NDIS

Consultative Engagement & Customer Service Excellence Training

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Position yourself as Trusted Advisor & provider of choice

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Build rapport and trust, quickly and with sincerity

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Identify and connect with participant's and their support network's true values and needs

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Nurture warm leads strategically with added value

ABOUT THE PROGRAM

Tailored, engaging one-day program that gives NDIS teams the confidence, skills, and structure to deliver authentic conversations, balancing compassion with commercial awareness as Trusted Advisors – aligning your services with integrity to each participant’s unique needs and values.

THE OUTCOME

Your team will enthusiastically and naturallhy embrace sales as Trusted Advisors –  communicating value ethically, navigating funding conversations with ease, and turning enquiries into meaningful participants and successful organisational outcomes. The result: stronger connections, higher conversions, and consistent service delivery.

NDIS Topics

Build Trust & Rapport

  • Adopt the Trusted Advisor mindset to strengthen participant relationships

  • Connect authentically with participants, families, and support networks

  • Personalise every conversation while meeting NDIS compliance standards

Guide Service Decisions

  • Ask the right questions to uncover participant goals and priorities

  • Read and respond to verbal and non-verbal cues

  • Manage concerns, objections, and expectations with professionalism and empathy

Communicate with Impact

  • Present your services and value with clarity and confidence

  • Navigate funding and plan conversations with transparency

  • Ensure seamless communication and handover across all teams

Convert & Retain

  • Turn enquiries into active participants naturally and ethically

  • Maintain trust through every stage of the participant NDIS journey

  • Grow service utilisation by aligning support conversations to participant needs

Grow Referrals & Partnerships

  • Build strong relationships with coordinators, referrers, and community groups

  • Stay top-of-mind with consistent, valuable engagement

  • Leverage partnerships to increase high-quality referrals

Lead with Purpose

  • Balance empathy with commercial and organisational goals

  • Coach teams to embed proactive participant-centred practices

  • Represent your organisation’s values and purpose with pride at every interaction

Some of our Clients

What directors say…

Jackson Prasad

Team Leader
Benevolent Society

★ ★ ★ ★ ★

Since 1813, The Benevolent Society has been supporting communities with care at the heart of its operations. With many team members coming…

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from backgrounds such as social work, an ongoing question emerged: how can this compassionate workforce effectively communicate the organisation’s values and service features, especially when navigating conversations that may be perceived as ‘selling’?

To address this, The Benevolent Society engaged Charmaine Keegan from Smarter Selling, whose approach had previously impressed other leaders and came highly recommended.
From the outset, Charmaine demonstrated a deep understanding of the organisation’s goals, taking the time to connect with leadership and actively listen to client interactions. This foundation allowed her to develop a customised, impactful program that aligned with the organisation’s language and ethos.
Her sessions focused on building confidence and shifting perceptions around what it means to sell ethically and with purpose. Participants responded with full engagement by leaning in, asking thoughtful questions, and embracing the energy of the training. The emphasis remained firmly on understanding and supporting clients, with all learning anchored in client-first principles.

By day two, roleplay exercises brought visible transformation, with participants showing increased confidence and greater comfort in applying their learning. Weeks later, the positive shift in team capability continues to be evident, demonstrating the lasting value of this training initiative.

Cristina Karvonidis

General Manager
Give a Care

★ ★ ★ ★ ★

We engaged Smarter Selling to help unite our teams understand and embrace the notion that it is everyone’s role to promote the image of…

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Give a Care in the disability sector and to help grow the business through effective and long lasting relationship building. We wanted the teams to understand how to engage professionally with exceptional questioning and listening skills that show our client focussed values and by consequence, build referrals.

Charmaine’s style was all about being authentic with integrity, values that we uphold here at Give a Care. Charmaine’s style is upbeat, engaging, informative, insightful and interesting. The team opened up, learnt how to overcome obstacles and be comfortable doing so. We got so much value, the outcomes are a noticeably outward facing empowered team, pro-actively thinking outside the box in extending our community reach, delivering clear messages about the essence of our service being about helping people, our clients and their families.

Jo Ford

General Manager, Cerebral Palsy Alliance

★ ★ ★ ★ ★

Thanks Charmaine and Karen for facilitating a fabulous 2 days of leadership training for our team. Your special attention in meeting with us to…

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prepare ensured that the sessions were tailored to the needs of our business and each of the participants. Your passion, enthusiasm and focus on ensuring that we were fully engaged left us all energised and confident to embed the learnings into our work. You will be pleased to hear that we started today with implementing our actions, our first product videos were produced and shared with the team! Thanks again and we look forward to working with you again in the future.

 

Cristina Karvonidis, General Manager, Give a Care
We engaged Smarter Selling to help unite our teams understand and embrace the notion that it is everyone’s role to promote the image of Give a Care in the disability sector and to help grow the business through effective and long lasting relationship building. We wanted the teams to understand how to engage professionally with exceptional questioning and listening skills that show our client focussed values and by consequence, build referrals.

Charmaine’s style was all about being authentic with integrity, values that we uphold here at Give a Care. Charmaine’s style is upbeat, engaging, informative, insightful and interesting. The team opened up, learnt how to overcome obstacles and be comfortable doing so. We got so much value, the outcomes are a noticeably outward facing empowered team, pro-actively thinking outside the box in extending our community reach, delivering clear messages about the essence of our service being about helping people, our clients and their families.

Dyranda Hortle, General Manager, Cerebral Palsy Alliance
Charmaine her team are real experts in what it takes to bring about the right mindset for success. We’ve just finished the second round of training in leadership and sales and I can honestly say it’s a real factor in our transformation.
Consultant, Hope Institute
Incredibly helpful. Opens up your mind and makes you think out of the box. Very interesting. The program helps you understand the client and offer a service with confidence.
Lisa Kane, General Manager, Cerebral Palsy Alliance
Charmaine Keegan and Smarter Selling delivered a great 2 day workshop focusing on leadership and team performance. In a dynamic environment, it is so important that our leaders have the right skills to create a high performance culture within their teams. Charmaine delivered content with impact, drawing upon many examples from her significant sales career to underline points. A true sign the workshop was a success was upon return to work, the immediate adoption of language and approaches learned throughout the workshop program. Thanks Charmaine for a great experience!
Jo Ford, General Manager Therapy, Cerebral Palsy Alliance
Thanks Charmaine and Karen for facilitating a fabulous 2 days of leadership training for our team. Your special attention in meeting with us to prepare ensured that the sessions were tailored to the needs of our business and each of the participants. Your passion, enthusiasm and focus on ensuring that we were fully engaged left us all energised and confident to embed the learnings into our work.You will be pleased to hear that we started today with implementing our actions, our first product videos were produced and shared with the team! Thanks again and we look forward to working with you again in the future.
Laura McKnight, Senior Marketing Manager, Cerebral Palsy Alliance

We have engaged Charmaine’s services since June 2017 and have had over 90 staff through her programs. I found Charmaine to be passionate about sales and communication and that passion was passed onto our teams as she took them through topics/lessons and scenarios which were relevant to them. From a management point of view Charmaine is professional, cares about your outcomes/focus areas and goals and plans a detailed, thorough program accordingly. She is a thorough, respected Sales Trainer who has such a positive influence on the group. She has a great method and approach which gets them engaged, involved and accountable. From the teams point of view they love the positive energy in the room, are inspired by a motivational leader and learn so much more than they expected. We continue to engage Charmaine’s services through blended learning (face to face and on line) as we evolve our organisation and continue to improve our communication to our clients.

After just completing a 2-day bespoke course in sales, communication and leadership with Charmaine and Karen I’ve come back to work feeling really energised and inspired to put what I’ve learned into practice. The course covered a lot of ground in 2-days and the groups energy level was high throughout. I put that down to the content which was tailored specifically for our needs and moved at the right pace, as well as our fantastic sales expert, Charmaine, whose warmth, passion, energy and understanding of our business and clients was spot on. This is the second course Smarter Selling has run for Cerebral Palsy Alliance and each time they have delivered exactly what was required. Already looking forward to the next one!

Smrit Narang, Marketing Specialist, SDN
I work at SDN Children’s Services and Charmaine has been working with us since 2017. Our organisation was nervous about introducing sales skills in a not for profit environment.

We hired Charmaine as her approach is around being your authentic self and engaging with families with integrity. She has a wealth of experience in training people to help families and this showed in the way she seamlessly empowered our team to make more engaging calls where they connected in a more meaningful way.

Our teams came to the sessions somewhat reluctantly but went away saying it was one of the best training sessions they had attended. They felt heard and understood during the training.

Ultimately they are now skilled at exploring the families situation and can confidently have conversations over our services. They have structure and clarity. We will no doubt continue to engage Charmaine.

Vangie Weir, Community Manager, IRT
I am a Community Manager at a large aged care organisation. We completed our training with Charmaine a few weeks ago. Charmaine has a warm and uplifting demeanour which puts you at ease. The team and I found her to be extremely knowledgeable in the aged care sector, really relating lessons to day to day scenarios. The sessions were very well delivered and informative and we did a lot of two way discussions (we were very involved).

With each session we were armed with practical outcomes. Easy to engage with, Charmaine made it about us and answered questions easily. She seamlessly pulled in extra topics as needed. A true aged care communication expert.