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.

The Key Client Tracker

The Key Client Tracker Map and record your client relationship building activities and keep your team accountable The Key Client
Download The Key Client Tracker tool

The BD Client Action Plan

The BD Client Action Plan Plan your client relationship building activities The BD Client Action Plan is made for B2B
Download The BD Client Action Plan tool

Bid/No Bid Tool

The Bid/No Bid tool helps you understand if you should respond to an RFP you’ve received. Responding to a Request
Download Bid/No Bid Tool tool