Brilliant firms constantly improve their team’s personal lead generation skills
Our clients are, invariably, trying to engage with the likes of FD, Head of Legal or Counsel, CTO / IT Directors, Pensions / Fund Management, Head of Talent, Compensation and Benefits, MDs and associated intermediaries.
The coaching is bespoke
We will coach your people in the portfolio of skills required
to engage and nurture your specific prospects through the ‘top of the funnel’ to the crucial ‘first meeting.
Prospect identification, data sourcing techniques and software
Resonant messaging, and issue based discussions
Writing subject lines, emails and connections
LinkedIn Navigator and automation tools
Phone Skills The No 1 lead gen tool in 2021/2
Investment managers and private banks
Including Your Own
Lead Generation Playbook
Meet Our Professionals
All have been at ChartDev for more than 8 years and are still highly active in our client’s lead generation programmes
Head of training and Senior Lead Generator. Before ChartDev, Matt was a researcher for an affiliate of E & Y.
Senior Lead Generator. Paul spent much of his career working in a portfolio management role with Schroders, Deutsche Asset Management and ABN Amro.
Senior Lead Generator. Joined ChartDev from teaching in 2007. Thorl is highly experienced in creating leads for fintec, law, financial and institutional pensions.
Chartdev founder, BD Coach to investment managers, actuaries, lawyers and accountants. LinkedIn, phone, email, CRM and automation enthusiast.