Marketing Consulting for Professional Services and B2B

Expert Sales and Marketing Consulting for Services Firms

Increase marketing effectiveness, create more leads, and drive predictable revenue growth

Are you a leader

Searching for a smarter approach to growth

You’re savvy, but just don’t have the marketing capability to deliver a more powerful result.

Pursuing meaningful growth

You’re pursuing growth with purpose; not mindlessly chasing a revenue number.

Stewarding your firm's legacy

Leading a powerful culture and leaving the firm stronger for the next generation, not managing some brand facade.

 

Our View on Marketing Strategy

The firm’s—and, therefore, Marketing’s—number one strategic priority must be creating a healthy, profitable, and long-term growth cycle.

Unfortunately, marketing priorities and investments are seldom allocated to realize this objective. Allocating resources based on line of business size is an outdated, short-term, and sub-optimal approach because it results in misaligned goals, mindsets, and tactics. Grow everything is not a strategy.

If the firm does not make strategic choices, the firm’s performance is going to suffer.

Without a strategic approach, you let competitors define who you are to their advantage, chase sales opportunities not aligned with the value you provide, create longer sales cycles, waste valuable time, and ultimately grow more slowly.

Firms with a documented strategy are 4.7 times more likely to be successful than those that don’t.

Prudent Pedal's Value

A prudent strategy and an action-oriented marketing structure create a virtuous growth cycle.

My approach to strategy ensure that your marketing investment creates the highest return by building brand relevance, pursuing the highest growth opportunities, and aligning solutions with the client’s needs from beginning to end.

Your Title Goes Here

Growing a Professional Services Firm is a Unique Challenge 

Your Sales and Marketing Strategy has to be different as well.

In the competitive landscape of B2B and professional services, lacking a strategic sales and marketing approach can lead to significant setbacks. You let competitors define you to their advantage, chase underperforming sales opportunities, create longer sales cycles, waste valuable time, and ultimately grow more slowly.

Organizational structures, dynamic services, and internal matrices complicate strategic decision-making. When difficult strategic decisions are avoided, the default approach becomes trying to satisfy everyone’s needs. This leads to a fragmented marketing strategy.

I call this the “grow everything” strategy. It gives everyone in the firm their do. Unfortunately, every time it launches, it hits the ground with a resounding thud.

Prudent Pedal Professional Services Growth Model

Smart growth requires translating growth intent into action, fabricating an engine for growth, and activating the firm.

Translate

Marketing strategy should support a firm’s purpose and everyone should be on the same page.  If the tough strategic decisions don’t get made, the default is grow everything.  “Grow everything” is not a strategy. It’s dabbling.

I help you prioritize, choose, and translate your growth intent into strategic actions.

Fabricate

Marketing can’t become a fulcrum for growth, unless leadership agrees on its role. There are two marketing schools of thought in professional firms. Not knowing which one you belong to leads to dabbling.

I build your marketing capability to deliver strategic impact—no matter your investment level, firm structure or culture.

 

Activate

Marketing is about a relentless pursuit of understanding, anticipating and meeting client needs. Marketing does not end because tactics have run out.  If firm leaders accept tactical actions instead of strategic results, the firm is dabbling.

I drive revenue growth and increase marketing ROI.

 

Our Marketing Consulting Services

Identify, Prioritize, and Attack the Right Market Opportunities

Define Growth-building Blocks

  • Develop firm positioning and value proposition
  • Identify Ideal Client to prioritize marketing investment and sales activities
  • Define key client issues & salient value drivers
  • Understand & document buyer’s journey
  • Develop Solution Architecture
  • Establish the firm’s point of view
  • Develop thought leadership agenda
  • Produce Go-to-market Playbook

Build Scalable Sales & Marketing Platform

  • Prioritize and develop industry & buyer-specific campaign strategies
  • Create content strategy
  • Complete content inventory and identify key content priorities
  • Develop content aligned with buyers’ journey & conversion priorities
  • Refine digital platform

Execute and Drive Revenue

  • Provide strategic leadership to implement strategy and build adoption
  • Manage the marketing function
  • Define relevant marketing mix & channels
  • Establish metrics & analytical framework to guide on-going business decision-making
  • Enable Sales
  • Develop & execute campaigns
Jeff’s work creating our client segmentation model was excellent. That work alone paid for the whole engagement.
Ed Staehlin, Jr.

Head of Global IT Operations, Strategy & Change Governance, Marsh

Our Thinking on Professional Service Marketing Strategy

Sure, you want to grow, but is your firm ready to?

Most firms think a “marketing” or “brand” problem is slowing their growth. Don’t be so sure. Self-score your firm’s effectiveness in 11 critical growth enablers. You can’t fix a growth limiter until you know what it is.

Brand mistakes professional services firms make

Replace the "grow everything" strategy

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