pipelineplus Guides & Whitepapers
Unlock Smarter Business Development
Explore PipelinePlus’ guides and whitepapers, designed to deliver practical, actionable strategies that help attorneys and consultants grow their practices with confidence and clarity.

A Systematic Approach for Business Development (White Paper)
"A Systematic Approach to Business Development," outlines a six-step approach that business developers can use to ensure results.

Guide to Creating a Business Development Plan Template
While each firm has its own unique business development template, there are six core components that help ensure clear thinking and strategic direction.

The Five Stages of Business Development Maturity at Professional Service Firms (Guide)
Professional services firms face an uphill climb when it comes to advancing their ability to optimize their business development potential and maximize their revenue. In our experience, there are five business development stages that firms mature through: Hero, Reactive, Forward Leaning, Committed, and Collaborative.

7 Best Practices to Boost BD Tech Adoption in 2023
Business development is typically an afterthought for seller-doers, and any platform that enables it will have to compete with technologies that enable client service. Follow these seven best practices to boost your BD tech adoption in 2023.

Top 5 Reasons to Outsource Your Business Development Coaching in 2023
Professional services firms realize seller-doer coaching is essential to optimize business development performance.

The 2023 State of CRM in Law Firms
This study examines trends in CRM use based on the responses of marketing/BD professionals at 71 U.S. law firms.

The 2023 State of CRM in Professional Service Firms
This study examines trends in CRM use based on the responses of 251 U.S. Professional Services firms, including legal, accounting, financial advisory, AEC, and consulting industries.

6-STEP GUIDE TO SUCCESSFUL BUSINESS DEVELOPMENT IN 2022
Every relationship is unique, but the process of developing relationships follows a few fundamental principles. Ensure business development success in 2022 by following this simple, 6-step guide.

Enabling the Next Generation of Business Developers at Your Engineering Firm
Today’s top talent is not only interested in compensation but in skills development that helps them advance through their careers. Is your engineering firm enabling the next generation of talent to become effective business developers?

Enabling the Next Generation of Business Developers at Your Financial Advisory Firm
Today’s top talent is not only interested in compensation but in skills development that helps them advance through their careers. Is your financial services firm enabling the next generation of talent to become effective business developers?

Enabling the Next Generation of Business Developers at Your Consulting Firm
Today’s top talent is not only interested in compensation but in skills development that helps them advance through their careers. Is your consulting firm enabling the next generation of talent to become effective business developers?

Enabling the Next Generation of Business Developers at Your Accounting Firm
Today’s top talent is not only interested in compensation but in skills development that helps them advance through their careers. Is your accounting firm enabling the next generation of talent to become effective business developers?

The Top 3 Things Forward-Looking Financial Advisory Firms Do That Average Firms Don’t
Forward-looking financial advisory firms 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.

The Top 3 Things Forward-Looking Engineering Firms Do that Average Firms Don’t
Forward-looking engineering firms 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.

The Top 3 Things Forward-Looking Consulting Firms Do that Average Firms Don't
Forward-looking consulting firms 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.

The 2022 State of Professional Services Marketing and Business Development Teams
This industry study examines survey responses of marketing and business development professionals at 247 primarily U.S.-based law, accounting, financial services, engineering, and consulting firms.

Make Your Business Development Bloom with A Systematic Approach
Once you put a business development system in place, you can follow it step-by-step to build an effective base of prospects, clients, and referral sources.

Top 7 Tips for Avoiding Strategic Plan Implementation Pitfalls in 2022
Many individuals, practice groups, and firms create strategic plans in Q4 only to have implementation stall several months into the new year. Here are the top 7 tips for avoiding strategic plan implementation pitfalls this year.

The Top 3 Things Forward-Looking Accounting Firms Do that Average Firms Don't
Forward-looking accounting firms 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.

7 Best Practices to Boost BD Tech Adoption in 2022
Business development is typically an afterthought for seller-doers, and any platform that enables it will have to compete with technologies that enable client service. Follow these seven best practices to boost your BD tech adoption in 2022.