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Testimonials
Our firm has consulted with David for many years to improve our culture of business development and general firm leadership. He is knowledgeable, experienced and fun to work with. He is extremely strong on implementation, follow up and accountability."Susan S. Brewer - CEO, Steptoe & Johnson PLLC
When it comes to business development, David Freeman is superb. He brings a cost-efficient and confidence-inspiring approach to the challenging task of improving law firm business development practices. He has a deep understanding of today’s competitive legal services industry, and knows how to teach busy practitioners how to compete and win. I highly recommend David for any organization looking to grow its business." Peter Kellett - Chairman and CEO, Dykema
I had the opportunity to see the impact of David’s work at one of my prior firms, and recommended that he be engaged by two other firms I subsequently joined. As a COO who is responsible for maximizing financial results, David has proven to be an asset who has shown our lawyers how to confidently and effectively pursue their best opportunities."Richard Wolf - Former Chief Operating Officer, Parker Poe LLP
Randy Crispen - PartnerRandy Crispen - PartnerLuce, Forward, Hamilton & Scripps LLP, San Diego
David’s presentations are phenomenal! His experience in the legal arena and expertise in leadership and business development give him the ability to do what few presenters do well: present strategic guidance and practical “to-do’s.” Attendees leave with a greater understanding of how they can make an impact in their firms.” - Adam Severson - Director of Business Development, Baker Donelson, LLP
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Phone: 310-773-7691

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Cross-Selling Training and Planning

It should come as no surprise to say that cross-selling is one of the smartest and fastest ways to generate new revenue. If that’s the case, then why are so many firms bad at it?

The truth is, cross-selling is a surprisingly complex process. It requires exquisite finesse to balance internal personal and organizational dynamics with external client nurturing. In our interactive workshops, which are based on our all-time, best-selling book, we demystify the process and learn what makes cross-selling tick.

The program uncovers your real obstacles to cross-selling, discusses practical methods for overcoming challenges, identifies your best cross-selling opportunities, builds specific action steps for getting started, and generates agreement on ways to support ongoing implementation. By engaging with our customized programs, firms can:

  • Uncover hidden obstacles to cross-selling
  • Change behavior by reframing activity from selling to service
  • Develop stronger leaders
  • Get more lawyers proactively working together to pursue opportunities
  • Build more internal trust between lawyers
  • Obtain and better utilize client feedback
  • Develop more effective teams
  • Maximize the impact of group and firm retreats
  • Provide higher levels of client service
  • Develop targeted selling skills
  • Enhance internal and external communication
  • Develop supportive systems and processes
  • Build systems to drive ongoing activity
  • Devise appropriate measures
  • Align rewards with desired outcomes

To receive a complimentary copy of the cross-selling chapter from my book on Business Development, click here.

Contact Us to learn how you can create a Cross-Serving® CultureShift®.