The PipelinePlus Platform offers the perfect tools for capturing pertinent details and prospective opportunities with current clients as soon as they arise. Users no longer risk forgetting the information before they get to record it in a Word Document or Excel spreadsheet or record it only to forget to reference and act on it when necessary

Helping lawyers develop and implement business development plans is one of marketing and BD professionals’ most daunting tasks. However, doing it effectively is the key to a BD team’s success.  

PipelinePlus recently presented a webinar featuring CEO David Ackert, Author and Strategic Marketing Management Consultant Deborah Farone, and CEO Tim Corcoran of Corcoran Consulting Group, “Plan Implementation: Addressing the Follow-Through Problem.” The presenters discussed how taking the right steps is essential whether you are creating a firm-wide strategic plan, a plan for a practice group, or an individual partner.

Following are the top tips they shared:

‘Tis the season for planning and setting goals for the upcoming year. Here are the top initiatives firms are requesting the most from PipelinePlus this budget season.

Your typical firm relies on successful seller-doers for new business development but avoids the term “sell,” instead referring to its best seller-doers as rainmakers. Unfortunately, very few people have the rainmaker’s unique ability to excel at both client service and bringing in significant business

Forward-looking firms, however, operate more like their corporate counterparts to maximize business development success. Here are the top three things they’re doing that your typical firm isn’t: 

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.