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The BD Client Action Plan

The BD Client Action Plan

A free downloadable plan to help you gain more clients and grow your revenue

The BD Client Action Plan

Plan your client relationship building activities

The BD Client Action Plan is made for B2B and those in professional services firms.

If you’re starting as a new Partner or Director in a professional services firm, you’ll need a clear BD plan. Likewise, if you’re a Senior Associate, an Associate, or a Manager looking to make the step up, you’ll benefit hugely from having a clear and actionable BD plan.

The same also applies if you’re an established business leader and are looking to rebuild or grow your existing practice.

The BD Playbook for Lawyers, Accountants. Engineers - Professional Services BD

Benefits of the BD Client Action Plan

  • A simple one page overall plan, to lock in your targets and sectors.

  • More detailed additional one page client relationship plans, and actions tracker.

  • Designed for busy professionals, so that they can have a clear and actionable plan to follow, when they do sit down to do BD work.

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