Legal Industry

Navigated by our team of experienced problem solvers with deep industry and functional expertise, Mountaintop’s Business Development Action Plan Ascent provides teams, practice groups, and firms a practical, customized Action Plan to enhance marketing and outreach to your target market.

PERFECT FOR

  • Law Firm Teams
  • Law Firm Leaders

Overview

Each Business Development Action Plan Ascent is a bespoke process that will be customized to suit your team’s needs. Mountaintop will handle the research, analysis, planning, and facilitation of your written Business Development Action Plan. Upon the presentation of your final, written Action Plan, we will wrap up the Ascent with an additional Training Ascent tailored to the Plan and key next steps mutually agreed upon. The Training Ascent noted below can be exchanged or customized to suit your team’s needs.

AT THE SUMMIT

At the summit, your team will be able to:

  • Contribute to the Firm’s profitable growth
  • Leverage a practical, detailed Plan for success that includes specific priorities and follow up actions
  • Confidently promote themselves and the Firm during critical business-building interactions

What’s Covered

CONSULTING PROJECT
Your Business Development Action Plan

After several team working sessions, your final Business Development Action Plan will include:

  • Targeting List: of Firm clients, potential clients, and referral sources with assigned Relationship Manager(s)
  • Customized 12-Month Outreach Plans: for each attorney (in a checklist fashion) that will detail client relationship managers, strategies for “interactive” and “passive” business development touches, and deadlines for each action item to provide the highest level of accountability

TRAINING SESSION
Becoming A Business Builder

Personal Branding & Executive Presence

  • Communicating your personal brand, expertise, and the value you bring to each matter
  • Cultivating executive presence
  • Becoming a “go to” attorney internally and externally
  • How to utilize your Firm bio and LinkedIn profile to publicly establish your personal brand
  • In-Session Exercise: Elevator Speech Role Play
  • Homework for Participants: Firm Bio & LinkedIn Profile Updates

Business Development Action Planning

  • Identifying client development activities that play to your strengths
  • Prioritizing your external activities and outreach
  • How to prepare for, execute, and follow up on a business development interaction
  • Creating accountability and support systems within the Firm and externally
  • In-Session Exercise: Action Planning Exercise (using Mountaintop’s proprietary templates)
  • Homework for Participants: Action Plan Development

One-On-One Coaching Sessions are available, at an additional cost, to reinforce this Ascent. Please contact us for more information.