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Join us for the Primerus Northeast Regional Meeting to learn about the strategic business development process, increase networking opportunities, and improve tracking of referrals and business development. Don't miss out on this valuable event!
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Welcome to the 2015 NortheastRegional Meeting
Welcome to the Primerus Northeast Regional Meeting • Special thanks to Primerus members Ganfer & Shore, LLP and Lewis Johs Avallone Aviles L.L.P who graciously agreed to assist Primerus with organizing this event
2015 NortheastRegional Meeting Primerus Update Presented by: Chad Sluss – Senior VP of Services
2015 Business Plan • Big Picture Goals • Increase member involvement using the Primerus Strategic Business Development Process • Increase business development opportunities for members • Encourage “Think Primerus First” initiatives • Improved tracking of referral and business development opportunities for members • Member Satisfaction
Primerus Services Website and SEO Bi-Monthly Reporting Mongoose Call Tracking Member Events Client Events Client Development Practice Groups/Sections Listservs Speaking/Presentation Opportunities Publications Group Insurance Program Members Only Area
Strategic Business Development Process • 20+ years of experience and innovative ideas combine to make a recipe for success
Implementation • This approach synthesizes the process into four elements:
Primerus Ambassadors • New Committee for 2015 • Comprised of Primerus Leaders • Mentor New Members • Encourage participation from Inactive Members • Host first time/new member attendee meeting at the Global Conference • Formalizes Phase 3 of the Strategic Planning Process
Business Development Opportunities • Utilizing the “Primerus Strategic Business Development Process, the following activities will be implemented for our members in order to increase new business opportunities: • Member to member networking opportunities at • Regional Member Meetings • Seminars & Conferences • Practice Group Calls • Coming Soon – WebEx/Skype member to member calls • Primerus Website(s) • Updated Primerus.com • New Plaintiff Personal Injury Institute
Business Development Opportunities • Corporate Client Outreach • Client Sharing Initiative – Will Launch Soon! • Client Movie • Direct contact via client groups, LinkedIn, ACC, Tradeshows, etc. • Client Seminars & Conferences • 2015 – Primerus will have client networking events in the U.S., Brazil, Singapore, and The Netherlands • Dedicated staff person focused on: • Member recommendations via Association of Corporate Counsel requests, LinkedIn requests, and through personal relationships developed through client outreach activities • New Membership Directory • Publishing Opportunities • Cross Border Business Development Committee Initiatives • Increased brand awareness with legal and trade organizations • Improved communications – new weekly notices, sent every Monday, plus periodic member calls • Increased networking opportunities with clients
Client Sharing Initiative • New Initiative to connect more members with clients that need their assistance • 3 Parts – Collect and Analyze Member Information: • Industries Served – Add to P.com and assist with targeted marketing • Sharing of Current Clients – Become the go to resource for your clients • Identifying Future Clients – Client Wish List • Member Contributions Key to the Success of this Initiative
Quality Assurance Board • Best Practices • Referrals • Client Satisfaction Survey • Engagement Letters
Primerus “FYI” Stay Informed – Arriving in Your Inbox Every Monday! If you aren’t getting this email please let me know. I can add you to the mailing list.
Publishing Opportunities • The Primerus Paradigm delivers articles regarding developments and trends in legal issues relevant to corporate clients around the world, while showcasing Primerus members as leaders with the expertise to assist clients with any legal needs they may have. It has become an important marketing tool which promotes the Primerus brand around the globe. It is mailed to all Primerus members and thousands of corporate clients. Articles should be addressed to a client audience and should present legal information that is highly relevant in an understandable, non-technical style. Paradigm is accompanied by a printed directory of all Primerus firms. • The Primerus Xpress contains timely articles written by Primerus lawyers on important legal topics impacting corporate clients around the globe. Like Paradigm, it is an important tool to familiarize clients with Primerus and remind them that Primerus is here to serve their legal needs worldwide. It is an electronic newsletter sent monthly via email to thousands of corporate clients. • The Primerus FYI which is sent each Monday to the members with updates about Primerus events and opportunities. • Stare Decisis – periodic newsletter for the Primerus Young Lawyers Section.
Improved Tracking of Referrals & Business Development Opportunities • Major emphasis for Services team in 2015 • During quarterly calls, Primerus reports are discussed and firms are expected to update • New Hire - Referral Administrator • Now reporting on weekly aggregated referral activity in the Primerus FYI
2014 Referrals Tracked • 189 - Primerus member recommendations through Association of Corporate Counsel (ACC) and American Bankruptcy Institute (ABI) • 510 – member to member referrals • 83 – Request for Proposal (RFP’s) • 1157 – Primerus.com web leads We estimated that only 10% of referrals occurring amongst the membership are reported.