| One month is full and the next is empty | 90-Day BD Plan | A 90-day goal from your own numbers, a warm-first source mix, weekly actions you control, and a weekly BD hour with a set agenda |
| A client you rely on could leave with one bad search | Key Client Plan | The client's goals in their words, a stakeholder map, thin spots, where more work fits, risks and 90 days of dated actions |
| You have not spoken to your best past clients in a year | Past Client Reconnect | Past clients sorted into moved, dormant, lost and skip, a true reason to write to each, and short notes for a run of 5 to 10 |
| Asking for referrals feels needy, so you never ask | Referral Request | One specific introduction to ask for at the right moment, a forwardable blurb, an easy no, a thank-you, and a referral partner plan |
| Prospects can't say how you're different from other agencies | Specialty Positioning | The client's alternatives (including AI tools), what you have that they don't with proof, one line to repeat, and short versions |
| A prospect asks "have you done this before?" | Placement Case Study | A one-page case study with the challenge, what you did and results with time periods, anonymous unless permitted, plus a two-sentence version |
| A new client asked for your fees | Fee Proposal | A short proposal led by their situation, one to three fee options from your own terms, a plain-language terms summary and an adviser checklist |
| A client says your fee is too high, or that AI can source this | Fee Objection Replies | The concern under the objection, one question to ask, a reply from real proof, and when to walk away |
| You keep racing four other agencies on the same role | Exclusive Search Pitch | Whether to ask, a 60-second pitch, what to ask for in return, likely objections, a concession plan and a walk-away point |
| A preferred supplier list (PSL) invite or staffing RFP lands and you can't tell if it's worth the work | PSL Bid Decision | Five gates (real, winnable, worth it, deliverable, cost to write), a go or no-go, and a requirements map with win themes |
| The pipeline looks full but nothing moves | BD Pipeline Review | Every deal staged by what the client actually did, a dated next step, stale deals revived or closed, and the gap to your goal |
| You lost a client or a pitch and heard only "we went another way" | Client Win/Loss Review | A dated timeline, expected versus actual, the reason (said and suggested), what to keep and change, and questions for the client |