Professional services marketing retainer that books qualified consults every month
One retainer that runs LinkedIn ABM, thought-leadership content, SEO, and paid media for accounting practices and consulting groups. Retainer tiers from $1,499 per month with quarterly reviews built in. Six-month initial term, then 30 days notice.
Three numbers every firm partner can hold us to
If any of these looks familiar, the free SEO audit names the fix and what it's worth before you spend a dollar.
Three outcomes every professional services retainer produces
Three numbers we sign against on every retainer. Each one is a launch criterion, not a hope.
Qualified inbound stops being a referral coin flip
LinkedIn presence, thought-leadership content, and search demand capture running from one plan. Consult requests come in weekly, tagged by source and fit.
Retainer close rate climbs because your site pre-sells expertise
Methodology pages, partner-byline content, and case-result one-pagers answer buyer questions before the intro call. Consults open warmer and close faster.
One professional services retainer lead, one monthly P&L view
You stop paying five vendors for five conflicting reports. One named lead owns the roadmap and shows up monthly with consult, retainer, and expansion numbers.
Four stages, every step ends in a sign-off
Fixed scope, fixed cadence, fixed accountability. Nothing moves to the next stage until your leadership signs off on the phase deliverable.
Full firm audit + HubSpot baseline
Site, LinkedIn presence, ad accounts, HubSpot or Salesforce data flow, and content library all audited against qualified consults booked. Written report with the top 3 revenue-moving fixes signed off by managing partner + ops lead before we spend a dollar.
12-month roadmap tied to practice group profitability
Quarterly roadmap sized against service-line profitability. Higher-margin work (tax advisory, transaction advisory, outsourced CFO) leads over commodity billable hours. Every quarter has a written pipeline projection so partners know what should hit the consults calendar.
Every channel running under one named lead
Google Ads, LinkedIn ABM, SEO, thought-leadership content, partner bylines, and email nurture all executed by a single accountable professional services retainer lead. No handoffs between agencies. No cross-team blame. One number to call.
Quarterly scale review
Weekly test cycles tied to HubSpot-verified consults booked. Quarterly review with managing partner + ops lead showing what consults drove, what signed revenue looks like, what next-quarter budget should be.
What you get from our professional services retainer every month
Five phases, every item listed. Fixed scope, defined deliverable per phase, written sign-off on the phase gate.
Full firm audit + HubSpot baseline in week one
Week one. Site, LinkedIn company page, ad accounts, HubSpot or Salesforce data flow, and content library all audited against qualified consults booked and signed retainers. Written report with the top 3 revenue-moving fixes signed off by managing partner + ops lead before we spend a dollar.
12-month roadmap tied to practice group profitability
Weeks 2 and 3 build a 12-month quarterly roadmap sized against your service-line profitability. Tax advisory, transaction advisory, and outsourced CFO lead where margin supports it. Every quarter has a written pipeline projection so partners know what should hit the consults calendar.
Every channel run by one named professional services lead
From month 1, Google Ads, LinkedIn ABM, SEO, thought-leadership content, partner bylines, and email nurture are all executed by a single named professional services lead. No handoffs between agencies. No cross-team blame. One number to call.
Weekly testing tied to HubSpot-verified consults booked
Every week, cross-channel testing runs against HubSpot-verified consults booked and signed retainers. Ad copy, landing page CVR, keyword targeting, review request timing, and nurture cadence all measured against the number that pays your bills.
Quarterly scale reviews tied to real revenue
Every 90 days, managing partner and ops lead review what consults drove, what signed revenue looks like, what next-quarter budget should be. Scale decisions grounded in your HubSpot and partner capacity, not agency spend targets.
- 3 GROWTH FIXES YOU CAN APPLY
- 6-MO INITIAL TERM
Four professional services retainer tiers for every firm stage
Pick the tier that matches your firm stage. The retainer runs a 6-month initial term, then rolls on 30 days written notice, and you can change tiers with 30 days notice. Ad spend billed separately at pass-through. Foundation from $1,499/mo.
6-month initial term. Rolls on 30 days written notice after. Ad spend billed separately.
Every retainer feature, tier by tier
HOVER ANY FEATURE FOR A PLAIN-ENGLISH EXPLANATION TAP ANY FEATURE FOR A PLAIN-ENGLISH EXPLANATION SCROLL THE TABLE SIDEWAYS FOR EVERY TIERContent + SEO+
Paid media+
Reviews + reputation+
Reporting + strategy+
Real firms, real numbers
Each one includes where the client started, what we changed and what happened.
CLIENT WORDS
Vendor and buyer leads went from unpredictable to a monthly forecast we could staff against. First agency that treated the CRM as the scoreboard, not the ad account.
Site, ads, and follow-up under one contract. Partner inquiries doubled without adding headcount.
Client retainers doubled without adding a single account manager. They rebuilt our funnel and the reporting dashboard sold itself on demo calls.
The team split our national spend by store catchment. Every location got its own landing page and creative. Booked eye exams up 47% inside two quarters with the same media budget.
Enterprise demo requests up 3.2x. First operator we have worked with who cared about the CRM number, not the ad account.
They cut wasted spend on non-buyer keywords and moved the budget to product-page campaigns. Blended ROAS climbed 40% in the first quarter.
Demos doubled in a quarter after the funnel rewrite. Nothing about the traffic changed. The pipeline math finally works.
Sign-ups tripled without adding ad spend. They rebuilt the checkout, fixed the pricing page, and the numbers moved every week.
The paid team ran an audit that found $18K/mo in wasted spend on brand terms we were already ranking for. Fixed inside two weeks.
Catalog ads at 5.8x where our old agency plateaued at 2x. Weekly notes tell us exactly what changed and what is next.
Asked by firm partners, answered
From real quote calls with accounting and consulting firm partners. Anything else, ask on the strategy call and get an answer in the recap.
Get your free SEO audit.
A written report in your inbox within 24 hours, with three fixes you can ship the same week, whether or not you hire us.











