Intapp’s Darryl Cross recently had the honor of partnering with David Freeman of the David Freeman Consulting Group and Chris Fritsch of CLIENTSFirst Consulting, on a webinar about leveraging technology to support business development techniques for the current times.
CEO David Freeman spoke about the concepts of “measures” and “personal system reminders” during his presentation. Watch this short video to see David do a deeper dive on these concepts and learn how to measure your own business development efforts, hold yourself accountable to them, and create a system of personal reminders to create new habits that will drive growth for your firm.
Measures
- Internal connections
- Known external contacts
- Unknown external contacts
- Favors you can do
- Value added follow-ups
Personal System Reminders
- Establish goals
- Personal contact list
- Mentor/Shadowing
- Calendar
- Regularly scheduled time
- Buddy system
- Accountability groups
- Assistant
- BD/Marketing department
Keep an eye out for our final post in this series, which we’ll be publishing on the Intapp blog next Thursday.