You know the people and companies who could double your practice. But how well do they know you? Use PIE to create the one-to-one relationships with decision makers that will drive growth in your firm. Using a proprietary database, and a decidedly human touch, PIE helps put your experts in front of those they can most help.
Since 2001, PIE professionals have been helping large and niched professional services firms build communities across finance, accounting, human resources, strategy, energy, IT, innovation, engineering, real estate, law, supply chain and procurement.
Our flagship service, PIE surrounds your managing directors with potential clients by hosting peer exchanges of those executives with whom you hope to engage. Phone-based to drive high participation rates, virtual roundtables earn your practice leads the right for deeper in-person engagement as you add value to those you most want to serve over time. You handpick the executives and clients with whom your teams most want to work. We recruit (always with a phone call and never using spam or any sort of mass solicitation), interview uncovering unmet needs, brief your stakeholders and facilitate best practice conversations the executives find compelling. Your practice leads sit at the center of the interactions as host of the network and are positioned as trusted advisor to the group, helping them and you break into new markets, turbo-charge a growing practice area or sustain authority in a market you already dominate. Summaries and whitepapers based on generated insights are available. Case Study
Driving CXOs to events can be like herding cats, and often feels impossible. PIE specializes in sending out invitations, reaching out by phone to follow up and politely but persistently driving attendance. We also moderate panels and roundtable discussions around top-of-mind issues, driven by pre-event interviews. Event planning, summaries and whitepapers based on generated insights are available. Case Study
Breaking bread with new clients can solidify relationships and lead to new business. PIE reaches out to target executives to drive attendance to your breakfast, luncheon and dinner events. Use PIE to turn up the volume on the substance of a dinner, lunch, or breakfast by hosting a panel or best practice conversation. We recruit key participants, pre-interview attendees and facilitate this part of your agenda. Event planning, summaries and whitepapers based on generated insights are available. Case Study
Creating timely and insightful thought leadership that drives content marketing is a challenge. To ensure the message resonates with your client base, PIE produces qualitative research by recruiting key executives to participate and interviewing them to drive insight-based research papers. Teams also use PIE to produce spotlight interviews for use in periodicals, newsletters, and as part of social media strategies. PIE can generate the raw material for your writers or write world-class whitepapers on your behalf using our expert writing staff. Case Study
Be the star of your own podcast. We arrange the interviews, pre-interview subjects for substance, coach you on how to interview subjects and then record, edit and produce a podcast built around interviews with your subject matter experts and industry leaders. To learn more, please contact Paul Quigley at email@example.com.
Your best and brightest are not necessarily your strongest sellers. PIE offers workshops for groups of key practice leads on how to best grow their book of business 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. Learn how we think about selling professional services. To learn more, please contact Jacob Parks at firstname.lastname@example.org. Take this self-assessment on business development.
Feedback is key to crafting compelling service offerings. Use PIE to get the most out of your advisory board. PIE interviews members on a regular schedule, moderates useful interactions and generates reports that enable you to mine key insights and keep your team in the know. To learn more, please contact Matt Ulrich at email@example.com.
Invite us to speak before your partner group, high potentials or company offsite. We specialize in galvanizing around growth goals using examples and techniques drawn from consulting and professional services firms. To learn more, please connect with Tom McMakin at firstname.lastname@example.org and visit the website for his new book: How Clients Buy (https://howclientsbuy.net).
PIE offers account planning support for client teams, including interviewing client and practice stakeholders, loss interviews and review, facilitation of account team 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.
former Managing Director, Accenture and IBM
“As a Managing Director and Practice Lead in several of the biggest professional services firms, my priority was to deliver high strategic value to as many clients as possible. PIE makes it easy. CXO peers learn from each other and from thought leaders in a structured dialogue, the content of which they have had input in crafting.”
We have strong experience hosting executive communities; explore our depth within the categories below: