A few winters ago, I was driving down I-29 in a brutal Midwest blizzard.
The kind where you can’t see more than a few feet and you’re just praying you can make it to the next exit before you slide off the road, or worse.
In those moments, you don’t look around — you look for the white line. That single white line on the edge of the road becomes your focus.
Ever since artificial intelligence (AI) became widely accessible and democratized just a couple of years ago, a wave of uncertainty swept across professional service firms. The prevailing concern was clear: Will AI replace us? Will clients simply turn to AI tools instead of hiring experts who have spent years mastering their craft?
Early in my consulting career, I noticed something odd—smart, capable consultants showing up like robots. Great résumés. Fancy decks. But no humanity. No warmth. No soul. I remember sitting in a room of very senior executives as a 22-year-old with what I thought was a dumb question. My internal monologue went like this:
Are you trying to impress your clients by doing more? It might be hurting your business and slowing your growth and scale journey.
Being called a vendor has always felt insulting to me. I’m talking with what I believe to be one of my great clients, and there it is; they refer to me as a vendor! I feel like someone has punched me in the gut. I start to get defensive in my mind, then I ask myself why they refer to me as that awful name? What I wanted from them is to call me “partner.” What am I missing? What are we doing wrong?
As the founder of a boutique professional service firm, navigating the complexities of Master Service Agreements (MSAs) is crucial for safeguarding your firm’s interests and fostering sustainable client relationships. However, too often, vital components are overlooked in these agreements, potentially leading to misunderstandings, strained relationships, and lost revenue. To ensure you’re fully protected and positioned for success, let’s examine the three most commonly neglected elements in MSAs.
In the dynamic world of boutique service firms, leveraging the expertise of independent contractors is a widespread practice. It’s a mutually beneficial relationship that allows firms to flexibly scale their services and contractors to enjoy the autonomy of freelance work. However, to navigate this cooperation successfully and legally, a well-structured contract is indispensable. This necessity is twofold: compliance with the Internal Revenue Service (IRS) regulations and the safeguarding of a firm’s intellectual capital.
Boutique firms often struggle to scale because they lose touch with what their clients truly need. Yesterday’s solutions may no longer be relevant today. Without a consistent way to listen and adapt, you risk missing valuable growth opportunities—or worse, becoming obsolete. Firms with strong Voice of Client programs deeply understand their clients’ needs, are able to uncover hidden revenue opportunities, and better develop targeted services that solve the problems clients value most.
Hopefully, you’re regularly talking to your clients—asking how things are going, what’s working, what’s not, and how your team is impacting their business. That kind of insight is gold. It helps you course-correct, tailor your services, and deepen client loyalty. But here’s the question most leaders forget to ask: Are you listening to your employees with the same intent and intensity?
If your consulting firm, marketing agency, or IT services firm is struggling to generate leads and close deals, the problem isn’t your expertise. It’s your positioning.
Too many professional services firms start with their services rather than the problem they solve, target a broad audience, and lack a compelling value proposition. This weakens their ability to sell effectively and compete against larger firms.