Service Offering Development Archives

Episode 139 – How to Use the Post Project Review to Scale Your Firm – Member Case by Nicole Merrill

Collective 54 / September 18, 2023

Listening to clients intentionally is a core competency for service firms attempting to scale. There are 5 listening techniques appropriate for a boutique service firm. They are: 1- client advisory board, 2- post project reviews, 3- client satisfaction program, 4- win loss program, and 5- conferences. In this session, we take a deep dive on #2 post project reviews. Learn what they are, why they are required, the benefits they produce, and how and when to perform them.

Pro Serv Podcasts

Episode 122 – How to Discover Why You Are Losing Deals, and What to Do About It – Member Case by Brady Jensen

Collective 54 / May 15, 2023

Win/Loss reviews are a powerful way to improve your sales results. Yet, most members are not doing them because they incorrectly think they are hard to do and require lots of time.

On this episode, Brady Jensen, Chief Executive Officer at Aggregate Insights, an expert in win/loss reviews will give members the method, tools, and templates to allow them to do this correctly, quickly, and cheaply.

Pro Serv Podcasts

Episode 113 – How a Regional IT Services Firm is Leveraging a Client Advisory Board – Member Case by Luke Johnson

Collective 54 / March 6, 2023

Boutique professional service firms need to listen to their clients intentionally. One effective way to do that is a client advisory board. On this episode, Luke Johnson, CEO & Co-owner at Katalyst shares how he launched a client advisory board recently. Luke shares the early benefits, some mistakes to avoid, and how, exactly, he runs his.

Pro Serv Podcasts

Episode104 – How a Mid-Western Social Media Agency Reached Scale Quickly By Launching New Services In A Crowded Market – Member Case with Beth Trejo

Collective 54 / January 3, 2023

Generating new revenue from existing clients is critical to scaling a boutique professional services firm. This requires developing new services based on the needs of your clients. On this episode, Beth Trejo, CEO + Founder of Chatterkick, takes us on a journey of launching a new service line. Beth shares how she identified the client need, validated the opportunity and launched the new service model.

Pro Serv Podcasts

Episode 73 – How a 63-Year-Old Ad Agency Stays Relevant by Launching New Service Offerings – Member Case with Marc Cooper

Collective 54 / May 9, 2022

In this podcast episode, we talk to Marc Cooper about how his ad agency implements new service offerings as part of a business scaling strategy.

Service Offering Development

Episode 139 – How to Use the Post Project Review to Scale Your Firm – Member Case by Nicole Merrill

Episode 122 – How to Discover Why You Are Losing Deals, and What to Do About It – Member Case by Brady Jensen

Episode 113 – How a Regional IT Services Firm is Leveraging a Client Advisory Board – Member Case by Luke Johnson

Episode104 – How a Mid-Western Social Media Agency Reached Scale Quickly By Launching New Services In A Crowded Market – Member Case with Beth Trejo

Episode 73 – How a 63-Year-Old Ad Agency Stays Relevant by Launching New Service Offerings – Member Case with Marc Cooper

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