What should I be doing as a producer and business development representative during the COVID-19 Pandemic?


“Webinars are great but they do not allow me to meet new prospects and move through the business development process.  I still need to assure that my firm stays healthy by bringing in new clients.  How can I find new clients and help existing prospects move forward?” stated one technology company representative. 

“We get most prospects from online requests and in-person meetings.  Online requests are almost non-existent and...

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Hear the Dots Grow Founder Speak at the Austin Association of Health Underwriters Professional Day

The Austin Association of Health Underwriters and Presenting Sponsor, Humana, are proud to announce the 2020 Professional Development Day in Austin is approved for 6 continuing education credit hours!

Not only are we approved for 6 continuing credit hours, but we feel the lineup brings new ideas and new information to our attendees. The day includes four hours that have been developed and approved for this event! The two remaining hours have not been delivered in this...

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White Label Dots Grow for Your Organization

White labeling is when a product or service removes their brand and logo from the end product and instead uses the branding requested by the purchaser.  Integrate best practices into your organizational systems by contacting [email protected].


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Economic & Market Outlook Q12020

According to the ClearBridge Investments Economic and Market Outlook report for First Quarter 2020, Truck Shipments are one of the 12 historical variables foreshadowing a looming recession.  In this case, Truck Shipments were up by the end of 2019.  To learn more about the ClearBridge report, including comparisons of historical data like S&P 500 Market Crashes vs. Pullbacks, Strength of Economic Expansions, the Yield Curve Spread and the Fed, and more,...

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Client Testimonials

Pricing is reasonable so take a look at our Store page.  Whether you are looking to enhance your career, or your company’s growth and success, there is an affordable option for you.  Your organization can receive discounts for purchasing all panels to ensure a well-coordinated new business effort.

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Tell us more for 2020

Our clients pave the way and we are grateful!  

We know client questions are relevant.  We see the trends, regardless of the professional services industry.  It is our responsibility to segment the knowledge in an organization-wide, digestible way.  Our clients help us along the path by making suggestions, and we take their advice!

  • Segment the information specifically for Young Professionals
  • Consolidate the Business Development and...
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Speaking Engagements

If your organization would like to hear from one of our new business consulting experts at an event or meeting, please contact us at [email protected].


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Win a Holiday Luncheon for Your Team!

Can you innovate in the following ways to keep up with competition and new market changes?  Which team members or new clients contacts need to be involved?

  • Technology
  • New Outreach Avenues
  • Marketing Materials Alignment to Core Values
  • Unified and Aligned Social Media Messaging
  • Young Professional Messaging Training
  • Publicizing What Your Firm Already Does, With Current Language
  • Applying for Awards in 2020
  • Internal Awards and Motivational Programs for Teams

Take a...

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Innovate Raleigh

We always look forward to hearing the latest at the Innovate Raleigh Summit!  Business leaders and innovation experts first joined at Raleigh Union Station for a series of area innovation updates.  Breakout sessions were designed to demonstrate the walkability and renovation in the warehouse district.  We have taken time since the summit to connect with key speakers and we particularly enjoyed hearing from Andre Blackman of Onboard Health, Dr. Dipak...

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Connecting with Clients

Connecting with Potential Clients

Over the years, we have seen professional services firms connect with clients in numerous ways.  Each firm should be prepared to address three phases of the client relationship.

How are you participating in New Client Engagement?

Sponsorship and/or Participation in any of the following:

  • Nonprofit Events
  • Community Awards Sponsorships
  • Volunteer Opportunities
  • Professional Associations
  • Community Associations
  • Industry Associations
  • ...
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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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