The BrandPlan

Is this you?:

“We’re getting a bunch of tire-kickers and not enough serious prospects.”

“We need to find more good clients that see us as experts and not order-takers.”

“We need to grow out of our current niche and into some new opportunities.”

Many accountants, architects, attorneys, and engineers are finding new clients, but not necessarily the right clients. If you’re not attracting the clients you really love to work with, your Ideal Client, you’re probably not getting the work you want or the fees you deserve either.

The worst problem comes when you don’t really know why you aren’t attracting those ideal clients and ideal work. It really shouldn’t be that hard for them to understand what you do and the value that you bring to the work at hand… should it?

The thing is, you’re not alone. I know that over the course of my 20+ year career in firms I wasted a lot of time and resources pursuing the wrong clients and sometimes the wrong projects, not to mention wasted efforts not specifically designed to attract ideal clients.

That’s why I created the BrandPlan so that I could help professionals, like you, adjust their focus and dial in their efforts to attract ideal clients, ideal projects, and profitable fees.

The Brand Plan is simple. It’s not that different from going to a fitness trainer. If I were to boil it down to 4 steps it would go something like this.

  • Step 1: Goals - Who are you currently trying to work with and what do you do for them?

  • Step 2: Assessment - What do your current prospects really see and hear and what does it mean to them?

  • Step 3: Analysis - Where are your current opportunities, which are most profitable, where are you missing the mark?

  • Step 4: Plan - Develop a clear plan to attack the intersection of your best clients, best projects, and best opportunities.



Get your BrandPlan now.

Ditch the tire-kickers in favor of the Ideal Clients.

Stop projecting your firm as order takers and become the expert, trusted advisor.



Obviously, the decision is up to you and you could decide that everything that’s happened, everything that led you to look for a solution, has just been an anomaly. You could decide that the next 12 months will somehow be better. You could decide to keep looking; keep researching. Maybe, after some more time, you’ll find the course, the consultant, the framework that you’ve been looking for.

But, you know that movement in a positive direction is progress and progress is what you need right now.

What would your next 12 months look like if you changed from wasting your time with people shopping fees and looking for order-takers to consistently landing new opportunities with ideal clients? What if you could make that change starting right now? The BrandPlan makes that possible.



Get your BrandPlan now and focus all your time and resources on attracting your ideal clients, ideal projects, and profitable fees.



Here’s how it works:

  1. Book a BrandPlan.

  2. Complete our 3-hour BrandPlan session.

  3. Change your future with BrandPlan in hand.