Whether you’re training a team, coaching service providers or building your own personal practice, access to the right tool can make a big difference. Here we’ll feature proven resources — from our own experiences as well as the successful endeavors of others. With the reminder that we do not believe in cookie-cutter solutions, you may find materials featured here helpful.
Networking plays an important part in most professional service sales & business development plans. For many individual practitioners and firms alike the challenge often comes in creating a strategic approach to the resources invested. This infographic is designed to help, providing a framework addressing two distinct tiers for your focus.
With the caveat that there isn’t a cookie-cutter that fits every situation, a successful business development plan will create sustained visibility, deliver measurable value to the target, and facilitate the opportunity for a face-to-face pitch. While the specifics for how to execute at each phase will vary, this graphic is offered as an initial way to think about the path your efforts follow.
Here’s an easy-to-follow illustration of the 6 Steps of a Pursuit, and examples of the typical tools that prove useful at each step.
The expansion of existing key relationships often represents the greatest opportunity for organic growth for a professional service organization. This Client Expansion Model walks professionals through the basic elements required to identify and pursue new areas of opportunity with your best clients.