Business development and marketing for consulting and advisory firms, run for you by Jose Baptista.
Book 15 minutes
Jose Baptista has spent more than 20 years in strategy, business development and marketing at Booz & Company, PwC, HUGE and Havas, and as CMO of a Nasdaq-listed company.
He has worked with:
More than $40M in new business won for Booz & Company, PwC and HUGE.
47% Revenue growth as CMO of a Nasdaq-listed company.
When partners are busy with clients, business development slows down. We run it for them, in three parts.
01Strategy
We find which clients, relationships and services are worth the most to your firm. It starts with a few short conversations with your partners. We then study your market and competitors and agree with you on two or three priorities and a 90-day plan, renewed each quarter.
02Expertise
Your partners have the ideas, not the time to write them down. We draw them out, add research and turn them into articles and short pieces to share with clients, in their voice, once approved. We also make your partner profiles and case studies reflect the quality of your work.
03Relationships
Past clients and referrers keep hearing from your partners, in a few notes we write each week, ready to send. Before important calls, a one-page brief: the history, what’s changed, where you could help. First drafts of proposals in days, refined together. And outreach in your name, if you want it.
How it works
Once a week, your partners get a short list of what’s ready: a proposal, a note, an article. They approve it or ask for changes. Nothing goes out without their yes.
Approve each one, or ask for changes.
Proposal Relationships
The proposal for Tuesday’s call, ready to send.
ApprovedFollow-up Relationships
A note to a past client whose company just named a new CEO.
ApprovedArticle Expertise
Your piece on integration after a merger.
ApproveAlso inside: a one-page brief for Thursday’s call.
“His work is opening up new buying centers for the firm and showcasing our capabilities to new clients.”
“Within a month we had a site that looked and performed like the company we are. Then he built the systems around it that let us scale: a steady flow of content in our voice, and outreach that brings customers back. We got a CMO and a build team in one person.”
“His engagement at such clients as Allstate resulted in direct follow-on work.”
“He was able to quickly grasp the context of the clients and their challenges and put together compelling and comprehensive proposals on how we would approach the work.”
Grow with the clients you have.
$15,000 a month
For firms $5M+ in revenue
Reach clients who don’t know you.
$25,000 a month
For firms $10M+ in revenue
Shape the agenda in your market.
$50,000 a month
For firms $20M+ in revenue
Three months to start, then no lock-in. You stay because it’s working, not because you’re stuck.
Jose Baptista
Founder
A short call to see whether we should work together.
We talk about your firm, how new work comes in today, where you want to grow, and what’s in the way. Then we see whether, and how, we can help.
If there’s a fit, a short proposal to share with your partners.