There’s a tradeoff every attorney, consultant, or wealth manager knows all too well.
When client work gets busy, business development work gets pushed to the back burner. Follow-up emails slip through. Relationship-building meetings stall. And then one day, they realize their pipeline of new clients and projects is empty.
It’s the “feast-or-famine” cycle of the professional services world that Atlanta-based entrepreneur Gregg Bedol has set out to fix.
His solution, BD4 (website bd4pros.com), is a business development platform for attorneys, consultants, wealth managers, real estate brokers, fractional executives, and investment bankers. The software helps relationship-driven professionals prioritize who to contact, when to reach out, and what action to take next.
The Problem With CRMs…And What BD4 Does
Many professionals trying to manage their book of business end up turning to a CRM. The problem? Those platforms aren’t built with relationships top of mind.
Unlike a traditional CRM, which often functions as a database of contacts and activity, BD4 is designed to recommend relationship-building actions that help professionals maintain a steady pipeline.