PipelinePlus technology

PipelinePlus TRACKER

An intuitive platform for prioritizing the prospects, clients, and referral sources that matter most.

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TRACKER keeps your team focused on the right relationships with a clear system for prioritization, follow-through, and measurable progress. Dashboards highlight key data, and timely recommendations point to the next step to win new business.

Firms see the greatest impact when TRACKER is paired with coaching and accountability. With the right support, it becomes a powerful tool for building lasting habits and managing growth through a systematic approach to business development success.

Who is PipelinePlus TRACKER for?

  • Business developers gain a clear path to focus their efforts, grow client accounts, and convert opportunities into measurable outcomes.

    • Start every day with a clear view of your top priorities and opportunities

    • Stay ahead of client needs with timely prompts and practical training at the moment you need it

    • Maintain momentum across pursuits with reminders that ensure no relationship is neglected

    • Spot risks early by identifying where deals are slowing and take action to re-engage prospects

    • Show measurable impact with reports that translate your activities into growth outcomes

    • Pair with coaching to refine your approach, improve strategy, and outperform your targets

  • Marketing and BD leaders need clear visibility into performance and confidence that teams are building relationships in a consistent, measurable way. With the right tools and support, you can align efforts across the firm and accelerate growth.

    • Gain easy access to oversight of BD activities and performance across teams

    • Leverage reporting and analytics to shape smarter strategies and allocate resources effectively

    • Empower professionals with a library of practical business development content

    • Ensure success with dedicated support and a proven system that drives adoption and measurable results

  • Strengthen your most important relationships and grow your book of business.

    • Organize your prospects, clients, and referral sources in one clear view

    • Use perfectly-timed video trainings and suggestions to take the exact right next step in building your relationships

    • Stay proactive with email alerts and reminders

    • Identify where opportunities are stalling and take the next best step

    • Track progress to see how your efforts translate into results

    You can get started right away with a single-user subscription plan.

  • PipelinePlus TRACKER delivers its greatest impact when used by pursuit teams, especially when used as a companion to BD coaching. It equips client teams to collaborate, strengthen relationships, and uncover new opportunities together.

    • Share specific opportunities with collaborators (while keeping the rest of your pipeline private)

    • Coordinate outreach and follow-ups to create a consistent, client-focused experience

    • Identify cross-serving opportunities by connecting insights across practices and accounts

    • Access perfectly-timed trainings and suggestions that guide you to the right next step with your relationships

    • Stay proactive with email alerts and reminders

Strengthen Results with Coaching

Apply best practices consistently, build confidence in your outreach, and sustain long-term growth by pairing the PipelinePlus platform with one of our coaching programs

Explore BD Coaching Programs
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Removing Barriers to Sustainable Growth

− Inconsistent focus on business development
− Lack of familiarity with BD strategies
− Ad hoc relationship nurturing
− Lack of BD planning & execution
− Challenges with managing & follow-through on opportunities
− Lack of repeatable BD systems
− Lack of comprehensive oversight of BD activities & outcomes
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Real-World Use Case

Case Studies
Driving Measurable Growth Through Tech-Enabled Coaching
Driving Measurable Growth Through Tech-Enabled Coaching

Winston & Strawn shares how it partnered with PipelinePlus to equip a select group of partners with the structure, support, and tools needed to meaningfully grow their practices.

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David Glass
Partner
David Glass
Partner

"After reading The Short List, and now using PipelinePlus Tracker, I can absolutely attest to its value. Every week, I open it up on Mondays, and it encourages me to take action. After meeting my initial goals, it further encourages me to increase my participation – from sharing an article to setting up a dinner."

Partner
Michelle Lombardo
Senior Tax Manager
Michelle Lombardo
Senior Tax Manager

“PipelinePlus TRACKER is easy to use and effective - and helped set the stage for our adoption of Salesforce. The e-learning library (PipelinePlus TRAINER) had some great resources that were quick to watch and in small digestible amounts.”

Senior Tax Manager
Allison Prince
Partner
Allison Prince
Partner

“PipelinePlus TRACKER helps service professionals establish good habits and encourages business development activity. It easily pays for itself.”

Partner
Gillian Brennan
Client Relations Director
Gillian Brennan
Client Relations Director

"We’ve seen a clear ROI from the PipelinePlus Platform. It has helped put a business development process in place at our firm.”

Client Relations Director
Nicole Shannon
Administrator
Nicole Shannon
Administrator

“The PipelinePlus Platform is doing exactly what we had hoped it would do. It has improved our focus on business development and allowed our firm to excel.”

Administrator
Adam Stock
Chief Marketing Officer
Adam Stock
Chief Marketing Officer

“The PipelinePlus Platform is a seamless combination of training materials and accountability. It’s an effective approach for training business generators. The program also provides a high level of transparency that appeals to the CMO who wants to be able to monitor progress and track performance.”

Chief Marketing Officer
Omar Franco
Office Managing Director
Omar Franco
Office Managing Director

“I used to use a static Excel spreadsheet to track my leads, then I discovered PipelinePlus TRACKER. It’s much easier to use, sends me the reminders I need, and provides helpful insights to give my practice a business edge.“

Office Managing Director
William O’Neil
Partner
William O’Neil
Partner

“The brilliance of PipelinePlus TRACKER is its simplicity – it is elegant and easy to navigate, yet powerful; it helps me keep my most important relationships top of mind. I wish I had discovered the software years ago.”

Partner
Jason Miller
Director of Marketing and Business Development
Jason Miller
Director of Marketing and Business Development

“The KPI Dashboards in PipelinePlus are an essential component of our technology stack. They report our data in a way that’s easy to understand and helps me and my team make clearer decisions about our marketing and business development initiatives when we review this information at our monthly meetings.”

Director of Marketing and Business Development
William Weinberger
Partner
William Weinberger
Partner

“PipelinePlus TRACKER helps me organize the professional relationships that matter to me. It keeps me focused and accountable amidst the daily whirlwind that could otherwise distract me from business development.”

Partner
Jeffrey Krieger
Partner
Jeffrey Krieger
Partner

“PipelinePlus TRACKER has helped me keep my prospects and referral sources top-of-mind. The software is easy to use, and the coaching provides useful direction. I wish I had discovered this program years ago.”

Partner
Alden Bianchi
Partner
Alden Bianchi
Partner

“Make no mistake—practice development is hard work, but for anyone who is willing to put in the effort, PipelinePlus TRACKER will deliver the intended result. I recommend it without hesitation or qualification.”

Partner
Dianna Lee
Business Development and Client Engagement Lead, Kitchell
Dianna Lee
Business Development and Client Engagement Lead, Kitchell

“PipelinePlus is the most intuitive sales enablement tool I’ve encountered in the marketplace. It’s what any modern firm should be using if it’s serious about business development.” 

Business Development and Client Engagement Lead, Kitchell
Beth Collins
Chief Operating Officer
Beth Collins
Chief Operating Officer

“The combination of PipelinePlus coaching and the PipelinePlus Platform has maximized BD efforts and results from both our associates and seasoned attorneys.”

Chief Operating Officer
Robert Paddock
Partner
Robert Paddock
Partner

“PipelinePlus TRACKER helps me organize my relationships and pursue new business more successfully. The follow-up reminders keep me on task and the app is very easy to use. Many of the other systems I have encountered are over-complicated but I can update my Pipeline in just a few seconds, so it doesn’t feel like a chore.”

Partner
Stacy Rosenberg
Partner
Stacy Rosenberg
Partner

“As a new lateral, it was incredibly helpful to work with an expert coach to strategize my internal and external opportunities. A year later, my practice is integrated and thriving in a new environment. Also, I found the Pipeline technology to be an essential part of the integration process. It helped me organize key contacts and focus on the business generation opportunities with the highest potential.”

Partner

Turn Business Development Into a Repeatable System

PipelinePlus TRACKER helps professionals stay focused, follow through on opportunities, and build strong relationships over time. With built-in BD planning tools, a robust e-learning library of tutorials, and visibility into team progress, it’s a key component to sustaining business development consistency.

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