A large, full service law firm

To assist younger partners, counsel and associates develop a book of business

A series of four training sessions entitled, Building a Book of Business; trained a partner to act as mentor and sales coach so that momentum of training was institutionalized in the firm.

mid-sized accounting firm

To implement a series of executive briefings for key clients.

Consulted among partners and held focus groups with clients to formulate topics, booked briefings, prepared speakers and computerpresentations, created evaluations and follow up communications.

A state-wide bar association board of directors

To improve member attendance at events and seminars process.

Held series of focus groups with attending and non-attending members to solicit ideas for improvement of member services, reported focus group findings to board and helped implement new programs and services.

A small interior design and construction boutique focused on high ticket apparel design and retailers.

Create a referral based marketing program to capture new clients and new projects with present clients.

Designed and edited a series of news letters featuring innovative projects that were sent out over 12 months; helped owners structure and carry out post project client reviews to get feedback and insights into upcoming projects.

A well known, regional law firm with government relations and business clients.

To market other services to both client segments.

Selected key clients, researched them using Lexis and other on line sources to create a client portfolio;trained attorneys to read the business portfolio as an entre to suggesting consultative services and helped attorneys book meetings with selected clients.