Category: Pro Serv Videos

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Crafting the Perfect Ideal Client Profile for Your Pro Serve Firm

Crafting the Perfect Ideal Client Profile for Your Pro Serve Firm

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To understand what services your clients might need, you have to know who they are. So how do you craft the perfect ideal client profile for your professional services firm?

This video explores the main components of an ideal client profile, how to craft the right client profile for your firm, and critical steps for putting it into action.

In this video, you’ll learn about:

    • The demographic profile of your ideal client
    • The psychographic profile of your ideal client
    • Shaping your ideal client profile as you scale your business
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Do You Need to Make a Pivot? Clues to Watch For

Do You Need to Make a Pivot? Clues to Watch For

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What does value proposition actually mean? And how do you know if you need to make a value proposition pivot? In this video, we’ll discuss value proposition and signs it may be time to pivot.

We also share a formula for value proposition and examples of effective action based on the signs.

In this video, you’ll learn:

    • How to calculate your value proposition
    • 6 clues that you need to make a value proposition pivot
    • A checklist to follow when making a pivot
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3 Metrics You Must Master If You Want to Sell Your Firm

3 Metrics You Must Master If You Want to Sell Your Firm

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So you want to sell your firm one day? Then there 3 metrics you have to pay close attention to. And when it comes time to sell, you can expect these metrics to come up.

This video explores each of the metrics and provides benchmarks to aim for before selling your firm.

In this video, you’ll learn:

    • 3 metrics you must master before you sell your firm
    • How to calculate for those metrics
    • Benchmarks to aim for based on these metrics
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Brand Building Checklist: 10 Questions You Need to Ask Yourself

Brand Building Checklist: 10 Questions You Need to Ask Yourself

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When it comes to creating a professional services brand, your goal is to help potential clients realize the solution to their problem is your service. You need to be able to describe the problematic status quo to the opportunity-filled future. But what does that look like?

This video highlights 10 questions you should ask yourself when building a brand for your firm. We also reveal why these are important questions to consider and how to put them into practice.

In this video, you’ll learn:

    • 10 questions you need to ask yourself when building a professional services brand
    • How to strategically use the information you gather
    • Why you need these questions to help build your brand
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How to Use Brand Building to Gain an Unfair Advantage in Your Niche

How to Use Brand Building to Gain an Unfair Advantage in Your Niche

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One of the challenges niche professional services firms often struggle with is awareness. Branding can help you raise awareness for your firm. But should it be a priority? And how should you go about it?

Join us as we unravel 4 types of brands you should care about and how they can impact your professional services firm. We’ll also share examples, explore key opportunities, and highlight reasons you may not need to worry about branding.

In this video, you’ll learn:

    • 4 types of brands you should care about
    • How to use each type of branding to raise awareness
    • When branding should become a priority for growth
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Strategic Market Selection: 9 Questions to Ask to Avoid Costly Pivots

Strategic Market Selection: 9 Questions to Ask to Avoid Costly Pivots

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If you choose a market that’s too small, you limit growth opportunities. But if you choose a market that’s too big, you can become invisible to your clientele. So how do you choose the market you want to participate in? 

In this video, we explore 9 important questions to consider when selecting a market. We also share examples, identify how to effectively put these questions to use, and offer specific insights to help you understand your position. 

In this video, you’ll learn:

    • 9 questions you need to answer when selecting a market to participate in
    • How to identify where there’s opportunity for growth
    • Mistakes to avoid in market selection
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The Pro Serve Founder’s Playbook for Giving Equity to Employees

The Pro Serve Founder’s Playbook for Giving Equity to Employees

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Equity splits need to be dynamic, not static. They need to be designed in a way that they can be changed as the structure of your firm changes. So what are the challenges you should be aware of, and how can you overcome obstacles along the way?

In this video, we explore alternatives to equity sharing that can still help you retain key employees. We also share a successful playbook that guides owners through a progression of bonus structures, profit sharing, and eventual equity splits throughout an employee’s tenure.

Join us to learn about:

    • Designing a dynamic equity split structure within your firm
    • The 7-step progression for giving employees equity
    • Incentive-driven alternatives to equity splits
    • The difference between creating wealth and creating income as an owner
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Narrowing Your Focus: The Key to Scaling Your Business

Narrowing Your Focus: The Key to Scaling Your Business

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Entrepreneurs are gifted with the ability to think broadly. But when it comes to scaling a firm, sometimes you need to narrow your focus. So how do you identify the best path forward?

Discover the key to scaling your business with the four-lens approach. Join us to uncover what each lens is, how to source information in a variety of ways, and why this process works.

In this video, you’ll learn:
– How to narrow your focus with the four lens approach
– Important questions to ask in each lens
– How to overcome scalability issues
– Why the four lens approach helps accelerate success

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Merging vs. Selling: 10 Roadblocks Founders Face when Exiting

Merging vs. Selling: 10 Roadblocks Founders Face when Exiting

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Are you on the brink of a successful exit but can’t get over the hump? Merging with another firm may be your best exit strategy.

This video dissects 10 roadblocks founders face when exiting and demonstrates how merging with another business could help alleviate some of those challenges.

In this video, you’ll learn:
– 10 roadblocks founders face when exiting
– How merging with another business can help you achieve a successful exit
– How to analyze the best options for your firm

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Will AI Put Professional Services Firms Out of Business?

Will AI Put Professional Services Firms Out of Business?

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We’re entering a golden era of professional services firms and demand for professional services firms is going to drastically rise.

Discover how to position your firm to help technology providers overcome their challenges and ride the wave of market adoption of artificial intelligence.

In this video, you’ll learn about:

    • How tech adoption can be mutually beneficial to tech providers and professional services firms
    • How professional services can help tech providers scale faster
    • Helping technology providers solve their problems
    • The way technology companies are valued

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