Our services

Understanding the market

  • Market segmentation analysis
  • Market perception surveys
  • Client surveys (see Managing clients)
  • Director, company and sector profiles
  • Competitor analysis
  • Market assessment surveys to identify users' changing needs

Marketing planning

  • Putting in place marketing planning processes for firms
  • Facilitating the preparation of department, office, sector and firm-wide marketing plans and budgets using workshops and planning templates
  • Coaching partners to prepare personal BD plans
  • Auditing firms' existing marketing plans to suggest ways in which these could be improved

Managing clients

  • Client base analysis and segmentation
  • Devising client relationship management (CRM) and key account management (KAM) programmes for firms
  • Working with partners to understand their clients' needs, assemble client service teams, devise client service plans, and to monitor the effective implementation of these plans
  • Undertaking client feedback, including independent client service reviews, post-transaction reviews and client satisfaction surveys
  • Coaching partners to become effective Lead Partners
  • Advising firms on the purchase and implementation of CRM systems

Building the brand

  • Helping firms to identify and articulate a brand proposition
  • Advising firms how the behavioural changes needed to support their brand can be achieved
  • Working with our strategic partners to implement a new visual identity for a firm
  • Advising which relationship marketing tactics are the most cost effective for brand building in the professional services sector
  • Helping firms to devise and implement Thought Leadership campaigns, the most powerful brand building tactic for PSFs
  • Conducting brand awareness and brand tracking studies

Winning new business

  • Devising targeting and sales programmes for firms
  • Auditing a firm's pitch process to recommend improvements or establishing a pitch process for the first time
  • Assisting teams with individual tenders and new business presentations
  • Conducting pitch debriefs with clients and feeding back to pitch teams
  • Sales, pitching and new business presentation training for partners

Internal marketing

  • Conducting partner and staff engagement surveys to assess the blockages to internal communications and marketing
  • Devising an internal communications/marketing strategy for the firm
  • Advising senior management on the most appropriate internal marketing/communications tools and systems

Measuring results

  • Helping firms to identify those marketing and BD activities which are best at generating fees
  • Establishing appropriate marketing metrics for a firm along with systems for measuring these
  • Auditing firms' ROMI and benchmarking against competitor firms