Business Development Action Plan Ascent

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 companies a practical, customized Action Plan to enhance marketing and outreach to your target market.


  • Law Firm Teams
  • Business Teams
  • Law Firm Leaders
  • Company Leaders


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, your team will be able to:

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

What’s Covered

Your Business Development Action Plan

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

  • Targeting List: of company clients, potential clients, and referral sources with assigned Relationship Manager(s)
  • Customized 12-Month Outreach Plans: for each person (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

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” person internally and externally
  • How to utilize your company bio and LinkedIn profile to publicly establish your personal brand
  • In-Session Exercise: Elevator Speech Role Play
  • Homework for Participants: Company 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 internally 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.