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Marketing & BD Review

An expert review of the state and effectiveness of your marketing & business development strategy and tactics and

a detailed implementation roadmap to take it to the next level. 

Why undertake a review? 

You may want to:

  • get a clear understanding of the state and effectiveness of your marketing & business development efforts with the clarity of objectivity from a consultant outside your firm with extensive market experience.

  • better understand of issues and challenges, and how to overcome them: key stakeholder, client and referrer participants often are more candid sharing feedback with a third party

  • gain buy-in and ownership of activity and behavioural change within your firm to deliver your desired growth objectives: including participants throughout the process builds momentum, empowers individuals to become champions

  • Improve retention and productivity: giving better focus and clarity to internal teams, clarity on future direction and reduction of time spent on ineffective marketing/BD activity.

  • realise a higher return on investment from your marketing and bd activity: having clear objectives, measures, monitoring, reporting and better informed decision making are important foundations to achieving your growth ambitions


What’s involved?

An audit of the current state of your marketing and business development (go to market) activity at both strategic and tactical levels.


A typical review would include

  • interviews with key stakeholders to surface/clarify business goals

  • research and analysis of current BD and marketing effectiveness, resources and skills gaps, benchmarking vs competitors and marketing/BD sophistication, and a digital, data and marketing technology assessment

  • synthesis and presentation of go to market priorities for your firm or practice, using the Find-Win-Grow BD framework and practice-growth model.

  • recommendations on: strategy and tactics; team and agency structure, roles and responsibilities; systems and processes; training needs; measurement of results (ROI and KPIs); investment/budget requirements - all aligned to your priorities

  • a detailed action plan/implementation roadmap   

Interested in understanding the true state of your marketing?


Get in touch to arrange a free, no obligation

15 minutes call or 30 minute in person meeting with me

for an initial discussion about your requirements.


  • Developed strategy and roadmap to embed professional marketing for top London law firm. Consulted with internal stakeholders, conducted 360 degree audit and produced gap analysis across 12 facets of marketing and business development, delivering recommendations to management board and partnership. Invited to go in-house to implement recommended strategy.

  • Restructured marketing and business development function at international firm, managing the restructuring process, leading both the team and the partners through the change, ensuring retention of personnel with key skills and experience. Achieved with minimal impact on marketing productivity – and securing an annual salary cost saving of £2.3million.

  • Developed marketing strategy and implementation plan to support ambition of newly appointed managing partner at a regional law firm. Included focus on digital marketing, PR, business development and a client listening programme.

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