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TEMPLATE

Individual Partner Marketing and Business Development Plan

| |NAME: | |

| |PRACTICE GROUP: | |

| |KEY CLIENTS (Existing Clients) – |

|A. |MAINTAIN, DEVELOP MORE OF SAME WORK, GET REFERRALS & CROSS-SELL OTHER TYPES OF WORK |

|1. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|2. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|3. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| |KEY CLIENTS (Existing Clients) – |

|A. |MAINTAIN, DEVELOP MORE OF SAME WORK, GET REFERRALS & CROSS-SELL OTHER TYPES OF WORK |

|4. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|5. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|6. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| |KEY CLIENTS (Existing Clients) – |

|A. |MAINTAIN, DEVELOP MORE OF SAME WORK, GET REFERRALS & CROSS-SELL OTHER TYPES OF WORK |

|7. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|8. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|9. |Client: | |

| |Primary Contacts/Position: | |

| |Existing Services Provided: | |

| |Additional Services to be Cross-Sold: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

| | | |

|B. |PROSPECTIVE CLIENT TARGETS (Not an Existing Client) |

|1. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|2. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|3. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|4. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

| | | |

| | | |

| | | |

|C. |THIRD PARTY REFERRAL SOURCES | |

| |(Lawyers, Accountants, Bankers, Brokers, etc.) | |

|1. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|2. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

| | | |

|3. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|4. |Company: | |

| |Primary Contacts/Position: | |

| |Services to be Marketed: | |

| |Activities: | |

| |Budget: | |

| |Marketing Team: | |

| | | |

|D. |ORGANIZATIONAL ACTIVITIES (Industry Association/Bar Association/Civic or Social Organization/ Charitable |

| |Association/Other) |

|1. |Organization: | |

| |Duties/Activities: | |

| |Primary Contact: | |

| |Budget (include sponsorships and membership fees) | |

| |Date Joined This Organization: | |

| | | |

|2. |Organization: | |

| |Duties/Activities: | |

| |Primary Contact: | |

| |Budget (include sponsorships and membership fees) | |

| |Date Joined This Organization: | |

| | | |

|E. |SPEECHES/ARTICLES/SEMINARS/PROGRAMS |

|1. |Title: | |

| |Subject: | |

| |Date: | |

| |Location/Citation: | |

| |Follow-up/distribution plans: | |

|2. |Title: | |

| |Subject: | |

| |Date: | |

| |Location/Citation: | |

| |Follow-up/distribution plans: | |

|3. |Title: | |

| |Subject: | |

| |Date: | |

| |Location/Citation: | |

| |Follow-up/distribution plans: | |

|F. OTHER OFFICE SUPPORT |

| |

|Identify the key ways you intend to promote firm’s other offices and services |

|(other than your own) to current clients or potential clients: |

| | | |

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|G. SUMMARY |

| |

|What is your anticipated total individual business development budget |

|for thus year? Please itemize and include any international travel: |

| | | |

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