Business Development Workbook, Step by Step for 2027

Fifteen printable one-page templates for business development, from your elevator pitch and ideal customer profile to partnerships, key accounts and a 90-day plan.

Who it's for

Business development managers, owners and anyone responsible for growth. Choose the templates for the job in hand: opening a new sector, building your network and visibility, growing with partners or growing with existing clients, with the 90-day plan drawing them together every quarter.

What you'll learn

• Build a 30-second elevator pitch from five blocks and adapt it for a customer, a partner and someone who could introduce you
• Describe your ideal customer profile and research prospects from public information before you contact them
• Plan an eight-step outreach sequence over about a month and a weekly routine for social selling
• Prepare for networking events and plan a year of industry presence: memberships, talks, articles, awards and committee seats
• Adapt your offer to a new sector, with an entry offer and the first ten accounts to approach
• Score a possible partner on seven weighted criteria, then write a one-page partnership proposal and plan the heads of terms
• Plan key accounts, map the people in each client and track contract renewals early enough to act

What's inside

• 52 pages, 15 templates
• Each template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text
• Worked examples from two fictional UK organisations: a facilities maintenance company and a custom software studio
• Template index at the back: every template with its purpose and the page of the blank to print
• A licence to photocopy the templates for your own use and within your own organisation
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Elevator Pitch Builder
2. Ideal Customer Profile
3. Prospect Research Sheet
4. Outreach Sequence Planner
5. Social Selling Weekly Plan
6. Networking Event Prep Sheet
7. Industry Presence Plan
8. Sector Proposition Sheet
9. Partner Fit Scorecard
10. Partnership Proposal One-Pager
11. Partnership Heads of Terms Planner
12. Key Account Plan
13. Account Relationship Map
14. Contract Renewal Tracker
15. 90-Day Business Development Plan

Part of The Ultimate Business Bundle

This workbook is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).