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Win the right work
Business development · Client preparation · Mandate qualification
Go into client conversations with the relevant history, market context and likely hiring issues already in view.
Precedent helps
- Retrieve relevant client and search history
- Prepare leadership-gap hypotheses
- Identify likely objections and risks
- Test whether the mandate is worth pursuing
The relationship, commercial judgment and decision to pursue remain human.
In a client conversation
Precedent checks what the firm already knows about the client before the meeting, including prior searches, relationship history, decision patterns and relevant market context.
If the person in the room has historically not been the final decision maker, that can be surfaced before the Partner discovers it halfway through a search.
A slow reply or vague answer is treated as ambiguous rather than automatically negative. Precedent helps distinguish possible timing, internal process, uncertainty and genuine lack of interest.
Previous work can be used as relevant evidence, but not presented as a guarantee. Warm relationships are treated differently from cold business development. The system supports the relationship rather than over-engineering it.