De-risked growth, built on owner alignment and positioning clarity
We work with consulting and advisory firms that want premium pricing, shorter sales cycles, and a pipeline that does not depend on founder heroics.
Leadership Misalignment
ICP Misalignment
Positioning Misalignment
Three engagements, in the order that keeps risk low
Owner's Clarity
Outcome:
A clear owner intent and constraint map that makes strategic decisions faster and reduces leadership whiplash.
Timing:
Typically 3 - 5 weeks
Cadence:
Five working sessions plus async review and a final alignment readout.
Who participates:
Owner or Managing Partners
What we do:
- Guided working sessions to help you think through your purpose, identity, intent, and capacity
- Targeted assessments to stress test your thinking
What you leave with:
- Owner's Clarity Brief with the outcomes you want, the constraints you accept, and the non-negotiables that shape every decision.
- Decision rules with simple criteria for what you say yes to, what you say no to, and what requires deeper evaluation.
- Constraint map that shows how your business is, or isn't working within your constraints.
- 30/60/90 focus plan to identify concrete actions that reduce drift and protect momentum
Risk reduced:
- Strategy swings driven by uncertainty
- Owner burnout driven doing too much unfulfilling work.
- Owner regret due to prioritizing the wrong things.
When to implement or revisit:
- Before any positioning or business strategy work is done.
- A major life change (e.g. marriage, children, major illness)
- Targeting major business inflection point (e.g. capital raise, bringing on a partner)
If you want your business to grow, and for you to not be miseable while it does, this deep introspection work is step one.
If you have multiple partners in the firm, you each need to do this work, and identify the overlaps and gaps, so you can effectively build a business that serves all of you.
Growth Risk Assessment
Outcome:
An understanding of what growth gaps and opportunities exist, and whether your core positioning makes you seem risky to buyers.
Timing:
Typically 2 - 4 weeks
Cadence:
Async data intake and an initial discovery session, followed by async analysis and a working session to discuss gaps and prioritize work.
Who participates:
Owner or Managing Partner. One sales lead. One marketing lead. Delivery lead when relevant.
What we do:
After you and your partner or leadership team take the self assessment, we deep dive into the various aspects of your positioning and go-to-market engine:
- Ideal Client Profile (ICP)
- Intellectual Property (IP)
- Segmentation
- Service Delivery and Pricing
- Business Development
- Sales Enablement
- Lead Generation
What you leave with:
- Growth Risk Report
- Positioning Risk Identification
Risk reduced:
- Investing in random acts of marketing or messaging
- Misdiagnosing root cause of growth challenges
When to implement or revisit:
- Before any major growth investment
- An unexplained growth plateau, especially over multiple quarters.
- Consistently struggling to make critical growth investment decisions.
This isn't a benchmark report or a useless SWOT analysis. This is a gap analysis of the key components of your go-to-market engine. If you want to have more confidence in your next growth investment decision, you need to know where the gaps and leaks are first.
positioning
Clarity
Outcome:
A positioning foundation that your team can execute, buyers can trust, and delivery can prove.
Timing:
Typically 8 - 12 weeks
Cadence:
Weekly working sessions, async review, plus a few longer deep-dive workshops
Who participates:
Owner or Managing Partner. One sales lead. One marketing lead. Delivery lead when relevant.
What we do:
We define differentiation across three layers
- How you think: IP, POV, frameworks, and decision logic
- How you deliver: service design, operating model realities, proof of outcomes
- How you promote: thought leadership, business development, ecosystem moves
What you leave with:
- ICP definition with real buying context
- Buyer and client research reports
- Differentiation map across how you think, deliver, and promote
- Strategic narrative for sales, marketing, and leadership alignment
- Activation priorities for the next 2 quarters
Risk reduced:
- Being evaluated as a commodity, leading to price pressure and discounting
- Internal inconsistency across marketing, sales and delivery, leading to confused prospects and stalled deals
When to implement or revisit:
- Targeting major business inflection point or pivot (e.g. capital raise, bringing on a partner, major market shift)
- An unexplained growth plateau, especially over multiple quarters.
- Consistently struggling to make critical growth investment decisions.
If your answer to "what makes your firm different?" is some variation of "it's our people, their deep expertise, and our proven process of delivering the work" then you actually sound just like every other boutique consulting firm out there, which makes you a risky option.
positioning
Activation
Outcome:
A relationship-led growth system that scales trust and reduces buying risk.
Timing:
Typically 12 - 24 weeks
Cadence:
Weekly roadmap and advisory sessions, plus variable async touchpoints and execution work
Who participates:
Owner or Managing Partner. One sales lead. One marketing lead. Delivery lead when relevant. Other SMEs as necessary.
What we do:
Scope is set by the prioritization plan developed during Positioning Clarity. Activation follows that sequence, focusing first on the work that reduces buyer risk fastest and creates the most leverage.
What you leave with:
An IP + Service System
to elevate your strong talent and outcomes so your value is well-communicated and services are easy to buy.
- IP articulation and packaging (POV, frameworks, decision logic, proof points)
- Offer and pricing structure aligned to buyer risk and buying context
- Service design (delivery blueprint, milestones, roles, handoffs, quality controls)
- Operating model refinements that protect consistency (capacity, accountability, delivery standards)
A Demand + Pipeline System to leverage your new positioning and build a repeatable way to create and progress best-fit opportunities.
- Thought leadership engine tied directly to your IP (themes, formats, production rhythm)
- Distribution and amplification plan that fits your market and relationships
- Ecosystem and partner activation plan
- Relationship-led outbound system (target accounts, sequencing, follow-up structure)
- Sales enablement assets that show how you work (proof, process, decision support)
- Opportunity progression tools (qualification, de-risking checkpoints, next-step logic)
Risk reduced:
- The gap between how you say you want to be seen and what you actually do.
When to implement or revisit:
- Going after a new segment
- Launching a new service
Our expertise is effectively leveraged for maximum impact if you have:
A Growth Mindset
You’ve hit a growth plateau or just aren’t growing as you would like.
If growth isn't a big enough problem for you, it’s unlikely you’ll dedicate the time, resources and courage to implement necessary changes.
You have a vision to invest in long-term growth.
Our aim is building sustainable revenue as opposed to fixing near-term cash flow problems.
You want your organization and your people to be recognized as thought leaders.
You understand that affinity is built through relationships with your people and your company’s POV, and you’re eager to be seen as the expert and the obvious choice by your ideal fit clients.
Credibility with Customers
You have a strong service offering and delivery process.
Building on a solid foundation is the best way to achieve sustainable growth, so promoting poor-quality services wouldn't be a good fit for either of us.
You already have clients that value your work.
The best marketing in the world can’t fix a broken process. A Relationship-Led Growth System only works if you already have strong relationships with existing clients and partners.
Collaborative and Engaged Stakeholders
You have buy-in at the executive level and across the marketing and business development functions.
Growth is a team sport, and we need the time and attention of these key players throughout our engagement to really make an impact.
A growth mindset
You have an open-minded executive team that’s ready to put in the work.
While there are certain things we can do for you, an effective growth strategy requires leadership to be fully present.
Our best fit clients have most of these characteristics in common:
SIZE
Boutique firms between $5 and $30 million in revenue and/or between 10 and 100 employees. Though we do have a soft spot for micro-firms trying to scale as well.
LOCATION
We’re best positioned to work with firms all across the United States and Canada. We have also worked with clients in Asia Europe. We can be somewhat flexible in our working hours, if you are outside of North America, please be aware that our availability will be limited.
PRIORITIES
Accelerated growth (20%+) is a top priority for you and you’re willing to set aside the time, resources and budget necessary to achieve it.
Buying
Committee
You are part of the executive leadership team of a consulting or advisory firm. More specifically, the executive leader, the marketing leader and the sales leader, even if your title is actually Managing Director or Senior Partner. While the day-to-day contact definitely doesn’t need to be the CEO or Managing Partner, we do require direct participation from that executive leader at different points throughout the engagement.
DEMEANOR
You’re willing to engage, learn and embrace recommendations that may be different from your current or past marketing beliefs. You treat everyone with kindness and respect, and you’re willing to provide feedback and engage in dialogue.
INVESTMENT
Our engagements range from $5,000 to $150,000+ based on the length and complexity, and typically span anywhere from 1 month to 2 years. While we don’t offer discounts, we can offer flexible payment terms.
Before we work together, let’s talk about expectations
Our job is to advise and Lead execution.
We are an advisory firm. We have a unique approach to growth and client touchpoints. We’re not a one-size-fits-all, one-stop-shop for everything. We offer tailored services centered around years of experience and expertise. While many consultants and agencies have a buffet-style approach to servicing their clients, we prefer a curated and coursed fine dining approach. We know you’ve likely worked with other agencies in the past, but if you’re considering working with us, it’s because you’re tired of spinning your wheels and not moving the needle.
Our growth framework is a process our clients trust.
We’re happy to help you evaluate and fit existing initiatives into a framework developed through years of working with companies like yours. But if we deviate too much from what we know works, we increase the likelihood of failure. Growth is never black and white, and if anyone tells you otherwise or makes sweeping promises, we urge you to think twice. Our framework and approach have proven successful, but not without time, commitment and change leadership. We walk beside you through the journey, every step of the way.
Our ethics are non-negotiable.
We understand the incredible pressure and urgency for scale and growth. But our process and reputation have been built methodically and painstakingly over time and with lots of sweat equity. To that end, we’ll never recommend something (or be swayed in doing anything) that undermines your reputation, or ours. We treat your budget and objectives as our own. While others may promise a quick path to success, we offer a steady climb to the top.
build relationships at scale
Position your firm as the lowest-risk choice and build a Relationship-Led Growth System that creates affinity at scale, starts conversations with ideal prospects and accelerates revenue-generating relationships.