Tools

Tools for Business Development and Marketing

Simple tools to help grow Professional Services firms and those in B2B.

Our BD and Marketing tools and resources have been designed to provide you with all the practical advice you need to grow your business.

Whether you’re looking for help with your BD and sales strategies, how to grow your fee base, or even help with your RFP and bid responses, the chances are we have a tool for you. 

The BD Ladder’s tools are designed to ensure that you and your business climb the ladder of success. 

Designed to help you understand whether you should respond to an RFP.

The Bid/No Bid Tool provides:

  • An understanding of whether you should respond to an RFP, or not.
  • A clear understanding of the strengths and weaknesses in your RFP response.
  • Actionable suggestions, to improve your chance of success, should you respond.

A plan for you to fill in and follow, to grow your clients and your revenue.

The BD Client Action Plan tool provides:

  • A clear 1 year plan to follow
  • A format to help you understand what sector and clients to target
  • Client relationship progress tracking and reporting
  • Focuses you on taking the next positive action, to grow, enhance, and develop your most important client relationships

Designed for those in professional services firms, to be able to keep on top of their BD and client relationship building activities.

The Key Client Tracker provides:

  • A clear ‘how to guide’ and a method to track your client relationships
  • Clear recording of key client notes and future opportunities
  • Key actions recorded against each individual team member across all accounts
  • An opportunity pipeline recorded against all key client accounts

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Tracking your BD activities - The key client tracker