The Strategy That Gets You Face-to-Face With Corporate Decision Makers

The Strategy That Gets You Face-to-Face With Corporate Decision Makers

R
Jul 1, 2026

Many business owners struggle due to a lack of basic financial skills, yet this knowledge is not taught in school. In this video, Louisa Wilcox from Let's Get Wealthy discusses why financial understanding is an essential skill you should master in order to keep your business on track.

And for Louisa personally it was more about how to find more corporate clients. I break down a simple 5 step process around how to get clients for a service client business.

By focusing on financial education, you can avoid the common mistakes that lead to small business failure. The video outlines the truth about how money management affects your professional future and provides a practical task for you to complete. Developing sound financial skills is an important first step for anyone wishing to improve their situation.

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This episode is brought to you by @HelpBnk — the free peer-to-peer platform where entrepreneurs can get expert answers to their biggest business questions. Join 300,000+ members at https://helpbnk.com.

Want to read my backstory as a business coach, and how I help my clients? If so, visit my website below to read my client success stories and find out more info on my journey so far: https://www.robinwaite.com/

🔔 CONNECT WITH ROBIN

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🔔 CONNECT WITH LOUISA

HelpBnk: https://helpbnk.com/@louisawillcox
Instagram: https://www.instagram.com/letsgetwealthywithlou/
Web: https://letsgetwealthy.co.uk/
LinkedIn: https://www.linkedin.com/in/louisa-willcox/

00:00 - How to break into corporate clients as a small business owner
01:31 - Why in-person beats online for winning corporate contracts
03:57 - Step 1: How to get intentional about your ideal clients
06:36 - Step 2: How to get in the same room as decision makers
09:10 - Step 3: How to add value to land corporate partnerships
13:10 - Step 4: Why building relationships with the team beats the boss
17:20 - Step 5: How to use sponsorship and gifting to open doors
21:03 - When and how to make the ask without being pushy