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Join Neil Barrow as he sits down with Erica Lappo, Director of Business Development at Barnes & Thornburg. In this episode, Erica breaks down the massive mindset shift required to move from high-volume, transactional selling (like payroll) to relationship-driven business development in professional services.
They discuss why "asking for the signature" too early kills consulting deals, how to maintain a "high motor" without being pushy, and the specific strategies Erica used to land a $1M referral win. Erica also shares her playbook for transitioning into a "pure origination" role, building a 5-year business plan, and protecting her delivery team by firing bad clients.
Outline:
00:00 Intro: Erica Lappo’s background
01:30 The Paychex grind: 75 calls/week
04:11 Transactional mindset vs. relationship mindset
06:45 Moving up-market to the C-Suite
10:29 The shift: Collaboration over quotas
14:48 Mistake: Asking for signatures too early
19:37 Anatomy of a $1M referral win
23:04 Protecting the team from bad clients
26:00 Defining the "Pure Origination" role
30:19 The 15-20 meetings/week routine
33:12 Asking "Who should I know?"
38:53 Creating niche networking groups from scratch
About the Guest:Erica Lappo is the Director of Business Development at Barnes & Thornburg, leading origination efforts for the firm’s Dallas office. With a background spanning high-volume sales at Paychex to strategic consulting BD at Bridgepoint, she specializes in building deep referral networks with private equity firms, investment banks, and COIs.
By Neil BarrowJoin Neil Barrow as he sits down with Erica Lappo, Director of Business Development at Barnes & Thornburg. In this episode, Erica breaks down the massive mindset shift required to move from high-volume, transactional selling (like payroll) to relationship-driven business development in professional services.
They discuss why "asking for the signature" too early kills consulting deals, how to maintain a "high motor" without being pushy, and the specific strategies Erica used to land a $1M referral win. Erica also shares her playbook for transitioning into a "pure origination" role, building a 5-year business plan, and protecting her delivery team by firing bad clients.
Outline:
00:00 Intro: Erica Lappo’s background
01:30 The Paychex grind: 75 calls/week
04:11 Transactional mindset vs. relationship mindset
06:45 Moving up-market to the C-Suite
10:29 The shift: Collaboration over quotas
14:48 Mistake: Asking for signatures too early
19:37 Anatomy of a $1M referral win
23:04 Protecting the team from bad clients
26:00 Defining the "Pure Origination" role
30:19 The 15-20 meetings/week routine
33:12 Asking "Who should I know?"
38:53 Creating niche networking groups from scratch
About the Guest:Erica Lappo is the Director of Business Development at Barnes & Thornburg, leading origination efforts for the firm’s Dallas office. With a background spanning high-volume sales at Paychex to strategic consulting BD at Bridgepoint, she specializes in building deep referral networks with private equity firms, investment banks, and COIs.