The Winning New Clients health check has been designed to help professional services firms test and assess their:
 

• Business development practices
• Ability to win new business
• Ability to win the right type of new clients
   
   

This health check is designed to help professional services firms assess how they perform in ten core aspects of new client generation.
 

Some may suggest that performing well in all of these factors represent an unachievable 'holy grail' for professional services firms. However, we have seen firms that perform successfully in many of them and achieve long-term profitable growth as a result.
 

What does it do?

The Winning New Clients health check is a perception questionnaire. On completion and submission of the questionnaire an individual or firm will receive a report which gives a detailed assessment of their approach to new client generation.  This enables those managing business development to gain a better understanding of the firm's views and approaches in these fields by:
 

• Providing a snapshot of current strengths and weaknesses in their approach
• Identifying areas where support and development is needed to realise greater opportunities
  

How can it help?

Some firms use a number of their people to complete the questionnaire, in order to obtain a more holistic view of their overall performance in this area. As a result the health check is a valuable tool when used:
 

• To determine client generation strategies
• Alongside fee-income reports - to understand how certain activities and approaches result in particular income levels
• As part of a firm's personal development reviews/appraisal systems - to ensure support and development are given in the areas that need it most
• As a guide for a firm's marketing and business development plans - to focus investment on the areas that need it most
   

For more information about using our Winning new clients health check service, please contact James Skeels on +44 (0)1932 260062 or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it

To view case studies on PACE helping to win new clients, click here.