Exhibit 13 Business Development Tracking Form: by Category
| Library | Building Rainmakers: The Definitive Guide to Business Development for Lawyers (ABA) (2016 Ed.) |
(Word doc. Insert rows as needed. Row height expands to hold data.) Courtesy of Peter Johnson/www.LawPracticeConsultants.com
Name: | Date: | |||||
Client Name | Contact (Name & title) | Goal | Activities | Deadline | Results | Next Steps/ Deadline |
1. EXISTING CLIENTS: Getting additional work/building and strengthening relationships | ||||||
2. NEW CLIENTS: Developing relationships with potential clients | ||||||
3: REFERRAL SOURCES: Developing/strengthening relationships | ||||||
4. GENERAL NETWORKING | ||||||
5. REPUTATION BUILDING/CREDENTIALING... | ||||||
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