How to Establish the Right New Business Systems for Your Particular Agency
Overview
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This Session Is Part of a Series
Building an Effective New Business Program for 2021: Talent, Resources & Systems
In this series, we will outline the optimal back-end infrastructure and resources required to convert more new business opportunities – particularly given the remote aspects and challenging market conditions of 2021. This will directly support your effectiveness across competitive reviews/RFPs and proactive prospecting, bearing in mind the pressures to keep your costs at an absolute minimum.
Your team will be put to work with a series of interactive exercises and brief homework assignments – all focused on building a more methodical new business engine. In fact, the program concludes by having you outline a custom plan for your agency.
Sessions In This Series
- Jan 26: How to Build a New Business Program That Is More Methodical
- Feb 02: How to Improve the Performance of Those Leading Your New Business Efforts
- Feb 09: How to Write a More Effective New Business Plan in Turbulent Times
- Feb 16: How to Establish the Right Level of Resources for Your Particular Agency
- Feb 23: How to Establish the Right New Business Systems for Your Particular Agency
This Session
How to Establish the Right New Business Systems for Your Particular Agency
This session will address how to create and implement a codified day-to-day new business process that is consistent, effective and efficient. With a particular emphasis on Competitive Reviews/RFPs and Proactive Prospecting, we'll break down a sample step-by-step process – acknowledging the current remote environment. With your new systems in place, then learn how to train and scale this out across all those involved in business development.
Expect to leave the final session in this series with the ability to consistently convert more business, while consuming fewer resources.
Training Materials
Following the webinar, you will be provided with digital access to print the session materials.
Who Should Attend
This training is designed for agency CEOs, Management teams, New Business teams, and those directly involved in supporting new business at the agency. Those involved in establishing strategic growth plans for their agency will also find the training relevant and insightful.

