CONSULTING

Everyone needs a great business partner

Someone who has been in the trenches, who can advise you on what your company needs to be sustainable and competitive. I know that the last thing you need is cookie-cutter, generic solutions that are only slightly tailored to your specific requirements. Trust me to provide personalized (but tested) recommendations based on your firm’s real-world challenges and needs.

Expertise & Services

Big Picture Strategies

• Strategic business planning
• Process mapping
• Staffing evaluation & planning
• Client interviews & learnings

Business Practices

• Promotional/new business guidance & strategies
• Review and feedback of marketing tools & strategies
• Evaluation of new business pitches & presentations
• Qualifying and vetting clients
• Pricing, proposal, and RFP consultations & evaluations

Staff Management

• Defining leadership roles
• Organizational & team planning
• Roles, responsibilities, and salaries
• Recruitment & hiring strategies
• Vetting & interviewing candidates
• Management methods & overall troubleshooting
• Policies, terms, & conditions for employees and contractors

Operations Management

• Time tracking strategies
• Client management & tools
• Project and process management & tools

Clients

I love to work with firms that:

• Are ready and willing to change
• Are willing to defend their ideas, but are also open to new ones
• Are ready to invest in their future growth
• Need to scale up and want to do so smartly
• Grew too quickly and are encountering organizational challenges
• Have principal(s) that are willing to stop fighting fires and focus on their business
• Are committed to moving beyond their guerilla client
• Small firms and solopreneurs that are ready to grow and hire
• Established firms that are stagnating
• Successful firms that are interested in what’s next

Challenges that I love to solve:

• Rethinking existing teams to determine the best roles and organizational structure for a firm’s short- & long-term goals
• Maintaining long-term client relationships even under difficult (or complex) circumstances
• Advising on how best to manage and/or work with difficult employees, vendors, clients, etc.
• Changing and improving perceptions of your business and brand position
• Transitioning firms from being reactive/executional to more strategic
• Uncovering a firm’s core strengths and differentiators
• Leveraging a firm’s existing work and relationships to expand business opportunities
• Fire-fighting (troubleshooting the “damn, now what?”)