Business Development

Make It Rain

Everyone in a firm, from the most to least experienced, should have the tools to develop and deepen business relationships.

Business Development

Plans & Coaching

Networking

  • Clarify target market
  • Outbound calling workflow
  • Accountability plan and reporting

Associations
& Events

  • Calendar & prioritize opportunities
  • Optimize participation
  • Assess ROI
  • Assist with presentations
  • Event follow up strategies

Training

  • Business development tactics
  • Nurture junior members
  • Tools for support team members

Coaching

  • Custom BD Plans with accountability features
  • Monthly or bi-monthly coaching meetings

Make It Rain


Proactive Marketing works with individuals and small teams within the firm to define and track BD goals, provide tactical training and coaching, and optimize the “return on time invested” in BD.

1
Create goal-oriented, measurable business development plans with accountability features in collaboration with client.
2
Meet regularly with individuals or small teams to review successes and challenges relative to plan. Update plan.
Mary is a cohesive member of our team, providing thoughtful marketing guidance for both the firm and individuals. The keys to our success working together are her understanding of our business and insightful, direct approach to keeping us on track.
- David Stapleton, President, Stapleton Group
Mary is a quick-study and provides highly effective insight and strategies that are focused on generating revenue. She has a unique niche in doing this for professional service firms. In the world of marketing, she’s a no BS straight shooter who gets it done.  
- Tracy Williams, President, Olmstead Williams Communication
Proactive Marketing has been keeping our firm relevant in our business community since 2002 by artfully transforming our technical work into clear, concise marketing communications. Our firm has transformed multiple times over the past 20 years and PMI has been a part of every step.
-
Jeff Brandlin, President, Brandlin & Associates
Mary has been instrumental in developing, planning, and executing our marketing strategy. She has been a huge help since her start with us in 2017 and we view her as an invaluable member of our team. 
-
Michael Kianmahd, Executive Vice President, Maxim Commercial Capital
I loved the work Proactive Marketing did for HG and truly enjoyed working with Mary. She captured the essence of HG's unique value proposition and personality in its website and communications, and gathered valuable information about our clients and market.
- John Morris, Director, Hamilton Grant
Proactive Marketing listened, learned and quickly understood our business and the unique aspects of our culture. They used that knowledge to craft an effective, results-driven marketing plan for our firm and business development plans for individual principals.  
- Jim Upchurch, President & CEO, Caltius Capital Management
"Mary guided the partners through renaming our law firm then led the creation of a new website. Her suggestions and attention to detail made the website clean, uniform and easy to navigate. The attorneys received tremendous positive feedback.
- Law Firm Marketing Administrator

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