Top Marketing Resources and Tools for Professional Services and Consulting Firms
Elevate your firm's marketing strategy, stay ahead of industry trends, and build a legacy brand.Podcast
LISTEN to the Only Professional Services Podcast Addressing “The BS of PS”
Rattle and Pedal, hosted by Jeff McKay and Jason Mlicki, offers divergent thinking on growing professional services firms. Be prepared for an unorthodox exchange on life in professional services.
Jeff McKay
CEO, Prudent Pedal
Jason Mlicki
Principal, Rattleback
LATEST EPISODES:
- The Future of the Marketing Organization: What Should Firms Build Now?
What should the marketing organization of 2030 look like? Jeff and Jason launch a research series exploring how AI, talent, client […]
- Why Every Professional Services Firm Needs a Better Story with Stephen Steers
Why do some firms stand out while others blend into the crowd? Stephen Steers joins us to explore how storytelling builds trust, […]
- Selling Belief with Mat Zucker from Prophet
In an AI-driven world, expertise alone isn’t enough. Jeff, Jason, and Mat Zucker explore why professional services firms must move beyond […]
Prudent Guides and White Papers
A smarter strategy for firms that refuse to coast
This 45-page white paper outlines the Prudent Pedal Growth Framework and helps you diagnose where your firm may be stuck—and what to do about it.
The BS of PS
Your guide to overcoming the roadblocks to growth and legacy in the wonderfully dysfunctional world of professional services.
Growth in professional services is essential. It provides scale, opportunity, strategic options, and wealth. But, pursuing growth for growth sake is the mindset of a cancer cell and it can cost a firm its soul.
Is your marketing organization being left behind?
Learn 10 steps you can take to improve marketing performance and deliver the strategic impact needed to grow in today’s competitive world.
Build the Marketing Function that is Right for Your Firm
All firms have different strategies, talent, budgets, and goals. Don’t build a function the way some benchmark says you should.
Build it so it achieves YOUR firm’s strategic objectives.
Are You Allocating Marketing Investments to be Fair or to Drive Growth?
You can’t do both.
This is your guide to a more intelligent and effective way to allocate your precious marketing dollars.
Win the budget battle by being smarter and more strategic—not by being a squeaky wheel.
As a marketing leader, I have helped rebrand some of the world’s top consulting firms. I’ve learned a lot from my mistakes along the way.
The 20 Biggest Brand Mistakes Firms Make (and How to Avoid Them) is written for firm leaders to help you avoid mistakes professional services service firms repeatedly make with one of their most precious assets.
You’ve Stopped Growing and Redesigning Your Logo Isn’t Going to Fix It
The capability, service or consulting model that built your brand becomes commoditized, trite or simply out of fashion. All firms reach this place. What distinguishes professional services firms from others is how they see, interpret and transcend what is happening.
Here’s how to get growing again.
Is your firm leaving growth potential on the table?
Learn 10 indicators that your firm may not be realizing its full growth potential and the steps you can take to improve its performance.
Sometimes a simple conversation is the quickest route to an answer
Schedule a free, no obligation, 30-minute consultation.
Infographics
There are two Marketing Schools of Thought in Professional Services.
The one your firm has chosen is delivering your current results. Did you choose the right school?
If you’re a practice leader or partner, one of your primary goals is hitting your number.
Improve your chances of hitting it by not asking Marketing to do these 20 things that waste time and resources. Free them up so they can get to more demanding, and more valuable, work.
29 More Demanding and Valuable To-Dos Once You’ve Stopped Doing Stupid Sh*t.
This is the sister to our “Stupid Sh*t Marketing Should NOT Do” infographic, one of our most popular downloads for both marketers AND practice leaders.
Do you want to grow faster, be more profitable, and differentiate your company?
Then, identify your ideal client. Identifying an ideal client is the fundamental building block of a profitable, growing business. Some firms wait until they have stopped growing and need to painfully retrench. Others do it when they are king of the hill and have the luxury of excessive demand.
Take the single action that has the greatest impact on your firm
Prudent firms live by a different code.
While “What is our Why? is an important question, prudent firms ask themselves more vital questions.
Strategic Marketing Tools
Marketing Capabilities Gap Assessment 2.0
You can’t build a high-performance marketing machine without knowing your starting point. This simple, powerful tool allows you to quickly, cost-effectively create a heat map of your firm’s growth capabilities.
Matrix Madness Harmonizer™
There exists no more powerful and dangerous organizational structure than a matrix. Properly managed, it unleashes innovation, collaboration, client-centricity, and high-performance teamwork. Mismanaged, it is the sand–pebbles, rocks, and boulders–in the gears of the machine. This tool helps you unleash the power of the matrix.
Sales Pipeline Calculator
It’s difficult for marketing to hit a nebulous “lead” target. This intuitive tool allows you to pinpoint the number of prospects, leads, and opportunities that Sales and Marketing need to drive to surpass your growth goal.
Growth Gut Check
Self-score your firm’s readiness to grow in 11 critical growth areas.
Popular Articles
Why You Need a Selling Philosophy
A firm's reputation begins taking form the moment one of its employees begins interacting with a prospect. A sales meeting is one of the first and most important interactions because prospects understand that "how a firm sells me is how they will serve me." When...
Why Your GTM Strategy Depends on Your People Showing Up as Their Best Selves
The Human Multiplier in Professional Services GTM Strategy We all know that person—self-confident yet humble, comfortable in their skin, seemingly in flow with life. They're not trying to impress; they just are. What makes them compelling isn't their charisma or their...
What is the IC Triad and Why Is It Important?
The IC Triad is a term I coined for one of the three core Systems in the Prudent Pedal Growth Framework. Once the firm sets its strategic direction using the GPS System, the IC Triad serves as the mechanism by which it achieves that direction. I chose the word IC,...
How to Evaluate Your Marketing Team
In my last post, How to Evaluate Your Marketing Leader, I laid out a rubric for managing partners to assess the performance of their marketing leaders. My approach delineated between my two schools of marketing thought in the professional services world--the...
How to Evaluate Your Marketing Leader’s Performance
In the hope of helping you, your firm, and your marketing leader succeed, I have put together a cheat sheet called How to Evaluate Your Marketing Leader’s Performance.
How to Present to Executives
Over my career, I have received, given, or simply observed thousands of briefings, pitches, and proposals. There is a clear delineation between effective and ineffective presenters and business-development winners and losers. If you want to be an exceptional marketer...
Talk with the prudent thinker about your firm
Schedule a free, no obligation, 30-minute consultation.