It’s about better leveraging the biggest asset of services firms,THEIR PEOPLE, to be better relationship developers and a more effective set of “eyes and ears” on behalf of your firm. Imagine the exponential effect this could have on your firm’s ability to expand relationships and generate leads.


Relationship Xpansion™ (Rx) for Professionals Learning Experience

Relationship Xpansion™ (Rx) for Professionals, is a comprehensive skill building and follow through experience developed exclusively for professional services organizations and firms with a heavy client/customer service dimension.

Rx helps “activate” consultants, subject matter experts, and billable professionals to enhance current client/prospect relationships AND help identify needs and opportunities for revenue generation.

The Rx Experience targets the majority of billable and/or service delivery staff, providing pragmatic skills, tools, and behaviors that can be immediately applied in the field.

The Rx Experience is extremely interactive, minimizes lecturing and emphasizes facilitation and live exercises. The program engages students and helps breakdown their anxiety around relationship building. In the end, they discover they are not only capable of doing this work, but are doing some of this work already!

The workshop leverages the “Story Centered” learning methodology developed by renowned cognitive learning expert Roger Schank. It integrates a “scenario”, case study or client situation into the learning experience. Students are immersed in the scenario, with elements of the scenario exposed at various points throughout the program. The evolving circumstances trigger the next area of learning, and provide context for how and where to apply the skills.


NOTE: Scenarios are CUSTOMIZED for each client, making the situation as real as possible for students.

Relationship Xpansion™ (Rx) Course Curricula

Since 2004, Gray Matters has developed a robust inventory of concepts and learnings all tailored to the needs of consultants, subject matter experts, and billable professionals. Our programming is divided into two major curricula, with one building upon the other.

  • Rx for Professionals – Fundamentals
  • Rx for Professionals – Trusted Advisor


Relationship Xpansion™ (Rx) Aftercare Program

The Rx for Professionals program also includes a comprehensive post learning “aftercare experience” that can range from 1 to 12 months and is customized to each client engagement.  The Rx Aftercare Program supports the retention and application of the Rx learnings.

The program incorporates multiple post workshop “touch points” to refresh concepts and keep learnings top of mind for students. It also provides robust management reporting to track student activities, capture impact metrics, and drive accountability.

The Rx Aftercare Program includes:

  • Delivery of brief periodic audio & video “booster shots”
  • Rx OnDemand eLearning Modules
  • Scheduled Rx skill self-assessments
  • 24×7 coaching and subject matter availability
  • 360° peer review
  • Online portal provides access to all Rx courseware, tools, templates, and OnDemand eLearning modules
  • Rx activity tracking against student goal commitments
  • Capture of anecdotal qualitative and quantitative impact examples
  • Live group mentoring sessions
  • Comprehensive final report for Executive Sponsors


Flexible Delivery Options

Gray Matters offers flexible training delivery approaches, all with the goal of minimizing the impact on billable hours.

  • Live Classroom
  • Live Virtual Classroom
  • On Demand eLearning Modules

Learning experiences can be tailored to meet client needs by combining any of the delivery options to create a hybrid delivery experience.


Contact Us

222 Merchandise Mart Plaza
Suite 1750
Chicago, IL 60654


New Call-to-action


  • ico_united
  • ico_cdw
  • deloitte
  • ico_forsyth
  • ico_sidly