Business Development Playbook

CRM / WHAT TO TRACK:

What to track:

What to report:

• Opportunities ‒ Quals Packages & Presentations • Strategies • Activities • Relationships • Client Contacts • Marketing Campaigns (how are we tracking the results)

• Client activities • Opportunities ‒ Probability ‒ Fees ‒ Quals Packages & Presentations

Client contact information needs to be kept up-to-date! Marketing will use these contacts for targeted mailings and events.

In addition to the use of CRM, some other useful tools, tips and tricks for getting and staying organized are as follows.

Outlook Calendars – this is a great way to easily organize your day, week, or month. You can also set up reminders and individual or recurring appointments or meetings.

10

Business Development Playbook