Industry Focus
Professional Services
Law firms, consulting agencies, marketing agencies, where growth often breaks delivery. We install utilization discipline, delivery playbooks, capacity planning, and a weekly operating rhythm.
Diagnostic
Common Constraints
These are the operational fractures we see most often. If three or more apply, a diagnostic call is worth 20 minutes.
Utilization is inconsistent, with some people overloaded and others underused
No capacity planning; you're guessing headcount needs
Delivery quality varies by team or partner
No SOPs, so institutional knowledge lives in a few people's heads
Pipeline is feast or famine with no forecasting discipline
Positioning is unclear, so you compete on price instead of differentiation
Implementation
What We Install
COO: Operating System
Resource allocation model and utilization tracking
Delivery playbooks with quality checklists
Weekly operating cadence with KPI dashboard
Capacity planning and forecasting
SOPs for intake, delivery, handoffs, billing triggers
Onboarding and performance frameworks
CMO/CRO: Revenue Engine
Positioning and differentiation in crowded categories
Pipeline system that supports utilization targets
CRM governance and stage exit criteria
Content strategy for authority building
Lead qualification and handoff process
Revenue team meeting cadence
Proof
Professional Services Firm: 40% Improvement in Utilization
Utilization increased from 62% to 87%
Delivery consistency improved across all teams
Partners freed up ~10 hours/week for business development
The Challenge
15-person firm with inconsistent utilization, no capacity planning, ad hoc delivery.
Our Approach
Built resource allocation model, delivery playbooks, weekly operating cadence with KPI dashboard.
Questions
Frequently Asked Questions
Do you work with law firms specifically?
Yes. Law firms, consulting agencies, marketing agencies, and accounting firms all share similar operational challenges around utilization, capacity, and delivery quality. We tailor the system to your specific workflows.
How do you handle billable vs. non-billable time?
We install utilization tracking that distinguishes billable, non-billable, and business development time, giving leadership visibility into where capacity is being spent and where the levers are.
What if we already have a project management tool?
We work with your existing tech stack. The goal isn't to replace tools, it's to install the cadence, processes, and accountability around them so they actually get used effectively.
Ready to Get Started?
Book a complimentary diagnostic call. We'll identify the top constraints and outline what happens next.