the credo Approach
Incorporating Leading Principles into Implementable Solutions
At CREDO, I've developed a unique approach that combines cutting-edge principles from industry thought leaders with our extensive experience in the professional services sector. This innovative methodology delivers tangible results, supporting improved planning, focus, collaboration, and execution at all levels of your organization.
Our Foundational Principles
Our approach integrates key concepts from renowned experts:
- Smart Collaboration (Gardner & Co): Leveraging collective expertise
- Give to Grow (Mo Bunnell): A business development system specifically for seller-doers
- Team Habits (Charlie Gilkey): Building effective, high-performing teams
- Repeatability (Bain): Creating sustainable, scalable business strategies and processes
These principles, combined with our 25 years of experience as growth leaders in professional services, form the backbone of our unique methodologies.
We offer distinct capabilities, as well as combining our capabilities into solutions that address critical areas and situations in professional services firms.
Capabilities
Strategic Growth Planning
Team and Operational Excellence
Team and Operational Excellence
Focus > Alignment > Accountability
Go-to-Market Strategy Development
Firmwide Marketing Planning and Budgeting
Practice Group and Industry Sector Planning
Smart Collaboration Organizational Assessment ™
Growth Capabilities Assessment
Team and Operational Excellence
Team and Operational Excellence
Team and Operational Excellence
Programs > Processes > Knowledge
Practice Group Growth Management
Industry and Key Client Programs
Smarter Collaboration Accelerator™ Team Strengths Assessment
BD Knowledge Management / Experience Management
Individual Business Development
Team and Operational Excellence
Individual Business Development
Intentionality > Execution > Sustainability
Business Development Group Training
Partner and Associate Business Development 1-on-1 Coaching
Smart Collaboration Individual Strengths Assessment
AI-enabled Business Development
Attorney Business development Plan Essentials
Duration: 1 session / 2 hours
Investment: $2,000
Kickstart your year with a strategic, actionable business development plan tailored to your growth ambitions. In this intensive 2-hour session, we will:
- Evaluate your current approach
- Clarify your goals and growth targets
- Co-create a customized roadmap for the year
- Align your plan with building reputation, connections, and opportunities
Deliverable: Customized 2-3 page Business Development Plan
Ideal for: Mid-level associates, new partners, laterals, and attorneys without BD manager support
Value Add: Post-session 30-minute check-in after 60 days to review progress and adjust strategies
Attorney Business development process Essentials
Duration: 4 sessions / 1 hour each
Investment: $2,000
Develop a repeatable, strategic business development system tailored for seller-doers. Over four focused sessions, we will:
- Build your customized Practice Growth Platform using GrowBIG and Give to Grow principles
- Define your growth priorities and target markets
- Identify and prioritize key relationships
- Create a weekly action plan to foster connections effectively
- Conduct a 30-day follow-up to ensure system implementation
Deliverable: 1-page Practice Growth Platform with actionable templates
Ideal for: Associates (4+ years), partners, and ambitious lawyers ready for structured growth
Value Add: Post-session 30-minute check-in after 60 days to review progress and adjust strategies
BD Manager Coaching Essentials
Duration: 4 sessions / 1 hour each
Investment: $2,000
Eqip yourself with a structured, proven framework to guide your attorneys' growth journeys. This program for BD Managers will:
- Combine GrowBIG methodology essentials with your strategic insights
- Enable consistent business development practices across your team
- Enhance team collaboration and cross-selling opportunities
- Position you as a trusted advisor within your firm
Deliverable: Comprehensive toolkit with GrowBIG framework templates and coaching guides
Ideal for: BD Managers looking to enhance their coaching impact and strategic role
Value Add: Post session 30-minute check-in after 60 days to review progress and adjust strategies. If a group, then a group coaching call with other BD Managers for peer learning and support.
Practice Team Leader Plan Essentials
Duration: 2 sessions / 1 hour each
Investment: $2,000
Align your practice team's growth plan with strategic firm objectives. Through this two-part interactive review, we will:
- Examine your current team plan and performance
- Identify cross-practice collaboration opportunities
- Refine your approach for the coming year
- Set up a structured, collaborative approach with BD and marketing teams
Deliverable: Comprehensive 2-3 page Practice Team Business Development Plan
Ideal for: New or transitioning practice team leaders, especially those without dedicated BD support
Value Add: 90-day follow-up session to assess plan implementation and provide additional guidance