Professionals Services have fast growth potential as they are always required in any type of economy

We find some of the biggest challenges for Professional Services businesses are identifying the right high margin work, recruiting, creating a productive team and too much reliance on the owner or key team members to allow growth.

Great Team + Niche Services = Professional Services Results

In a knowledge economy Professionals are essential to all types of business

In either a fast growing economy or slowing economy Professional Services have excellent growth opportunities.  

Key opportunities for Professionals include developing a niche with less competition, ensuring a highly productive team, recruiting and building a great team environment, developing referrals to reduce advertising costs, automating process and systems to reduce reliance on owners and developing management and leadership across the team.


The Strategize team has worked with a wide range of clients from small to large retailers.  Some of these Professionals businesses we have worked with since 2004 include:

  • Accountants
  • Automotive 
  • Architects 
  • Bookkeepers 
  • Engineers
  • Insurance brokers
  • Lawyers
  • Mechanics 
  • Property Managers 
  • Real Estate Agents
  • Surveyors 

...and many more

Productivity First

 A Productivity Plan is essential for business success in a Professional Services environment. We have found many of our clients do not need more team members but that team need to focus on productive activities.  Lack of productivity causes:

  • Low output per person
  • Lost sales of high margin services 
  • Poor process automation 
  • Out of date Information Systems 
  • Lack team retention 
  • Poor induction and training creating low productivity 
  • Lack of leadership and management
  • Lack of effective process and systems
  • Need to implement latest project management methods 

Developing the Right Team

A Professional Services Strategic Plan covering Human Resources, Career Planning,  Leadership and Management is essential for business success.  Our team has seen many issues due to poor planning and people management including:

  • Poor recruitment leading to high team turnover 
  • Lack of induction and training  creating a poor performing team 
  • Lack leadership and management skills to improve team performance 
  • Lack team engagement reducing sales and profits
  • Lack of delivery due to lack accountability and responsibility 
  • Lack of continuous performance feedback to drive sales 
  • No performance targets and measurement process 
  • Lack of up date process and systems to allow the team to perform  

Selling Intangible Services

 A key area we see missing in Professional Services is both lack of developing existing clients and finding the right clients.  A Client Sales Development Plan is essential for business success.  The impact of the lack of sales skills includes:

  • Lack high margin services
  • Too many low margin services
  • Over selling clients
  • Under selling clients
  • Poor client retention
  • Competitors taking clients too easily 
  • Low productivity per person
  • Lack sales automation  
  • Poor marketing and sales collateral 
  • Out of date Information Systems 
  • Unable to grow the team

What Our Clients Say

Engineering Professional - Our Consultant has grown one professional engineering firm from 3 to 20+ employees with significant in sales and profits within 24 months.
Engineering Professional

Our Consultant has grown one professional engineering firm from 3 to 20+ employees with significant in sales and profits within 24 months.

Building Engineer - “Initially our Business Assessment showed $118 K extra profit and with a better direction and accountability  we were able to improve profits by $200 K annually.”
Building Engineer

“Initially our Business Assessment showed $118 K extra profit and with a better direction and accountability we were able to improve profits by $200 K annually.”

Automotive Workshop - “We have asked our Business Success Partner to join our board. Automotive Workshop increased sales 100% within 2 years with new manager, bought East Christchurch site, and sales up 40%”
Automotive Workshop

“We have asked our Business Success Partner to join our board. Automotive Workshop increased sales 100% within 2 years with new manager, bought East Christchurch site, and sales up 40%”

Our Business Services for Professionals

Our core services for Professional Services include:

  • Strategizer Tool Business Assessment and Industry Benchmarking
  • Professional Services Real Needs Assessment
  • Tailored One on One Business Improvement and Growth Programme
  • Professional Services Marketing and Sales Growth Programmes 
  • Professional Services Business Recovery and Turnaround
  • Strategic Business Analysis, Strategic Plans and Implementation 
  • Professional Services Productivity Analysis and Improvement
  • Process and Systems Needs Evaluation and Project Implementation
  • Process and SystemsBusiness Advisory Boards and Governance
  • Personnel Needs Assessment, Recruitment, and Development 
  • Leadership and Management Development and Training 
  • Succession Planning and Business Sale Readiness
  • Mergers and acquisitions for improving business scale
  • Professional Services Licence and Franchise Model Development 


Free Business Assessment

We offer complimentary and no obligation business evaluation to Business Owners with our Professional Services Strategizer Assessment including latest Industry Benchmarking.   This is a 30 minute to two hour session on all areas of your business including Strategy, Structure, Culture, Marketing, Sales, Finance, Operations, Process and Systems.

Please contact us below to book your session. 

Contact Our Specialist Professional Services Team

Chris McBreen
 027 254 6608
chris@strategize.co.nz

Luke Piper
021 023 64504
luke@strategize.co.nz

Roger Cowell
021 232 0151
roger@strategize.co.nz