WE BUILD BETTER BUSINESS OWNERS
Get the TOOLS and TRAINING your business needs. Master the fundamentals to grow your business.
You can't be successful if you don't know the fundamentals
Struggling with your business is no fun! Don't be held back. Get the tools you need to build a winning team
Get the training and tools you need to be successful!
Build a Better Team
Your team is your most important asset. Many business owners struggle understanding their team and effectively communicating. Everyone is different. You must know yourself to understand how other people see you. Soft skills for business owners improves your ability to communicate and build a better culture in your organization.




Process and Consistency
Many companies struggle because they lack processes or they do not execute them consistently. Team CDI increased their sales by over 30% in the first quarter because they followed the process and were held accountable. Our program gives your a proven path to success.
Bold Advisory Groups!
Silver - Online Course Only
$99 per month + set up
Top features
- Month 1 - Communication Kryptonite
- Month 2 - Get Unstuck and Get Your Life on Track
- Month 3 - Understanding Paradigm Shifts to Leverage Change
- Month 4-7 - Strategic Planning
- Month 8 - Periodization, How to Execute an Annual Plan
- Month 9 - Your Network Determines Your Net Worth
- Month 10 - Your Sales Process Redefined
- Month 11 - Effective Time Management
- Month 12 - Ignite, the Ultimate Customer Experience
- Membership in the Bold Institute Private Facebook Group
Platinum - Online Course with Monthly In-Person Peer Group Meeting
$299 per month + set up
Top features
- Month 1 - Communication Kryptonite
- Month 2 - Get Unstuck and Get Your Life on Track
- Month 3 - Understanding Paradigm Shifts to Leverage Change
- Month 4-7 - Strategic Planning
- Month 8 - Periodization, How to Execute an Annual Plan
- Month 9 - Your Network Determines Your Net Worth
- Month 10 - Your Sales Process Redefined
- Month 11 - Effective Time Management
- Month 12 - Ignite, the Ultimate Customer Experience
- Membership in the Bold Institute Private Facebook Group
- Monthly In-Person Peer Advisory Meetings
- Monthly Individual Coaching Call
Gold - Online Course with Monthly Peer Group Meetings
$249 per month + set up
Top features
- Month 1 - Communication Kryptonite
- Month 2 - Get Unstuck and Get Your Life on Track
- Month 3 - Understanding Paradigm Shifts to Leverage Change
- Month 4-7 - Strategic Planning
- Month 8 - Periodization, How to Execute an Annual Plan
- Month 9 - Your Network Determines Your Net Worth
- Month 10 - Your Sales Process Redefined
- Month 11 - Effective Time Management
- Month 12 - Ignite, the Ultimate Customer Experience
- Membership in the Bold Institute Private Facebook Group
- Monthly Online Peer Advisory Meetings
Ready to get started?
Today is the day! Let's do this!
Testimonials
Danny Pickelsimer, Allegiant Energy Services
Over the last year and a half Dave and Phil have helped us more than double the size of our business.


Commercial Distributing Inc.
We hired Phil and Dave to train our sales team last fall. With their training and weekly follow up Team-CDI realized its most profitable first quarter since founding the company.