A tailored course, built for your situation
Executive visibility on payments strategy work that stayed below the line
A tailored course to elevate your influence by making high-impact contributions visible to senior leadership
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
The situation this course is for
Who this is for
Senior sales leader in the firm who operates at the intersection of complex deal structuring, cross-functional alignment, and strategic client solutions, but whose behind-the-scenes coordination is not formally recognized at the leadership level.
Who this is not for
Individuals focused on transactional sales, junior account management, or roles without cross-functional deal influence.
What you walk away with
- Clear documentation of your role in structuring multi-jurisdictional payment deals
- Narrative frameworks to articulate strategic input in executive conversations
- A personal influence map showing key stakeholders and decision touchpoints
- Pre-built escalation scripts that position you as the central node in deal flow
- A visibility dashboard to track which strategic contributions are being seen by leadership
The 12 modules (with all 144 chapters)
Module 1. Mapping your strategic footprint
Identify the invisible decisions you make that shape global deal outcomes, from currency risk alignment to compliance handoffs.
12 chapters in this module
- Deal architecture decisions only you make
- Compliance coordination points under your influence
- Treasury alignment touchpoints
- Client-specific routing logic
- Cross-border fee structuring calls
- Platform integration triggers
- Escalation ownership moments
- Client advisory meetings you lead
- Pricing model inputs you control
- Contract language you shape
- Renewal timing signals you detect
- Internal stakeholder dependencies you manage
Module 2. From execution to executive narrative
Translate operational actions into leadership-facing language that highlights strategic impact.
12 chapters in this module
- Turning pipeline moves into strategy signals
- Reframing client asks as market insights
- Positioning risk mitigation as foresight
- Describing coordination as influence
- Converting delays into deliberate pacing
- Framing exceptions as tailored solutions
- Linking deals to regional expansion goals
- Connecting fees to value architecture
- Showing compliance as competitive edge
- Narrating integration work as ecosystem control
- Articulating client feedback as R&D input
- Presenting renewals as relationship leverage
Module 3. Building influence loops
Design feedback mechanisms that ensure your contributions are acknowledged by key stakeholders.
12 chapters in this module
- Stakeholder check-in rhythms
- Leadership update templates
- Deal debrief invitation scripts
- Cross-functional visibility moments
- Internal comms placement strategies
- Meeting agenda insertion tactics
- Document ownership claims
- Pre-read contribution markers
- Post-call summary distribution
- Escalation trail documentation
- Influence tracking in shared folders
- Visibility logging for performance cycles
Module 4. Creating strategic artefacts
Develop lightweight, reusable documents that capture your role in deal design and execution.
12 chapters in this module
- Deal architecture one-pagers
- Client solution blueprints
- Cross-border compliance matrices
- Fee structure rationale docs
- Renewal strategy memos
- Platform dependency maps
- Risk mitigation playbooks
- Client escalation logs
- Internal alignment trackers
- Stakeholder influence charts
- Value capture summaries
- Strategic contribution calendars
Module 5. Positioning in escalation paths
Ensure you’re the first called when complex issues arise, not the last notified.
12 chapters in this module
- Defining your escalation threshold
- Setting up early warning triggers
- Creating intake forms for requests
- Pre-qualifying escalation criteria
- Routing rules that name you
- Response time commitments
- Escalation handover checklists
- Documentation requirements
- Post-escalation review loops
- Feedback capture from peers
- Influence validation from leaders
- Tracking escalation frequency trends
Module 6. Shaping internal recognition
Influence how your peers and leaders describe your role in key outcomes.
12 chapters in this module
- Peer acknowledgment nudges
- Leadership attribution prompts
- Team meeting contribution cues
- Collaboration credit tracking
- Joint deliverable naming
- Cross-functional praise loops
- Recognition in performance reviews
- Influence in talent assessments
- Mentorship visibility moments
- Project role clarity statements
- Public attribution expectations
- Feedback loops on perceived impact
Module 7. Leveraging compliance as strategy
Reframe regulatory coordination as a core competitive advantage you control.
12 chapters in this module
- AML input as deal design
- KYC timing as negotiation leverage
- Data residency as client assurance
- Cross-border rules as pricing levers
- Audit readiness as trust signal
- Regulator insights as market intel
- Compliance exceptions as customization
- Policy updates as client alerts
- Risk scoring as segmentation
- Due diligence pace as relationship management
- Reporting requirements as automation cues
- Compliance feedback as product input
Module 8. Orchestrating platform partnerships
Position yourself as the central node connecting internal teams with external tech providers.
12 chapters in this module
- Integration requirement setting
- API usage governance
- Third-party SLA oversight
- Joint client onboarding flows
- Incident coordination leadership
- Roadmap influence tactics
- Vendor escalation ownership
- Performance review participation
- Contract renewal input
- Feature prioritization input
- Security certification tracking
- Partnership health scoring
Module 9. Driving treasury alignment
Turn financial operations coordination into strategic positioning.
12 chapters in this module
- Settlement timing influence
- Liquidity planning inputs
- FX risk mitigation roles
- Cash flow forecasting access
- Funding cost awareness
- Balance sheet impact insights
- Capital allocation signals
- Treasury policy feedback
- Reporting cycle alignment
- Intercompany transfer rules
- Reserve requirements awareness
- Funding model documentation
Module 10. Capturing client evolution
Document how your strategic input shapes long-term client growth and retention.
12 chapters in this module
- Client maturity stage mapping
- Expansion opportunity tracking
- Cross-sell influence
- Usage pattern insights
- Pain point escalation logs
- Success metric ownership
- Quarterly business review leadership
- Strategic account planning
- Client advisory board input
- Referenceability cultivation
- Testimonial generation
- Case study contribution
Module 11. Anticipating market shifts
Build systems to detect and act on emerging trends before they become demands.
12 chapters in this module
- Competitor feature tracking
- Client request aggregation
- Regulatory change monitoring
- Technology adoption signals
- Currency volatility alerts
- Geopolitical risk flags
- Partner innovation alerts
- Internal capability gaps
- Client churn indicators
- Volume fluctuation analysis
- Fee sensitivity trends
- Onboarding friction points
Module 12. Sustaining strategic positioning
Ensure your visibility gains compound over time through consistent reinforcement.
12 chapters in this module
- Quarterly visibility audit
- Stakeholder perception check
- Artefact refresh rhythm
- Influence metric tracking
- Recognition trend analysis
- Escalation pattern review
- Peer feedback collection
- Leadership mention logging
- Contribution calendar update
- Narrative refinement
- Process improvement inputs
- Succession-proofing visibility
How this maps to your situation
- When leading a cross-border payments deal
- When responding to a client escalation
- When preparing for a leadership review
- When shaping a renewal strategy
Before vs. after
Before
Your role in structuring complex global payment solutions is essential but operates behind the scenes, with limited recognition from senior leadership.
After
Your strategic contributions are systematically documented, narrated, and surfaced, ensuring executive stakeholders see you as a core architect of the firm success.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per module, designed for completion over 12 weeks with practical application at each stage.
How this compares to the alternatives
Generic leadership courses focus on abstract influence principles. This course delivers concrete tools tailored to the firm sales leaders, with specific templates for deal architecture, escalation ownership, and executive narration, proven in HSBC-scale environments.
Frequently asked
Is this course relevant to my role in payments sales at a global bank?
Yes. It’s specifically designed for SVP-level sales leaders in the firm who operate at the intersection of complex deal structuring, compliance, and cross-functional alignment.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I get templates I can use immediately?
Yes. Every module includes downloadable templates and real-world examples you can adapt to your current deals and stakeholder landscape.
$199 one-time. Approximately 3-4 hours per module, designed for completion over 12 weeks with practical application at each stage..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours