Running your agency and driving your clients’ business forward simultaneously often creates blind spots for agencies and their leaders as it relates to diagnosing challenges related to new business, pricing, profitability, client service, management, organic growth, and positioning. Pemberton conducts a non-forensic search-and-discovery to help identify these issues as a stand-alone service or as a prerequisite to the following seven services.
M.O.R.E. is Pemberton’s proprietary, collaborative approach to assisting agencies identify and realize short-term and sustained revenue growth with existing clients. Our consultants collaborate with your team to not only find quick wins but establish a sustained–growth methodology with your personnel. We help you find MORE by collaborating with your team over time to change the muscle memory and mindset that leads to giving away services and by removing the trepidation of being proactive problem-solvers that generate revenue growth. This is driven by The DIG Methodology.
An agency without a clear value proposition in the market, a North Star, will find agency growth more difficult, almost impossible. The goal of Compass is to position your agency as a “Category of One,” differentiating your value proposition from the competition and positioning your agency to win business with IDEAL CLIENTS. Through Compass we will craft a strategy that leverages your key capabilities, makes it difficult for competitors to copy your success, and positions you to deliver high-quality, high-margin work that your clients will love.
Every agency owner is building to sell at some point, but not every owner understands the planning and preparation required to make the move when they are ready. With no documented exit strategy or a strategy for bridging the gap between the current value and the required value to achieve their goals, Pemberton’s MarketView BluePrint helps successful agency owners plan successful exits with a report that includes a professional business valuation, an objective evaluation of the business from a buyer’s perspective, and a detailed roadmap for achieving the owner’s ultimate exit objective(s).
It’s the most important document we have, yet we take its significance for granted: Scopes of Work. If they are indefensible, it leads to over-servicing, which erodes your profit margins, which shrinks your EBITDA and kills any multiple you may hope to receive when you exit. Pemberton analyzes your scopes and teaches your account teams how to write accurate, defensible scopes, and how you uphold them operationally to ensure profitability, accurate utilization and to draw a line in the sand with clients so we can discern between what they have bought and what is incremental.
Account Management Maturation is ideal for young, or inexperienced professionals who could use development as account service personnel. It is also a valuable program for agencies who have a group of (or individual) account managers/directors/supervisors that leadership believes could be the ideal executive(s) with the development of management, leadership, fiduciary and “Big Picture” skillsets to the benefit of the organization’s growth and development.
Advisory services to founders and chief executive officers of independent and global holding company agencies. We engage CEOs across a range of strategic initiatives including M&A advising, new service development and introduction, culture development, talent retention strategies, succession planning and executive search.
Many would consider the financial and resource management of an agency “back of the house” functions. At Pemberton, we believe these resources should be front–and–center when running a successful professional service firm, so we offer these customized solutions to fit the specific needs of startup, small and midsize firms. From staff modeling, to revenue and staffing projections, to pricing guides, to CFO, Controller or Chief People Officer-level resources designed to provide operational optimization, profitability, and efficiency-identification.
A Slack-based service where your account team personnel has real-time access to Pemberton consultants for counsel and insight on how to handle a client situation, confirm the identification of an incremental opportunity, ideate on the opportunity, and ultimately secure the opportunity. Via Pemberton Prop, team members will also receive monthly thought leadership from Pemberton.
