Solving channel concentration risk
~90% of the firm's revenue was coming from one referral partner. The partner was good to them, but it was a risk and it meant they weren't really in control of their growth. We took on the management of their outreach agency, rebuilt their proposal templates, and gave the founders a system for managing their client relationships. Three months in, they were invoicing twice what they had been and relied far less on the partner.
Professional services firm // Client story
2x
monthly invoiced revenue
Their third month with us, against their monthly average before we started.
3
record months in a row
Their best month ever came in our second month together, and they beat it in each of the next two.
1.8x
target, beaten twice
A quarterly target of 1.8x their old revenue, set above their own plan. They beat it two quarters running.
Where the work started.
Clients kept coming back and the founders had already hired an agency to cold call for them. The agency booked plenty of meetings, but many didn't show, and few of the rest turned into buyers. The founders still wrote most proposals themselves, and almost every new project came through the one partner.
What the team was left with.
By the time we stepped back, leads had doubled, more of them were converting and contracts were larger. They kept the improved calling program, a proposal template the team runs without the founders, and one place to track every client relationship. Most of all, they left with a business that's in control of its own growth.
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