Training for all levels of the team including:

• Networking

• Presentation skills

• Business development skills - through the pipeline

• Cross referral generation

• Effective referrer relationships

• LinkedIn and social media.

Strategic review of current business development processes including:

• Pipeline design, implementation and reporting

• Target audience scoping and data extraction

• Individual business development coaching within the pipeline

• Pitch/tender strategy, documentation and design

• KPI setting, reporting structure, design and support

Review of current referral generation strategy, for both internal and external referrals including:

• Key referrer tiering review

• Key referrer strategy

• How we talk about our services to others

• Effective referrer relationship training

• Internal referral review

• Internal cross referral generation strategies and opportunity identification training

We have a wealth of experience with RFPs, PQQs, credential documents, official pitch documents and tenders. We can advise you on the following areas:

• Go/No Go process design

• How to form a winning pitch team

• Scoping the document

• Hands on help running the pitch and managing the team

• Presentation training

We can audit your current marketing and BD strategy and how it aligns with the business strategy, and how effective it is in helping achieve the business’ objectives. We can undertake the following:

• Competitor analysis

• Situation analysis (where you are now) with SWOT

• USP/Values statements

• Target market sense check and focus

• Channel review

• Activity plans

• Budgets and forecasts

• KPI formulation and reporting structure.

With financial acumen combined with marketing and BD experience we can ensure that reporting structures exist within the business around each of the strands of marketing activity. We can help set realistic targets that account for important financial drivers such as profitability, recoverability, and cash flow rather than merely looking at numbers of new clients, or cases opened.

Putting the client at the heart of what we do. We can advise on:

• Client relationship management strategy

• Client feedback (qualitative and quantatative) strategy and implementation

• Making the most of your current client base, cross referral strategies

• Training for the team on the importance of a client centric approach, for the business AND for clients.

Corporate Social Responsibility (CSR) for many businesses is something that they do to “tick the box” or put on pitches or tenders. CSR has the power to be so much more in your business. We can advise on effective CSR strategies that enthuse your team, your clients and really make a difference to the world around you - all whilst delivering your business results.