BD Coaching for professional services


BD coaching for Professional Services firms. Coaching that builds your confidence and delivers results.

Most professionals, whether they are accountants, lawyers, engineers or architects, did not get into their chosen careers because they wanted to become salespeople. However, to be successful, many now find that they need to effectively build relationships and bring in work. To help them achieve that, we have developed a range of BD coaching and mentoring services to guide those in B2B and professional services.

The BD Ladder team takes a personalised approach to every individual he coaches, and alongside them builds a deliverable plan that not only builds confidence, but also delivers results. It is our fundamental belief that the same BD coaching approach does not work for all. Which is why we adapt the approach for everyone.

Who needs BD coaching?

  • Partners, Directors
  • Business Owners
  • Senior Associates, Senior Managers
  • Technical B2B professionals who now have to develop client relationships and win work.
  • Rising Stars
  • BD and Marketing professionals (how to influence internally and also how to become internal BD coaches)

Packages for organisations

Designed at coaching specific groups, departments or cohorts across your organisation.

  • Each Individual has either a 1 hour kick-off session, or two 30 minute kick-off sessions in month one, followed by one more 30-minute coaching session.
  • The BD coaching then continues over the agreed period, with either two 30 minute sessions per month or four 15 minute sessions, per month.
  • It is recommended that the coaching runs for a minimum of 6 months to reach full potential.
  • A 3 month summary of progress is provided to the person who booked the corporate package.
  • The coach is also available for an agreed amount of ad-hoc calls and emails.

Written Deliverable: A BD/Client Action plan is delivered and updated monthly for every individual on the program. This helps the individual to keep track and deliver the agreed actions. For the organisation, it also keeps a clear record of client relationships and progress, which is shared in the regular reporting.

Note: While client names and details, and progress is shared with the organisation, unless agreed otherwise, other BD skills and mentees concerns are kept in confidence between the BD coach and individual.

Optional Extra: Companies may opt to include short BD skills sessions aimed at upskilling the wider organisation and to help deliver a consistent firm-wide BD approach. You can find out more about our training services here.

Packages for individuals

Aimed at coaching business owners, consultants or an individual within an organisation.

  • Each Individual has either a 1 hour kick-off session, or two 30 minute kick-off sessions in month one, followed by one more 30-minute coaching session.
  • The BD coaching then continues over the agreed period, with either two 30 minute sessions or four 15 minute sessions, per month.
  • It is recommended that the coaching runs for a minimum of 6 months to reach full potential.
  • The coach is also available for an agreed amount of ad-hoc calls and emails.

Written Deliverable: A BD/Client Action plan is delivered and updated monthly. This helps the individual to keep track and deliver the agreed actions.

This formal plan is designed to not only help you follow up on your actions, but also provide you with an on-going process and step by step approach that you can follow throughout your professional career.

You can see an example of a BD client action plan similar to one used in the program, here.