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Plan Backed by a Methodology
When selling professional services, a plan is needed to drive
your business development effort. Once you have a plan, you
need to make all relevant staff understand their part of the
business development program. Staff must understand their
contribution to the plan and what they need to do to achieve
the plan. At PeopleStreme, we assist clients in producing their business
development plan and then define the behaviours that each
person will play in order to achieve the plan. For example,
a typical objective for the partners would be one referral
lead per month. These objectives are typically defined for
all aspects of business development including the following:
- Fee Budget
- Account Management (farming)
- New Business (hunting)
- Initiatives
- Activity
The objectives are then loaded into SSD Professional Practice
which provides the methodology and system for driving the
desired behaviour and measuring the achievement of these objectives.

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