If you bring me in, here's what actually happens.
Every engagement begins with a structured review of your business-development environment. It gives us a shared, honest picture of where you are and where the fastest progress is available.
Current pipeline, top clients, target prospects and markets, active opportunities, dormant relationships, referral sources, strategic partners, competitors, and historical sources of work.
CRM, opportunity tracking, follow-up process, relationship ownership, pipeline stages, reporting, and accountability.
Professional organizations, events, sponsorships, committees, community involvement, networking strategy, visibility, and thought leadership.
Website, LinkedIn and social, project sheets, resumes, qualifications, case studies, photography, proposal materials, and messaging.
RFQ/RFP pipeline, go/no-go process, teaming strategy, pre-positioning, prequalification, proposal process, and interview strategy.
From there, we build your 90-Day Growth Priorities Plan, a focused, customized set of initiatives, not a rigid checklist. Every firm is different, so every plan is too.
Review markets, clients, pipeline, relationships, past opportunities, systems, marketing materials, and current priorities.
Prioritize target accounts, organize follow-up, identify opportunities, reconnect with relationships, evaluate events, begin targeted outreach, tighten CRM discipline, and spot pursuit and marketing gaps.
Relationship development, strategic introductions, opportunity tracking, pursuit support, market engagement, marketing alignment, accountability, and reporting.
Ongoing, consistent business-development activity, coordinated with marketing, with regular reporting and accountability so nothing slips. You get senior BD capability and hands-on execution at the level your firm needs, without hiring a full-time executive.
Engagements are measured by momentum, not vanity metrics. Over time, the kinds of outcomes clients work toward include:
Start with a short conversation and we'll map out where to focus first.
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