Uncovering what drives — or limits — your firm’s growth performance.
Strategy & Positioning, Business-Development Effectiveness, GTM Alignment, Leadership & Culture, and Growth Infrastructure.
BD process and pipeline health diagnostic (from lead to close).
Opportunity qualification and pursuit strategy review.
Relationship development and trusted-advisor behavior assessment.
Cross-selling and collaboration maturity evaluation.
Internal alignment between practices, sectors, and service lines.
Use of sales tools, playbooks, and technology (CRM, pursuit tracking, AI insights).
Coaching and accountability review (who owns growth, how is it reinforced)
Channel and alliance strategy review.
Lead Gen and conversion assessment.
Market differentiation analysis to stand out in the “Sea of Sameness.”
Value proposition and messaging review (clarity, relevance, resonance).
Target-market & ideal-client profiling.
GTM strategy evaluation (industry, service line, geographic focus).
Leadership commitment to growth (time, focus, sponsorship).
Alignment between leadership vision and market execution.
Culture Audit — growth mindset, collaboration, and accountability.
Performance metrics and incentive structures review.
Communication and storytelling effectiveness (internal and external).
GTM readiness & adoption
Growth 360 Assessment
Reluctant-to-Rainmaker Blueprint
Transforming Reluctant Sellers into Confident Growth Catalysts
Stage 1 – Mindset Shift: From Reluctance to Readiness
Core Idea: Growth starts with belief.
Reframe “selling” as helping clients succeed.
Overcome the fear of self-promotion.
Build purpose-driven confidence and growth accountability.
🟢 Outcome: Professionals embrace business development as part of their identity — not an interruption to their client’s work.
Stage 2 – Differentiation & Positioning: Standing Out with Purpose
Core Idea: Escape the sea of sameness.
Identify what makes the firm and individual distinct.
Articulate a clear, confident value narrative.
Learn to connect firm capabilities to client priorities.
🟢 Outcome: Professionals communicate distinct values that resonate, not replicates.
Stage 3 – Trusted-Advisor Skills: Building Confidence in Every Conversation
Core Idea: Confidence is built through skill, not slogans.
Master active listening, questioning, and value framing.
Build trust through authenticity and insight.
Learn to guide client conversations toward opportunity.
🟢 Outcome: Professionals engage as trusted advisors who create demand instead of waiting for it.
Stage 4 – Growth Strategy & Pursuit Discipline: Turning Opportunity into Wins
Core Idea: Hope is not a growth strategy.
Implement proven pursuit frameworks and win strategies.
Qualify, prioritize, and execute with focus.
Strengthening team collaboration and accountability.
🟢 Outcome: Consistent pursuit excellence and increased win rates across the firm.
Stage 5 – Results & Reinforcement: Sustaining Firm-Wide Growth Momentum
Core Idea: Growth is a culture, not an event.
Track progress and celebrate wins.
Reinforce growth behaviors through coaching and metrics.
Build a community of confident Rainmakers and Growth Catalysts.
🟢 Outcome: Measurable revenue impact, stronger client relationships, and a growth-confident culture.
Sales/BD Impact
Enterprise Sales/BD skills assessment
Assess team impact, role clarity, and performance alignment across pursuits, coverage, and compensation structures.
Practical, confidence-building training for professionals who weren't hired to 'sell' but are expected to.
Full sales cycle training & development from opportunity creation to closure.
Competitive Edge differentiation & positioning solutions
Proven frameworks, tools, and roleplays
RevRiseIQ™ (under development) is our proprietary capability assessment tool that pinpoints the relationship, positioning, and growth skills that separate top performers from the rest. It transforms data into insight, helping firms identify Growth Catalysts, close skill gaps, and elevate confidence across every level. With RevRiseIQ, you don’t just measure readiness—you ignite it.
Hands on coaching that ignites growth.
From pursuit teams to partners, our customized coaching builds trusted-advisor confidence, sharpens strategy, and accelerates winning results.
1:1 and team-based coaching to refine client conversations, pursuit strategy, and executive presence.
Real-time deal and leadership coaching to accelerate outcomes and elevate firm-wide growth performance.
Pipeline review to maximize time and improve close ratios.
Deal Coaching
Live Pursuit Support for must-win opportunities.
Opportunity Qualification & Win Strategy - assess must-win pursuits and architect winning approaches.
Client Intelligence & Insight Development - uncover client motivations, decision dynamics, and buying criteria.
Competitor Analysis & Differentiation Mapping - identify and neutralize competitive threats.
Deal Positioning Strategy - define the winning narrative and strategic “why us?”
Partner/Leader Pursuit Coaching - 1:1 strategic guidance for deal and pursuit leads.
Pursuit Team Coaching - collaborative working sessions to refine deal themes, clarify messaging and pursuit plans.
Executive Presence & Storytelling Coaching - strengthen the delivery and confidence of pursuit presenters.
Live Orals Preparation & Simulation - mock presentations and real-time coaching to enhance influence and impact.
Pursuit Strategy
We partner with executive teams to define, design, and deliver growth strategies that differentiate and drive results. From go-to-market design and partner growth planning to client relationship strategy and sales organization transformation, we bring decades of proven experience helping firms build distinction, performance, and sustainable growth.
Core Advisory Services include:
Go-to-Market (GTM) Strategy & Positioning — sharpen messaging, differentiation, and market targeting in competitive environments.
Partner & Practice Growth Planning — develop actionable strategies that expand relationships, revenue, and influence.
Business Development & Sales Effectiveness Advisory — assess team impact, role clarity, and performance alignment across pursuit, coverage, and compensation structures.
Client Relationship Strategy — strengthen trusted-advisor behaviors, account planning, and growth across key clients.
Growth Leadership & Culture Advisory — align leadership, incentives, and mindset to embed growth accountability and collaboration firm-wide.
Sales Organization Design & Transformation — build scalable growth infrastructure, governance, and talent strategies that accelerate performance.
Business Advisory
Partner Activation
Partners carry enormous growth expectations but based on client commitments they have limited time, structure, and support to look beyond existing projects. In addition, today’s market pressures are relentless:
AI-driven competition, PE-fueled urgency, client expectations that are shifting faster than ever, rising fee pressure, increased pursuit intensity, and increasing internal demands on your partner’s time.
Adding to these challenges, many partners were never effectively trained on how to:
Differentiate their firm, lead strategic pursuits, build cohesive teams that sell confidently, coach their delivery leaders in BD, navigate political complexity inside client accounts.
Drive growth consistently under enormous internal pressure.
We help your partners overcome these challenges with clarity, structure, and a repeatable approach.
Why It Matters?
Partner Behavior is the #1 Predictor of Firmwide Growth!
When partners engage confidently and consistently:
They elevate client relationships.
They unlock larger, more strategic opportunities.
Their teams become more proactive.
Differentiation becomes stronger.
Pursuits become sharper and more competitive.
Growth feels achievable—not overwhelming.
Your partners don’t need more meetings or more theory. They need practical, field-tested support that improves results immediately.
What We Deliver
High-Impact Coaching & Strategy for Your Firm’s Most Important Leaders
Strategic pursuit guidance: Win more high-value, competitive opportunities with the right strategy, messaging, and client engagement plan.
Trusted-advisor leadership behaviors: Shift from transactional to transformational client interactions.
Differentiation frameworks: Help partners articulate your firm’s unique value with clarity and confidence.
Executive-level BD coaching: Elevate how partners lead conversations, shape opportunities, and influence decisions.
Growth accountability: Structured, practical actions that fit inside a partner’s reality—not a theoretical ideal.
Team activation: Partners learn how to coach and empower their directors, managers, and delivery teams to engage in growth.
Time-smart BD strategies: Tools and habits that maximize impact with limited partner time.
What Your Firm Can Expect
Stronger, more strategic partner-led client conversations
Greater account penetration and growth
More confident and influential pursuit leadership
Increased win rates for complex, competitive opportunities
Better alignment between partners and BD teams
More proactive engagement from delivery professionals
Clearer differentiation in every market-facing interaction
Measurable revenue impact across priority accounts
PROGRAM COMPONENTS
1. Executive Growth Coaching: Dedicated sessions focused on BD behaviors, client leadership, and strategic influence.
2. Pursuit Strategy Design: Hands-on guidance for upcoming pursuits—positioning, messaging, differentiation, win themes, and team roles.
3. Partner Communication Playbooks: Scripts, question sets, and language that elevate every C-suite or senior client conversation.
4. Account Growth Planning: Tools to help partners strengthen relationships, identify whitespace, and drive growth systematically.
5. Leadership Modeling: Partners learn how to role-model growth behavior, so their teams follow with confidence.
6. Ongoing Advisory Access: Optional: Direct access to Tom for real-time pursuit guidance and BD support.
The RevRise 3-STEP MODEL
STEP 1 — Assess: Where partners excel, where growth stalls, and what’s holding back opportunity flow.
STEP 2 — Activate: Hands-on coaching, tools, and pursuit support that elevate performance immediately.
STEP 3 — Accelerate: Sustainable habits, stronger teams, and leadership behavior that drives consistent firmwide growth.
Simple. Practical. Proven.
Evaluation of your firm’s growth engine.
Objective : Diagnose how effectively your sales, BD, and client-facing teams generate growth—and deliver a clear roadmap to accelerate revenue in the next 12 months.
What We Assess
1. Strategy & Growth Ambition
Clarity of 1–3 year growth targets
Revenue mix, pipeline health, and market positioning
Alignment between leadership vision and front-line execution
2. Sales Structure & Roles
Business Development, Sales, SME, and account lead roles, responsibilities and expectations
Coverage Model: Account, Industry, Sector, Geography, Service Line
Organizational design, duplication points, and role clarity
3. Sales Process & Pursuit Discipline
Demand Gen and qualification rigor
Pursuit strategy, proposals, and win room discipline
Relationship-building and trusted-advisor behaviors
4. Performance & Productivity Analytics
Goaling, performance, and compensation
Pipeline development and conversion
Revenue per seller/partner/BD
Forecast accuracy and accountability
5. Incentives & Compensation Alignment
Expected behavior and outcomes
Sales compensation plan development, review and design
Alignment with firm priorities
Promotion/advancement opportunities
6. Talent & Capability
Skills assessment across roles
Opportunity creation, management, and/or growth
Coaching culture and enablement effectiveness
7. Territory & Account Design
Geography - Account segmentation
Territory overlap/under coverage
White-space and expansion opportunities
8. Tools, Insights & Enablement
Sales operations, research & support
CRM usage and reporting quality
Intelligence, analytics, and enablement tools
Proposal and knowledge management practices
9. Culture, Leadership & Accountability
Expectations, coaching, feedback loops
Collaboration across BD, partners, and delivery
Adoption of growth behaviors
10. Sales Channel: Leverage, Alignment & Compensation
Roles and responsibilities of your sales/BD professionals
Resource analysis, roles, and impact
Leveraging resources for maximum ROI
Goaling, performance, and comp