Work

Elevate Services

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Summary

Elevate is a legal services technology company providing consulting, technology and support services to legal departments and law firms, offering practical ways to improve efficiency, quality and outcomes.

The Founder and Executive Chairman of one of Los Angeles’ fastest growing companies, per the Los Angeles Business Journal, was in need of two keynote speeches for two very different audiences. We worked closely with Liam Brown and his executive team to render two winning keynote presentations that were presented to over 3,000 people at two industry conferences. Liam needed team who could Capture, Compel, and Close their target market. We did just that.

The phases

01.

Assess

Sales & Marketing Assessment Report, Pre-Sale | Sale | Post-Sale Touchpoints, Buyer Intelligence, Competitor Shopping

02.

Optimize

Sales Go-To-Market Playbook, New Lean-Data Sales & Marketing Dashboard, New Revenue Opportunities, New Sales Deck

03.

Build

NEW Unified Marketing & Sales Story Messaging Assets, Sales DNA Standard Operating Procedure, Custom Sales Collateral Creation, Final Approved Assets Tested & Refined

04.

Launch

Pre-Launch Marketing & Sales Training, New Sales Assets Testing & Refinement, Post-Launch Internal & External User Adoption Report.

05.

Monetize, measure & refine

Lean-Data KPI Dashboard Monitoring, Sales-Growth Analysis, Hands-on Sales Activity Support, Monthly Sales Recommendations Report. Quarterly Sales Campaigns, and Team Workshops.

1 / 5

Assess

Our Assessment Report reflected key insights into both audience types, viewpoints, biases, and what they needed to know to make an actionable decision. An extensive review of many past keynote presentations were assessed to garner how our client positioned themselves in past conferences as to now recalibrate and land in a far more precise and tactical way.

2/5

Optimize

Building value via communicating valuable information was a strategic focus. Many presentations talk to things versus build out tactical tools that the audience can immediately implement or hire our client to do so for them. Achieving a balance of B2B professionalism and conservative roll out of capabilities in a fashion that was educating and entertaining became a core strategy for these presentations.

3/5

Buildout

The following presentations were created through our Capture, Compel, Close methodology.

4/5

Launch

Much work was done to ensure the content quality, relevance, and delivery were on point to the various stakeholders at each conference. Rehearsals, refinement, and speaking points were furnished for highest possible impact.

5/5

Monetize,

measure & refine

Both keynote presentations were received with enthusiasm and new business contracts in subsequent meetings followed. Positioning Elevate Services as a clear thought leader in a changing legal services industry did volumes to drive new engagements that would have been near impossible to reach absent our Client’s new assets. Pull marketing vs the typical push marketing.