Situation Analysis

What’s happening internally and externally that’ll impact your business? Think - the environment, economy, industry, competitors, employees, customers, satisfaction levels.

SWOT Analysis

Let’s brainstorm your strengths, weaknesses, opportunities, and threats in light of what’s happening to determine its impact – both positive and negative.

Goals, Objectives, Strategies & Tactics

Getting down to where do you want to go? I'll establish measurable objectives for determining success, develop strategies for achieving these objectives and outline just how the strategies will be carried out.

Business Development Plan

Putting it all together, I'll provide a step by step roadmap to getting work

Client Relationship Development

Whether it’s prospecting for new clients by phone or through the rubber chicken circuit, networking with trusted advisors or staying in touch with past clients that have gone quiet, I'll keep you top of mind.

Staff Training

There’s nothing better than a Doer with good relationship building skills to keep work coming. I'll work with your staff to give them the tools they need to effectively network, participate in the BD process including CRM System updates.