You're here from Phil's email. Here's how we found you: the same kind of search we'd run to find your customers.
Picture your pending list on Monday: every proposal has a check-in out in your firm's name, on-hold projects have a date to revisit, and past clients hear from you before their next project goes out for proposals.
We follow through on proposals you've already sent, check in on projects marked on hold, and reconnect with past clients, all in your firm's name with wording you approve. No cold calling your clients. No RFP hunting. Outreach to new firms comes only after those two are running.
About two hours to start, as a target: a 30-minute review, a 60-minute kickoff and 30 minutes approving messages. Your project managers stay on billable work. The one-page weekly numbers report is rolling out.
Run the four checks below on your own numbers, then bring them to a 30-minute review. If there's nothing worth fixing, we'll say so.
The work is good. The leak is that nobody owns the follow-up once the PM who wrote the proposal is back on billable work.
"We sent the proposal and never heard back."
"That project went on hold."
"We haven't heard from them in a while."
"Our work comes from relationships."
Four checks from your project system and accounting. No call, nothing to send us.
Write the number next to each. If two or more surprise you, bring them to the review.
Your numbers, where revenue is lost. You decide if it's worth fixing.
Who your best customers are, access to your calendar and customer list, and who takes the calls.
We write them in your name. You read them and say yes or change them.
One page a week: answered, followed up, held, signed. The page itself is being built now.
These times are our target, not a promise. We confirm yours on the review.
A 30-minute look at your own numbers. If there's nothing worth fixing, we'll say so and end early.