Tech-Enabling Your PS Firm Before AI Does

Prospects have heard your Pro Serv firm is able to onboard & provide speed-of-light ROI to new customers… the service you provide is outrageously good, the value is far superior to established competitors & your own firm is humming like a well-oiled machine.

A LinkedIn video of a webinar recording you ran on Zoom, prompted a potential client to automatically book time in your calendar.

They were subsequently sent an automated email cadence of insights, leveraging your existing content, but specifically for their buying persona, industry & job role.

You may also be dabbling in Gen-AI to supercharge some of that content production… but right now, using tech to tighten internal processes is driving the most value.

So before you both join the discovery call, you’ve enriched their data & got a summary of their business from third-party tools.

You handle the discovery & rapport building yourself, but get an automated transcript and actions sent to the new lead, and their colleague who joined last minute.

Their details are stored in your CRM, and you share snippets from the video call with colleagues who you’re trying to elevate, by highlighting specific business development techniques you used.

Every week you run your sales pipeline call using automated reports. You’ve built a highly predictable marketing machine using automated emails, tech-enabled outbound & inbound motions.

Your bi-weekly ops review combines that pipeline data, live client work & your teams availability to automatically show where future pinch-points or cliff edges in supply vs. demand are appearing. 

A new joiner thinks they’ve got a better way of pricing & scoping work – but you’ve got years of data, showing them in seconds, which clients & projects are most profitable and successful. Thats saved cratering your margin & 100s of thousands in opportunity cost.

Your monthly finance meeting is a short, sharp metrics focused session, with up-to-date invoicing, cash, WIP & forecasts… Finance & Ops systems are synced – so you can sleep easy knowing your path to payroll, tax returns and EBITDA target secured.

Delivery teams focus on executing tightly defined SOWs & following documented processes… using templates to automatically track whether they’re on-time, on-budget & the client is consistently seeing value.

How did this happen? You enabled your people to leverage their core skills, by using technology to cut redundant or inefficient tasks, boosting your utilization, margin and EBITDA.

Penny-wise & dollar stupid competitors would look at your tech investments as cost, not methods & tooling to help you scale many times faster than they could.

And all of this is possible before we fully delve into AI… which is coming… and will only supercharge the tech enabled Pro Serv firm even further

Connect with me to explore how you can stay ahead and future-proof your Pro Serv firm in an AI-driven world.