For firms that sell expertise
Business development coaching for professional services firms.
Your experts are brilliant, but selling isn’t their day job. Ricavi coaches them on video calls and drafts follow-ups to approve.
What Ricavi does for your experts.
Ask first, live
Ricavi nudges the expert while the client is still there.
Find the moment
Search the transcript of each recorded call.
See the whole team
The team dashboard shows each expert side by side.
Approve each draft
Nothing is written to your CRM until someone approves it.
Where Ricavi sits
Coaching on the client calls and CRM you already run.
Client calls come in from Google Meet, Microsoft Teams, and Zoom. Ricavi records them and reads the client’s record in your CRM. Drafted updates go back only once the expert approves them.
83%
Less admin
Ricavi writes the notes and drafts the follow-ups. It updates the CRM once the expert approves.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the expert approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Goals confirmed
- Decision still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
The same slip sounds different in every profession.
A client asks for one piece of work, and the expert gets on with it. Nobody asks what’s behind the request. Each row shows that moment in a different profession, with the question worth asking first.
Illustrative examples
The client says
“Can you register our trademark?”
The expert gets on with it.
Ask first
“Of course. Where do you plan to trade under this name in the next few years?”
Your firm’s own engagement process, written with you at onboarding, decides which questions Ricavi coaches on the call.
On a recorded client call
Experts answer before they ask. Here’s the record.
When the call ends, the scorecard rates it on your firm’s process.
Scored on your firm’s process
Each recorded call gets a score. It checks your questions, your tone, how you handle objections, and your own steps.
A private coaching chat
The coaching chat already knows what was said, so you can ask it why discovery started so late. It stays private unless you share it.
Your next move
One press drafts the discovery questions you skipped, for your next call with this client.
“
“We’ve significantly increased our pipeline and boosted our bottom line. I highly recommend Ricavi to any business owner looking to drive sales fast. The investment has paid for itself many times over.”
Costa Vasili
CEO, Ethnolink
Partner-led follow-up, without the wait.
Ricavi drafts the email and the next step from what the client said. Nothing is written to your CRM until someone approves it.
To review
The partner edits and approves each draft on its own.
Send email
Follow-ups go from your own account, and only once approved.
Or dismiss it
Dismiss a draft and nothing is sent or synced.
Up next
Your admin sets which CRM fields Ricavi may update.
Ricavi drafts the email and the CRM update. They wait until the partner says yes.
Business development training teaches the method. Client calls test it.
A seller-doer wins client work and then delivers it, so they often join a client call straight from a deliverable. That’s when the method slips. Ricavi keeps four habits from training going around each call.
01
Thirty minutes before
Know the client before you join.
A ‘Prepare with Ricavi’ email links to a brief built from your CRM and past notes, with a suggested agenda. The expert can read it between two pieces of client work.
02
On the call
Ask before you advise.
The sidebar ticks off your firm’s engagement process as the conversation covers it. When a critical item is still open after halfway, it nudges the expert with the question and the words to use.
03
When the call ends
Review the call while it’s fresh.
The scorecard rates the call on core skills and on your firm’s process, with timestamped moments. The coaching chat starts with the call’s context, so the expert can ask what to try next time.
04
The next morning
Follow through before the day fills up.
A morning email lists the day’s meetings, the drafts still waiting for approval, and the opportunities that need attention. On a day with nothing in it, the email isn’t sent.
What is professional services business development?
Professional services business development is how a firm wins and grows client work when the people who sell it are the people who deliver it. It happens inside client relationships rather than on a sales floor, and it’s usually led by partners and senior experts with little or no BD team behind them.
Also called
Client development or practice development.
Where it’s won
In client conversations, such as reviews, scoping calls, and pitches.
What it costs
Every hour spent winning work is an hour not billed.
Last reviewed 10 Oct 2026
Written by the Ricavi team
Set by your admin
Choose which client calls are recorded.
Here’s an example day of six meetings. Change a rule and the recorded ones change with it.
Recording rules
Set by your admin
- External video callsGoogle Meet, Microsoft Teams, Zoom
- Internal callsOnly people from your firm
- Domains you excludenorthgate.example
- Kept for the period you setThen purged automatically
Ricavi supports your compliance process. It doesn’t replace your compliance review or your record-keeping obligations.
Example day
- 09:00Pipeline reviewInternalSkipped: internal call
- 10:30Brightwell demoExternal · brightwell.exampleRecorded · no bot
- 12:00Partner syncExternal · northgate.exampleSkipped: excluded domain
- 14:00Riverstone renewalExternal · riverstone.exampleRecorded · no bot
- 15:30Halvard check-inBy phoneNot recorded: phone call
- 16:30Luxora site visitIn personNot recorded: in person
Six meetings. Two recorded. No bot, no notice.
Meet us before you buy. Watch, read, or join.
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Hosted by Luigi, Regan, and Dave
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Under the bonnet
Built on how sales is taught, not bolted on.
Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a deal, like handling a price objection or mapping the buying committee.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
If you remember one thing
The five things on this page.
1
Ricavi coaches each expert on the call.
2
The expert was about to start the study. Ricavi’s nudge: ask who decides first.
3
The same slip sounds different in every profession.
4
You choose which calls are recorded. Some never are.
5
Ricavi drafts the email and the CRM update. They wait until the partner says yes.
FAQ
What managing partners ask first.
It’s how a firm wins and grows client work when the people who sell it are the people who deliver it. It happens inside client relationships, not on a sales floor. Partners and senior experts usually lead it. Few have a business development team to help. They win the work in reviews, scoping calls, and pitches.
Business development coaching for professional services firms.
Your experts are brilliant, but selling isn’t their day job. Ricavi coaches them on video calls and drafts follow-ups to approve.