Generate Leads For SAS 70 Certification
Challenge:
In the early years of Sarbanes-Oxley (SOX), many organizations never imagined the trickle-down effect its regulation would have on privately-held companies. Many organizations believed that SOX only pertained to the management of publically–traded companies. Many privately-held companies didn’t realize is that they too would be asked for SAS 70 Certification by their clients.
Social Capital Strategy Positions New Leader
Challenge:
A Kansas City-based consulting firm appointed a new president to succeed the company’s founder. The new president needed to quickly build a strategy to position herself as the new leader while assuring continuity of the brand with prospects and stakeholders. The brand message needed to be clear and credible.
Boost Brand Awareness With Prospects
Challenge:
This national consulting firm, focused exclusively on accounting firms was launched in 2005 by two of the most experienced M & A consultants in the country, the firm is enjoying steady growth by developing solutions for accounting firms wishing to expand through merger or acquisition, building succession plans and consulting for growth. The principals in the firm have closed over 900 transactions in this venture and their previous endeavors. Firm principals asked for outside marketing assistance to help them review current marketing activities and provide a fresh perspective on how they could improve lead generation and continue to build the firm’s brand. Although individually the principals are very well known in their market, they both felt they were ‘losing deals’ due to lack of brand awareness with accounting firm owners.
I bring a passion for working with professionals from engineers to attorneys to accountants. My clients are really smart, believe in serving their clients with authenticity and are open to new ideas. With three practicing attorneys in my family, I understand the dynamics and pressures that come with building a successful practice.
I love a good challenge. Marketing professional services ( “marketing and selling the intangible”) is just that. It’s about building relationships, trust and credibility while having a keen understanding when and why people buy and from you versus the competition.