Sales

Pro Serv Blogs

Execute for Success in 2026: Turning Plans Into Pipeline

If Part 1 was “plan via the journey” and Part 2 was “fund the journey,” Part 3 is about putting it all into motion. Planning and budgeting only matter if they lead to results. Execution is where growth happens or stalls.
By January, most firms have their plans and budgets approved. The question now becomes: how do you turn those plans into measurable progress your executive team can see by the end of Q1?
From May through August, most executive teams, whether at brands or professional services firms, are knee-deep in building strategies and budgets for the coming year. But many are using outdated models: departmental budgets created in isolation, growth projections rooted in past performance and plans that treat customer experience as a byproduct rather than a priority.

Pro Serv Blogs

Why Q1 (2026) Success Starts in December — Not January

Most boutique firms don’t lose momentum in March or April.
They lose it in January.
Research from Gartner shows that 67% of annual plans fail by the end of Q1, often because teams enter the new year without clarity or focus. And Harvard Business Review reports that 85% of leadership teams spend less than one hour per month discussing strategy, which means many firms start January reacting, not executing.

Pro Serv Blogs

AI and the New Leverage Model for Professional Services

For decades, the economic engine of professional services was built on one deceptively simple concept: leverage.
David Maister popularized the term in his classic book Managing the Professional Service Firm. His formula was clear: the more junior professionals a partner could supervise and bill, the greater the profit per partner. The model worked brilliantly for the industrial era of expertise, when value creation depended on human effort.

Pro Serv Blogs

Founder Dependency: AI Will Replace You Faster Than You Think

For decades, professional services firms have survived, and even thrived, on founder dependency. The founder was the rainmaker, the strategist, the client-saver. Clients bought you. Deals closed because of you. Delivery worked because of you. In Era 1 and Era 2, this model slowed scale but didn’t always kill you. You could grind harder, hire around the edges, and keep going.

Pro Serv Blogs

The SBI Mafia and the Collective 54 Mafia: A Legacy of Professional Services Excellence

When I was growing up, I watched my uncle, Greg Alexander, do something remarkable. He didn’t just build a successful consulting firm. He built a launchpad.
Sales Benchmark Index, SBI, started as a professional services firm dedicated to sales effectiveness. But over time, it became much more than that. It became a proving ground for ambitious professionals who would later lead and found some of the most respected firms in the consulting industry.
And yet, very few professional services firms do it well (or at all).