The Business of Making Friends
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Deepen Client Engagement
Since 2001, we have been helping the world’s leading professional service firms expand relationships with key-decision makers. Our platforms foster connection, build trust and credibility, and position you with a right to win work, with new and existing clients. These opportunities include powered executive communities, in-person dinner events, advisory board management, summit and conference support, and developing thought leadership.
Accelerate Growth
PIE offers a variety of programs that help your team focus on the power of authentic relationships for unlocking growth. We are pleased to share our expertise with your team, equipping them to achieve growth goals. Our work in this arena includes business development training for leadership teams and rising stars, relationship action planning, keynote speaking, and auditing your current business development roadmap.
PIE Services
How can we help?
Based on the principles of How Clients Buy and Never Say Sell, our services help you build relationships and empower your leaders.
Executive Community Management
PIE-powered executive communites are peer networks that establish an ongoing, facilitated dialogue amongst executives in the market you most want to serve. These increase brand awareness, improve understanding of your capabilities, give real-time market insight, and expand trust and credibility with desired decision-makers.
Advisory Board Management
Your voice of customer program should be centered around giving the customer a seat at the table. A PIE-managed advisory board creates an ongoing platform for your company’s most important clients to share insights and become your trusted advisors. We keep the next best action front and center so outcomes have meaningful impact.
Business Development Training & Workshops
Your best and brightest are not necessarily your strongest sellers. PIE offers workshops for key practice leads on how to best grow their business leads based on the idea that selling expertise is different than selling products. Firms use PIE to train next generation partners in how to systematically drive business development using reputation, relationships and referrals.
Business Development Audits
PIE’s has been building business development programs on behalf of some of the most prestigious organizations in the world. A PIE-led business development audit provides an opportunity for your team to pause, reflect, and strategize. The result is a refreshed roadmap with buy-in from those who are executing the work.
Account Planning Training & Workshops
PIE offers account planning support for client teams, including interviewing clients and practice stakeholders, loss interviews and review, facilitation of account teams’ white space ideation, and analysis and strategic plan creation using PIE’s proprietary account planning tool, The Diamond of Opportunity, as described in the firm’s recent bestselling book on cross selling, Never Say Sell.
Executive Dinner Roundtables
PIE-facilitated dinner roundtables offer the opportunity to connect face-to-face for intimate, substantive discussion over the course of a few hours. We find that incorporating in-person dinner roundtables into your executive community creates deeper engagement. A perfect compliment to your Executive Community.
Conference & Summit Management
Incorporating PIE’s expertise in advance and throughout a conference or summit will elevate the experience and ensure participant interests are the center of the event. Our approach not only ensures the content is relevant but also drives attendance, conference engagement, and ROI. You also have the benefit of additional on-site support from our professional team.
Thought Leadership
Keynote Speaking
We specialize in galvanizing around growth goals using examples and techniques drawn from consulting and professional services firms. Our keynote sessions are customized to deliver important insights and key learnings in the areas you desire the most. Invite us to speak before your partner group, high potential clients, or company offsite.
Proudly serving some of the world’s best and brightest
Connecting Powerful Minds
Powering Business development growth
Years
Conversations
Executives Participated | 2024
It's What We Do.
Connecting Powerful Minds
Powering Business Development Growth
What Our Clients say
Kudos to the #ProfitableIdeasExchange (PIE) team on your impressive 2024 outcomes! It’s always inspiring to see the impact of well-orchestrated executive community programs.
Every GTM leader I work with is laser-focused on driving thought leadership, brand perception, executive engagement, and pipeline growth with CXOs at their target accounts.
Having partnered with PIE for 5 years, I’ve seen firsthand how their #ExecutiveCommunity programs deliver these outcomes—with the right commitment from client hosts and sales teams.
PIE’s seasoned facilitators, turnkey delivery, and data quality have allowed me to focus on building surrounding omni-channel marketing components—including direct and partner channel strategy, campaign themes, content, website user journeys, search and social promotion, and events—while knowing our executive engagement goals were in great hands.
If your BD and leadership culture thrives on strategically aligned marketing efforts, I recommend considering PIE’s executive peer networking roundtables for your marketing mix.
By this time next year, you could be looking back at your Salesforce and PIE’s Power BI dashboards with measurable ROI to show for it.
Cynthia Berger
Cognizant
What Our Clients say
“We have used PIE to build a network for the executives our practice most cares about. This includes conference calls and annual summits. PIE does an excellent job of making sure we are talking about the issues that are top of mind by systematically interviewing participating executives before they convene. This keeps my professionals focused on the issues that are the most relevant to those we want to serve.”
David Neuenhaus
Global Lead – Institutional Investor Group; Global Tax lead – Infrastructure, KPMG
What Our Clients say
“PIE is a unique organization that plays an important role in corporate evolution. They curate insightful networks and create space for participants to step back and think through emerging x-industry challenges and opportunities. When industries are being disrupted so quickly in such different ways, PIE plays a key role in any organization’s ability to succeed by facilitating personal and organizational learning. It’s difficult to do justice to the impact they have had in shaping how I think, lead and learn.”
Ziggy Liaqat
Senior Customer Strategist – Executive Visioning, AWS
What Our Clients say
“As CEO of two different professional services organizations, a key part of my business development strategy has been partnering with PIE. PIE has helped both of my organizations build brands and develop meaningful and lasting relationships with potential clients.”
Thomas J. Agnew
President & CEO Lease Analytics
What Our Executive Participants say
“This [Forum] is extremely valuable in giving me insights to the key issues of our industry. We are all dealing with macro problems that can be tough to grapple with sometimes. It is really encouraging to know that others in supply chain are thinking about the same things I am.”
Exchange Member
SVP of Supply Chain & Procurement for F100 Retailer
What Our Executive Participants say
“With the pace of change in business today, it’s helpful to have a respected peer group I can learn with. The topics are always timely and relevant to my interests because I help choose them.”