888.890.4240 (Phone/Fax)
KKaplowitz@newellis.com
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The New Ellis Group
1 Woodside Lane
New Hope, PA 18938

MAKE IT RAIN | Business Development Coaching

Review Existing Business Plans

  • Major clients in last three years
  • Primary referral sources, inside and outside your firm
  • Professional activities
  • Business activities
  • Community and charitable activities
  • Current targets
  • Writing and speaking engagements
  • Available resources
  • Goals

Key Findings and Action Plans

  • Current client activity
  • Prospective business activity
  • Outside activities
  • Goal realignment and customized metrics
  • Create actionable business plans for client development, new business development, expansion of outside public profile and community activities
  • One-on-one coaching support from Karen Kaplowitz

Business Planning – Client Development

  • Commit to client development business plan with specific goals and action items for following 90 days
  • Review of current and forecasted projects and strategic initiatives
  • Target the people who think most highly of you already
  • Prioritize your targets based on their need and ability to control decision making
  • For each priority target, develop a plan for building the relationship
  • Create occasions to connect
  • Seek opportunities to enhance their business career
  • Model the behavior you want from them
  • Review list of potential speaking engagements for fit, schedule and pitch
  • One-on-one coaching support from Karen Kaplowitz

New Client Development

  • Commit to new client development business plan with specific goals and action items for following 60 days
  • Review prospective client’s current and forecasted projects and strategic initiatives
  • Pick the charitable and community service organizations that prospective clients favor
  • Learn where your competition spends their time
  • Leverage your relationship with the group
  • One-on-one coaching support from Karen Kaplowitz

Outside Public Profile Opportunities Plan

  • Expand your role in organizations that provide access to new clients through outside public capacities
  • Leverage the above opportunities to close new business.
  • Continue with client business development
  • One-on-one coaching support from Karen Kaplowitz

Assessment + Metrics + Coaching

  • Assess current client activity
  • Measure new business activity
  • Review outside activities
  • One-on-one coaching support from Karen Kaplowitz

Summary of Deliverables

  • Identification of best opportunities
  • Organization of marketing and business development activities into coherent plan
  • Strategies to leverage public forums into business opportunities
  • Integrating business development into the regular workday
  • Guaranteed higher comfort level in all marketing situations
  • Training on basic and advanced marketing skills
  • Understanding of strengths
  • Coaching from a rainmaker who has trained hundreds successful business executives
  • Help identifying and using existing corporate resources
  • Customized strategic marketing plan that is actionable