How We Help

Services & Packages

Six core service areas. Three flexible engagement tiers. One goal: sustainable, repeatable growth for your firm.

What We Do

Our Core Services

Each service is designed to address a specific growth gap — and can be combined into a comprehensive engagement.

Fractional BD Leadership

The most impactful way to add senior business development capacity without the cost and commitment of a full-time hire. We serve as your embedded Head of Business Development.

  • Embedded senior BD leadership
  • Pipeline development & management
  • Team coaching & mentorship
  • Key relationship ownership
  • Lead weekly BD cadence with ownership and leadership
  • Coach professionals on BD conversations, introductions, and follow-through
  • No salary, benefits, or overhead

Growth Strategy & BD Planning

A custom roadmap built on your firm's strengths, market position, and growth goals — not a generic template. Delivered with a 90-day execution plan and measurable KPIs.

  • Custom growth roadmap & execution plan
  • Market positioning analysis
  • Ideal client profiling
  • Channel prioritization
  • Competitive landscape review
  • 90-day action plan with KPIs

Referral Growth & COI Development

Most professional services firms underutilize their referral potential. We design a systematic, intentional approach to building a referral engine that works without luck.

  • Intentional referral ecosystem design
  • High-value COI identification & prioritization
  • Mutual-value introduction strategy
  • Repeatable referral engine
  • COI relationship nurturing plan

Sales Process & Pipeline Accountability

The difference between firms that close business and those that lose it is almost always follow-up and structure. We install the systems to ensure nothing falls through the cracks.

  • CRM optimization & pipeline design
  • Follow-up cadence systems
  • Weekly accountability reporting
  • Full visibility on every opportunity
  • Opportunity stage management
  • Conversion rate analysis & improvement

Networking & Event Strategy

Attending events isn't enough. We create a deliberate strategy for which rooms to be in, who to meet, and exactly how to convert those introductions into relationships and revenue.

  • Right rooms, events & associations
  • Meaningful introduction strategy
  • Pre-event preparation & goal setting
  • Post-event follow-up sequences
  • Relationship nurturing that converts

Personal Brand & LinkedIn Positioning

Your prospects are searching for you before they ever call. We ensure what they find builds confidence, establishes authority, and draws them closer to a conversation.

  • LinkedIn profile optimization
  • Thought leadership content strategy
  • Visibility campaigns
  • Inbound opportunity attraction
  • Content calendar & posting cadence
  • Engagement and network growth strategy
Engagement Options

Our Service Packages

Three tiers designed to meet firms at different stages of growth readiness and engagement depth.

Growth Assessment

$7,000 – $10,000
For firms that want clarity before committing long-term.
  • Full BD & pipeline audit
  • Referral network & COI evaluation
  • Stakeholder interviews & competitive positioning review
  • Growth infrastructure gap analysis
  • Strategic recommendations report
  • 90-day action plan with KPIs

Sign on within 30 days of receiving your Assessment report and 100% of your Assessment fee is credited toward your first 6 months of engagement.

Growth Strategy & Accountability

$4,000 – $6,500 / month
For firms with people in place to execute, who need Karl's direction and structure to keep them accountable.
  • Monthly strategy sessions that set your team's BD priorities and direction
  • Your pipeline and referral activity reviewed against goals, not just tracked
  • A recurring cadence that keeps your team accountable between sessions
  • Coaching for your leadership on COI development and market visibility
  • Outside eyes on your messaging and positioning, refined through Karl's feedback
  • Scorecards and KPIs so progress is visible, even when Karl isn't in the room

Fractional Growth Leadership

$7,500 – $12,500 / month
For firms without a BD leader yet, who need Karl to fill that seat and run growth day to day.
  • Karl steps in as your embedded, fractional Head of Business Development
  • He runs your weekly BD cadence himself, not just advises on it
  • He builds and manages your pipeline day to day, hands on
  • He identifies referral partners and activates those relationships on your behalf
  • He represents your firm directly in strategic, market facing conversations
  • He owns the execution and the reporting, not just the recommendations
Why Fractional?

Full-Time BD Director vs. Fractional BD Advisor

Full-Time BD Director Fractional BD Advisor
Cost $150K–$250K+ annually (salary, benefits, bonus, overhead) $7,500–$12,500/month (no benefits, no overhead, cancel anytime)
Ramp-Up Time 3–6 months to recruit, onboard, and see initial results Immediate impact — experienced leaders ready to execute from day one
Risk High — long-term commitment with uncertain ROI; costly if it doesn't work Low — flexible engagement terms, proven frameworks, measurable outcomes
Expertise Limited to one individual's experience and network Access to 25+ years of BD leadership across multiple industries and networks
Scalability Fixed capacity — one person, one set of relationships Scalable — expand or reduce scope as your business needs evolve
Accountability Internal politics can dilute focus; hard to measure objectively External accountability with clear KPIs, pipeline metrics, and regular reporting

Get senior-level BD leadership at a fraction of the cost — with less risk and faster results.

Investment Details

Investment Structure

Service Investment Structure Timeline
Growth Assessment 50% due at signing, 50% due upon delivery. Full fee credited toward your first 6 months of engagement if you sign on within 30 days of delivery. Fixed 30–45 day engagement
Strategic Growth Advisory Monthly retainer, paid in advance Month to month, 30 days' notice to cancel
Fractional Growth Leadership Monthly retainer, paid in advance Three-month initial term, then month to month

Not Sure Which Package Is Right?

Start with a confidential conversation. We'll listen, ask the right questions, and help you find the best fit — no pressure, no commitment.