Templates

Sector Expansion Project

Sector Expansion Project

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Template Description

An expansion plan for a strategic sector invites team leaders to develop a vision of how to grow and build out the firm’s footprint in a specific sector or industry. This template helps to create a process to execute that vision by focusing on key clients, growth opportunities, and targeted prospecting within a given sector.

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Other Templates

Key Client Plan

Cross-selling and Cross-serving

The objective of cross-selling is increasing Share-of-Wallet (“SWO”), the percentage of the total legal spend of your client that goes to your firm, by convincing clients to start buying services

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Client Retention Project

Account Based Marketing Plan

Account Based Marketing (ABM) plans offer a great way to focus your growth efforts on your best-fit, highest-value prospects and clients. The ABM process allows you to align your lawyers,

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Legal Directory Submission

Legal Directory Submission

Law firms all over the world make submissions to the key Legal Directories in order to boost their market credibility, attract new business, illustrate the breadth and depth of their

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Key Client Plan

Key Client Plan

A Key Client Plan is a project focused on an individual strategic account. Often, law firms will have a substantial share of their revenues (up to 10-15%, sometimes even more)

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