For Growth-Stage Companies & Professional Services Firms
Your best BD asset is
walking out at 6pm.
Partner relationships built over 20 years. Zero infrastructure behind them. We embed inside your organization to build the systems, technology, and marketing leadership that make growth repeatable — not dependent on who walks into which room.
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$10M–
$200M revenue range where this creates most impact
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90
Days to a functioning revenue infrastructure from a standing start
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38%
Lead-to-client conversion rate achieved through journey architecture
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0
Agencies. One operator embedded. Accountable to your numbers.
The problem
Professional services firms don't have a talent problem. They have a systems problem.
In most law firms, accounting practices, wealth management firms, and growth-stage companies, business development is a heroic individual act. A rainmaker retires and takes a book of business with them. A lateral hire underperforms because there's no infrastructure to plug them into.
The problem isn't the people. It's that no one has ever built the system behind them. No client intelligence program that tells you which relationships are at risk. No demand infrastructure that extends producer visibility beyond their immediate network. No attribution model that connects marketing spend to originated revenue.
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BD lives in partners' heads
Relationships, pipeline, and institutional knowledge are tied to individuals. When they leave, retire, or disengage — the book walks. No system, no continuity, no compounding.
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The CRM nobody uses
Most firms have a CRM. Almost none have adoption. Because the system was built to serve reporting, not the people who use it. It extracts information instead of providing it.
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Laterals underperform their potential
You hired them for their book. But without infrastructure to cross-sell, expand relationships, and integrate them into firm-wide BD — they're producing at a fraction of their capacity.
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Positioning that blends in
In a market where every firm leads with "trusted advisors" and "client-centered service," differentiation isn't optional — it's existential. Clients make choices on something. You should own it.
An operator vs. an advisor
We don't just advise. We operate.
What you're hiring today
An agency that delivers a strategy deck
Brand guidelines in a PDF. A website refresh. A content calendar that ran for six weeks. Deliverables filed and forgotten because nobody owned the execution. The firm moves on and the investment produces nothing measurable.
What changes with RSP
An operator embedded in your firm
Working alongside your managing partner, executive director, and practice group leaders. Designing, building, and operating the systems that make BD a firm-wide capability — not a partner-dependent variable. We own outcomes. Not deliverables.
What We Build
Four things we actually build inside your firm.
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Business Development Infrastructure
Most firms have a CRM nobody uses and a BD process that lives in partners' heads. We design the system: client segmentation, relationship health scoring, pipeline tracking, cross-sell triggers, and the dashboards that make BD visible at the firm level — not just the individual level.
CRM workflow design partners actually adopt
Pipeline tracking and opportunity scoring
Cross-practice expansion and lateral integration playbooks
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Client Intelligence & Experience
You're sitting on years of client data and collecting almost none of it intentionally. We build client listening programs — relationship NPS, closed-loop feedback after matters close — and connect those insights to retention strategy, cross-practice expansion, and capital allocation.
Client feedback programs: T-NPS, R-NPS, qualitative research
At-risk relationship identification before clients leave
Insight-driven investment prioritization and service development
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Brand Architecture & Market Positioning
We build positioning systems grounded in what your actual clients say about you, what your best competitors own, and where the white space is. Then the go-to-market strategy to hold that position across digital, thought leadership, and lateral recruiting narrative.
Differentiated positioning beyond "trusted advisors"
Practice group-level messaging architecture
Competitive intelligence and white space analysis
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Fractional CMO / Chief BD Officer
Your firm needs senior marketing leadership but isn't ready — or doesn't want — a $400K full-time hire. We embed a seasoned revenue executive 2–4 days per week to own strategy, manage vendors, align the team, and report directly to the managing partner or executive committee.
Full marketing strategy ownership: brand, demand, analytics
Executive committee integration and board prep
Build the team and systems that outlast us
Track record
Results from financial services — a relationship-based, regulated sector that mirrors professional services dynamics closely.
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$1.73B
Pipeline built
Attributable demand infrastructure built from a standing start. 2025 Wealthies Digital Campaign of the Year.
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38%
Lead conversion
From a starting point of 28% — driven by journey architecture and marketing-to-sales alignment with shared accountability.
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+266%
Organic web traffic
Demand infrastructure and content tied to commercial intent — built to compound without agency dependency.
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125%
Lead capture
Through funnel architecture redesign and conversion optimization — without increasing media spend.
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80+
Person org led
Global marketing organization managed as de facto CMO. Enterprise rigor applied at growth-stage speed.
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15+
Years operating
Cetera, Petco, Aflac, Franklin Templeton. Revenue infrastructure across regulated, data-intensive environments.
Who we work with
Built for firms at the inflection point — where referrals alone no longer sustain growth.
Law Firms
Regional and boutique practices scaling past founder-led BD. $10M–$200M revenue. The moment when partner origination has been the primary growth engine but lateral hiring, practice group expansion, or competitive pressure requires something more systematic. We build the infrastructure that makes great lawyers more effective — not busier.
Accounting & Advisory
CPA and advisory firms expanding service lines or geographies. The compliance anchor is retention. The advisory growth opportunity requires a completely different BD motion — one built on thought leadership, client intelligence, and proactive relationship expansion. Most firms know this. Few have built it.
Wealth Management
RIAs and broker-dealers navigating succession or consolidation. Advisor-led growth is replicating the same pattern as partner-led law firm growth — relationship-dependent, not infrastructure-driven. We've built revenue systems inside financial services at scale. We know this business at a structural level most marketing firms don't.
Growth-Stage Companies
$20M–$150M companies that have raised capital and need marketing to scale. Founder-led or informal marketing has stopped compounding. There's no attribution model, no demand infrastructure, and no one who owns the connection between marketing spend and revenue. That's the problem we solve — in 90 days.
Engagement models
Start where it makes sense for your firm.
Entry Point
Revenue Diagnostic
A structured assessment of your revenue engine: marketing leadership gaps, tech stack health, client intelligence maturity, revenue attribution capability, and BD infrastructure. Scored report with prioritized roadmap. Most firms use this to build internal alignment before committing to a longer engagement.
$5,000 – $10,000
1 week · Deliverable on Day 7
Most Common
Fractional CMO / Chief BD Officer
Embedded senior leadership, 2–4 days per week. Full ownership of marketing and BD strategy, technology, vendor management, and team development. Reports to the managing partner or executive committee. Build the systems that sustain after we leave.
$10,000 – $20,000 / month
Minimum 6 months
Project-Based
Defined Scope Engagements
Clear deliverables, 4–12 weeks. Brand positioning and messaging architecture, BD system design, client experience program launch, go-to-market for new practice groups or service lines, lateral integration playbooks.
$15,000 – $75,000
4–12 weeks · Fixed fee
Start here — free, 5 minutes
Find your gaps before you commit to anything.
Most firms don't know exactly where their revenue infrastructure is breaking down. The Revenue Diagnostic scores your firm across five dimensions — marketing leadership, BD infrastructure, client intelligence, brand positioning, and analytics — and tells you exactly where to start. Free self-assessment. Instant personalized results.
Free · 5 minutes · Instant results
If BD still lives in your partners'
heads — that's the problem we solve.
Start with a Revenue Diagnostic. One week. Full picture of where your firm stands and exactly what needs to change. We'll tell you honestly whether we're the right fit.
$5,000–$10,000 · 1 week · Or take the free self-assessment first →