Professional Firm Growth — More Qualified Consults, Higher Wins, Better Margins
Specialize your positioning, standardize your consultation and proposals, and run a pipeline you can forecast.
Clarify positioning & specialty so buyers choose you for the right reasons
Standardize consultation → proposal with discovery scripts and pricing frames
Install a pipeline & review cadence that turns work-in-progress into wins
Who This Is For
Managing partners, practice leads, and marketing/BD managers at law firms, CPA/accounting, architecture/engineering, IT/MSP, and advisory/consulting firms who want better-qualified demand, higher win rates, and stronger margins—without bloating delivery. If your proposals stall, discounting creeps in, or BD feels random, FAS gives you a map + cadence your whole team can run.
The Problems We Solve
(how they show up)
Commoditized messages:
“Full-service” claims blur you into the market; buyers ask only about price.
Messy consultations:
Discovery is inconsistent; notes are incomplete; no defined next step.
Proposal purgatory:
Documents sit in inboxes; no follow-up pattern; unclear value framing.
Margin leak:
Custom everything; scope creep; weak change-order discipline.
Random BD:
Conference spikes, then silence; no content or authority assets to warm deals.
No shared scoreboard:
Partners track their own spreadsheets; forecasting is wishful.
What FAS Builds For You
(the firm blueprint)
Positioning & Specialty:
Define the who/what/why now: niches, problems, outcomes, proof. Create a sharp Positioning Brief and web copy that signals expertise (not generic services).
Offer & Pricing Architecture:
Package engagements (advisory, fixed-fee, retainer) with clear deliverables, timelines, and value framing. Add change-order rules to protect margins.
Consultation Flow & Discovery Script:
Standard questions, objection bank, and a “next step” close that sets expectation for proposal timing and stakeholder alignment.
Proposal Library & Close Plan:
Branded templates with scope, outcomes, proof, timeline, and investment options (good/better/best). Include a mutual action plan so both sides know the path to signature.
Pipeline & BD Cadence:
Stages with exit criteria, aging rules, and rep/partner scorecards. Weekly review: deals at risk, next steps, and content touches.
Authority & Content (with Rev Publish):
White papers, e-books, or a short book to lower CAC and raise trust. Repurpose into articles, emails/SMS, and BD one-pagers.
Marketing Platform & Tracking (with Rev Marketing):
Mobile-first pages, consultation funnels, calendar integration, local/industry SEO, retargeting, and analytics tied to consults, proposals, and wins.
KPI Scoreboard:
Qualified consults, proposal rate, win rate, discounting %, cycle time, margin, review volume/rating.
Implementation Roadmap
(so the team adopts it)
Discovery & Baseline:
Current practice mix, win/loss analysis, proposals, and BD rhythm.
Positioning & Offers v1:
Specialty statements, service catalog, and pricing frames.
Consultation & Proposals:
Discovery script, templates, objection handling, mutual action plans.
Authority & Platform:
Publish a flagship asset; align site pages and BD one-pagers.
Scoreboard Live:
Weekly pipeline review; monthly content/BD check-in; quarterly reset.
Buildout as needed with Rev Marketing (site/funnels/SEO) and Rev Publish (white paper, e-book, or book).
What You’ll Have In Hand
Positioning Brief
(niche, problems, outcomes, proof)
Service & Pricing Catalog
(packaged offers with options)
Consultation/Discovery Script
+ objection responses
Proposal Library
(templates + mutual action plan)
Authority Asset
(white paper/e-book/book outline with Rev Publish)
KPI Dashboard
definitions + weekly pipeline agenda
Results You Can Expect
More qualified consults:
More qualified consults from sharper positioning and content.
Higher win rates:
Higher win rates via standard discovery and clear next steps.
Shorter cycles:
Shorter cycles with mutual action plans and follow-up cadence.
Better margins:
Better margins from value framing and change-order discipline.
Predictable BD:
Predictable BD with weekly reviews and content touches.
Case Snapshot (condensed)
Accounting/CPA:
Introduced niche positioning (multi-location retail) + proposal options. Win rate +13 pts, average engagement value up without extra delivery load. IT/MSP: Discovery script + 3-option proposals + security white paper. Sales cycle −21%, new MRR grew steadily.
Boutique Law:
Consultation flow + authority articles improved consult-to-retainer conversion; fewer discounts.
FAQs
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