Revenue systems for firms that are great at the work and inconsistent at the business development around it.
Most boutique firms don't have a lead generation problem. They have a follow-up problem, a conversion problem, or a system problem. Usually all three. We install the infrastructure that turns scattered activity into a disciplined revenue process.
Four things every boutique firm needs and almost none have.
Clear targeting
A defined ideal client profile that lets you build lists, tailor messages, and stop wasting time on prospects who were never going to convert. Most firms describe their ideal client in adjectives. We define them in operational terms.
Disciplined follow-up
The money is in the follow-up. Everyone says it. Almost no one does it. We install the cadence and the tooling that makes it happen without depending on memory or willpower.
Conversion infrastructure
Generating meetings is one skill. Converting them is another. Most agencies stop at the meeting. We coach the conversion process so the meetings you do get actually become clients.
Documented operating system
Every engagement leaves you with a structured operating record of your own thinking. Decisions logged with reasoning. Methodology made visible. The substrate that makes everything else compound.
Most firms are either ignoring the AI shift or chasing every new tool.
Both fail for the same reason. The question isn't which tools to use. The question is what your business needs to be doing differently. We work backwards from that. Tools come last.
The firms that will compete in the next decade aren't the ones with the most automation. They're the ones whose operations are legible enough that any tool, any team member, any future system can read them and act on them.
That's not an AI pitch. It's an autonomy pitch. AI is the current best leverage. When something better comes along, we swap it in. The infrastructure is what lasts.
Two phases. Diagnose first, then execute.
Discovery
Understand your firm, your placements or clients, your ideal market, and what's worked or hasn't.
Diagnosis
Identify the highest-leverage verticals from your own history. Define the ICP per vertical operationally.
Blueprint
Build the campaign, messaging, and infrastructure plan you need to execute against.
Setup
Optimize your LinkedIn presence, build the messaging templates, and prepare the contact strategy.
Decision
You decide whether to retain us for ongoing execution. No obligation. Phase 1 stands alone.
Phase 1 is six weeks, $4,000 flat. Phase 2 is monthly execution at $3,000/month with no minimum term. Most clients do both. Some do only Phase 1 and execute internally with the blueprint we built. Either is a valid outcome.
Working with us, in their words.
"Eric has been an invaluable part of our team. What sets him apart is how hands-on he is and his genuine desire to see us succeed. He takes the time to truly understand our business, then steps in to analyze what we actually need, not what's trendy or theoretical. He has a unique ability to identify our points of weakness and take ownership of those areas, allowing the rest of our team to stay focused on what we do best."
"They have done a fantastic job with my LinkedIn campaign, marketing efforts, follow-up, tracking, and so much more. They take the time to learn your industry, find out the pain points of your prospects, and craft messages that compel a response from the people you want as clients."
If your business development feels like it's held together by force of will, that's a system problem.
A 30-minute conversation will tell you which one is actually costing you the most.
Book a discovery call