In the boutique consulting world, you hire the best minds, wrap them in a methodology, and sell their time as the delivery vehicle for specialized knowledge. At SureStep, we spent 15 years doing exactly that—providing high-level GRC and technical expertise to companies around the world.
Every January, I find myself making some version of the same promises. This is the year we grow faster. This is the year we get more disciplined. This is the year the business finally feels like it’s running instead of being carried.
You have built something real with your hands, mind, and will. Few people truly understand what that requires. You do, because you lived it.
Our winter holiday season has almost passed us by, and hopefully some of us got to enjoy the time with family and friends over stories, laughs, good food and some much-deserved rest. Even though the holiday starts with Thanksgiving (although my wife would say it really starts with Halloween, her favorite holiday), and turkey and stuffing is well since in the rear-view mirror, let’s not forget what the intent of the Thanksgiving holiday is. Let’s try to actively remember the intent of that holiday every week.
Most professional services firms don’t lose because they lack strategy. They lose momentum—often before the year even begins.
For CEOs, this shows up in familiar ways: leadership teams stuck in planning mode, decisions deferred until January, and organizations waiting for “clarity” while the market moves on. By the time the year officially starts, speed has already been lost.
As the co-founder of a consulting firm that has spent years inside boardrooms, C-suites, and crisis war rooms, I’ve learned that the quickest way to lose credibility with an enterprise client is to show up selling services. The quickest way to earn lasting trust? Start with their strategic plan.
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.
The platform feels broken, but pulling back might be the bigger mistake. A marketing director told me last week that her team constantly asks themselves about “the true and current value of LinkedIn.” Her team is still posting, still investing time, still showing up consistently. But internally, the conversation has changed. They used to ask, “How do we do more on LinkedIn?” Now they ask, “Should we keep doing this at all?” Every planning meeting circles back to whether the investment makes sense.
I was going to write this post about the importance of customer experience in professional services. Over the past few days I had prepped for this by working with Claude on concepts, outlines and drafts and was going to reference that chat this morning to finalize the piece. Upon firing up my browser to got to Claude’s website I got this error:
Every leader who’s flown a kite understands the paradox: grip the string too tightly and you’ll snap it; let it go slack and the kite plummets. The same delicate equilibrium defines every thriving professional services firm. Too much internal tension creates rigid hierarchies, excessive oversight, competing agendas left to fester which result in your best people burn out or break away.