the boutique Archives - Page 8 of 18

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 138 – Journey Maps: What Are They, How Are They Used, and Why Every Professional Service Firm Needs Them – Member Case by Miles Kailburn

Collective 54 / September 11, 2023

Quality work is table stakes, not a competitive advantage. Lots of firms deliver quality work and many clients cannot tell the difference between great work and average work. In contrast, the client experience is a powerful differentiator. Very few firms can deliver an outstanding client experience consistently. Those that can scale. The tool they use to do so is called a journey map. Attend this session and learn what a journey map is, and how to create and use them effectively.

Pro Serv Podcasts

Episode 137 – How a Fast Growth Service Firm Formalized Goal Setting to Get Focused – Member Case by Jason Mills

Collective 54 / September 4, 2023

A strategy defines who you serve, what you do, how you do it, and how you do it differently. And a strategy begins with a clear set of goals. In this session, learn how a boutique adopted a formal goal setting methodology, called OKRs, to get focused on what matters most.

Pro Serv Podcasts

Episode 136 – Why Podcasting Should be Part of a Professional Service Firms Marketing Mix – Member Case by Tom Schwab

Collective 54 / August 28, 2023

Podcasting is a perfect marketing channel for boutique professional service firms. It allows a firm to authentically connect with its target market at scale cost effectively. Yet, many members are not taking advantage of this tool. This session will teach members how to leverage the podcasting channel to grow their firms.

Pro Serv Podcasts

Episode 135 – How a Founder of a Consulting Firm Generates 98% Employee Retention by Deploying a Blame Free Culture – Member Case by George Jagodzinski

Collective 54 / August 21, 2023

As a firm scales, bureaucracy creeps in and slows the growth trajectory. Culture is a substitute for bureaucracy, and it allows a boutique to retain its identity as it scales. In this session, members will learn how a founder built a powerful culture with a fully remote work force, and how it led to outstanding business results.

Pro Serv Podcasts

Episode 134 – How to Capitalize on the Shifts in Labor Cost Across the Globe – Member Case by Satyam Kantamneni

Collective 54 / August 14, 2023

Offshoring, or Nearshoring, is a proven method for founders to earn more. However, in a post pandemic world the acceptance of remote work has increased, and this has had a profound effect on labor costs across the globe. On this session, Collective 54 member Satyam Kantamneni shares how the cost per hour shifts by location, and how to take advantage of the opportunities being created.

Pro Serv Podcasts

Episode 133 – From Stuck to Unstuck: How a Founder Transformed a Lifestyle Business – Member Case by Jamey Harvey

Collective 54 / August 7, 2023

Collective 54 member Jamey Harvey has doubled revenue and tripled margins in 18 months. This session shares how he did it by implementing the Boutique Framework, in its entirety, instead of one idea at a time. Hear how this remarkable entrepreneur went for it and won.

Pro Serv Podcasts

Episode 132 – How Psychometric Talent Assessments Should be Used by Boutique Professional Service Firms – Member Case by Ted Jackson and Dr. Julie Carswell

Collective 54 / July 31, 2023

Pro serv firms are people driven businesses, therefore, getting the people decisions right is mission critical. As a result, many members are using assessment tools, or have in the past. However, the results have been mixed. In this session, learn from a PhD in organizational psychology how to improve the results you are getting from assessment tools.

Pro Serv Podcasts

Episode 131 – Why a Merger of Equals Might Be Your Best Exit Strategy – Member Case by Jonathan Wilson

Collective 54 / July 24, 2023

Some members want to exit, but they cannot. The reasons are many. For example, insufficient EBITDA, high client concentration, over-dependence on a founder, and many others. The journey to fix these issues is clear but can take many years and millions of dollars. And for some, this is unattractive. An alternative is a merger of equals. Attend this session and learn from the discussion with Collective 54 member Jonathan Wilson, President & Chief Value Creator at Dubb Value Creation, on how a merger of equals can convert an unsellable boutique into an attractive firm for many acquirers.

Pro Serv Podcasts

Episode 128 – How to Begin Building a Sales Team with Fractional Sales Talent – Member Case by Dan Morris

Collective 54 / June 26, 2023

Scaling boutiques need to build a sales team yet delay doing so because of the perceived risk and expense. In this session, member Dan Morris shows us how to reduce the risk and ease into it by leveraging fractional sales leadership. Most boutiques use fractional finance, HR, IT, and Legal executives and it may be time for you to deploy the same approach to sales.

the boutique

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

Episode 138 – Journey Maps: What Are They, How Are They Used, and Why Every Professional Service Firm Needs Them – Member Case by Miles Kailburn

Episode 137 – How a Fast Growth Service Firm Formalized Goal Setting to Get Focused – Member Case by Jason Mills

Episode 136 – Why Podcasting Should be Part of a Professional Service Firms Marketing Mix – Member Case by Tom Schwab

Episode 135 – How a Founder of a Consulting Firm Generates 98% Employee Retention by Deploying a Blame Free Culture – Member Case by George Jagodzinski

Episode 134 – How to Capitalize on the Shifts in Labor Cost Across the Globe – Member Case by Satyam Kantamneni

Episode 133 – From Stuck to Unstuck: How a Founder Transformed a Lifestyle Business – Member Case by Jamey Harvey

Episode 132 – How Psychometric Talent Assessments Should be Used by Boutique Professional Service Firms – Member Case by Ted Jackson and Dr. Julie Carswell

Episode 131 – Why a Merger of Equals Might Be Your Best Exit Strategy – Member Case by Jonathan Wilson

Episode 128 – How to Begin Building a Sales Team with Fractional Sales Talent – Member Case by Dan Morris

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