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Business Development For Search Firms

Leverage Past Work While Using Your Search Software As Your CRM For Deals, Forecasting and Pipeline.

Grow Your Search Firm Using Clockwork

Built-In CRM For Marketing and Business Development

Create and target specific dynamic marketing lists for lead generation as your update, add and use your data. Add prospects to Deals for managing the pipeline.

Customizable Pipeline And Deal Management

Track, monitor and forecast potential searches active in the pipeline and assign values, likelihood of close and team members to a Deal. Keep pitch projects, documents and more all in one place.

Quickly Uncover New Opportunities

Find new search work beyond client referrals. Easily leverage your past searches and work to identify new opportunities that align with your specialty and target the right stakeholders.


Business Development and Marketing

A complete end-to-end solution for business development and marketing for search firms. Create marketing lists and email campaigns to build out Deals and a pipeline of new search work. 

  • Send email marketing campaigns and capture all outreach through Clockwork, Microsoft 365 or Google Workspace.
  • Save and filter for dynamic lists for lead generation and deal pipelining.
  • Automatically see and flag prospects on a deal to assure your team is aligned.
CWR Deals Web

A Deal Pipeline And Process Designed Specifically For Your Firm

Manage the entire business development and pitch process in Clockwork. Create pitch projects to demonstrate expertise, reach, talent and your process. Convert Deals won directly into active search projects.

  • Track and manage pipeline value in real-time by filtering for Deal types, stages, close date, value and more.
  • Configure Deal statuses or create Custom Fields to fit your search firm's unique business development process.
  • Save and keep all notes, documents, proposals, emails and more in one central place.

Leverage Your Data To Target The Right Stakeholders

Find new clients and searches to pitch by using past work and existing intelligence. Filter and search for client competitors, past placements, influencers, source and potential clients that fit your specialization.

  • Find, organize and nurture future prospects by leveraging your existing relationships, past search work and data.
  • Affiliate target companies, people and records with Deals and keep business development organized. 

Learn More About Business Development With Clockwork.

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