Step 1
Audit what actually happens
We work from the evidence rather than from anybody's opinion.
We do not ask your partners to describe how the firm wins work, because every firm describes a tidier version of itself than the one in the records. Instead we read the records: your last twenty opportunities, the proposals behind them, and which of those you won and lost.
Questions we answer
- Where did your last twenty pieces of work genuinely come from, rather than where everyone assumes they came from?
- How many first conversations turn into proposals, and how many proposals turn into signed work?
- Which activities produced a real conversation last quarter, and which merely filled a calendar?
- Can any spend or effort be traced to a client win, or is the link a matter of faith?
The red flags we look for
- Every partner describes the ideal client slightly differently, so the firm markets to nobody in particular.
- Referrals are treated as a strategy, when they are really a result you cannot control.
- There is no line anyone can trace from activity to conversation to proposal to win.

