90-Day Plan
Midsize firms grow on trust, responsiveness, and senior attention. This 90-day operating plan demonstrates how UB Greensfelder can turn those strengths into measurable growth.
Referrals, visibility, and client retention — not campaigns.
The first 90 days focus on clarity, not complexity. Understand how the firm actually wins work, build small pilots that prove results, then scale what works. By Day 90, leadership has visibility into where growth originates, which relationships drive revenue, and how attorneys build visibility without adding effort.
Learn How the Firm Actually Gets Hired
Understand how relationships and revenue actually work before proposing changes.
What I'll Learn
Discovery and understanding
- Meet key stakeholders across leadership and practices.
- Understand how business development and client intake really work today.
- Review what data exists — and what partners and staff actually use.
- Identify friction points that slow attorneys or BD down.
What I'll Identify
Key insights and opportunities
- Who actually sends the firm work (people and institutions, not channels).
- Which top clients currently use only one or two practices.
- 10–15 natural referrers or clients ideal for a pilot.
Deliverables
Presented to leadership at the end of Phase 1
Revenue Brief
Where work originates, where risk sits, and where growth potential exists.
Referral Map
Who sends work, who owns each relationship, and which practices benefit.
Quick Win Plan
A small pilot proving immediate traction — measurable, credible, and leadership-visible.
Build the Engines
Turn trusted relationships into a visible, measurable growth system.
What I'll Build
Systems and engines
- Referral Engine — Structure and track relationships with referrers, without incentives.
- Cross-Sell Engine — Identify top clients with needs across multiple practices.
- Visibility Engine — Help attorneys stay visible with minimal time investment through AI-assisted drafting and marketing support.
What I'll Establish
Processes and workflows
- Assign clear relationship stewards and touch cadences for major referrers.
- Connect clients with additional practices through warm, coordinated introductions.
- Ensure marketing systems produce content aligned with client industries and firm priorities.
Deliverables
Presented to leadership at the end of Phase 2
One-Firm Growth Framework
Unified structure connecting referrals, visibility, and cross-sell activity across practices.
Referral Tracker
Shared visibility into relationship activity, top referrers, and engagement cadence.
Cross-Sell Pipeline
Live list of in-progress introductions and joint pursuits between practices.
Make Growth Visible
Give leadership real-time insight into what drives firm revenue.
What I'll Measure
Metrics and tracking
- Build a dashboard combining CRM, billing, and relationship data.
- Track referral volume, cross-practice activity, and attorney engagement.
- Surface early growth patterns and areas of friction.
What I'll Present
Leadership communication
- Share dashboard results and findings with the Executive Committee.
- Highlight quick wins and clear examples of collaboration ROI.
- Outline the roadmap to scale the system firmwide over the next 180 days.
Deliverables
Presented to leadership at the end of Phase 3
Growth Visibility Dashboard
Real-time view of firm growth — who drives revenue, which relationships convert, and where opportunities emerge.
Leadership Briefing
Quarterly presentation summarizing progress, impact, and next-phase recommendations.
Governance Model
Monthly steering process with the COO and Practice Chairs to sustain alignment and accountability.
What Leadership Sees
Clear visibility into the people, relationships, and systems that drive firm growth.
Revenue Reality
See exactly where work originates — and which relationships drive the most value.
Cross-Sell Pipeline
Track active introductions and opportunities across practices in real time.
Working Growth Engine
Attorneys visible. Referrals tracked. Results measurable and reportable to leadership.
Each system connects — referrals, visibility, and growth run on the same rhythm.
UB Greensfelder already has what most firms chase — deep trust and client relationships. This 90-day plan turns that trust into measurable momentum. By Day 90, leadership isn't guessing what drives growth — they're watching it happen in real time.