Doing More with What You Have

In professional services, firms are always looking for ways to do more with available talent.  Frameworks and coaching to enhance your organization’s new client and retention strategies are necessary.    

Tips for Doing More with Available Talent

  • Leadership matters!
  • Take a look at your structure.  
  • Which areas have client contact?

What if you could follow three simple steps to align your entire organization to bring in the right clients?
Leaders and New Business Strategy Panel

  • Who has a great presence with clients? 
  • How can your firm train and coach to bring in new clients?

Regardless of your title, employers value employees who invite new clients.
Find easy ways to enhance your career, and potentially your compensation.
Young Professional Career Builder

  • How will you reward good behavior?
  • What will your firm offer in compensation for new business?
  • Retention rewards

Would you like to see a turnkey system to coordinate all employees to bring in new business and increase your compensation?
Managing for New Business Panel

Managing Partners have big responsibilities.  Budgets, Human Resources, Operations, Technical leadership, Client Services, and many times key client responsibilities, can leave you with little time to execute new client strategies.  

Consulting projects can be costly and difficult to sustain once the consultants walk away.  

Keeping on Track allows your firm to operate smoothly while a business development expert assures you meet new client goals. 

Our Dots Grow community is impressed with the amount of information and results we can deliver to various levels of the organization in a cost-effective, flexible manner.  Remote locations and busy professionals can benefit, and the tools allow for internal and external communication.

Why then, should there be a need to keep on track?  You know the answer, we are all so busy meeting client needs, operational necessities, talent management and financial goals,  it is sometimes difficult to stay focused on an organization-wide approach to bringing in and retaining new clients!

We built Dots Grow to cut down on costly consulting arrangements historically designed to report issues and solutions that you must find time to facilitate.   We saw trends and created an organizational blueprint for continued growth.  Organizations may still periodically require a focused eye on new client growth and retention, without engaging in costly consulting arrangements.  Dots Grow Keeping-on-Track experts can arrange virtual meetings, or in-person meetings, once a month or quarterly at affordable rates.


Join the Dots Grow Community & Get More! 

With a small monthly subscription fee, or a discount on an annual membership, you can be prepared for a leadership path in professional services firms like accounting, architecture, benefits, engineering, insurance, law, manufacturing, real estate, technology and more.   

Visit the store to purchase your membership today, annual and monthly payment options available. 
With your Membership, you will receive on an annual basis: 
One free module, Free webinars, Two Modules at 50%, 75% off of the “Graduate Module” after completion of 2 or more modules, Newsletters, Blog access, Podcasts from community FAQs, Practical adaptable tools for your everyday work and the Ability to apply for certification.



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