Ryan Proposal

8/6/2019 Ryan Proposal

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Thursday, May 5, 2011



Business Dev Strategies

Blocking and Tackling




• Former Clients and Prospects - Utilize warm lead list of over 40 former clients and200 prospective clients that I have developed relationships with over the years. This

list has contact info and notes of former conversations and situations that we

previously engaged the business owner on.

• Financial Advisor Networks - Engage former colleagues at previous wire-houses,

particularly former “WRG” and symposium members and attendees

• Political connections - Gather support of mentors, colleagues, and friends that are in

positions of influence (high level officials) in public sector commerce. Administration

level, Dept. of Commerce, MBDA, CBC, DC MBEC, MD MBE, Associations, etc…

• Professional Athletes - Reestablish an athlete mentor program for targeted business

sectors. Engage former professional athletes that are successful business owners.

• Utilizing COIs - Identify key individuals with in the network to leverage for directreferrals or to initiate a bowling pin strategy.

Business Dev Strategies

Skill Specific - DC & Athlete Markets




• Financial Services - Banks, Boutique Financial Advisory Shops, Angel

Investors, Venture Capitalist, Boutique Private Equity Firms

• Non-Profits & Associations - Community Developers, Business Incubators,

Business Schools, Chamber of Commerce

• Public Sector- MBDA at the Dept. of Commerce, Obama Administration,

CBC, and local NY politics

• Service Professionals - CPAs, Attorneys, Staffing Agencies

• Player Associations - Professional Athletes looking for personal/

professional development

Channel Partners

Business Referrals




TacticsActivity Strategy

• Calls (min 75 per day)

◦ Clients - Min Bi-Monthly phone contact in addition to email touches

◦ Prospects - Min Monthly contact in addition to montly email contact

• Networking - (min 2 events per wk) post work hours in addition to attractive events during

work hours.

◦ Bi-Monthly exposure event (sponsorship/awards/conf)

• Meetings - (min 2 meetings per wk)

• Cross Channel Education (min 2 sit-ins per week

Weekly Activity Guide8am Industry/Market Analysis

8:30am Daily Plan9am Prospect Calls

11am Channel Education

Noon Lunch/Gym

1pm Prospect Calls

5pm Client Calls

6pm Networking Event8pm Wrap Up


Ryan Proposal

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