Strategic Planning

(meets virtually)

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.

Share This Story, Choose Your Platform!