ask what we really need to know.”
COO, PE-backed company

For investors

Expert calls are some of the most valuable hours in diligence. We teach deal teams to make every call count.

We train deal teams to:

  • Give the expert networks a brief that surfaces the best-fit experts.
  • Screen for experts who can speak directly to your thesis.
  • Build a guide that gets experts past the obvious answers.
  • Lead a call that gets you the evidence the deal needs most.
“This session was exactly what our team needed: clear, practical ways to get more out of every expert network call.”
VP, private equity firm

Want more in-depth training?

We can also provide deeper training and support, including:

  • A half-day deep dive into every element of our method
  • Live calls run alongside your team with coaching in real time
  • Structured feedback on calls your team runs on its own
Ask about in-depth training