BD and marketing plan—short form
BD and marketing plan—short form

The following Practice Management guidance note provides comprehensive and up to date legal information covering:

  • BD and marketing plan—short form

Date of plan Person 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 plan]
  1. 1

    Internal analysis

    1. 1.1

      Business plan and firm-wide strategy

    2. Summary of firm’s business plan/strategy [insert a short summary of your firm’s business plan / strategy]
    3. 1.2

      Financial analysis

    4. Fee income and profit for the current year [insert fee income figure for the current year]
      [insert the profit figure for the current year]
      Fee income and profit for the previous 3 years  
    5. 1.3

      Matrix of markets and services

    6.   Market 1 [eg High net worth individuals] Market 2 [eg Real estate developers] Market 3 [eg FTSE 100 companies]
      Service