What Is Clientis?
Clientis is a whole-team business development solution for SMEs and the connectors and content creators who support them. Our digital business development planning tools, role-specific business development tactics, AI Insights, and focused training curricula may make you feel as if you have a Client Fairy leading you to business development dominance.
Curricula
The intel SMEs need to win enterprise accounts—and keep them.
Course 220: Lawyer's Guide to Rainmaking, The
- Identify 15 actual prospects within your firm's client profile and connect with them
- Spot service opportunities on the clients you help service
- Learn to identify and adjust to the emotional triggers that drive buyer behavior
Course 410: Precision Hunting—How to Land New Logos
Learn procurement from both the provider's and the buyer's side to align your process with that of the buyer
Learn techniques to get your foot in the door of a prospective client that has an incumbent provider
Course 210: Business Development Technology 2025
- Discover business development AI Platforms and their capabilities
- Watch our demo to learn CRM functionality
- Learn how to limit exposure to liability for GenAI mistakes
Course 200: Beginner's Guide to Rainmaking, The
- Identify 15 actual prospects within your firm's client profile and connect with them
- Spot service opportunities on the clients you help service
- How to identify and adjust to the emotional triggers that drive buyer behavior
Government and Corporate Contracting in the Trump Era
Learn what is different about the contracting process in the Trump Era
Learn how to prevent your proposal from being rejected by AI
Learn how to identify inclusive companies and make them comfortable working with your business
Course 400: Client Development for SMEs
Learn how to navigate corporate politics and manage personalities while expanding your footprint within a client organization
Now what? Learn what to do when your buyer leaves or retires
Learn how to be an effective reference for cross-selling purposes
Course 230: Business Development Strategy
- Create a marketing strategy that distinguishes your firm from its competitors and resonates with your firm's ideal client
- Develop talking points to get your top producers to support change
- Create a roll-out timeline and project management to-do list
Course 300: The Connector's Guide to Business Development
Learn to be an ambassador for the firm within a market
Synthesize data about the firm and its SMEs into talking points for use in interactions with prospective buyers
Use technology for research and for relationship management
Use Cases
Our offerings deliver value in situations such as these…
Clientis Planner
HR teams needing to assemble, measure, and evaluate the contributions of various team members to the firm’s business development outcomes can track activities, conversions, and the “rainmaking” potential of SMEs and revenue generation staff using our digital business development planning tool.
Contracting Course
DBEs that have partnered with larger contractors on scored government contracts that assigned points based upon the DBEs inclusion on the contracting team can use the course to replace the training and technical assistance formerly provided by the government or the larger contracting partner.
Technology Course
Firms experiencing low adoption rates of the business development technologies they subscribe to or that aren’t sure which software is necessary for business development (or which tools integrate well) can gain exposure to the latest tools, reduce unnecessary tech spend, and increase adoption.
Strategy Course
Mid-size firms (with 100 or fewer principals) who market themselves as full-service firms can discover how to position the firm to avoid an undesirable merger or direct competition with larger full-service firms and how to successfully market a team of SMEs who possess diverse areas of expertise.
Beginner’s Course
Newer SMEs who are on the cusp of becoming a partner and who wish transition seamlessly into a rainmaking role can learn the nuts and bolts of business development now, before there’s any expectation or pressure to produce. Early rainmaking success also can expedite partnership.
Clientis vs. the Competition
Why Clientis?
If you have a CRM (e.g., Salesforce, Pipedrive) and a Search platform (e.g., Bloomberg Intelligence, Tegus, AlphaSense), why do you need Clientis??
We’re Glad You Asked…
Other Sales Tools
CRMs
CRMs organize contacts and keep track of sales activity.
Intel Platforms
Search platforms have info about people and companies.
Neither CRMs Nor Intel Platforms
Neither has coaching and training built into their technology.
Clientis Is Different
Business development strategy and tactics are built in to Clientis together with our business plan dashboard where you set your agenda, track performance, troubleshoot, and course correct as you execute. So, while CRMs and Search platforms are essential for planning and preparation, Clientis is a business development execution system.
Enterprise Plans
Go ahead and Super Size it with a Team Plan.
Supplement In-house Resources
Clientis doesn’t replace your team. We add substantive and tactical know-how to support your team and technologies.
Control Your Licenses In-House
Clientis is flexible—you can assign and reassign licenses at your discretion should anyone leave your team.
Earn Volume Discounts
The more seats you buy the larger the discount. Try enrolling half your business development team and half your SMEs.
Choose Your Course Content
Clientis is customizable so your SMEs and support staff receive the courses and lessons that fit their roles.
Link Through Your Intranet
Clientis links through your intranet and has marketing messaging that encourages your team to use the resource.
Gather Data to Guide Decisions
Compare the outcomes of your Clientis Group with your Control Group for data-driven decision making.
We Have Your Entire Team Covered
Whether it is your connector, a content creator, or the closer, we supply the business development intelligence to support your firm’s internal processes.
To support SME’s in their engagement with prospective buyers, Content Creators must be tech savvy—meaning they must know which technologies are available and how to use them safely, without civil or professional liability.
Group Plans! For the Whole Team
Tools of the Trade
Our grads incorporate our Learning Aids into their daily workflow. Here are a few of our most popular tools and the reasons they are so useful.
Goal Tracker Worksheet
Our Goal Tracker tool measures the effectiveness of business development activity, enabling users to troubleshoot and deploy resources optimally. Metrics tracked include: which activities generate the most qualified leads; how often leads agree to meet; and whether SMEs are conveying sufficient value during pitches.
Cycle Sync Tool
Users learn the procurement cycle from both sides then flesh out buyer & SME activities at each stage to ensure the SMEs activity syncs with what the buyer wants at a given moment.
Recent Experience Chart
Our Recent Experience Chart is a foundational tool in our introductory courses and a quick reference in advanced courses. Its uses include identifying prospective buyers who both fit your client profile and are predisposed to engaging you.
User Feedback
We surveyed a recent cohort. Here’s some of their feedback. Ask us to connect you with these references directly.
about our learning aids
“I really liked the strategy to use the recent experience chart as a development document that kept being used.”
about our global appeal
“Being a Swedish lawyer, I expected there to be certain elements of the course that would not apply to me, this ended up not being the case. I found the system and the structure highly applicable to my practice.”
about our law curriculum
“The lead generation module is in my opinion the most important for a young lawyer. The concept of ‘acquiring’ clients is elevated to an almost mystical level in many law firms and your course breaks it down to measurable and practical parts.”
about our technology course
“I especially appreciated the recommendations regarding [SaaS] companies and their offerings. Trying to determine the best options is often the hardest part of technology. Thank you for sharing … with us!”
Our Client Service Motto
We won’t be satisfied until you’re satisfied.
Support
We think you’ll love our platform and learning materials. But should you experience any difficulties, our Clientis Fairies stand ready to assist.