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Client Conversion: Improving Your Virtual Funnel
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.
Reopening Opportunities; The New Model for Business Development
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.
Addressing Software Adoption Challenges: A PipelinePlus Product Briefing
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.
How Professional Services Manage Opportunity Pipelines
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.
Plan Implementation: Addressing the Follow-Through Problem
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.
Love Not Loathe Tech Adoption with these 7 Best Practices
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.
Using KPI Dashboards to Show Marketing ROI
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.
Find Premium Opportunities to Develop Your Business Development Pipeline.
In this session, David Ackert outlines a proven approach to identifying ideal client profiles and building a pipeline that prioritizes quality over quantity.
The 2023 State of CRM in Professional Service Firms
In this data-packed session, David Ackert presents key findings from PipelinePlus’s 8th annual CRM study, with insights from 250+ professional services firms.
Building Collaborative Teams with Dr. Larry Richard & David Ackert
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.
Navigating Challenges: Overcoming Marketing & BD Roadblocks
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.
Find Premium Opportunities and Develop Your BD Pipeline (January 2024)
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.
Upskilling BD Teams and Lawyers to Drive More Business
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.
Advance Your Targets Using the 7 Stages of Engagement
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.
Insights from Successful PipelinePlus Users
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.
Following Up with Targets
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.
The Four Reductions
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.
Building Rapport with Targets
Before you pitch, build the connection. In this video, we explore why rapport is the foundation of trust in any client conversation.
Mastering The Middle & End
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.
Mastering The Opener
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.