PipelinePlus Video LibraryWebinars, Presentations, & Short Takes
Our library of videos shares key insights from our methodology, grounded in the philosophies from The Short List.
Short Takes from The Short List
Win Big with Small Talk
Email small talk doesn’t have to be generic. In this video, we explore how to make your email intros more engaging and personal using the “Show Me You Know Me” technique.
Struggling to turn small talk into something meaningful? In this video, we introduce The "Lately" Technique—a simple but powerful way to dig a little deeper and create real connection.
Tired of awkward small talk? In this short take, author of “The Short List”, David Ackert, explores how to shift beyond the usual (and often unmemorable) conversation starters.
BD Presentations
Moving a prospect from stranger to client doesn’t happen overnight. In this video, we walk through the 7 Stages of Engagement—a step-by-step model that maps how trust and buy-in develop over time.
What separates top-performing business developers from the rest? In this video, we dive into key data-backed insights drawn from over a decade of PipelinePlus usage.
Email Outreach That Gets Responses
A strong email opener is important, but don’t forget the middle and end. In this video, author David Acker shares practical tips for making your email content more relevant and response-worthy.
Struggling to get responses to your emails? In this video, we break down why generic outreach often gets ignored—and how to fix it with a personalized, intentional approach.
Pitching Tips
Silence after a pitch doesn’t mean it’s over—it means it’s time to follow up smartly. In this video, we talk about how to stay top of mind without being pushy by using low-pressure, value-driven follow-ups.
Want to make your pitch more persuasive? In this video, we introduce the RISE framework—Risk, Inefficiency, Stress, and Expense—as a powerful way to communicate the value of your services.
Before you pitch, build the connection. In this video, we explore why rapport is the foundation of trust in any client conversation.
Recent Webinars
Struggling to turn virtual engagement into new business? In this data-driven session, David Ackert and John Corey reveal what today’s buyers really want from your digital outreach—and how to deliver it at each stage of the funnel.
Ready to re-engage your pipeline post-pandemic? In this strategic session, David Ackert and Bill Roe explore how buyer mindsets have shifted and what today’s decision-makers expect from business development outreach.
Struggling to get your team to embrace new software? In this candid panel discussion, three business development leaders share how their firms tackled the challenge of software adoption using PipelinePlus.
What does pipeline management look like across professional services? In this panel discussion, leaders from law, finance, construction, and accounting share their real-world approaches to sourcing, nurturing, and closing business opportunities.
Plans don’t fail in theory—they fail in execution. In this insightful session, David Ackert, Deborah Farone, and Tim Corcoran unpack the common pitfalls of strategic and individual business development plans, from a lack of leadership buy-in to forgotten goals and shifting priorities.
Struggling to get your professionals to adopt new technology? In this practical session, David Ackert shares seven battle-tested strategies to drive tech adoption across professional services firms.
Looking to prove the impact of your marketing efforts? In this data-driven session, David Ackert and Jason Miller share practical strategies for using KPI dashboards to demonstrate clear ROI to firm leadership.
In this session, David Ackert outlines a proven approach to identifying ideal client profiles and building a pipeline that prioritizes quality over quantity.
In this data-packed session, David Ackert presents key findings from PipelinePlus’s 8th annual CRM study, with insights from 250+ professional services firms.
Want to improve cross-selling and collaboration at your firm? In this insightful session, David Ackert and Dr. Larry Richard explore the team dynamics that fuel successful business development.
Facing roadblocks in your marketing and business development efforts? In this panel discussion, industry leaders Angela Quinn, Amy Shepherd, and Kate Harry Shipham unpack the most common challenges, from seller-doer burnout to understaffed BD teams, and offer practical solutions for navigating them.
Want more high-value clients in your pipeline? In this in-depth session, David Ackert shares practical strategies for identifying premium business development opportunities and building a sustainable, client-focused pipeline.
Business development is a learned skill. In this video, David Ackert hosts a panel of law firm leaders to discuss how firms are successfully upskilling both lawyers and BD professionals to strengthen client relationships, generate new business, and retain talent.