elevating doer-sellers


Business Development & Marketing Services

Get off to the right start!

BUSINESS DEVELOPMENT AND MARKETING AUDIT. The most effective way to evaluate your current position, strategies, structure, processes and skill sets as an organization is through a business development and marketing audit. The audit starts with a leadership discovery meeting to learn about and assess the firms structure, business development, and marketing processes and communications. Following this discovery meeting, we conduct one-on-one interviews either in person (preferably) or via video conference with key business development, and marketing staff including identified potential doer-sellers.  The result is a deliverable report consisting of a comprehensive analysis of skills, strengths, and deficiencies, along with recommendations that can take your business development, and marketing to the next level. Significantly impact your bottom line through increased efficiencies, process development and improvement, strategy, internal communication, training, and more.

BUSINESS DEVELOPMENT PROCESS. Implementing a strategic business development program can help transition to a rifle approach placing more focus on specific targets. Through a priority based client management approach, you are spending the majority of your time on your highest priority clients while addressing other clients at the same time. We help implement a priority based business development program to maximize business development efforts to win work and stay ahead of your competition.

STRUCTURE. Creating the right structure can make the difference by having the right people in the right places, harnessing your existing talent, and identifying and growing future leadership while promoting accountability. To achieve maximum success, we believe a strong doer-seller program integrates non-technical business developers with technical doer-sellers. We help create a structure that encourages a business development culture.

Plan for success.

BUSINESS DEVELOPMENT PLAN. As a pre-cursor to business development training, we work with your team to develop a comprehensive business development plan. We can also work with your team through our training program to help them develop individual business development and client capture plans that may guide leadership to outline a corporate strategic plan. Individual goals lead to team goals, that then lead to regional goals. We can assist with the rollup of the individual plans, helping to identify gaps and facilitate an overall corporate strategic plan identifying larger strategic goals with plans and action items.

MARKETING PLAN. Once a business development plan is in place, we work with your team to create a marketing strategy that is guided by your business development goals.

Make it stick!

COMMUNICATIONS PLAN. Communications is crucial to the success of any company. Yet this is the piece we so often see as lacking in firms, especially as they grow. We work to develop a communications plan that encourages accountability, fosters teamwork, engages all levels of leadership, crosses markets and service lines, and integrating marketing. As part of our communications program, we often work with business development and marketing leadership to format a monthly Business Development meeting with the tools to create a concise, informative, and productive meeting so what is learned will continue to be implemented and your team will work together to achieve corporate goals. We can assist with leading the first meeting and guiding staff in leading this meeting successfully.

COACHING. Are you an individual who needs Business Development coaching? Whether you are an existing Doer-Seller or you want to be or someone who manages Doer-Sellers, we offer comprehensive coaching services that can help you no matter what level of your career ignite your passion, formulate and implement a plan that will turn your inspiration into action and impact your ultimate success. Our coaching programs include goal setting, planning, monthly meeting (in person or electronic), and reporting. They are offered as part of a Training Program package or on an individual basis. We help individuals get to the next level of their career, and teams reach revenue goals.