What We Do

We Design High-Impact Strategies with Practical Implementations

We offer a full suite of strategic consulting services that help our clients grow their businesses in healthy and sustainable ways. Here are some of the areas where we’ve been able to create value and generate real results for our clients.

Accelerate Growth

Distribution channel engagement programs and development
New product design
Acquisition strategies
Competitive placement strategies
Segmentation strategies
Sales force training and coaching programs
Premium brand development
Targeted market messaging and positioning
Thought leadership – with impact
Meaningful marketing collateral and selling support systems

Maximize Relationships

Enterprise level targeting strategies
Strategic relationship planning
Client engagement programs
Post-sale support and client expansion programs
Relationship management training and coaching
Client and distributor councils
Creating value from the client experience

Enhance Business Health

Client health analysis
Financial modeling and scenario building
Cost and fee analysis
Distribution effectiveness analysis
Distribution channel migrations
Streamlining end-to-end process
Marketing automation design and implementation
Data frameworks and architecture
Technology platform reviews
Vendor review and selection

We Offer a Full Suite of Engagement Types

These services are highly customized to the needs and culture of each client and can take the shape of:

Individual project assignments
Extended engagements to support for multi-quarter or multi-year projects
Syndicated research projects
Leased employees
Skill- and team-building training and workshops
Keynote speaking addresses for events such as industry conferences or firm-specific strategy sessions and training meetings

We Provide Contract Flexibility

We typically work through a Master Services Agreement with individual statements of work that can be flexible to meet your needs, for example fixed cost, time and expense, or retainer arrangements.