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We help professionals acquire new clients.

Create a Business Development Culture at your firm

Culture change is the most effective mechanism for producing superior results. With a strong business development culture, everyone in your firm will be more inclined to participate and excel.

Since 1983, we’ve been consulting with the management of professional service firms to improve business development.

Please feel free to call us to discuss your questions. 310 717 0998

Coaching really works

If you want to improve your business development, you’ll need to remove old habits and replace them with new ones. That process can be very difficult since old habits are often deeply entrenched.

Coaching is a process of getting guidance through a series of on-going phone calls. During each call, you get practical tips. Your coach will give you proven strategies. Then, you’ll let your coach know the tasks you plan to implement prior to the next conversation. The process is educational and motivational. Call us to learn more about how coaching works at 310 717 0998. We look forward to discussing it with you.

Business Development Course

We offer a 6-week business development course for professionals entitled: Biz Dev Essentials. The course is a comprehensive program providing proven strategies for overcoming obstacles, creating a practical plan, and following through.

The course is a combination of 6 live lectures via a telephone conference call and the full use of our unique web application BizDevCoach® during the series. Each lecture is approximately 30-minutes.

The meetings are scheduled for 6 consecutive weeks. The next course start date: To be determined.

Cost – $249
Cancellation policy – Full refund available prior to the 2nd session.


#1 The Fundamentals: Obstacles and strategies

#2 Build a community of targets

#3 Systems for building relationships with targets

#4 Build trust and clarify needs

#5 Get approved, close, and build client relationship

#6 Improve communication and time management skills

Read the Full Curriculum…

For more information for individuals and firms, please contact Bob Kohn at 831.643.9939 or [email protected]


An ever-increasing number of law firms now utilize client satisfaction surveys as a necessary and proactive client relations and business development tool. The benefits are profound. Well-designed and properly executed satisfaction surveys not only enhance client retention through improved service, but also set the stage for expanding relationships and increasing referrals.

We have been helping lawyers and other professionals in business development and client relations since 1983. We know how to overcome the obstacles to doing surveys, how to choose the right clients to interview, and how to elicit candid feedback beyond numbered scores or ratings. We also provide crucial follow-up strategies that servicing partners can use to turn positive feedback into more business.

If you would like to discuss our offer of a complimentary survey design and our conducting one free client satisfaction survey for your firm, let me know. The best way for you to experience the benefits of surveys – and our unique approach – is to give it a try. There is no obligation. For more information about our survey approach and how we can help you implement a client feedback initiative, please call 310 717 0998. We look forward to discussing it with you.

We help non-profit organizations in two areas: 1. We help board members improve their fundraising skills; and, 2. We help board members improve their new member recruiting skills. Our approach is to provide 1/1, 30-minute coaching via telephone. During the coaching sessions, we help board members identify their goals and obstacles. Then we provide practical solutions. The coaching sessions are usually conducted on a monthly basis. Satisfaction is guaranteed. If the board member is not satisfied, there is no charge for the coaching session. Please contact us for more information.