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Surety, Construction Megan Lockhart Surety, Construction Megan Lockhart

Ep. 643 Developing a Strategic Business Development Process

Rancho Mesa's Surety Relationship Executive Anne Wright sits down with Katie Yee, founder of Connect Strategic Consulting, to explore how successful business development goes far beyond sales and networking. They discuss building a company-wide culture of relationship management, demonstrating value, planning for leadership transitions, and creating a strategic process that leads to stronger client trust, repeat business, and long-term growth.

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Surety, Construction Megan Lockhart Surety, Construction Megan Lockhart

Ep. 611 From RFI to Payment: Navigating the Full Change Order Lifecycle

Rancho Mesa's Surety Relationship Executive Anne Wright sits down with Luke Thompson of Thompson Law & Consultation to discuss full change order life cycle from a subcontractor’s perspective. They share practical guidance on identifying changes early, documenting them properly, communicating effectively with general contractors and owners, and ultimately improving the chances of getting change orders approved and paid.

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