Start Small. Decide Fast. Then Build.
The Advisory Growth Sprint is the entry point to the STAR Program. In two weeks you get an outside read on where your firm can create more recurring revenue, stronger leverage and more scalable delivery — plus a 90-day roadmap to get there.
- Fee
- $2,500 fixed — no scoping surprises
- Duration
- Two weeks from kickoff to findings review
- Format
- Assessment plus one working strategy session
- Firm Time
- One partner sponsor, roughly three hours total
- Output
- Opportunity assessment and a 90-day roadmap
- Credit
- Fee applied to the STAR Program if you continue
- Next Step
- The STAR Program 30-day launch
Four Deliverables. One Clear Starting Point.
- 01
Firm Opportunity Assessment
Where revenue depends on individual partners, and where capacity is lost to unstandardized delivery.
- 02
Three Highest-Value Opportunities
The best advisory, productization or AI-leverage plays for your practice, sized and sequenced.
- 03
90-Day Roadmap
A practical plan your team can execute — first offer, first systems, first agents.
- 04
Strategy Session
A working review of the findings with a recommendation on where to start.
Two Weeks. Three Steps. A Costed Plan.
Light on your team's time and heavy on decisions. Nothing about the sprint requires a system change before you have agreed the plan.
Intake
Understand how the firm makes money today.
- Short questionnaire on service lines, pricing and delivery
- Review of current revenue mix and recurring share
- Identify the practice areas with the most upside
Assessment
Find the gaps that limit growth and transferable value.
- Partner dependency and leverage analysis
- Delivery standardization and automation review
- Recurring revenue and pricing opportunity sizing
Roadmap & Session
Leave with a decision, not a report to read later.
- Three prioritized opportunities with expected impact
- 90-day execution plan with owners and milestones
- Live session to agree the starting point
A Low-Risk Way To Test The Thesis.
- Firms that know they should productize but are not sure where to start
- Partner groups that need an outside read before committing to a launch
- Firms weighing AI leverage but wary of tool-first projects
- Leaders who want a costed plan before a larger engagement
- Firms looking for a marketing audit
- Teams wanting a tool demo rather than an assessment
- Firms unwilling to share current pricing or delivery detail
The Sprint Decides. The STAR Program Builds.
The roadmap from the sprint becomes the scope of the STAR Program — a 30-day build-with-you engagement that packages the offer, prices it, configures the AI agents and gets it in front of clients. Your sprint fee is credited toward it.
Explore The STAR ProgramFind your three best advisory opportunities.
Start With The Sprint
Two weeks, a fixed fee, and a 90-day roadmap your partner group can act on.