What does this cost, and how quickly will we see results from our Account Executives?›
Our fees run 60–70% less than a full-time sales manager's total compensation including salary, benefits, taxes, and overhead. Most clients see changes in team behavior and pipeline discipline within 60–90 days. Meaningful new client growth typically follows between 90 and 120 days, depending on your Account Executives' baseline capability and your firm's typical sales cycle. The longer-term ROI — a team that doesn't require you to be in every significant new account conversation — takes 12–18 months to fully build. That's the number worth focusing on when you're doing the math.
Our Account Executives know our service deeply. The challenge is getting them to actually go after new clients. Can you fix that?›
Yes — and this is exactly what we're built for. The problem in most professional services firms isn't that Account Executives can't deliver. It's that no one has ever built a clear expectation for how many new prospect conversations they should be having each week, documented it, and held them to it consistently. Once you define that expectation, track it, and coach reps on how to have those outreach and discovery conversations effectively, behavior changes. It's not about motivation — it's about structure and accountability. That's what we provide.
How long do we have to commit to this?›
We work month-to-month, the same way a full-time employee does. No annual contracts. That said, real change in a professional services sales team — getting Account Executives to consistently prospect rather than passively wait for referrals — takes 60 to 90 days to stabilize. The first 30 days are assessment and alignment. Results build from there. We've had clients engage us for three months and clients who kept us for nine years. Both outcomes were the right call for where those companies were.
What does a typical week look like once you're involved with our team?›
Every week we run a pipeline review with the team focused entirely on new account activity — which prospects are in development, which first meetings were completed last week, where proposals are sitting and why, and what outreach is happening with referral sources. Each Account Executive gets a monthly one-on-one to review their activity trends and get coaching on specific prospect situations they're navigating. We're also available between sessions when a rep needs a sounding board on how to handle a stalled opportunity or a tough prospect conversation. We work with the owner to stay aligned on goals and address the issues the team used to bring directly to them.
Is this the right fit for our firm's size and the way we sell?›
Our sweet spot is professional services firms with $3M–$20M in revenue and 2–8 outside Account Executives whose job is finding and closing new B2B client accounts — not just managing existing relationships. If your firm's new business comes primarily from partner rainmakers or passive referrals with no dedicated BD function, we're probably not the right fit and we'll tell you that honestly. We also don't fit firms where the "sales team" is technical professionals who sell when their client work allows. We serve firms with a dedicated outside sales function that needs a management structure around it.
We'd need you more involved than a few hours a week. We don't see how that actually moves our Account Executives to prospect consistently.›
This is the most important question you can ask, so we want to answer it directly. Our model is built on quality of structure, not quantity of contact. What we've found — including in a nine-year professional services engagement — is that a full-time manager checking in daily often creates dependency rather than accountability. Account Executives wait for the manager to keep them motivated rather than developing the habits that produce results on their own. What we build is a structure: documented expectations for new-account activity, a consistent weekly pipeline rhythm, and coaching Account Executives can own. If you believe your team needs daily presence to function, that's actually useful information — because it suggests the problem may be bigger than a sales management layer can solve, and we may not be the right fit. The firms that get the best results with us are the ones where the owner steps back and trusts the structure to do what a person can't.
How long before our Account Executives actually start behaving differently?›
Some behavior changes in the first 30 days once expectations are clear and people know they're being tracked. The bigger shift — Account Executives actively prospecting and initiating referral conversations rather than passively waiting for them — typically solidifies between 60 and 120 days. New clients from their efforts follow the behavior change, not the other way around. The timeline depends on how entrenched the current habits are, whether there's turnover to work through, and how fully the owner commits to stepping back. We'll give you an honest read on your team after the first 30 days.
Our growth comes from referrals. Will building a more structured sales process disrupt the relationship-driven way we've always grown?›
No — and referrals will remain your best source of new clients. What we build is a disciplined approach to referral generation, not a replacement for it. That means your Account Executives become intentional and consistent about asking current clients for introductions, cultivating their professional networks on a regular cadence, and following up on past referrals that went cold. We're not converting anyone into a cold-calling operation. We're building a referral engine your team works systematically — rather than whenever they happen to have a free hour. Every professional services firm we've worked with sees referral quality and volume improve once the team is actively managing the process rather than waiting for it to happen to them.