Review Existing Business Plans
- Major clients in last three years
- Primary referral sources, inside and outside your firm
- Professional activities
- Business activities
- Community and charitable activities
- Current targets
- Writing and speaking engagements
- Available resources
- Goals
Key Findings and Action Plans
- Current client activity
- Prospective business activity
- Outside activities
- Goal realignment and customized metrics
- Create actionable business plans for client development, new business development, expansion of outside public profile and community activities
- One-on-one coaching support from Karen Kaplowitz
Business Planning – Client Development
- Commit to client development business plan with specific goals and action items for following 90 days
- Review of current and forecasted projects and strategic initiatives
- Target the people who think most highly of you already
- Prioritize your targets based on their need and ability to control decision making
- For each priority target, develop a plan for building the relationship
- Create occasions to connect
- Seek opportunities to enhance their business career
- Model the behavior you want from them
- Review list of potential speaking engagements for fit, schedule and pitch
- One-on-one coaching support from Karen Kaplowitz
New Client Development
- Commit to new client development business plan with specific goals and action items for following 60 days
- Review prospective client’s current and forecasted projects and strategic initiatives
- Pick the charitable and community service organizations that prospective clients favor
- Learn where your competition spends their time
- Leverage your relationship with the group
- One-on-one coaching support from Karen Kaplowitz
Outside Public Profile Opportunities Plan
- Expand your role in organizations that provide access to new clients through outside public capacities
- Leverage the above opportunities to close new business.
- Continue with client business development
- One-on-one coaching support from Karen Kaplowitz
Assessment + Metrics + Coaching
- Assess current client activity
- Measure new business activity
- Review outside activities
- One-on-one coaching support from Karen Kaplowitz
Summary of Deliverables
- Identification of best opportunities
- Organization of marketing and business development activities into coherent plan
- Strategies to leverage public forums into business opportunities
- Integrating business development into the regular workday
- Guaranteed higher comfort level in all marketing situations
- Training on basic and advanced marketing skills
- Understanding of strengths
- Coaching from a rainmaker who has trained hundreds successful business executives
- Help identifying and using existing corporate resources
- Customized strategic marketing plan that is actionable
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