B2B Professional Services Firms
B2B Professional Services Consulting
We help professional services firms, from boutique consultancies to global enterprises, drive growth and secure more business in today’s competitive B2B landscape. We understand the unique challenges these firms face, whether it’s building a strong market presence or working to align business development, marketing, and proposal efforts. Because our team brings more than 20 years of industry expertise with deep market insights, we’re able to work with you to help you overcome these challenges, optimize your strategies, and win more clients.
We empower you to stand out in a crowded market. With our blend of strategy and industry know-how, we give you the competitive edge to win business, elevate your brand, and drive sustainable growth across all sectors.
How Summit Strategy Can Help
We provide integrated marketing and proposal services designed to support every stage of your client lifecycle—from identifying high-value opportunities to crafting proposals that convert and support your long-term client relationships. Whether you’re competing for large-scale contracts or looking to grow your client base, we bring the insights and guidance to help you achieve your goals.
Business Development Support
For professional services firms, success is about more than just chasing cold leads. Having the right strategies in place builds lasting client relationships and streamlines your growth efforts. We work with you to align your business development processes with your firm’s broader objectives, ensuring your efforts drive the results that matter.
We focus on strategic business planning, client account management, and optimizing your internal sales and proposal processes. By refining these elements, we help you consistently win the right clients and drive long-term growth for your firm.
Our business development services include:
Business planning and strategy
Client account planning
Sales process optimization
Market analysis and research
Opportunity qualification and go/no-go analysis
Pre-RFP positioning strategy
Proposal Development
In the commercial/B2B space, quick turnarounds and unstructured RFPs are the norm. We thrive in this environment, bringing structure to the chaos. We’re competitive to our core, and we specialize in transforming disjointed RFP requirements into winning proposals that differentiate you from the competition.
Our team is skilled at partnering with your subject matter experts (SMEs) to translate technical expertise into compelling, persuasive narratives. We streamline the entire proposal process, ensuring every piece, from strategy to submission, works in harmony to deliver a winning result.
Whether you’re responding to complex RFPs or facing ambiguous requirements, we bring order to the process, helping you stay focused on what matters most: delivering a standout proposal that resonates with decision-makers and wins business.
Our proposal development services include:
Win strategy
Proposal management and coordination
Proposal writing, editing, and technical narrative development
Compliance consulting and proposal review
Grant writing
Graphic design and visual storytelling
Desktop publishing and document production
Oral presentation development
Oral presentation coaching
Pursuit process optimization and efficiency improvements
Proposal audit support
Proposal automation (AI)
Knowledge and content libraries
Marketing & Brand Identity Services
In B2B, a strong brand is required to stand out and grow your firm’s reputation.We work with professional services firms to craft distinctive, impactful brands that resonate with your clients and position you as a leader in your industry.
Whether you’re building your brand from the ground up or refreshing an existing identity, we ensure your messaging and visuals align with your firm’s strengths and goals. Beyond brand development, we execute targeted marketing tactics, including creating compelling pitch decks, modernizing your digital presence, and developing thought leadership strategies to help you build a stronger market position and foster deeper client engagement.
Our marketing services include:
Brand strategy
Brand identity (branding and rebranding)
Marketing collateral
Pitch decks and presentations
Website development and design
Marketing and communications strategies
Social media and thought leadership
Training Services
If your firm’s business development and marketing efforts feel disjointed or reactive, our training programs can help get you back on track. We equip your team with the tools and strategies they need to collaborate effectively, optimize internal processes, and consistently win new business.
Our tailored training programs cover critical areas such as:
Optimizing your pursuit process
Writing stronger proposal content
Enhancing business development and pre-RFP strategies
Integrating sales and marketing
Defining pursuit process roles and responsibilities
Our workshops are designed to meet the specific needs of your team, whether you’re focusing on business development, operations, proposal management, or marketing. By giving your teams the tools and support they need, we turn your pursuit process into a competitive advantage that drives results.
We are highly sought after for our no-nonsense, engaging (and dare we say fun?!) workshops and training programs. We don’t sugarcoat things—we provide direct, actionable tactics to help companies level up their business development, proposal, and marketing efforts. With over 10,000+ people trained and more than 40 hours of zero-cost training delivered in 2023 alone, we’re known for making an immediate impact. We regularly speak at major industry events for organizations like the National 8(a) Association, the Small Business Administration (SBA), the Association of Proposal Management Professionals (APMP), and others.
B2B Professional Services Industry Experience
Our team has extensive experience working with professional services firms across a wide range of industries. From consulting and legal services to technology and finance, we understand the unique demands of the B2B market and tailor our strategies to meet the specific needs of each client.
We’ve supported clients across sectors such as:
Management consulting
Accounting and financial services
Legal service
Technology and IT consulting
Healthcare
Pharmaceuticals
Human resources and talent acquisition
Marketing and communications
Professional training and coaching
Risk management and broking
Why Choose Summit Strategy?
Choosing the right partner is essential to driving growth and staying competitive in the commercial sector. We’re committed to delivering results that matter. Our team combines insider expertise with tailored strategies to ensure you not only compete but win in the commercial marketplace.
Here’s why Summit Strategy is your trusted partner for success:
Insider Expertise:
We've worked on everything from small, quick-turn projects to massive, complex pursuits for firms of all sizes, so no matter the challenge, we know how to help you win.
Comprehensive Support:
From business development and proposals to marketing and training, we provide a full range of services designed to work seamlessly together.
Tailored Solutions:
We don’t believe in one-size-fits-all. Every solution is customized to your firm’s unique challenges, ensuring your strategies align with your goals and position you for long-term success.
Ready to grow your business?
Contact us today to learn how Summit Strategy can help you achieve your goals.
We’ve always had a clear purpose: to provide integrated marketing + proposal consulting services that empower our clients to stand out and grow strategically and sustainably.
