Consulting Services & Modules for Professional firms

Exclusively for this module, we have developed a proprietary Map of Service Offering Design. Together with your team, we will go through your current service lines, and identify areas of improvement.

This module is an assembly of workshops, data analysis, and homework. To name a few topics, we’ll thoroughly investigate: client motivations, goal facilitators, value activities, and value elements. The fee is subject to the number of service lines we need to work on.

Typically, we don’t address pricing in this module, rather, briefly skim over the topic. However, pricing strategy is available as a standalone module; the two can be integrated.

The workshops and conversations pertinent to this module will help your team with identifying key challenges and opportunities in relationship to your pricing strategy. Note, we will not conduct extensive research. If together we establish that your firm needs to go really deep into pricing, based on our findings, we’ll be able to advise you which specialised consulting firms to approach.

It may be the case that your firm needs only a few adjustments, therefore, no particular necessity to commit substantial resources. The goal of this module is to investigate alternative pricing models; when it makes sense to reduce price? how to do it without sacrificing profitability? how to probe client wants? what to easily give away for free? how to address value — to name a few topics.

How do you position your firm, your brand, your practices, or your services in the minds of your clients? Which categories better fit your capabilities? This positioning module answers some of the most fundamental marketing questions. Here, differentiation goes hand in hand with positioning. This module will aid in looking at the markets, and your own firm through a different lens.

Choosing the right category for your professional services firm may be vital. Too broad and you’re irrelevant. Too narrow and you’re unsustainable. However, established categories often have to be reconciled with novel strategies. In this module we will establish the best-fit positioning for your firm.

Lead generation isn’t only about getting more work. It is more about working with the right kind of clients. If your firm already has enough work, we will focus on getting better clients. If it doesn’t — we’ll look into both.

In this module we will develop an ongoing system for generating leads. We will improve lead to prospect conversion rates. We will review client qualification criteria. We will set specific targets, and work out a comfortable yet realistic schedule.

A great module for firms that haven’t clearly articulated their mission, vision and purpose. The core statements aren’t supposed to be mere proclamations. They have to reflect what already exists within your organization’s culture. The statements are there to help employees articulate their tacit knowledge. This way, it becomes increasingly easier to communicate your core values, and rally troops when needed.

Three options, priced differently: (1) DIY framework, (2) 4-8 hour workshop, or (3) surveys, interviews, workshops, and firmwide buy-in.

A perfect name for a firm doesn’t exist. In our experience, it is more prudent to pick any name rather than wait for serendipity. However, there is a set of criteria that constitutes good (and bad) names for a firm, practice, and service lines. The name should stand out yet reinforce the right expectations. And it shouldn’t take months to come up with one.

During this 3-4 hour workshop we will go through several exercises. Your team will work toward generating the name using our framework. They will be proud of their efforts and results. There will be some homework, too.

Touch points are areas of impact where your clients come into contact with your firm. Some touch points can have a big impact, some — smaller.

We will explore all four areas where your clients should experience how it is to work with your firm. We will emphasize the most prominent touchpoints, and eliminate distracting ones.

This is a 3-4 hour workshop with some homework. Expected participation: marketing directors.