1. Welcome to the 2015 Southeast Regional Meeting

2. Welcome to the Primerus Southeast Regional Meeting
Special thanks to Primerus members Roe Cassidy Coates & Price, Collins & Lacy, Rosen Hagood, and Barnes, Alford, Stork & Johnson for graciously agreeing to co- host the meeting and arranging for Cocktail hour and lunch.

3. 2015 Southeast Regional Meeting
Primerus Update Presented by: Katie Bundyra- Member Services Manager

4. 2015 Business Plan Big Picture Goals
Increase member involvement using the Primerus Strategic Business Development Process
Increase business development opportunities for members
Encourage “Think Primerus First” initiatives
Improved tracking of referral and business development opportunities for members
Member Satisfaction

5. Primerus Services Website and SEO Bi-Monthly Reporting
Mongoose Call Tracking
Member Events
Client Events
Client Development
Practice Groups/Sections
Listservs
Speaking/Presentation Opportunities
Publications
Group Insurance Program
Members Only Area

6. Strategic Business Development Process
20+ years of experience and innovative ideas combine to make a recipe for success

7. Implementation
This approach synthesizes the process into four elements:

8. Primerus Ambassadors New Committee for 2015
Comprised of Primerus Leaders
Mentor New Members
Encourage participation from Inactive Members
Host first time/new member attendee meeting at the Global Conference
Formalizes Phase 3 of the Strategic Planning Process

9. Business Development Opportunities
Utilizing the “Primerus Strategic Business Development Process, the following activities will be implemented for our members in order to increase new business opportunities:
Member to member networking opportunities at
Regional Member Meetings
Seminars & Conferences
Practice Group Calls
Coming Soon – WebEx/Skype member to member calls
Primerus Website(s)
Updated Primerus.com
New Plaintiff Personal Injury Institute

12. Business Development Opportunities
Corporate Client Outreach
Client Sharing Initiative – Will Launch Soon!
Client Movie
Direct contact via client groups, LinkedIn, ACC, Tradeshows, etc.
Client Seminars & Conferences
2015 – Primerus will have client networking events in the U.S., Brazil, Singapore, and The Netherlands
Dedicated staff person focused on:
Member recommendations via Association of Corporate Counsel requests, LinkedIn requests, and through personal relationships developed through client outreach activities
New Membership Directory
Publishing Opportunities
Cross Border Business Development Committee Initiatives
Increased brand awareness with legal and trade organizations
Improved communications – new weekly notices, sent every Monday, plus periodic member calls
Increased networking opportunities with clients

13. Client Sharing Initiative
New Initiative to connect more members with clients that need their assistance
3 Parts – Collect and Analyze Member Information:
Industries Served – Add to P.com and assist with targeted marketing
Sharing of Current Clients – Become the go to resource for your clients
Identifying Future Clients – Client Wish List
Member Contributions Key to the Success of this Initiative

14. ACC Real Estate Sponsor

15. Quality Assurance Board
Best Practices
Referrals
Client Satisfaction Survey
Engagement Letters

16. Primerus “FYI”
Stay Informed – Arriving in Your Inbox Every Monday! If you aren’t getting this please let me know. I can add you to the mailing list.

17. Publishing Opportunities
The Primerus Paradigm delivers articles regarding developments and trends in legal issues relevant to corporate clients around the world, while showcasing Primerus members as leaders with the expertise to assist clients with any legal needs they may have. It has become an important marketing tool which promotes the Primerus brand around the globe. It is mailed to all Primerus members and thousands of corporate clients. Articles should be addressed to a client audience and should present legal information that is highly relevant in an understandable, non-technical style. Paradigm is accompanied by a printed directory of all Primerus firms.
The Primerus Xpress contains timely articles written by Primerus lawyers on important legal topics impacting corporate clients around the globe. Like Paradigm, it is an important tool to familiarize clients with Primerus and remind them that Primerus is here to serve their legal needs worldwide. It is an electronic newsletter sent monthly via to thousands of corporate clients.
The Primerus FYI which is sent each Monday to the members with updates about Primerus events and opportunities.

18. Improved Tracking of Referrals & Business Development Opportunities
Major emphasis for Services team in 2015
During quarterly calls, Primerus reports are discussed and firms are expected to update
New Hire - Referral Administrator
Now reporting on weekly aggregated referral activity in the Primerus FYI

19. 2014 Referrals Tracked
189 - Primerus member recommendations through Association of Corporate Counsel (ACC) and American Bankruptcy Institute (ABI)
510 – member to member referrals
83 – Request for Proposal (RFP’s)
1157 – Primerus.com web leads
We estimated that only 10% of referrals occurring amongst the membership are reported.

20. Remember:

21. Questions?