Pick the engagement that fixes your biggest leak first. If you are not sure which leak is biggest, that question is exactly what the complimentary consultation is for. Below is a short description of each engagement, who it suits, and the signs that it should come first.
All five are delivered through the engagement types of SAZ.ca: strategy and executive advisory, Revenue Acceleration (90-day sprint), and AI consulting. We don't publish prices; the engagements page explains how scope is set.
-
Practice growth strategy
Decide which clients, matters and practice areas the firm should grow, and which work quietly drains partner time.
-
Expertise visibility
Make the firm's real expertise findable and legible online, in search, practice-area pages and profiles, within your regulator's rules.
-
Client intake and conversion
Turn more qualified enquiries into signed engagements with a defined first response, triage and consultation process.
-
Referral and relationship programs
Replace hoped-for referrals with a mapped, maintained network of referral sources and cross-profession relationships.
-
AI for practice operations
Use AI tools for proposals, intake summaries and internal reporting, with confidentiality and professional obligations kept in front.
Practice growth strategy
Start here if the partners disagree about what the firm should become, or if revenue is growing but profit isn't. This engagement looks at matter or project mix, client concentration, realisation and partner capacity, and ends with a short written set of choices: what to grow, what to hold, and what to stop chasing.
Signs it should come first:
- One client or one referral source represents a worrying share of fees.
- Partners describe the firm's specialty differently from one another.
- You accept most work that walks in because saying no feels risky.
Details are on the practice growth strategy page.
Expertise visibility
Start here if your firm is genuinely good at something specific but prospects can't tell from your website, search results or professional profiles. This engagement rebuilds practice-area pages, plans content a licensed professional at the firm writes or approves, and fixes the basics of search presence.
Signs it should come first:
- Referred prospects say "I couldn't find much about you online".
- Your practice-area pages are a paragraph each and read like everyone else's.
- Competitors with thinner credentials show up ahead of you in local search.
See expertise visibility.
Client intake and conversion
Start here if you get a reasonable number of enquiries but too few become clients. Intake is the most underrated growth lever in professional services: enquiries wait days for a reply, nobody tracks what happened to them, and good prospects quietly hire whoever called back first.
Signs it should come first:
- Nobody can say how many enquiries arrived last month, or how many converted.
- Consultations are booked whenever a partner happens to be free.
- Conflict checks or scoping hold up first replies for days.
Referral and relationship programs
Start here if most of your best clients arrive by referral, but referrals come unevenly and you couldn't name your top ten sources with confidence. This engagement maps where work actually comes from, identifies relationships worth deliberate attention, and sets up a light, sustainable rhythm for keeping them warm.
Signs it should come first:
- A single retired partner or banker used to send a large share of your work.
- Cross-referrals with complementary professions happen by accident.
- Partners avoid business development because it feels like selling.
AI for practice operations
Start here if proposals, intake notes and internal reports eat partner and staff hours that should go to clients or business development. We help you decide which tasks AI tools can draft or summarise, which they must never touch, and how a professional stays accountable for every output.
Signs it should come first:
- Proposals take a partner most of a day to assemble.
- Intake notes are inconsistent, so follow-up depends on memory.
- You have already tried an AI tool informally and aren't sure what your regulator expects.
Combining engagements
Engagements stack in a sensible order. Strategy decides what to grow; visibility and referrals bring the right prospects; intake converts them; AI support frees the hours to keep it going. A firm that skips strategy risks promoting work it doesn't want. A firm that skips intake risks paying for visibility that leaks away at the first phone call.
If you want a time-boxed push on a single revenue goal instead, a 90-day sprint can combine pieces of several engagements. Our sister practice AcceleratedSolutions.ca explains that sprint format in depth. For worked examples of the numbers behind these choices, read the guides, or ask a question on the FAQ page.
Frequently asked questions
Do we have to take all five engagements?
No. Many firms take one, see the effect, and decide later whether a second is worth it. The consultation is meant to identify the single most useful starting point.
Which engagement do most firms start with?
Firms with plenty of enquiries but disappointing new business usually start with intake. Firms with few enquiries and a clear specialty usually start with visibility or referrals. Firms unsure what to grow start with strategy.
Do these engagements map to SAZ.ca offerings?
Yes. The work runs through SAZ.ca's strategy and executive advisory, Revenue Acceleration (90-day sprint) and AI consulting engagements, adapted to professional practices.
Will you write our marketing content for us?
We plan the content, brief it and review it. Substantive professional content must be written or approved by a licensed professional at the firm, because accuracy and accountability rest with you.