For mission-driven consulting firms

The 6-Month Revenue Engine

Build the foundation your growth goals need.

Book your strategy call See how one firm won 44% more engagements per month
Emily Kohler laughing, seated cross-legged on the floor with her arms open wide

Who it's for

This engagement is for mission-driven consulting firms with 5 to 50 consultants that want to:

  • Forecast from an accurate pipeline
  • Sell with one consistent process
  • Increase their win rate
  • Expand work with existing clients
  • Grow beyond referrals

How it works

  1. Weeks 1 to 2

    Align

    Agree on goals, audit your CRM and set a baseline.

  2. Months 1 to 3

    Build

    Build the reports, pipeline and sales process, starting with inbound.

  3. Months 3 to 6

    Coach and activate

    Coach on live deals, launch outbound and nurture, and review results.

Built for inbound, outbound and nurture

When all three run on the same foundation, growth stops depending on any one of them.

Inbound

Work that comes to you

Every referral and inquiry gets followed up, and more of them turn into engagements.

Outbound

Work you go after

You start conversations with the organizations you most want to work with, before they go looking.

Nurture

Relationships you build over time

You stay in touch with qualified organizations whose timing or budget isn't right yet.

Many consulting firms rely on inbound as their main driver of growth. The goal of this work is to strengthen that channel while adding strategic outbound and nurture.

What's included

Data

Your current CRM set up around the services you sell, plus the reports leadership needs and a monthly readout on what the numbers mean.

Process

Clear deal stages, stalled-deal alerts and one path from proposal to close.

People

Weekly working sessions and 1:1 coaching for your team.

Results

From one client engagement, Q1 to Q3 2026:

55%

growth in signed contract value

44%

more engagements won per month

37% → 48%

win rate

How we measure success

Before we start, we agree on your growth goals and choose metrics to measure results, such as:

  • More engagements won each month
  • A higher win rate
  • Fewer deals stuck in the pipeline
  • A CRM your team keeps up to date
  • Proposals followed up on time
  • Number of new conversations with past clients and lost deals
Emily on a leather sofa, gesturing mid-conversation

What it takes from your team

  • LeadershipA one-hour working session every week for all six months. This is where we set priorities, review the numbers and make decisions.
  • Whoever manages your CRM or proposalsWeekly hands-on training to run the new process with confidence.
  • Your consultantsCoaching on live deals and working sessions, starting in month 3.

We set the exact schedule in the first two weeks, based on your team's needs.

Questions

What does it cost?

Pricing is shared during a strategy call.

Do you sell for us?

No. Your consultants keep the relationships and close the work. I build the process and habits around them.

What CRM do you work in?

I specialize in HubSpot and also work in Salesforce, ActiveCampaign and Pipedrive.

What's not included?
  • Closing deals, full-time sales coverage or SDR work
  • A full CRM overhaul or move to a new CRM
  • Contact enrichment
  • Marketing content, website work or design
What happens after six months?

By month six, your team is running the system on its own. If you'd like more support after that, ongoing coaching is available.

Your next stage of growth starts here.

Book your strategy call