Philadelphia, PA · Joe Rinaldi
Most client services firms do great work and then hope the phone rings. Their biz dev strategy equates to "Waiting Super Hard." Clutch is for the real ones ready to put their hands back on the wheel, with a real framework for building business on purpose, not by accident.
Your biz dev challenges aren't about effort. They're about architecture. We diagnose what's broken, prioritize what moves the needle, and build the systems that keep it running without you holding it together by hand.
Explore consulting →Eight sessions. One hour a week. A small group of five to six teams and leaders learning biz dev like a craft. Not a pep talk, not a firehose. A framework you can use the next day, built alongside people who get it.
See the curriculum →The people you do business with matter as much as the playbook. Slack, alumni network, and curated events grow your surface area for opportunity by becoming best friends with the best people.
Upcoming events →
Good work is the
best biz dev.
Hope is not a plan.
You Can't Lose! biz dev classes are eight sessions, one hour weekly. The next cohort is forming now. We keep the group small on purpose. Five to six people who are serious about building the muscle, not just talking about it.
"It was like the college course I wish I had before I started. I tightened up my biz dev process and now I'm booked out until 2026."
"It wasn't 'do all this cold emailing with AI and win 400 new clients tomorrow.' It was a common sense, human approach to sales — and extremely actionable."
"His class guided me to see beyond the fear and identify manageable methods — even for those of us already stretched thin."
No noise. Just the good stuff, when there's something worth saying.
For agency founders, consultants, and small client services teams ready to stop waiting super hard and start building on purpose.
Your biz dev challenges aren't about effort. They're about architecture. We dig into where things are breaking, prioritize what actually moves the needle, and build the systems and habits you can run yourself long after we're done.
This isn't theory. Every engagement is grounded in the real work: proposals, pipelines, client relationships, outreach, presentations. We make biz dev a verb.
Every engagement starts the same way: we need to understand you. Not just your sales numbers, but your team, your history, your clients, and how you actually work. We do this through questionnaires, direct conversations, and a review of your proposals, pitches, and marketing materials.
From there, we deliver a Diagnostic Report: a clear-eyed read on what's working, what isn't, and the 3 to 4 highest-leverage moves you can make right now. Then we get to work together implementing them, through weekly strategy calls, office hours, documentation, and playbooks you'll keep.
Winning starts with the first email. It peaks in the proposal, but it happens in the little moments along the way. We build a closing process that feels authentic to your culture, addresses prospect concerns before they're raised, and helps you win for the right reasons more consistently.
The easiest money in your pipeline is the clients you already have. We help you move from account management to account leadership: proactive, strategic, and built to deepen relationships and expand revenue from your existing base before chasing anything new.
Your network is full of people who already know you, trust you, and have budgets. Past clients, near-misses, warm contacts who went quiet. Mining old gold means working that list strategically, with the right cadence and the right message, before you ever send a cold email.
Outbound is wish fulfillment: you only invest effort in the relationships you actually want. We build a repeatable, human-centered outbound approach, primarily through LinkedIn and direct outreach, that doesn't feel like spam because it isn't spam. Long game. Real payoff.
Content doesn't create awareness anymore. It validates it. Most clients won't discover you through a blog post, but they'll absolutely use your content to vet you. We help you build a credentialing strategy around being smart in public: making your thinking visible in the places your future clients are already paying attention, so when they hear your name, the proof is already there.
Sales shouldn't live with one person, and it shouldn't live with one firm. We help you spread the revenue mindset across your team and build real partnerships with other agencies, freelancers, and collaborators. Shared language, defined roles, and a culture where everyone understands how their work connects to the next client. Whether it's your internal team or a trusted partner bringing you into their deal, a firm that sells together wins together.
Most firms leak value the moment a deal closes. The client relationship is warm, expectations are set loosely, and delivery starts from scramble instead of strength. We design the handoff so that what you sold is what gets built, and the client relationship only gets stronger from there.
Every engagement starts with a conversation. We'll figure out quickly what fits.
Research, doc review, and a Diagnostic Report with 3 to 4 ranked recommendations. Followed by four weeks of office hours to get them implemented. The fastest way in.
Weekly strategy sessions across a full quarter. Embedded support across all five areas of biz dev, built around your priorities and adjusted as we go. A real collaborator, not a consultant who disappears between calls.
The full treatment. Twice-weekly calls, team coaching, playbook development, and rolling implementation across your whole biz dev operation. For firms ready to overhaul the engine while it's running.
No intake form required. Email Joe directly or find a time to talk. We'll figure out quickly whether it makes sense to work together.
Eight sessions. One hour a week. Five to six participants. Dozens of implementable tactics.
A framework for building and evolving your biz dev and sales foundation. The kind of cohort where the conversations are as valuable as the curriculum — because the group is that good.
Each session runs one hour and covers one major topic — with context, tactics, examples, and a short homework assignment to apply it before the next week.
The cohort is capped at five to six participants on purpose. That's a working group, not an audience. Conversations go deep. Everyone gets time.
Every session is recorded. You get the notes and a playbook chapter covering the topic. You're also added to the cohort Slack and alumni network when you complete.
Foundational biz dev language, mental models, and a shared framework. What "winning" actually means for your kind of business.
Augmenting your closing and sales process. How to shorten cycles, improve close rates, and stop leaving decisions in limbo.
Getting in front of real prospects without cold emails. Relationships, referrals, and warm signals — the outbound that doesn't feel like outbound.
Former clients, stalled conversations, dormant relationships. The pipeline hiding in your existing network that most people ignore.
Turning current clients into expanding accounts. Deepen relationships, find upsell, build accounts that stay and refer.
Using what you know to show up where buyers pay attention. A credentialing strategy built around expertise, not volume.
Getting your full team into the revenue conversation. Shared language, shared ownership, a culture where everyone helps win.
Q&A, AMA, grab bag. Bring live situations, current deals, sticky problems. This one goes wherever the group needs most.
Solo consultants, independent practitioners, and individual contributors looking to sharpen their biz dev craft.
Leaders who build ad hoc project teams. Covers the lead — with the understanding that the cohort shapes how the full team operates.
Agencies of 2–8 people. One price for the team. Everyone gets access, recordings, playbook chapters, and Slack.
"What Joe built was more than a workshop — it was a small community. Even after the sessions ended, we were still talking, working, hashing things out. By the end, Yianni and I felt a renewed sense of clarity and confidence."
"Each week, we met with an amazing group of agency, freelance, and studio owners for real conversations and practical insights. Every session sparked follow-ups where we immediately put something new into practice."
"It spoke to the relationship side of sales — balancing that with outreach, tech, and value. Overall extremely actionable and easy to digest. Something that's missing from a lot of biz dev courses."
A few questions so we can make sure the cohort is the right fit. Spots fill fast — we'll follow up within a day or two.
The business development book for founders, consultants, and client services teams who are tired of waiting and ready to build.
Not a pep talk. Not a firehose of theory. A real framework with the language, tactics, and mindset to make biz dev feel less like a chore and more like a craft. Written for the people who do great work but haven't yet built the muscle to consistently win more of it.
"If you show up as yourself, take the risk, and swing a little harder — you can't lose."
From Chapter One
A lot of agencies were born into a rising tide. Inbound leads poured in, referrals kept the calendar full, and the bar for standing out was low. It worked. Until it didn't.
When you rely only on inbound, you're at the mercy of your inbox. You're sitting in the driver's seat with your arms tied behind your back, moving 65mph down the highway without a hand on the wheel.
You Can't Lose! exists to fix that. Not with secret formulas or magic solutions. With a real practice, one you can actually sustain.
Every strategy, tactic, and outreach decision in the book runs through the same filter: Does it fulfill the three principles? If not, it's not worth your limited, valuable time.
Without intentionality, biz dev feels like driving with your arms tied at your sides. You're moving, but you're not in control. This principle is about putting your hands back on the wheel, deciding where you're going and building systems to get there.
Clients can't see insincerity. They feel it. Like UV light. You can't fake it, you can't outsource it, and no amount of automation will replicate it. The most powerful message you can send is the real one. The specific one. The human one.
Biz dev isn't a sprint you run once and then recover from. It's a practice. What you need isn't the perfect plan. It's a repeatable one. A "just enough" approach you can actually maintain alongside everything else you already have to do.
The mindset that makes everything else possible. Why the fear of losing a prospect you don't have yet is the thing most likely to cost you everything. And how showing up as yourself is the one move that can't backfire.
Diversify your bets. Build a pipeline that doesn't rely on a single tap. Business development is time travel. The conversations you have today are the projects that will define your team's next six months.
What it actually takes to go from interested to signed. How to shorten cycles, improve close rates, and stop leaving decisions in limbo. And why the handoff from sales to PM is where most deals quietly fall apart.
Your best new client is one you already have. This chapter is about building accounts that expand, stay, and refer. The kind of relationship depth that turns a project into a long-term partnership.
The pipeline hiding in plain sight. Past clients, near misses, dormant contacts, and the people on the edges of your orbit who've been quietly waiting for a reason to reconnect. How to find them and what to say.
Fishing with a spear, not a net. Getting in front of real prospects without cold emails, mass sequences, or the creeping dread of the send button. Outbound that doesn't feel like outbound. Because it isn't.
Be smart in public. Your expertise is a credentialing engine, if you let it travel. A write-once, publish-everywhere approach to thought leadership that builds trust with future clients before they ever reach out.
Positioning doesn't have to be sacred. Treat it like a hypothesis. Run content sprints, track what resonates, and let your positioning reveal itself through the experiments you run, not the manifestos you write.
The Burrito Test and why your website almost certainly isn't doing the job you think it is. How to design for the way clients actually shop. Make sure the story has already started before they arrive.
Basketball teams, not football teams. Why every business development hire is a time machine. We'll help you build a sales function that's designed around actual human strengths instead of a job description you found on the internet.
"Sales isn't a dirty word. It's not something to solve or get through. It's something to practice."
You Can't Lose! — Chapter One
You Can't Lose! was written for independent consultants, agency founders, client services leads, and anyone who bills their expertise to clients and needs a more intentional approach to building the next chapter of their business.
It's not for enterprise sales teams. It's not for startups looking to scale with a CRO. It's for the people who are great at the work, know they need to be better at winning it, and want a real framework they can return to, not a one-time pep talk.
The same terrain covered in the cohort classes, written down in a form you can keep, mark up, and use the day you finish it.
Sign up and you'll hear when the book is available, plus occasional excerpts as we get close to launch.
Joe Rinaldi and Richard Banfield on the way we work, the way we define our value, and the freedom that comes from realizing you can't lose.
75 episodes. Weekly. Real conversations about biz dev, agency life, mindset, and building something worth building.
Elite engineers are compressing four weeks of work into four hours with Codex. AI doesn't flatten talent — it amplifies it. What this means for agencies, pricing, and the next 12 months of client services.
If someone is telling you positioning is the best way for all agencies to improve sales, they probably sell positioning consulting. Beware of experts — they're usually most expert at selling to people like you.
An uncommon rash of sales opportunities and energy at the end of the year. Quick context and advice for making the most of end-of-year momentum before the calendar flips.
New plans and big plans for You Can't Lose! in 2026, plus a tease for exciting updates from Richard about Second Harvest.
Why creative work and life is more about steady contact than home runs. The art of doing less but better, resisting the urge to please everyone, and finding meaning in risk, friction, and imperfection.
The myth of constant creativity, the beauty of the average Thursday, and why resistance is the doorway to real growth. Cycles of work and rest, and learning to find meaning in the 80% of life that's not the highlight reel.
Convening the right people, the right way, and letting uncommon outcomes happen is a skill developed over decades. Applying hospitality to clients and relationships can yield profound outcomes.
Richard and Devon launched Second Harvest in Austria. Behind-the-scenes details, the philosophy behind the event, how it went, and where it goes from here.
The difference between community and alliance: "An alliance is going someplace — it has direction." Are your businesses behaving like nouns or verbs? What if your lease is your marketing strategy?
Anthony Colangelo — partner at Pine Works, host of Main Engine Cut Off — on how sincere passion and strong opinions built a space flight podcast empire, and the power of authenticity in building an audience.
Breaking down the conversation with Chris & Aaron Quinn, more details about agency acquisitions, private equity vs venture capital — plus the beans on The Philadelphia Experiment.
Chris and Aaron Quinn share their experiences creating, growing, and ultimately scaling eHouse through an acquisition — candid and informative about every stage of the journey.
What's more important — that you achieve your objective, or that you're properly credited and then achieve your objective? The purpose of job titles and the way identity gets in the way.
Brown M&M contract requirements, TNT (takes no talent) success factors, responding to leads shockingly fast, and why "Waiting Super Hard" is the accidental biz dev strategy of most agencies.
How managing communication patterns within a community — conducting some conversations in person and others online — creates powerful contextualization that prevents online discussions from cannibalizing the real ones.
Why pipeline forecasting is 0% reliable until the check clears, why tracking sales quarterly sets you up to fail, and how agencies chronically under-invest in sales and biz dev.
In the ongoing "Parenting Advice That's Not For Everyone" series — the benefits of arming your kids with humor, letting them funny their way out of trouble, and why this is actually a biz dev metaphor.
The value of showing a client a glimpse of the far future state of their project — how casting vision ahead dramatically improves a client's ability to be attracted to novel ideas rather than poke holes at constraints.
Revisiting previous versions of yourself can reinvigorate your current status quo. How to overcome the urge for perfect by embracing small experiments in progress — sparked by old Happy Cog notebooks.
Reinforcing change with repetition, positioning your agency as a talent incubator, leveraging alumni networks — and how AI is reshaping search behavior and client decision-making.
The challenge of inexperience, the mistake of seeking permission, the risk of not taking risks, and why owners tire of running agencies after 7+ years — plus Joe takes shots at luminaries in the agency consulting space.
Blending work and life, midlife as reinvention rather than decline, and why turning 50 is an opportunity to live more creatively and intentionally — not a reason to slow down.
Not the end — but a conversation about how the podcast's focus will evolve. A discussion of "Second Harvest" and the opportunity to make the next 50 years better than the first.
When the kids load onto the school bus and Richard and Joe are left alone in their houses — some bigger picture ideas that might harbinger a new direction for the podcast.
Life hacks for business travel that also fill your cup. Spend one additional day wherever you travel and put up a Bat Signal to attract serendipitous meetings. The full breakdown inside.
Finding the right balance between creative side projects and work. Joe on turning art into a successful Etsy shop. Richard on setting up your workspace to support creativity without burning out.
Gell's Law, complex systems built on simple ones, and the dangers of the Middle Management Cummerbund. Getting foundational systems right influences everything — and sometimes you need to throw a match first.
The balance between math and qualitative insight in consulting and lead flow, the limitations of small sample sizes, and the dangers of imitating others' success without understanding context.
Richard's angle on agency viability and purpose in an age of highly competitive digital products and tools. A fresh perspective on the promise of client services in 45 minutes.
After decades in client services, Adam Kurzawa's conclusion is unambiguous: sales success comes down to trust. Clients have to trust you. Your team has to trust you. Ownership has to trust you.
SEER Interactive founder Wil Reynolds on how good citizenship of your community equals equity in both business and in life — a content marketing machine and example of showing up for real.
Richard fresh off Config in San Francisco on what the demand for this event reveals about the value of live connection — and a long conversation about why people need to meet in person.
Adeo CEO Tracey Halvorsen on a lifetime of client services experience, value pricing, the value of relationships, and the secret to a long and successful career.
Plank founder Warren Wilansky on 25 years of agency growth: don't think about leads or marketing or sales. Cultivate authentic relationships and boom — you're an overnight 25-year success story.
Comparison shopping and keeping up with the Joneses focuses on outcomes instead of the journey. Ways to stop measuring yourself against others and start focusing on the lessons along the way.
There are no books that solve all your problems. No operating system to save you. What will serve you is the ability to see through remedies to the underlying principles they're built on.
A deep dive into account leadership — how to grow your most valuable accounts, and why establishing process is an act of generosity. Plus: would owners be happier if they embraced the idea that agencies are finite?
Applying base principles of client services sales to B2B, SaaS, and small businesses. How to punch above your weight, break through competitor noise, and employ Richard's "Oprah" strategy.
Teams that embraced distributed work during COVID now reconcile remnants of their in-person culture with distributed staff. Remedies for the existential friction — and the myths that cloud judgment.
While enterprises force return-to-office, agency owners can't convince staff to come back. The moral: in-person interaction is worth fighting for. You may need to manufacture it deliberately — but the value is irreplaceable.
How to run an agency? Richard has notes. Colocation over distributed. 12-year strategies. Apprenticeships. No bonuses, no profit share, no exits. Suburban campuses over city offices. This episode packs heat.
Agency owner, e-commerce founder, enterprise design leader Jay Fanelli on what it was like living through 2021's most successful IPO, and design leadership with a splash of F1 talk.
Are your daily standups really valuable, or do you just not trust your team? An unloading on performative meetings, managers who mistake "managing" as a measure of success, and how to fix your goddamn calendar.
The conscious and unconscious decisions that shape work culture. Why does your team use Slack? Figma? Notion? Intentionality — one of the central themes of the podcast — examined through the lens of every tool choice you make.
Former Meta VP of Product and Teehan+Lax cofounder Jon Lax on what it was like at Facebook, the Meta spatial computing team, how T+L turned a corner into value-based billing, and what Wilford Brimley has to do with any of it.
Kin CEO and We Are Mammoth founder Craig Bryant on the total person — why "work/life balance" implies two distinct lives when the truth is they enmesh and influence each other. A more complete mindfulness about how we work.
3rd Horizon's Dan Ostrower on enterprise and consulting agency perspectives, cultivating innovation, and designing 3-party agreements where the client, the agency team, and the agency business each fill their cup.
Tracey unpacks how relationships inform client engagements, how her perspective as a painter informs her views on people, and plays Joe's dumb game of guessing client budgets. You'll laugh. You'll cry.
How unexamined structures force ideas like "scaling" and "growth" onto otherwise smart people. A case for intentional, thoughtful solutions over lame-ass motivations — and what events like Phebruary Happy Hour actually do.
A deep dive into male friendships, personal growth, and the evolving landscape of professional relationships. Two friends talking about friendship and about being friends. Plus: plans are hatched to organize an event.
Retreats, gatherings, tour dates, happy hours, Clutch Meetings, and live events worth showing up for.
A reading and signing for Jen Dary's memoir I Believe Everything. A Philly night worth showing up for.
Jen Dary reads at Barrel House's AWP event, part of the annual gathering of writers and literary community.
An intimate reading and signing at an independent used bookshop. Come early, stay late.
Drop by Barnes & Noble Seven Corners to get your copy of I Believe Everything signed by Jen Dary.
Two days. Carefully curated humans, genuine conversations, and the kind of serendipity you can't manufacture. $100 covers admin. The value is in the room.
Reading and signing at Libri bookshop in Yorktown Heights. RSVP optional but appreciated.
A curated retreat for higher education thought leaders. Four days of connection, stillness, and space to think. Made possible by presenting sponsor Snap Inc. Space is limited.
An evening hangout co-hosted by Pine Works and Funsize. Come grab a drink, meet some good people, and talk shop. Venue details coming soon.
Led by Richard Banfield and Devon McDonald. A one-day summit for anyone at an inflection point, personal or professional, ready to design what comes next. Facilitated sessions, workshops, and an optional VIP dinner.
March 19–20, 2026. Philadelphia, PA.
Everything you need to know before you get here: the schedule, your fellow attendees, where to stay, where to eat, and the important stuff nobody thinks to ask about until they're already on the plane.
Questions? Email Joe directly at [email protected]
Frankford Hall is the go-to for PhilaMade meetups. All-weather beer garden, ping pong, Jenga. A good place to arrive jetlagged and leave with three new best friends.
Get settled, say hello, find your people.
Everyone in the room. Sets the tone for the day.
Curated shared interest and context groups.. You'll find out which one you're in when you arrive.
Walking field trips. Architecture, history, a record store run, lunch somewhere good. Details revealed Thursday morning.
Short, punchy sessions taught by your new best friends.
Location TBD. Decompress, compare notes from the Jawnts, meet whoever you haven't yet.
Back at Think Company. Group dinner — details TBD.
Late night options listed below for the committed.
Come when you can. Eat something. No pressure.
Structured 1:1s to make sure you don't leave without meeting the people you most needed to meet.
Jen Dary of Plucky takes the floor. If you don't know Jen yet, you're in for something.
Details TBD.
The time is yours. Pick up a thread from Thursday, grab coffee with someone, or just wander. No agenda, no obligations.
64 confirmed for March 2026. You're in good company.
Book sooner rather than later. March in Philly fills up fast and the good spots go first.
Best mix of price, location, and transit. Walk to most venues, easy Uber to all of them. Amazing views of City Hall the tallest free-standing masonry building in the world.
View hotelShort walk from the action, one of Philly's newest hotels. If the weather cooperates, the pool deck is worth knowing about.
View hotelJust opened and already a local staycation favorite. Sits right next to arguably the city's best restaurant corridor in Fishtown.
View hotelOn top of one of the city's best restaurants. Rooms so nicely designed they've been rented as photo and filming studios. Act fast.
View hotelBoth neighborhoods are solid options with plenty of supply. Stay in the southern end of Fishtown if you go that route. Don't book above the Fishtown/Kensington line.
Admin, coordination, and making sure the experience is worth showing up for. Meals, drinks, and hotels are on you, which is how we keep the event itself free of commercial incentives.
Something to write with. Your honest self. An appetite for real conversation. Leave the pitch decks at home (this is not that kind of event).
Uber and Lyft work well. The SEPTA subway connects Center City to Fishtown/NoLibs quickly and cheaply. If you're staying in Center City, most of Day One is walkable.
Email Joe directly: [email protected] No ticketing system, no support queue. A real reply from a real person.
No shorts, no sandals, no hats, no phones, no joke. A speakeasy that's either a Philly urban myth or the best bar you've ever been in. Usually both.
Classic Philadelphia neighborhood dive bar. Legendarily divey. Go at least once.
Private karaoke rooms and a great general bar. Deeply recommended for groups. Book a room ahead of time if you're going with more than four people.
The highest point in the city. You don't have to be a guest to drink here. Worth the Uber just for the view.