5 min read
Automated Client Health Scoring
Your biggest client just terminated their retainer. No warning signs. No gradual decline in engagement. One day they're your star relationship, the...
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5 min read
Your biggest client just terminated their retainer. No warning signs. No gradual decline in engagement. One day they're your star relationship, the...
6 min read
Your best clients are quietly planning their exit. Not because they're dissatisfied, but because their needs are shifting in ways you can't see until...
8 min read
Most accounting firms treat webinars like digital sales pitches—30 minutes of feature presentations followed by desperate calls-to-action that leave...
5 min read
Modern buyers make purchasing decisions long before they speak with sales teams. Gartner research reveals that customers complete 83% of their buying...
5 min read
The partners at McKinsey didn't wake up one morning and decide to rebrand themselves as digital transformation experts. Their pivot from traditional...
5 min read
We've all witnessed the same peculiar phenomenon: a client who readily spends $50,000 on office furniture will balk at a $15,000 consulting...
5 min read
We're witnessing the most dramatic restructuring of the accounting profession in decades. As we move deeper into 2025, the statistics tell a stark...
5 min read
Your firm's marketing generates quality leads. Prospects express genuine interest during initial conversations. They seem ready to move forward with...
5 min read
The conference room falls silent as your managing partner asks the question that keeps every professional services leader awake at night: "Why aren't...
6 min read
Most professional services firms possess far more social proof than they effectively utilize. We've observed this pattern repeatedly: valuable client...
5 min read
We've observed something peculiar in real estate marketing: while video tours and social media dominate conversations about digital strategy, audio...
4 min read
In professional services, authority isn't merely claimed—it's architecturally designed. The most influential firms don't simply produce content; they...
3 min read
The narrower your focus, the wider your opportunity. Firms that speak to everyone ultimately connect with no one.
3 min read
It didn’t happen gradually. It happened all at once. Five years ago, we were adjusting to remote work, digital transformation, and a fractured...
4 min read
We're stuck in a trap. Our work delivers real business impact, but our marketing talks about hourly rates. When we focus on time, credentials, and...
5 min read
In the hushed conference room of a mid-sized law firm, the marketing director stares at spreadsheets from six different systems—website analytics,...
4 min read
In a profession where precision reigns supreme, accounting firms face a curious paradox: while they expertly measure financial performance for...
5 min read
The ancient Chinese military strategist Sun Tzu wrote, "If you know the enemy and know yourself, you need not fear the result of a hundred battles."...
7 min read
Client onboarding represents a critical juncture for accounting and professional services firms. It sets the tone for the relationship, establishes...
8 min read
In the high-stakes world of professional services, understanding your competitive landscape isn't just good business practice—it's survival. Law...