BD tips and insights

By Linda Julian

13 support staff strategies to maintain client satisfaction

February 27, 2013 | Posted in: Business Development Skills | Tags: ,

The vital role your support staff play in client satisfaction is often overlooked. However a client’s experience at reception, or their first phone call to your firm can colour every other interaction – for better or worse. Here are 13 quick tips your support staff can use to represent your firm even better. Represent clients […]

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By Linda Julian

Marketing minutes

Many lawyers and expert professionals juggling lots of competing tasks struggle to allocate significant chunks of time to business development as often as they’d like. But all of us – no matter how busy – can take “marketing minutes” just about every day. One marketing minute drop a brief note to a client thanking them […]

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By Linda Julian

Cultivating gravitas

February 13, 2013 | Posted in: Business Development Skills

While some lawyers and professionals just have gravitas, others struggle to find it, and a whole lot simply don’t realise they lack it. Professionals who exude gravitas: speak with authority and have that authority accepted are quietly confident apparently naturally command are accorded high status in a room have others take notice of their views […]

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By Linda Julian

Case studies – using them to improve your tender or proposal

February 6, 2013 | Posted in: Tenders Bids Proposals | Tags: ,

Well-devised case studies in tenders or proposals can be compelling. Case studies, in this context, mean write-ups (in a journalistic or “article” style) of individual cases or circumstances which demonstrate: your distinctive expertise your understanding of the client’s industry and business challenges your appreciation of the special requirements, preferences, and culture of your prospective client […]

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By Linda Julian

Measuring business development success

January 30, 2013 | Posted in: Business Development Strategy | Tags:

Too often, the “highs” generated by recent wins can over-shadow the facts when it comes to evaluating the success of business development initiatives. It’s a great idea to develop some formal metrics for measuring business development success. Tracking these will be useful: number of proposals to established clients number of proposals to established clients for areas beyond […]

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By Linda Julian

Business development forecasting

January 23, 2013 | Posted in: Business Development Strategy

Forecasting business development outcomes – wins – is an important and valuable element of successful professional services selling. But forecasting is tough. So often it’s about identifying multiple uncertainty factors, and estimating the impact of each, plus making judgements about options to influence outcomes. Good forecasting of sales lets us (and others around us) plan. […]

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By Linda Julian

Tender debrief

January 16, 2013 | Posted in: Tenders Bids Proposals | Tags:

If you’ve gone to the effort and expense of tendering be sure to debrief – win or lose – on the outcome. If there is an opportunity for face-to-face debriefing, take it – it’s only fair that large legal consumers who invite tenders offer debriefing and feedback to tenderers, whatever the result. Use these questions […]

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By Linda Julian

Business development skills improvement

January 9, 2013 | Posted in: Business Development Skills

Here are some key business development skills areas that may need improvement in your professional services firm. Rate yourself on each, and work out what most needs to improve: understanding the business development process understanding how clients make decisions presenting your firm’s credentials positioning and differentiating yourself and your firm prioritising your personal marketing efforts winning in […]

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By Linda Julian

Business development metrics

So many professional service firms we meet bemoan the track record of most of their folk in developing new work and new clients in attractive niches. More than occasionally a practice leader confides that their technically competent team knows only how to “feed on the carcasses I kill” or “live like a leech on me”. […]

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Feature article

Responding effectively to (unspoken) questions in tenders, bids and proposals

Responding effectively to (unspoken) questions in tenders, bids and proposals

Over the years we’ve read hundreds of requests for tenders and proposals seeking services from professional services firms. Often RFT/Ps can seem cobbled together bastardised versions of older requests that have been edited by committee and end up asking silly, repetitive or irrelevant questions. Most of the time nothing sinister is going on, it is […]