Our Winning Business Digests are shared widely amongst professional services firms internationally, whose professionals value the concise and immediately applicable guidance they give. They take a common business development and client relationship management topic and provide practical tips and ideas.

See the download section opposite or contact us to access some more examples.

The Digests are available to purchase to add to firms’ intranets, learning management systems and e-learning portals. Contact us for more information.

Our Digest Topics:

Business Development

  • Creating time for business development in an already busy schedule
  • 6 essentials for creating and implementing a personal BD plan
  • 6 must-dos to maximise results from your BD coaching programme
  • 7 ways to a really effective board
  • 7 foundations for personal business development success
  • 8 ways to make social media support your business development
  • 11 top business development mistakes
  • 10 common potential client concerns and how to avoid them
  • Keeping in touch in the hybrid business world

Client Management

  • 5 things you should know about your client
  • 5 ways to build competitive advantage through client feedback
  • 7 strategies for managing and developing client relationships
  • 7 ways to motivate colleagues to introduce you to their clients
  • 7 ways to spot new business opportunities with your client
  • 8 ways to stay in touch in between deals and assignments
  • 8 ways to successfully cross-sell a colleague’s expertise
  • 8 ways to turn ideas into revenue
  • 10 strategies for managing the long-distance relationship
  • 10 strategies to safeguard your client relationships
  • 11 mistakes firms make in developing CRM
  • 7 ways to embed key client management
  • 7 ways to make the most of a secondment opportunity

Commerciality and Self-Awareness

  • 5 secrets of influential people
  • 5 ways to play to your strengths
  • 6 ways to boost personal impact and influence
  • 8 steps to becoming a more ‘commercial’ adviser
  • 8 ways to become the Go-To professional
  • 9 ways to strengthen your BD resilience

Financial Management

  • 5 strategies to develop financially informed professionals
  • 7 strategies to maximise job profitability
  • 8 strategies for effective fee negotiation


  • 9 must do’s for effective contact relationship building
  • 7 ways to turn a social relationship into a business one
  • 7 ways to get the most from LinkedIn
  • 8 essentials for working the room effectively at networking events


  • 6 work-winning strategies for procurement-led pitches
  • 7 essentials in mastering pitch scoping calls and meetings
  • 7 secrets of a powerful presentation
  • 7 ways to make a positive impact when presenting virtually
  • 8 essentials for writing work-winning pitch documents
  • 8 pitching approaches that win work
  • 8 tips for leading pitches

Team Management

  • 6 keys to effective delegation and team motivation
  • 7 ways to succeed at difficult colleague conversations
  • 7 ways to become a more effective internal adviser
  • 8 steps to creating a high performing team
  • 8 ways to lead from the front
  • 9 ways to engage Associates in managing client relationships