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Financial Services


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


  • Business Teams
  • 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 organization’s profitable growth
  • Leverage a practical, detailed Plan for success that includes specific priorities and follow up actions
  • Confidently promote themselves and your organization 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 organization 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 organization bio and LinkedIn profile to publicly establish your personal brand
  • In-Session Exercise: Elevator Speech Role Play
  • Homework for Participants: Organization 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.

Trusted By

We help high-achieving professionals in the nation’s most recognized law firms, financial institutions, and businesses scale the heights of career success and personal fulfillment.

Talent wins games, but teamwork and intelligence win championships.

Michael Jordan


Mountaintop brings deep industry knowledge and a real talent for developing and executing just the right solution for their clients. They are a pleasure to work with and add significant value.

— Partner, Boutique Law Firm

As a marketing director for a regional law firm, Mountaintop helped us develop and execute a marketing strategy that addressed the needs of a firm experiencing hyper-growth. Precious’ advice was so revered, our team jokingly would ask “What would Precious do?” before making big decisions. A quick study, she was able to grasp the firm’s culture and goals in the early stages of our relationship. That understanding lead to a robust marketing program and long-term strategy.

— Miriam McHenry, Recruiting Manager, BakerHostetler

Ready for your Ascent?

Take the first steps. We can help you reach higher peaks in your career.