Pipelineplus CoachingBusiness Development
Business Development Coaching That Drives Results
At PipelinePlus, our coaching programs empower seller-doers with the mindset, skills, and accountability needed to increase their opportunities.
Whether you’re looking to develop individual rainmakers or shift your firm’s overall approach to BD, our coaching is tailored to your unique goals and culture. To support those in the program, every coaching client has complimentary access to our PipelinePlus TRACKER platform, which measures the impact of their efforts.
Ready to explore how coaching can support your firm’s goals?
Individual Coaching Programs
Personalized support. Proven outcomes.
Our Individual Coaching program provides customized guidance to help seller-doers focus on building relationships that drive results. Participants benefit from targeted feedback, guidance on building their list of their most important relationships, and dedicated accountability to navigate business development challenges with clarity and confidence.
Focus Areas for Individual Coaching Programs:
Refine niche focus and ideal client profile.
Analyzing individual strengths, weaknesses, and professional networks.
Developing a detailed, tactical plan to convert and expand key relationships.
Tackling unique challenges and obstacles hindering BD plan execution.
Providing insights on prioritizing relationship opportunities and effective methods for asking for work.
Support for Ongoing Success
To ensure your firm’s success throughout the program, we provide:
Success Metrics – Tailored recommendations to sustain and build upon the momentum generated throughout the coaching engagement.
Marketing/Admin Team Collaboration – Regular calls with our Client Success Team.
Data Download - The opportunity to export your data from our pipeline management tool and add it to your CRM when the engagement is complete.
Group Coaching Programs
Shared learning. Individual accountability.
Our Group Coaching program combines peer collaboration with personalized coaching to accelerate growth across your team. Participants sharpen their skills in a supportive environment where they learn from one another, tackle real-world challenges, and stay focused on their individual development goals. This blend of group insight and one-on-one support helps ensure sustainable, firm-wide momentum.
Group Coaching topics include:
Defining SMART Goals.
Establishing a BD mindset.
Networking 1:1, conferences, and virtually.
Navigating RFPs and pitches.
Asking for business and follow-up techniques.
Ensuring accountability to BD plans.
BD Coaches Committed to Your Success
Our coaching faculty includes former CMOs, practicing attorneys, and BD leaders who know your world firsthand. They bring practical insight and proven strategies to every engagement.
Integrated Technology
Throughout the coaching engagement, participants gain full access to our PipelinePlus Platform, which features two essential components for success:
An online opportunity tracker, PipelinePlus TRACKER, that prioritizes key relationships, guiding business developers to focus their time and efforts on clients, prospects, and referrals with the highest business potential.
An integrated e-learning module, PipelinePlus TRAINER, that provides business developers with micro-learning videos precisely when they are ready to execute their business development strategies.
Philip is synonymous with enthusiasm. He brought creative energy, strategic thinking, and passion to [our Group], and working with him was a true pleasure!
Philip is goal-oriented, honest, and exhibits the highest level of professionalism…Philip’s demeanor is engaging, confident, and reassuring. He is a highly trusted advisor.
I’ve particularly appreciated your can-do attitude and ever-present availability [to our team], as well as the polished manner in which you carried yourself at all times.
I needed a coach who would work with me to triple my business. I was thinking: ‘It’s in me; I just need someone to help me find it.’ Philip helped me get there.
Philip has collaborated with our attorneys at every level through a range of programs, from individualized coaching to serving as a featured speaker at our annual lawyer retreat. He brings a genuine passion for business development and a deep commitment to helping attorneys strengthen their BD skills. I am personally grateful for his thoughtful guidance and consistent willingness to help.
I have had several lawyers tell me that our meetings with you were the most practical and productive time they have ever spent on the topic of business development, and all of them have participated in prior, related endeavors.
“Working with David W was a transformative experience in my career. As a partner at an AmLaw 100 firm, I’ve long recognized the importance of business development, but often found it difficult to approach strategically and consistently amid the demands of substantive work. Through our coaching sessions, I gained practical tools, a clear roadmap, and the confidence to build and strengthen client relationships in ways that feel both authentic and effective. If you are looking to elevate your practice, I highly recommend connecting with David W.”
“Great collection of learning content on business development and excellent cohort that I learned a lot from (from our BD Coaching).”
“The lessons that I learned during my time with my coach were invaluable. I received expert guidance in strategy, communication, business, and self-awareness, playing a major role in my advancement at my firm.”
“Group coaching calls ensured the lawyers used the online materials, provided a forum for discussion, and helped them crystallize actionable steps they were then held accountable for, which made it easy to measure the ROI of the program. The lawyers generated a seven-figure ROI for the firm.”
“The materials, guidance, and coaching I received from the PipelinePlus program were customized and highly effective. I doubled my book of business within a year, and I now enjoy a thriving and more satisfying practice.”
“PipelinePlus coaching program incorporated strategic advice with tactical implementation software. The combination contributed significantly to my practice, helping me generate substantial new business each year I participated. I recommend the program without hesitation.”
“PipelinePlus coaching program delivered effective, facilitated discussions, progress tracking, and follow-up to ensure that group members were on track to achieve our goals. The facilitator had a positive, encouraging attitude, which helped the group members feel at ease when discussing their questions, challenges, and accomplishments.”
“Our CPA firm brought 13 participants to this coaching program. In some cases, those least likely to embrace marketing stepped up and took initiative. The content was always engaging and relevant, and the follow-up coaching kept us accountable so that we could maintain our progress. It kept our business development focus consistent and taught us how to encourage our clients to refer us new business.”
“The implementation of PipelinePlus Coaching and sales processes resulted in over $5M in new annual revenue.”
“PipelinePlus Coaching delivered a 5x ROI for my firm.”
“The combination of PipelinePlus coaching and software has maximized BD efforts and results from both our associates and seasoned attorneys.”
“PipelinePlus understands the nuances of our business and industry. Their expert guidance helped us navigate complex challenges and seize key opportunities, leading to meaningful strategic wins for our firm. “
“The program delivers on its promise. Our lawyers are significantly more engaged in business development, their strategies are more focused, and their response to the e-learning materials has been very positive.”
“Prior to our work with PipelinePlus, business development was embraced by only a few of the partners and there was a persistent concern about the future. Now, business development is a regular practice for all of our lawyers at all levels, our culture is proactive, our path to succession is clear, and our revenue is significantly higher. As a value proposition, this was definitely a worthwhile engagement.”
“The regular coaching calls help me maintain a sharp focus on business development. I have exceeded my revenue goals thanks in no small part to this program."
“PipelinePlus created a very effective strategy for my firm that offered two solutions to business development: the first was a high-level client service strategy; the second was a more hands-on, tactical technique which we implemented in the seminar itself. Both are effective techniques for all of our practice groups and we continue to use them to this day.”
“PipelinePlus understands that practice development in the legal profession requires the practical application of fresh ideas. Thanks to their programs, I doubled my book of business in less than a year and became one of the top rainmakers at my firm.”
“The role playing exercises with David have been valuable in helping our professionals further develop the non-technical skills essential for serving our clients.”
“I knew if I was going to produce extraordinary results, I would need advanced tools and support. PipelinePlus’s program provided the knowledge and coaching I needed to double my book within a year. I am incredibly grateful for the guidance I received.”
“I’ve been pleasantly surprised to find that the program helps me design my own solutions instead of offering canned advice. It’s been very useful toward my time management. The program has impacted my marketing too. My database was an unorganized list of unrealized opportunities. Now my contacts are categorized and in motion for new business.”
“The program made a significant impact on my practice within months of the program. The improvement to my time management and client acquisition paid off exponentially. I now have a system for my marketing efforts and caseload control. My practice is finally growing by design.”
“A few months with PipelinePlus made a big difference. My business development time became much more efficient. And my book of business doubled in less than six months, crossing the million dollar mark.”
Empower Your Team with a Proven Coaching Framework
Connect with us to discover how our programs empower professionals with the tools and habits to achieve results.