// services
Business development that delivers results.
Helping professional services firms and their people develop a structured, skilled approach to business development that drives growth.
Business development support tailored to your needs
ClientWise helps professional services firms drive profitable growth by developing the structure, skills and culture needed for effective business development.
Whether you need to establish a clearer strategy, increase participation in business development, develop specific skills or address particular challenges, I provide tailored support based on your firm’s starting point and objectives.
Explore my services below to see how I can help your firm and its people win and retain more of the clients you want.
Business Development Culture Programme
For firms looking to establish or strengthen a consistent approach to business development.
Tailored support covering the elements your firm needs, from strategy and activity planning to developing skills and embedding business development into everyday practice.
Business Development Consultancy
For firms facing specific challenges that are limiting business development effectiveness.
Expert advice and practical support to address challenges such as team collaboration, roles and responsibilities, CRM systems, data and business development processes.
The Business Development Compass Audit
For firms wanting to understand how effective their current business development approach is and where improvements are needed.
A structured assessment to identify gaps, prioritise opportunities and provide practical recommendations to improve business development results.
The Business Development Catalyst Series
For firms wanting to introduce people to business development or re-energise their approach.
Interactive sessions designed to inspire fresh thinking, build understanding and motivate professionals to take practical business development action.
Business Development Training
For firms wanting to strengthen specific business development skills within their teams.
Focused, tailored training to build confidence and capability in key areas, helping professionals develop stronger relationships and win and retain more work.
The Thriving Partner Programme
For senior professionals who need a more structured and confident approach to winning and retaining clients.
Personalised one-to-one support to develop the mindset, approach and skills needed to build relationships, generate opportunities and contribute to business growth.
// Proactive Approach
Business development isn’t optional – here’s why
Business development is rarely part of formal professional training. Yet winning and retaining clients is essential for the long-term success of professional services firms and the individuals within them.
Everyone has a role to play, whether through delivering an excellent client experience, strengthening existing relationships, developing introducers or winning new clients directly.
Relying on a small number of individuals to bring in work creates risk and limits growth opportunities. Developing a more consistent approach, supported by the right skills, helps more people contribute confidently and effectively.
My work is underpinned by my model The Business Development Ecosystem©, which explains all the key elements firms need for effective business development, and my proven framework, The 5 Ps of Proactive Business Development©, which supports individual capability.
Trusted by
Clarity starts with
a conversation.
It has been an absolute pleasure working with Joanna. She has been pivotal in developing a strong business development framework for our firm, and her insights, engagement, and structured approach have delivered tangible value. Joanna is personable, professional, and highly effective in her work. We are excited about the next phase of the programme, where she will be training our staff in key BD skills. I would recommend Joanna without hesitation.
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