BD and marketing plan—detailed

Copyright © 2025 LexisNexis
Published by a LexisNexis Practice Management expert
Precedents

BD and marketing plan—detailed

Copyright © 2025 LexisNexis

Published by a LexisNexis Practice Management expert

Precedents
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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 plan]

    1. 1

      Internal analysis

      1. 1.1

        Mission statement and Business plan

        Firm values, mission statement and positioning[insert a summary of the firm’s purpose and its vision and values so it is clear what the firm stands for, eg Our Mission is to provide our clients with innovative and good value legal solutions, excellent legal advice and Representation and a dedication to quality customer service]
        Summary of firm’s business plan/strategy[insert a short summary of your firm’s business plan/strategy]

      1. 1.2

        SWOT analysis

        StrengthsWeaknesses
        OpportunitiesThreats

      1. 1.3

        Financial analysis

        Fee income and profit for the current year(for each department/sector and/or office)[insert fee income and profit figures for the current year]
        Fee income and profit for the previous 3 years(for each department/sector and/or office)

      1. 1.4

        Matrix of markets and services

        Market 1 [eg, High net worth individuals]Market 2 [eg Real estate developers]Market 3 [eg FTSE 100 companies]
        Service 1 [eg, tax planning]
        Service
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