Offering comprehensive support that follows industry best practices, adheres to your branding, and is crafted with resonant, responsive messaging.

Proposal services include:

• Kick-off and review meeting facilitation

• Client and project research

• Copywriting and boilerplate customization

• Layout, formatting, and graphic design support

• Subconsultant coordination

• QA/QC

• Final production and submittal support

Interview Coaching services include:

• Collaborative brainstorming facilitation

• Guided prep meetings that help your team develop compelling talking points

• PPT storyboarding and development

• Rehearsal coaching that addresses stage fright and cultivates speaker strengths

From small-group workshops to multi-day courses, these interactive trainings challenge your staff to flex their skills and build new approaches to persuasively sell your services. Informed by surveys and your insight, these customizable trainings typically include:

• A multi-week planning window

• Targeted lectures

• Skills-building exercises

• Break-out sessions

• Group discussion

Convening your firm leadership and key staff for intensive, pivotal conversations requires a facilitator who can deftly navigate communication styles, keep the conversation on track, and maintain positive, engaged participation.

Pre-retreat work includes:

• Extensive exploratory meetings with key firm/department leaders.

• Staff surveying and communications.

• A collaborative approach to developing agenda topics and activities.

Day-of work includes:

• Framing the key goals of the day.

• Facilitating conversations and brainstorming exercises.

• Coaching the team through challenging topics.

• Keeping the team productive and focused.

• Capturing key takeaways through clear, readable note-taking.

Post-retreat deliverables can include:

• Summary report and plan development.

• Ongoing advisory support to ensure plan implementation.

Executive-level support at a fraction of the cost.

The limited duration nature of this position makes it ideal for:

• Bold, new company initiatives

• Strategic Plan implementation

• Organizational restructuring

• Team building and 1:1 mentoring

• System and process improvements

Gain some fresh perspective on your most critical marketing assets—the ones your clients routinely evaluate and score. Viewed from both an editorial and design perspective, your proposal and/or PowerPoint templates are rigorously assessed for critical aspects such as:

• Readability/skimmability

• Consistency of voice and use of branding

• Storytelling

• Typographical design

• Wayfinding elements

Findings are presented in a constructive manner—highlighting key strengths as well as areas of opportunity.

Let’s dust off our collective approach to growing our market share and bringing home the wins. Centered on a clear understanding of your firm’s vision and goals, we work collaboratively to develop multi-pronged, actionable business development and marketing strategies that set you apart from your competition.

As our firms grow and change, so should the ways in which we talk about ourselves. Whether you’re expanding your markets, bringing on new skillsets and services, adding new owners, or simply feel that your core messaging assets have grown stale, now is the time to dust them off. Brand messaging development can be a deeply inspiring exercise, creating a space to explore your values and reignite the ‘why’ behind what you do.

Key Messaging Areas can include your:

• Mission

• Vision

• Values

• Company Tagline

• About Our Culture

• About Our Firm

• About Our Staff

Looking for a dynamic speaker who can get a crowd laughing, thinking, and scribbling notes furiously? Want to kick-off your annual summit with a keynote that energizes, motivates, and inspires your team? Let’s talk.