GTM engineering for professional services firms.
Referrals, relationships and reputation built the firm, and none of them scale on their own. Partners have little time for business development, the CRM knows less than the partners do, and the firm's insight is published and forgotten. We build the engine that turns what the firm knows into pipeline: the right accounts, the right moment, and partner time spent where it counts.
A client's general counsel moved to a company you do not act forRelationship moved · this morningPublic
A company in your specialism announced an acquisition that will need adviceTrigger event · this weekPublic
A regulation with a compliance deadline lands next quarter across your client baseDeadline · this monthPublic
Twelve people from one firm read your briefing, and nobody has called themContent engagement · this weekYour data
A target instructed a rival firm on its last transactionDeal and mandate data · yesterdayLicensed
Illustrative, not client data. Every line is a signal we can collect: from a public source, from data we license, or from your own systems.
Who we work with
GTM engineering for professional services firms
Consulting and advisory
Strategy, technology and transformation
Growth that depends on a few partners' networks, and proposals that go quiet.
Usually led by Managing partner, head of growth
Legal, accounting and corporate services
Practices and cross-selling
Clients who use one practice and never hear about the rest.
Usually led by Business development director
Specialist and technical services
Engineering, property, risk and others
Long relationships, few new ones, and bids that arrive too late to shape.
Usually led by Regional director, head of business development
What professional services asks for first
8 of our 40 solutions, in your words.
The same engine we run in every industry, pointed at the moments that start a deal in yours. See all 40 on the capability wheel →
Data Foundation
Warm path mapping
"We cold-call firms where one of our partners already knows the decision-maker."
Signal Intelligence
Champion job changes
"A client's general counsel moves on, and we find out at the next pitch."
Expand and Retain
Closed lost re-engagement
"Proposals we lost two years ago are never revisited, even when the client's situation changes."
Inbound and Reply
Anonymous website visitors
"Target firms read our insight and we never know who they are."
Sales Enablement
Buying group mapping
"We pitch one partner while a committee decides."
Sales Enablement
Account briefing packs
"Partners walk into pitches with a company name and an old file note."
Expand and Retain
Cross-sell campaigns
"Clients use one practice and never hear about the rest."
Outbound
Event promotion
"We run roundtables and the right people do not come."
Where the evidence comes from
Every name on the list comes with a reason it is now.
Who you already know
Every relationship across the firm, mapped to the accounts that matter.
Who just changed
Moves, appointments and new mandates, dated to the day.
What just happened
Acquisitions, regulation and restructuring that create demand for advice.
Who is reading
The firms engaging with your insight and events, identified and routed to a partner.
And here is where we get it
Public sources
Regulator and court filings, acquisition and restructuring announcements, appointments and partner moves, consultations and compliance deadlines, planning and licensing decisions.
Data we license
Company financials, deal and mandate databases, directorship and ownership data.
Your own systems
The relationship map across every partner, matter and project history, proposals won and lost with the reasons, and who reads your insight.
Every signal on this page is one we can collect. Some are public, some come from data we license, and some are already inside your systems. What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Built in your CRM, with Clay as the data and signal layer. You see every approach and every reply, every week.
Questions
Asked by professional services teams.
Other industries we work in:
Does this replace partner-led business development?
No. It gives partners the right reason to call the right person, and does the research and follow-up they do not have time for.
Can you work with our CRM?
Yes. We work inside the CRM you already run, and much of the early work is getting it to a state partners trust.
Where does a firm usually start?
With one practice: a named account list, the relationship map behind it, and the trigger events that matter to that practice.
Where does the data behind these signals come from?
Three places. Public sources such as regulator and court filings, acquisition and restructuring announcements, appointments and partner moves, consultations and compliance deadlines, planning and licensing decisions. Data we license: company financials, deal and mandate databases, directorship and ownership data. And your own systems: the relationship map across every partner, matter and project history, proposals won and lost with the reasons, and who reads your insight. What is available varies by market and by licence, so the workshop settles what can be collected for you before anything is built.
Start here
Twenty minutes. Then we decide together.
Tell us where you are and what you need, and a Co-Founder listens. If the call goes well and we all agree, we recommend a 60-minute workshop, where we map how your accounts, data and outreach work today and you leave with a written plan.
Hosted by Steve Dawson and Charles Tidswell, Co-Founders