BD Strategy

A considered look at how your firm wins work.

We begin with a proper conversation about where your firm is now and where you'd like it to go. From there I build a clear, personal BD plan, looking at the same five things every time, and we walk through it together so you know exactly what to do next.

The five lenses

However different two firms are, the same five things decide whether the right people see you, remember you, and send you work.

01

Visibility

Being seen by the right people, in the right places. Not louder, but present where it counts, so your firm is part of the conversation when work is being decided.

02

Positioning

Being known for something specific. When a firm is clear about what it does best, it becomes the obvious choice rather than one of many, and referrals get easier because people know exactly when to think of you.

03

Relationships & referrals

Where the work really comes from. The referrers who send it, and the connections across your own firm that often go unused. This is usually the richest and most overlooked source of growth for a boutique firm.

04

Credibility

The proof that makes people choose you and recommend you with confidence. The track record, the client experience, and the quiet evidence that you are exactly who you say you are.

05

Client experience

How clients are looked after across the whole firm, regardless of which partner they see. The touchpoints, the events, the first ninety days, the contact that keeps them close and turns good work into lasting relationships.

How it works

A clear path, start to finish.

01

We talk first

A real conversation about your firm, your people, and what you want more of, before anything is written.

02

I look closely

I work through your firm across the five lenses to find where the real opportunities are.

03

You receive your plan

A clear written BD plan, with a prioritised set of moves in an order you can genuinely act on.

04

We make it real

We walk through it together, and I check in as you put it into motion.

Ready to look at your firm properly?

Start with a conversation. No obligation, just a clear sense of where the opportunities are.

Start with a chat