CONSULTING SERVICES

BUSINESS & CLIENT DEVELOPMENT

Business Development Bootcamp (meets virtually)
A twelve-month coaching and training program for service professionals seeking to grow their practices.

Business Development Accelerator (meets virtually)
A six-session program over three months that enables service professionals to rethink how to develop business and expand relationships in a new, virtual environment.

Business Development Mastermind Groups (meets virtually)
A year-long program that meets every-other-month and is comprised of like-minded service professionals across industries who participate in facilitated discussions and trainings surrounding key, business development topics. Participants also receive two, individual coaching sessions throughout the year.

Rainmakers Roundtables (meets virtually)
Monthly, facilitated discussions among a firm’s rainmakers. Meetings include a practice spotlight by one of the group’s participants to encourage cross-marketing efforts.

Workshops, Retreats and Off-sites

Marketing Opportunities Assessment and Calendar
We work with service professionals to more intentionally identify the type of clients and matters the stakeholder seeks to develop. We then research and compile an annual calendar of opportunities to raise visibility among their target audience.

Individual Business Development Coaching
In an effort to advance a service professional’s individual practice, we determine growth objectives, take into consideration individual preferences, and deliver a strategic roadmap for increasing top-line revenue. Our individual coaching program aligns your strategy, reputation and relationships behind the business you have and the business you want.

Marketing and Business Development Strategy
Whether it is advancing a practice/industry or a specific firm initiative, we deliver a strategic roadmap that links the planning with the implementation. Our team can either work with you to implement the plan or hand it off to your in-house marketing professionals.

Capabilities include:

  • Business planning (firm, practice, individual)
  • Budgeting
  • Leadership succession
  • Crafting and communicating competitive advantages
  • Industry positioning and awareness
  • Identifying success metrics and tracking Return On Engagement
  • Recruiting, retaining and managing talent

For more information on how we can work with you/your firm, please reach out to us by emailing Jonathan Fitzgarrald.

VIRTUAL CHIEF MARKETING OFFICER

Equinox Strategy Partners level the competitive playing field by providing boutique and medium-sized professional services firms with the knowledge, experience and sophistication of a veteran Chief Marketing Officer (CMO) just virtually.

Our results-oriented, integrated marketing strategies provide clients with the knowledge that their marketing initiatives are aligned with their business goals.

Capabilities include:

  • Interim chief marketing officer
  • Brand identity (logo, letterhead, business cards, etc.)
  • Website and blog design, maintenance and refresh
  • Social media account set-up, monitoring and training (LinkedIn, Twitter, Facebook, Google+)
  • Departmental audits (staffing, process improvement, outsourcing, etc.)
  • Content development (bylined articles, blog entries, presentations, etc.)
  • PowerPoint decks and presentation materials
  • Campaigns to cross-market multiple areas of expertise
  • Forming alliances with complementary service providers
  • Leveraging sponsorship opportunities
  • Technology recommendations and integration (CRM, ERM, competitive intelligence)
  • Planning events that generate business
  • Developing metrics to track progress

Contact us today (424.277.3200 or Email) to learn how to take your marketing efforts to the next level.

MEDIA RELATIONS

Do your prospects know you exist?

Equinox Strategy Partners provide professional services firms with traditional and social media strategies that showcase your expertise and capture the attention of those who impact your business the most—clients, prospects, and referral sources.

Capabilities include:

  • Reputation management – closing the gap between our clients’ “best of intentions” and how others perceive them; a disconnect between the two obstructs growth and success
  • Crisis management – we anticipate, prepare for and manage issues, unfavorable news and negative events affecting our client’s reputation
  • Media outreach – connecting clients with top-tier business and industry reporters to highlight thought leadership or promote a recent win
  • Identifying speaking opportunities
  • Speech and presentation development
  • Media training
  • Awards – identifying recognition opportunities to garner credit for our clients’ work

Contact us today (424.277.3200 or Email) to learn how to garner credit for your work.

ADDITIONAL SERVICES

DSC_9172 copyKEYNOTE SPEECHES

Equinox Strategy Partners’ Managing Partner, Jonathan Fitzgarrald, delivers insightful and thought-provoking presentations on:

  • Business and client development
  • Reputation management
  • Personal branding
  • Differentiating services
  • Generational marketing
  • Value pricing
  • Client service
  • Best practices in networking and engaging prospects and referral sources
  • Social media (LinkedIn, Twitter, Facebook, Google+)

A clear, dynamic and engaging communicator, Jonathan has presented to various professional audiences, including:

  • UCLA Anderson School of Management
  • USC Gould School of Law
  • Thomson Reuters’ Marketing Partner Forum
  • Legal Marketing Association’s annual conference
  • Legal Marketing Technology Conference West
  • Hildebrandt Institute

For more information or for bookings, please call 424.277.3200 or Email us.

163651998TRAINING & WORKSHOPS

Equinox Strategy Partners offer interactive, group training sessions and workshops on a number of business development, client service and marketing topics, including:

  • Client and business development
  • Client service
  • Networking best practices and pitfalls
  • Media training
  • Social media (blogs, LinkedIn, Twitter, Google+, Facebook)
  • Generational marketing
  • Reputation management
  • Personal branding
  • Cross-selling
  • Value pricing

Whether it is a monthly training workshop or off-site retreat, contact us today (424.277.3200 or Email) to learn how we may provide your organization with the knowledge and skills necessary to grow your business.

In his keynotes and trainings, Jonathan tells riveting stories and gives practical, concrete actions professionals can take to apply his insights. He engages every audience, and is masterful at getting them involved. I learn something new from him every time.

Ullmen

Jonathan’s presentation captivated our group.  He made complex concepts friendly and easy to understand and provided practical steps for integration, all while entertaining us with colorful examples, stories and humor.  A true top flight professional.

Kaufman

Equinox’s unique and personal approach to business development streamlined my marketing efforts, which resulted in doubling my client base in less than a year.  Also, Jonathan’s coaching has become a crucial part of my professional development and is one of the most significant tools for my career success and satisfaction.

Karen Gabler 2