We feel like a new firm, and we couldn't have done it without you.

Conducted growth assessments for small, medium, and large firms, identifying barriers to collaboration & growth. Presented findings at retreats and facilitated workshops to drive solutions & best practices. 

Performed one of the largest assessments of a firm’s marketing and business development functions using the CREDO Marketing Assessment Framework. Identified areas for improvement, including organizational design, strategic planning, budgeting, team utilization, KM & martech/data management.

Led assessments and workshops for practice group leaders to improve leadership, operational performance, reporting, planning, and partner BD accountability. 

Developed a collaborative growth program using whitespace analysis to target high-potential clients. Provided 1-on-1 coaching for partners to align client needs with collaboration opportunities. 

Successfully relaunched the firm’s industry program, aligning it with practice teams and key account initiatives for enhanced growth. 

Leading an annual “Collaborative Associate” BD coaching program incorporating the Smarter Collaboration Accelerator™ Strengths Assessment, growth plans, skill-building workshops, and personalized coaching. 

Lead Commitee in the development of a Go-to-Market strategy in support of new Managing Partner.  MP utilized this as opportunity for seeking broad insights in facilitated sessions and retreat presentations with new practice leaders and in preparation for desired acquisitions.