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

The Original Rainmaker's Course
  • 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
24h
52

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

8h
12

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
3h 30m
7

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
22h 30m
50

Government and Corporate Contracting 2025: The Trump Era

Revised after January 20, 2025
  • 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

8h
14

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

8h
12

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
6h
14

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

8h
12

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.

An in-house business development professional’s effectiveness at fostering relationships between SMEs and buyers depends largely on how well they know (i) your firm’s identity, (ii) the capabilities of your SMEs, (iii) the motivations of prospective buyers, and (iv) which outreach methods best fit the connector’s own personality. We show Connectors how to synthesize and employ this knowledge to earn closing opportunities for your SMEs.

At bottom, buyers are motivated by joy and pain or fear and hope. It’s up to the SME to tap into that fear or flesh out that hope to get a deal to move forward. We devote an entire lesson to uncovering and reacting to a buyer’s emotional triggers.

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.

Augment your team’s business development prowess