Business Development for Professional Services



Professional Services Resources



Free Resources

In addition to consulting, coaching and support services, you might find the free resources below helpful to your business development or practice growth effort. These tools have been designed to enhance the effectiveness of both communication and business development activities for today's professional services provider. Read more...

Article Archive—free

Business Development | Closing the Sale | Communication
Client Retention | Marketing | Selling Skills

Worksheets, Tools & White Papers—free

The following resources can help you execute various aspects of your business development, practice growth and client service effort. Please feel free to contact us as we're happy to provide support or help you make use of these tools, free from cost or obligation.


Annualized Business Development Planning Tool

   - Manage time & resources

   - Maximize opportunities

   - Increase effectiveness

   - Easy to use

This annualized plan will help you set a strategic course for the year, and will help you to allocate time and resources as necessary. More importantly, the plan will help you identify the action steps necessary to achieve your overall business development goals.
Download now...


4.0 Planning Tool

You'll quickly see a big difference in your client meetings, presentations and interactions with referral sources or prospective clients by using this simple tool!

More importantly, the people with whom you interact will notice the difference as well!

The habit of pre-planning (in writing!) will help you to optimize every interaction—including telephone calls—by identifying multiple objectives, doing more in less time, focusting on outcomes, and presenting stronger value propositions that benefit all parties. As a bonus, your listening capacity will likely double!

Download now...


"Elevator" Intro Worksheet: What Do You Do?

When asked to tell people what we do, it’s best to be prepared with a strong “elevator" introduction that is concise and benefits-oriented.

Here's a free worksheet that can help you craft the best personal introductions or elevator speeches, a term that orginated with the "short" introductions made during an elevator ride.

If we hope to engage others and maximize their interest, then we should make our clients the stars of this introduction — in other words, it should not be as much about what we do, but rather it should be about what our clients get. It should also last no more than 30 seconds.  

Download now...


Balance Your Presentations!

The best business development or sales presentations contain the right mix of information-flow and interactivity, and are uniquely balanced to best fit audience interests, needs and priorities.

However, while this might all seem straightforward, people on the listening end frequently report that most presentations are woefully out of balance, and tend to be feature rich but benefit poor.

See how yours compare with this simple worksheet, which will help you craft the best presentations in less time.

Download now...


Tradeshow Sales Guide

Attending or exhibiting at a tradeshow or conference can be rewarding... but do you truly achieve measureable results?

Tradeshow success requires both a marketing strategy and a sales plan. Your marketing plan will involve booth set-up, collateral, signage, booth promotions, give-aways, and so on. This guide will focus on your sales plan, which begins with setting the right goals before the event and which will help you modify common behaviors so you can strategically interact with a sufficient number of the right people; it will also help you to proactively schedule post-show activities such as appointments or phone calls with potential refferal sources, prospects or influencers.

Take the first step toward making tradeshow selling a truly productive activity. Download now...


Strategic Communication Guide

A white paper outlining how to heighten your communication awareness level and apply strategic communication best practices in a way that will strengthen your persuasion skills and signifianclty improve your professional relationhsips and sales performance.

Learn three important but often-ignored rules about effective communication, along with methods for applying four key communication skills as well as a simple (but not always easy!) tool for planning exceptional client meetings in less time!

When you apply these fundamentals you'll find it much easier to communicate in a value-added style. These fundamentals will also help you to quickly stand out from your competition and increase your level of sales success. Download now...


Support & Membership

You can get free user support for any of the free resources featured on this page...

Simply contact us by either telphone or email with your questions and we'll be happy to help.



You can join our Professional Services group and gain access to a wide range of additional benefits and resources:


  Monthly coaching calls

  Best-practice sharing forums

  On-line training tools

  Telephone support line

Simply complete the inquiry form below and we'll contact you to discuss program structure and pricing:




"Thank you for the great training material and resources!

I am happy to use your recommendations, and have found these tools are making me better at communicating with my team and our clients."

Advisory Team Leader


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519 Mammoth Road
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