If you have a referral for a unit outside of your practice area, you must inform Marketing.

Want origination credit? Submit your origination for approval.

Get assistance entering Leads and Accounts into the CRM (if you do not have a CRM license).

Before approaching a new lead/company, check with Marketing on who the Relationship Partner is or ongoing BD efforts.

Need help creating a Parent (HQ) Account in the CRM? Marketing will handle that.

A Pitch Deck showcases our firm’s key strengths in a concise way to keep us top of mind with leads.

Obtain company intel before you meet with prospects to make your pitch more relevant.

Inform Clients of KK’s inclusion to their Panel to stay top of mind.

Gain valuable insights into individuals to ensure you are more effective at business development.

Do you have an RFP opportunity? Submit the required information for Marketing to address the RFP.

Access a standardized overview of KK's firm information and distinctive strengths.

Need to send a client gift? Marketing can handle the coordination and details for you.