Professional services

Selling advice without sounding like a cold call

Professional services firms sell trust, and trust doesn't come from a script. It comes from a rep who can hold a real conversation about the client's problem before the partner gets on the call.

We staff closers and setters who read, who ask the second question, and who know when to hand over.

An advisor and business owner discussing a project scope.
The one thing a rep has to know

Partners hate selling and are bad at prospecting. The firm that gives its partners a full calendar of warm, researched conversations grows. The firm that asks its partners to cold call does not.

The buyers

Who buys, and what they care about

  • CEO / managing director

    Outcome, reputation, who else you've done this for.

  • CFO

    Fee structure and scope creep.

How long the sale takes

One to four months.

Where the leads come from

Accounts researched by trigger event: growth, regulation, leadership change.

Before the first call

What our reps must know

  • Asking the second question
  • When to hand to the partner
  • Framing fees as scope, not hours
  • Referencing proof without a case study
Questions

Questions about selling in professional services

  • Not ours. We recruit for the conversation, not the dial count. Listen to a call before you decide.
Next step

Get the number

Thirty minutes with Matt. Tell him what you sell and how many seats you're thinking about. He'll give you a figure, not a range.