Transforming Business Development – Protect Your Core

· 1 min read

Intapp recently had the honor of partnering with Chris Fritsch of CLIENTSFirst Consulting, and David Freeman of the David Freeman Consulting Group, in a webinar about business development techniques for the current times and how to practice empathy while selling. Intapp’s Darryl Cross, Head of Global Sales Enablement, introduced the concept of “protecting your core” during this presentation. Watch the short video above for a deeper dive on this concept and learn the essential skill that could make or break your fiscal year.

3 Key Steps to “Protecting Your Core”

  1. Stick to what you know
  2. Identify:
      1. 5 clients
      2. 5 colleagues
      3. 5 influencers
  3. Document and analyze internal data

Keep an eye out for new techniques which we’ll be posting on the Intapp blog each Thursday for the next six weeks.

From the blog

Topic related articles

Compliance with Celeste: Trust, not just technology

Warren Knowles answers firms’ top questions about Intapp Celeste and Firm AI: which models it uses, what it can access, and where a person decides.

  • Legal
  • Intapp Celeste
  • + 4 more

How Firm AI tackles the biggest challenges accounting and consulting firms face today

  • Tom Koehler

    Tom Koehler

    Global Managing Principal, Accounting and Consulting

This Q&A with Intapp’s Tom Koehler shares how Firm AI helps accounting and consulting firms address margin pressures, talent shortages, and other challenges.

  • Accounting
  • Consulting
  • + 4 more

How many days does your client acceptance process take from partner yes to signed engagement letter?

Count the days between partner approval and a signed engagement letter. See where accounting firms lose time in intake, conflicts, and independence checks.

  • Accounting
  • Intapp Conflicts
  • + 2 more
View more posts