Management Solution

Client Magnet Firm — work with best-fit clients

Every professional firm has limited capacity. If the wrong pair of buttocks occupies your leather art-deco couch, you can’t sit new clients. And you can’t add new seats fast enough because of all the talent issues.

The purpose of this solutionWe use the word “solution” in alchemical terms — a special mixture with unique properties. is to identify market positions most suitable for your firm, employ marketing to have a constant stream of better-fit clients to choose from, and serve best-fit clients in a manner that exceeds their expectations. All that — without sacrificing your business objectives or asking your professionals for the moon.

Your team will get the tools and skills to deliberately attract specific client types. This will also allow you to repel undesirable prospects making your practice more efficient and effective.

Strategic Management solution to attract and retain better clients

This solution consists of three key parts: marketing, positioning, and client management. Each segment contains numerous workshops, discussions, surveys, and interviews. In essence, this is a huge chunk of your firm’s Business strategy.

Advisory services used: Client Management suite, Marketing Content-Channels suite, and Market Positions suite.

Management topics we’ll cover:

  • Eight primary service provider types
  • Positioning theory and practice
  • Current and next market positions
  • Competitive advantage
  • Buyer (client) types
  • Buyer-seller relationships
  • Buyer decision journey
  • Pitches, proposals (RFQs, RFPs)
  • Eight sales tactics during negotiations
  • Prospect qualification
  • Service offering design (SOD)
  • Client motivations
  • Value activities and elements
  • Best-fit client scorecards
  • Pricing strategy
  • Attainable marketing activities
  • Learning and creativity
  • Lead generation strategy
  • Roles to support all of the above
  • Latent capabilities at the firm today

Process

The typical process unfolds the following way:

Step 1: Fill in the contact form. We’ll get in touch within 1-2 business days.

Step 2: We’ll have a conversation with you over the phone or zoom. There will have to be a decision maker on your end. Otherwise we’ll have to schedule another call.

Step 3: If we agree to move forward, we will send you an invoice with signed NDA and contract.

Step 4: After receipt of payment in full, we will issue a list of materials to prepare, a survey, and set a date (typically within 1-2 weeks) for diagnostics session. Diagnostics typically runs for 2-3 hours. You will be informed about who should participate.

Step 5: After diagnostics, together, we will decide if we want / should / can move forward. If not, we’ll refund you the fee in full.

Step 6: We analyze the data received from you thus far, and make a hypothesis about the problem(s). It might turn out that this is not the solution your firm needs at the moment.

Step 7: We agree on the advisory services based on accepted hypothesis. We issue the next invoice.

Step 8: We schedule interviews, surveys, office visits, workshops, etc. All details will be discussed and agreed upon in advance.

Required participation

Decision makers: CMO, marketing directors, client-facing partners, key rainmakers, BizDev directors, client account managers, CEO, managing partner.

See topics (above) to estimate who at your firm will be in better position to make these decisions.

Typical length

9-12 months

Availability

Typically available within 1-2 months.

Advance booking is possible. Please contact to inquire about a non-refundable booking fee.

Payments

Prepayment in full. No refunds (see exception below).

Refund Policy

We provide an unconditional satisfaction guarantee.
Refer to our refund policy page for more details.

Travel

Return flights from NYC, US.
Economy class. Upgrade on long-haul flights.
Additionally: per diem, transport, lodging, print-outs, presentation tools.

Fill in this contact form

If you would like to schedule a phone call to discuss the Client Magnet Firm solution for your firm, please fill in this form.

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