You need a client-focused strategy
to win! At Elevate, we define
and develop BD and marketing strategies focused on accountability and results that support the
long-term vision of the firm.
business development audit
A structured approach to the collection, analysis, evaluation, and interpretation of your firm’s BD environment.
marketing audit
A comprehensive review of a firm’s internal and external marketing environment based on years of experience and industry best practices.
recruiting audit
As the war for talent wages on, it’s critical to differentiate your recruiting program from competitors.
Elevate’s recruiting audit provides a comprehensive review of your recruitment process and assessment of the effectiveness and efficiency of your hiring strategies.
team structure
audit
Ensure your marketing and/or pursuit teams are built to capitalize on talent with the right people in the right seats. We draw from our vast experience building winning teams to identify your team's strengths and ensure optimal performance for your department.
social media audit
Social media remains a dynamic and indispensable tool to build brand awareness and create top-of-mindness with clients, prospects, and potential recruits. Our in-depth social media audit offers valuable external perspective for your firm while highlighting areas of strength and providing suggestions for areas of improvement.
digital strategy
A digital marketing strategy is a plan that helps your firm achieve specific digital goals through carefully selected online marketing channels such as social media, website, or e-mail campaigns.
thought leadership
Crafting compelling thought leadership requires a systematic approach that demands dedicated time and effort.
Elevate assists firms by working with your team to Identify the challenges your clients face so we can build content that showcases how your design solutions solve their problems. Our goal is to create content that you can apply to the concept of COPE (create once, publish everywhere).
With every article created, you can re-purpose your thinking across diverse communication channels — from your website to social media to direct BD outreach efforts.
marketing campaigns
Marketing campaigns are organized, strategized efforts aimed to reach clients in a variety of ways through a combination of media to promote a specific firm goal.
Elevate has developed award-winning campaigns that get results. We can help you develop a campaign to achieve strategic goals related to marketing, business development, and recruiting.
To learn more, download Elevate’s marketing campaigns brochure.
business development & marketing strategy
Elevate works with firms to develop BD and marketing strategies and solutions ranging from market and service expansion to client engagement, positioning, and more. As we work, we teach your teams brainstorming strategies they can apply in the future.
business development program & playbook
Elevate collaborates with you to create your customized Business Development Playbook, a guide that captures your firm’s essential BD processes and tools.
The Playbook encompasses a wide range of tools, including firm differentiation, client personas, client care programs, trackers, report templates, process guides, cover letter templates, and more. And, if your firm has a CRM system, we can integrate many of the tools from the Playbook into your existing platform.
Our goal is to provide you with a comprehensive resource that enhances efficiency and effectiveness across your BD efforts.
business development planning
Elevate understands that successful BD plans are essential to identify growth strategies and set measurable goals. The key to a strategic BD plan lies in effective goal setting, detailed action plans, and unwavering accountability.
The Elevate process begins with a thorough review of your strategic objectives, followed by a virtual prep session to align our efforts. During our collaborative in-person planning session, we work alongside your team to craft a comprehensive annual BD plan. We analyze your strengths, weaknesses, opportunities, threats, and trends (SWOTT); define client personas; establish specific target client, prospect, and strategic partner goals; outline association/organization involvement; address recruitment and team development needs; and devise tailored marketing strategies.
Each step is designed to ensure accountability, with clear responsibilities assigned to drive execution.
marketing plans
Using the data obtained during the marketing audit and BD planning process, we develop a comprehensive marketing plan based on specific, measurable, achievable, realistic, and time-bound (SMART) goals and objectives.
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We customize every detail of the plans to support your corporate goals and strategies while incorporating your culture and values.
accountability & documentation
At Elevate, we understand the challenges of execution in a busy world – it’s where many firms drop the ball. Our team provides the accountability support you need to stay on track by offering check-ins, gentle nudges, and guidance to ensure your success. Through disciplined planning, rigorous measurement, and continuous improvement, we help turn accountability into your greatest asset. Whether it's strategic plans, marketing initiatives, BD, or process documentation, Elevate is here to help you achieve your goals through our tailored accountability services.
process documentation
Process documentation is the cornerstone of efficient business operations and safeguards institutional knowledge while fostering a culture of continuous improvement. By establishing standardization within operations, firms ensure consistency and efficiency across their organization.
Benefits include quality control, compliance with regulations, risk management, and scalability, to name a few. Documented processes also serve as invaluable resources for training and onboarding, expediting the integration of new employees into the workflow.
No matter the topic, Elevate assists firms to document processes by conducting interviews to gather information, facilitating workshops for improvement, and creating comprehensive learning modules to ensure effective implementation.
