Business Development Playbook

GENERAL TIPS AND TRICKS:

• Be yourself – clients will sense when you’re inauthentic • Look for cues when having a conversation with a client / potential client ‒ Do they look interested or bored? ‒ Are they engaged or trying to get away? ‒ Sometimes you must try a few topics to keep the conversation flowing ‒ Try to find common interests – sports, hobbies, vacations, etc.

• Make Action a Priority • Block off time in Outlook to make that call you’ve been needing to make for weeks. This can be done using the Viva feature in Microsoft. • Leverage BL’s Resources ‒ Delegate when possible ‒ Use Marketing – help with proposals, promo materials, previous proposals, project sheets, etc. (SEE SECTION 4) ‒ Reach out to others for advice ‒ Don’t reinvent the wheel

• Build Your BD Skills as you go

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Business Development Playbook