Customer Connections Workshop (CCW)


  • David Potts, President of Tazewell Strategies
  • Tom Barrett, President of Business/Life Management


A one-day course delivered on-site at facilities in Northern Virginia and the Washington metropolitan area. Primarily directed toward aerospace, defense and technology companies doing business with governments. Focused on business development and is a natural follow-on to the more general Customer Relations Training (CRT) course. Involves external customers only and is good for all members of capture teams. Includes presentations, videos, class discussions and exercises. Particularly good for former program managers and ex-government employees with new jobs in business development. Every participant takes the DiSC personality inventory online prior to the session.


  • Understand the importance of human factors in business decisions
  • Develop personal skills to better engage customers
  • Employ techniques to more effectively communicate ideas and solutions

CCW Agenda Topics

  • Customer Personalities (DiSC Profiles)
  • Customer Environments
  • Customer Connections
  • Customer Encounters
  • Customer Presentations (Oral)
  • Customer Presentations (Written)

Cost of Sessions

Contact David at for current pricing


Tom Barrett is president of Business/Life Management, Inc., cofounder of Tightrope Communications, and a faculty member at Lockheed Martin’s Center for Leadership Excellence. As a leadership and communications analyst, he specializes in working with members of Congress, the defense industry, and entrepreneurs.

On Capitol Hill, Tom teaches a weekly, off-the-record, leadership class exclusively for members of Congress. He has spent over 10,000 hours meeting one-on-one with members of the Senate and the House of Representatives. He is one of the few individuals ever invited to address the orientation for new members of Congress in both parties and has had tribute paid to him in the Congressional Record for his contributions to the lives of political leaders. He is also the only individual to formally research the impact of political life on family life.

Dr. Barrett is a frequent keynote speaker at corporate conventions and has spoken at the United Nations, CIA, NASA and the Pentagon. Within the defense industry, he has facilitated the winning of more than $25 billion in contract awards.

He graduated summa cum laude while pursuing two master’s degrees and a Ph.D. in psychology. Additionally, Tom is the author of four books, two of which are national best sellers.

Tom is an avid golfer, skier and hunter. He and his wife, Linda, reside in Leesburg, Virginia.