Image Image

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.