Every year leaders in professional services firms wind down the summer with strategic planning retreats and meetings focused on firm success. An important part of those conversations is always growth and how to strategically drive that growth through leveraging existing relationships.
Some of the typical questions include:
- How are we doing on growth goals this year and what could we do differently next year?
- What is our current cross-sell penetration and what is the plan to increase it?
- If senior people are transitioning what is the succession plan for those clients?
- Is there any way that we can accelerate business development for younger partners?
- How do we ensure that we have enough engagement with our existing clients?
Join this webinar to hear Introhive professional services experts Danny Estrada and Joe Przybyla discuss the strategies that world-class professional services firms are employing to answer these questions and learn what they are doing to make a significant difference in 2020 results.
Actionable insights will include how to:
- Automate processes in meeting preparation and contact management to free productivity time
- Deliver enriched data to professionals for better account planning
- Leverage AI to provide key insights that drive business results
- Empower cross-sell strategy through relationship mapping
- Utilize existing technology tools for rapid adoption
We hope to see you on September 24th!