Optimal Client Development for Project or Transaction-Reliant Rainmakers

 

Avoiding the Stormy Seas of Crisis Economy Marketing

 

Leads Are Passé’. It’s Time for Real Client Servicing Opportunities
Today: Not Next Month or Next Year

I) Client-Building Intensives: When appropriate, you receive referrals through this pioneering strategy. We manage the practice development activities of accountants, attorneys, consultants and other trusted advisors. A major element of this process is the sharing of actual client profiles (unnamed to preserve confidentiality). These are submitted to us for review and we identify client servicing opportunities. We then convene groups of Rainmakers submitting similar profiles. At these sessions, we strategize the best ways to create prospect presentation meetings for each. All referrals are tracked with our system to assure that none “fall through the cracks”/

II) One-on-One Client Exchange Sessions: Client profiles are sometimes shared with one Rainmaker when multiple opportunities exist. You are matched with another other Rainmaker to exchange client profiles and arrange for prospect presentation sessions. 

III) Actual Client Profiles Delivered to You: You receive a continuing stream of client profiles (without names) by e-mail. We indicate those which we believe represent a new client servicing opportunity for you. We also ask you to review them to determine if you observe additional opportunities. You are then connected to the profile submitter to explore creating a prospect presentation meeting. You can expect in excess of one hundred client profiles annually that are submitted in this fashion.
 
IV) Promoting you Directly to Trusted Advisors: We promote you to them as a resource to service their clients better.  This occurs in three ways:

•    WEB site link: We include links on our WEB site so that our other Rainmakers and their clients can access you easily as a resource.
•    Eleven annual Rainmaker educational and problem-solving sessions: With other Rainmakers. These are an excellent opportunity for you to develop relationships with many other Rainmakers.
•    Promotional e-mail blasts: We broadcast reminders to all Rainmakers quarterly, reinforcing your availability to them and their clients.

V) Inclusion in “Braintrust” Sessions: Rainmakers that enjoy great credibility arrange “Braintrust” sessions for individual clients. Several Rainmakers, representing different fields attend these. At no charge, multi-disciplinary advice is given: a win-win for the client and the Rainmakers who exhibit their expertise and engage new clients. You can participate as an advisor at these sessions when appropriate.