Pipelineplus Blog

Insights for Relationship-Driven Growth

Actionable strategies for professional services leaders who value relationships as much as revenue. Whether you're building business, refining strategy, or optimizing profitability, these articles focus on what moves the needle.

BD Coaching Lauren Martinez BD Coaching Lauren Martinez

Implementing a Successful Business Development Coaching Initiative

Competition today is fiercer than ever as professional services firms increase their investments in the technologies that can help them attract, target, and acquire new business. Firm leaders who used to view client development as a function reserved for rainmakers look for ways to leverage contributions more broadly across the firm, and marketers work hard to keep up with increasing demands. But one thing hasn’t changed: seller-doers such as lawyers, accountants, financial advisors, and consultants continue to resist the idea of “selling.”

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BD Tracking, BD Coaching Lauren Martinez BD Tracking, BD Coaching Lauren Martinez

7 Best Practices for Successful Sales Enablement Technology Adoption

In the seller-doer model, business development is typically an afterthought, and any platform that enables it will have to compete with the technologies that enable client service.

That’s not to say that sales enablement software won’t work in the context of law, accounting, or other advisory firms, but it must be driven by the following seven best practices.

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Strategic Planning, BD Coaching Lauren Martinez Strategic Planning, BD Coaching Lauren Martinez

The Current State of Business Development

In early June, I discussed the state of business development with a group of legal marketing and business development experts during a virtual session of the LSSO Global Sales Summit. They were candid when asked about how their firms are currently faring in three critical areas: lead sourcing, lead tracking, and new business forecasting.  

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