This Practice Note introduces the laws and regulations governing advertising in general and covers: • Regulatory regime overview • Non-broadcast advertising • Broadcast...
This practice note describes briefly different types of social media services and websites and explains the key risks associated with social media for organisations,...
This BD and marketing plan workflow sets out a staged process which can be followed to formulate a BD and marketing plan and identifies related Precedents which will help...
Date of plan[insert date] Person with overall responsibility for plan[insert the name of the person in the firm who is ultimately responsible for the BD and marketing...
Date of planPerson with overall responsibility for plan [insert date][insert the name of the person in the firm who is ultimately responsible for the BD and marketing...
Business development aims and goals Firm’s overriding aim(s)[insert the firm’s overriding business development aim(s), eg to achieve £1m fee income] Short term goals...
Campaign plan Aim/goal[Insert details of the aim/goal you are working towards] Brief description of campaign[Insert a summary of the campaign you are planning to run]...
1 Market strategy 1.1 What is our market strategy? What market are we addressing, eg commercial or consumer? Do we need to have a geographic market focus?[If yes, enter...
Department, team or individual being assessed[insert details of who is being assessed] Date of assessment Skills assessment Key skillExampleScore(1 = low, 5 = high)...
Every firm needs to develop business if it is to survive and thrive. Yet lawyers often disagree about which is the best method of business development for their area of...
Creating a persuasive proposal document requires more than good writing skills. A number of different processes need to be carried out to the right timescale and in the...
This Practice Note provides an understanding of how to deal with the constant pressure from clients to discount fees. It discusses some creative fee arrangements and...
This Practice Note explains what a pipeline of new clients and new business is and how to set about developing one. The need for a pipeline Winning new clients and new...
There are rainmakers in most law firms that impress with their selling skills, but to many lawyers selling is an anathema—a frequent comment heard from lawyers is that...
This Practice Note analyses the legal and commercial issues arising out of direct marketing activities. It covers the following: • What is direct marketing? • Regulatory...
When meeting with a prospect it is important to have some knowledge about this person and the business they represent. This plan can be used to help a lawyer prepare for...
A: Domestic and international analysis Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Long...
A: Domestic and international analysis Information neededWho will obtain the information?Date for deliveryKey conclusions/ insightsWhere is this information stored? Long...
Brexit: As of exit day (31 January 2020), the UK is no longer an EU Member State, but it has entered an implementation period during which it continues to be treated by...
A: Business plans Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Firm values, mission...
A: Business plans Information neededWho will obtain the information?Date for deliveryKey conclusions/insightsWhere is this information stored? Firm values, mission...
Financial spend Item£Q1£Q2£Q3£Q4 Brand/identity • Rebranding • Design work • Brand/positioning campaigns • Signage Systems/infrastructure • Website development and...
Key information Name of firm[Insert details] Name of role holder[Insert details] Reports to[Insert details] Role type (Full-time/part-time/contractor)[Insert details] If...
General Date of meeting Chair/lead Date of RFP/ITT Prospective client Persons in attendance (names and roles) Agenda What is expected of the team at the...
General Date of meeting Chair/lead In attendance [(names and roles)] Date of RFP/ITT Prospective client Agenda Clarify: • scope of work we being asked to tender for • any...
How confident do you feel when negotiating fees with a client? This questionnaire will help you to identify where your comfort areas lie and where you may benefit from...
