Business Development Template

$299.00

Manage leads and turn prospective clients into paying ones with this tried-and-tested Business Development Template, built specifically for busy professional service providers (attorneys, CPAs, wealth mangers, insurance agents, etc.).

Description

Do you have a good business development tool to manage leads and turn prospective clients into paying ones?

Our tried-and-tested Business Development Template was built specifically for busy professional service providers (attorneys, CPAs, wealth mangers, insurance agents, etc.) who don’t have the time or patience to deal with a complicated sales tool in unfamiliar software. Just five minutes a week with this template will change your business development practice forever!

With our Business Development Template, you can instantly:

  • See at a glance where every prospective client is in the pipeline and what follow-up you need to do to move them through the sales process.
  • Understand who is referring business to you and where your most valuable network truly lies
  • Trace closed new business to qualitative and quantitative goals by partner

Download your Business Development Template, designed especially for professional service firms, and get our FREE video showing you exactly how to spend just five minutes a week on the template to track leads, get marketing insights, and create accountability. Not just for marketing gurus, this template is created with the busy professional service provider (attorneys, CPAs, wealth mangers, etc.) in mind. Easy, fast and guaranteed* return on investment!

*We stand behind our tools!  If you don’t see a return on your investment from using this template, we’ll work with you to find the business development tool that best fits your practice. Guaranteed!

P.S. One of the many benefits of using this tool is the ability to track the return your referral network gives you and adjust if necessary.  This video shows you how we do it!

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