Kenyon & Kenyon - Welcome to Business Development Inc.
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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Copyright © 2006 Business Development Inc. All Rights Reserved.
These materials are protected under the copyright laws of the United States and other countries and may not be reproduced, distributed, altered, displayed or performed in any manner or by any means without the prior express written consent of Business Development Inc. All of the trademarks, service marks, logos and the trade dress that appears in this document and on this website are owned by Business Development Inc. and may not be used without the prior express written consent of Business Development Inc. .
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