TEAM & PEOPLE
Professional Services
The departments, roles, and systems a professional-services firm needs, mapped
What it solves
Professional service firms grow on referrals, discovery calls, and long-term client relationships, and each of those needs someone who owns it. This map lays out five departments, including Consult & Close and Deliver the Service, with roles like proposal writer, support staff, and renewal or upsell, so you can see what to hand off first.
What this is worth: A consultant designs your org at $150 to $300 an hour.
What is inside
- Get Found roles for authority content, referral networking, and review requests
- Consult & Close department for discovery calls, proposal writing, and scheduling
- Deliver the Service roles: service lead or expert, support staff, and quality review
- Keep Clients roles for account management, check-ins, and renewal or upsell
- Run the Business slots for billing, tools and systems, and office admin
One time
Instant download with a copy-paste AI prompt. Yours to keep.
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Or get all of Team & people in one move →What is next
More from Team & people
Questions, answered
In Keep Clients, which covers the communication and outcomes that build long-term relationships. Its roles are an account manager, check-ins and reviews, and renewal or upsell.
Deliver the Service names a service lead or expert, support staff, and a quality and review role, so you can mark whether each part of delivery has an owner or is a GAP.
Get Found pairs a referral and networking role with marketing and content and a review requester, covering the referrals, authority content, reviews, and networking that bring clients in.
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