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

Business Machmaking

Recruitment Campaign

Nexl is also ideally suited to help you manage recruitment campaigns. Most law firms don’t have dedicated tools that integrate well with CRM. Yet modern recruitment strategies can benefit from

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Personal Business Plan

Personal Business Plan

Personal Development plans are the building blocks of a law firm’s growth overall growth strategy. This template is for lawyers to manage their personal business plans for the year.  In

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Lateral Hire Onboarding Project

Lateral Hire Onboarding Project

Because acquiring novel talent and expertise is a critical component of any firm expansion strategy, many law firms have built robust lateral hiring programs to recruit experienced talent for highly

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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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Join the #OneFirm Movement

Join hundreds of law firms using Nexl's Revenue Operations platform to align and serve clients as #OneFirm.