Join Neil Barrow, host of I Hope This Email Finds You Well, after his podcast with Chad Corley, Senior Relationship Manager at Armanino.
They discussed the internal and external components of business development, including tracking referral sources, building networks, and setting your firm up for success in private equity and accounting.
Welcome to the Strategies and Tactics Edition, where Neil unpacks:
- How to approach BD when you’re new to a firm
- Building a 30/60/90 (or 60/120/180) day plan that works
- Understanding your firm’s best clients and where they come from
- Internal BD: meeting partners, understanding services, and analyzing the client base
- External BD: identifying referral sources, setting meetings, and joining the right associations
- Setting activity goals, like 10 meetings a week, to fill your calendar and grow your network
- Organizing your plan and getting leadership buy-in before you “go attack”
- Staying consistent with tools like CRMs or Monday.com to manage deal flow and activity
Takeaway: Before you rush into networking and meetings, get organized. Know your firm, know your best clients, and know where your deals come from. Build a plan, get buy-in, and then attack, because consistency beats chaos every time.
About your host, Neil Barrow:
Neil Barrow is the founder of Enabled BD, a consultancy that helps businesses build no-fluff, repeatable business development systems. With over 15 years of experience in sales, business development, and consulting, Neil has guided firms and leadership teams through the challenges of building the machine that drives growth.
Known for his straightforward approach and practical playbooks, Neil launched the I Hope This Email Finds You Well Podcast to share the conversations he wishes he’d heard earlier in his career, insights from people who’ve done the work, made the mistakes, and found better ways to win.
When he’s not recording, you’ll find him dadding and working with firms on BD!
Connect with Neil:
LinkedIn: https://www.linkedin.com/in/neilbarrowdfw
Website: https://enabledbd.com
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