Client Growth Strategy: A Value-Driven Approach
This proposal outlines Meydenbauer Partners' plan to strengthen the Client’s client-facing materials, refine its go-to-market strategy, and focus on net new business prospecting. Our approach will drive early-stage growth through targeted operational improvements and business development. In the first 60 days, we'll focus on optimizing resources, improving client collateral, and setting a strong foundation for long-term success, ensuring a quick return on investment within the first month.

2 Contributors

Use Case
Most small to mid-sized nearshore and offshore service firms in technology and outsourcing struggle to maintain long-term relationships with high-value clients while pursuing new business in the U.S. A U.S.-based fractional CRO, acting as their U.S. Managing Partner, is a proven strategy for scalable growth and client satisfaction. This model helps firms navigate the U.S. market, build trust, and balance existing relationships with new business development.
Studies show 70% of firms using fractional C-suite services like CROs and CMOs see significant revenue growth within six months and scale 30% faster than those with full-time executives, thanks to flexible, high-impact strategies and cost-efficiency.
Contact Us
Core Expertise
Market Research & Ideal Customer Profile Alignment
Together, we’ll conduct an in-depth analysis to redefine your ideal customer profile. Using your existing client base and core strengths as a foundation, we’ll leverage buyer intent tools to identify high-potential targets. By the end of the first week, we’ll deliver an action plan that outlines target accounts most likely to need your services.
Customer Acquisition
Building on our market research, we’ll tap into our combined first- and second-degree connections to initiate outreach and drive new business meetings.
Revenue Growth
Working closely with your senior leadership, we’ll handle the heavy lifting in securing new business meetings while you lead the technical discovery and contract negotiations. By the end of the first week, we’ll have measurable systems in place, setting the stage for immediate improvements in revenue generation.
Initial Engagement
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Phase 1: Discovery (Days 1-5)
The consultant will work with the client to conduct a comprehensive analysis of their strengths and weaknesses in the context of the target market. This phase will focus on identifying key market demands and understanding how the organization can best leverage its capabilities to meet those needs.
The consultant will conduct in-depth market research, analyzing industry trends, competitor landscapes, and customer preferences. They will also evaluate existing service offerings and identify potential gaps in the portfolio. This research will help understand the specific needs of the target market and pinpoint opportunities to differentiate the organization.
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Phase 2: Planning (Days 6-20)
The consultant will develop tailored service offerings and use cases specifically designed to address the needs of the US market. This phase will include finalizing the strategy and crafting a go-to-market approach that resonates with potential clients.
The consultant will leverage the insights gained from the discovery phase to create customized service packages that address the unique challenges and opportunities facing businesses in the target market. These packages will be tailored to specific industry verticals and designed to showcase the organization's expertise. They will also develop compelling marketing materials and sales collateral that effectively communicate the value proposition of the solutions.
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Phase 3: Execution and Credibility (Days 21-60)
The consultant will launch pilot projects with carefully selected target clients to test and validate the solutions. This phase will provide valuable feedback that allows for iteration and refinement of the approach for optimal market fit.
The consultant will partner with key businesses to implement pilot projects, demonstrating the effectiveness of the solutions. This phase will allow for gathering real-world feedback and identifying areas for improvement. By working closely with pilot clients, the consultant will ensure that the solutions are truly aligned with the needs of the target market. This will also establish the consultant's expertise and credibility as a preferred partner.
Goals in first 60 days
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Market Expansion
Focus on expanding into new markets, targeting businesses that need modern, scalable solutions.
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Introducing New Services
Introduce a new service offering to the market, positioning the company as a leader in this area. Showcase expertise and highlight the benefits for clients.
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Continuous Improvement
Gather feedback from projects and client interactions to improve services and stay ahead in the market.
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Microsoft Vendor Exploration
Gathering materials needed for onboarding and kick off with procurement
Improving Marketing and Sales Strategies
Expand each section for relevant details
Define a Precise Ideal Customer Profile (ICP)
  • Develop a highly granular ICP for mid-market companies most likely to benefit from the company's primary services. This ICP should encompass industry verticals, company size, technology maturity, and specific pain points that the company can address. For example, Energy and Utilities companies that have in between 250-1500 employees that have field services teams, given the company's relevant experience. We will want to hone in on 3-5 of these ICP's within specific verticals.
Our lead to Create a 15k "Code With" Workshop offering
Target Audience:
Mid-market companies with 100-1,000 employees across industries such as manufacturing, retail, logistics, and technology, looking to modernize their operations, reduce costs, or improve their customer experiences.
Establish Thought Leadership within the following areas for growth
Cloud-Native Development
  • Why: Many U.S. companies are migrating to cloud infrastructures (AWS, Azure, Google Cloud) or building cloud-native applications. Offering expertise in microservices architecture, containerization (Kubernetes, Docker), and serverless computing can position firms as key players in modernization efforts.
Data Engineering and Analytics
  • Why: The explosion of data requires companies to develop advanced data pipelines, data lakes, and analytics solutions. Specializing in ETL (Extract, Transform, Load) processes, big data tools (e.g., Hadoop, Spark), and cloud data platforms (e.g., Snowflake, Redshift) allows outsourcing firms to support U.S. companies in turning data into actionable insights.
AI and Machine Learning Development
  • Why: AI/ML solutions are in high demand across industries, from predictive analytics to recommendation systems. Offering custom AI development, model training, and integration of ML/AI models into business processes, using frameworks like TensorFlow or PyTorch, can provide significant value.
DevOps and Continuous Integration/Continuous Delivery (CI/CD)
  • Why: U.S. companies seek to improve operational efficiency and software delivery speed. Providing DevOps automation, infrastructure as code (IaC), and CI/CD pipeline setups helps clients optimize their development processes.
Mobile Application Development
  • Why: Mobile remains critical for businesses. Expertise in cross-platform mobile development (using frameworks like Flutter or React Native) or native mobile development (iOS, Android) is a crucial offering for companies focusing on consumer engagement through mobile apps.
  • E-Commerce Solutions Development
  • Why: The growth of e-commerce demands skilled developers in platforms like Shopify, Magento, and custom e-commerce builds. Specializing in integration with CRMs, ERPs, and payment gateways can help U.S. companies improve their digital retail operations.
Digital Transformation Consulting and Modernization
  • Why: Many companies are undergoing legacy system modernization. Expertise in migrating legacy systems to modern, cloud-based environments, improving user experience (UX), and refactoring older systems can attract U.S. companies looking for transformation.
Software Engineering Staff Augmentation
  • Why: Providing flexible staff augmentation services to meet talent gaps in U.S. firms' internal teams is a high-value offering. Focusing on roles like full-stack developers, QA engineers, and project managers allows clients to scale their projects faster.
API Development and Integration
  • Why: Many businesses require seamless integration between systems. Offering expertise in API design, RESTful and GraphQL API development, and integration with third-party services or SaaS platforms (e.g., Salesforce, SAP) will meet the needs of U.S. clients.
Target Partner Networks
  • Prioritize outreach and strategic partnerships with local industry focused software and staffing partners serving the mid-market. They will refer us business or white label our services enabling us access to existing client relationships.
Articulate Business Value
  • Ensure that the company's website and sales collateral clearly communicate the compelling business value for 3-5 niche practice areas. Use data-driven metrics, customer success stories, and quantifiable results to build credibility and trust with potential clients.
Develop a Wholistic Marketing Strategy
Our lead, backed by their CMO, can develop a growth driven plan that's lightweight and will improve brand awareness and lead generation. We will include these fundamentals as part of our initial engagement.
Objectives and Key Results
US Based Client Acquisition
Cost Efficient Process Improvements and Systems Integrations
Microsoft Vendor Discovery

As part of the engagement, the consultant will support our firm’s efforts to become a Microsoft-approved vendor by leveraging their procurement network and recent experience with the process. While not guaranteed, this project will be a collaborative effort, aligning our firm with Microsoft’s requirements to increase the chances of success and open potential growth opportunities within their ecosystem.
This agreement with our client provides a unique opportunity to demonstrate our commitment and build on our strong foundation. By leveraging our resources and trust, we can deliver exceptional value while positioning ourselves for long-term success.
Moving forward, we will prioritize open communication, transparency, and collaboration to ensure our goals are aligned. This holistic strategy will enable us to navigate the current landscape with confidence and drive meaningful progress.
Statement of Work:

Google Docs

Professional Services Engagement Agreement

Professional Services Engagement Agreement THIS SERVICES AGREEMENT (the “Agreement”) is made effective as of December 2, 2024 (the "Effective Date") by and between: MBC Partners LLC, doing business as Touchpoint, located at 522 W Riverside Ave Suite N, Spokane, WA 99201 (hereinafter the “Company...

Resources:
Fractional CRO & CMO Services

Recent studies indicate that 70% of small and mid-sized service firms have implemented fractional C-suite services (such as CROs and CMOs) report significant improvements in their revenue growth within the first six months. Companies leveraging fractional leadership are often times able to scale 30% faster compared to those using traditional full-time executives, due to the flexible, high-impact strategies and cost-efficiency fractional executives bring​. (Digital Authority Partners) (Your Fractional CROs and Fractional CMOs)
A white glove, value driven approach
As seasoned revenue leaders with decades of experience, we provide fractional Chief Revenue Officer (CRO) services designed to help startups and growing service companies scale efficiently. Our expertise focuses on driving immediate growth, optimizing operations, and fostering long-term success with our clients. We partner with organizations to navigate competitive markets, build sustainable revenue streams, and implement systems that scale seamlessly as the business grows. Whether you're refining your go-to-market strategy, streamlining operations, or need someone to work with your team to bring in new business, our proven approach ensures impactful results.
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Agility and Scalability
Our team, driven by our in-house fractional CRO's and CMO's provide flexibility and cost efficiency. Our model allows firms to access senior-level leadership and strategic guidance on a part-time basis, perfect for businesses in growth stages or undergoing transformation. With the ability to scale their involvement based on business needs, our fractional executives and support teams are able to drive growth in the first month, in a hyper-focused, agile manner.
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Holistic Alignment Across Key Business Functions
We align critical business functions within sales, marketing, and customer success. Our team brings a comprehensive approach to revenue generation, ensuring that all teams are unified under a cohesive strategy that drives growth and client retention. This alignment not only enhances internal efficiencies but also improves client engagement and customer experience, making these roles essential for firms looking to streamline operations while maximizing impact across the entire revenue lifecycle​.
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Data-Driven Growth Strategies
Everything we do is grounded in outcomes and data. We leverage analytics, customer insights, and market research to develop targeted strategies that optimize lead generation, marketing campaigns, and sales processes. By implementing these strategies, our clients can see measurable improvements in performance, from increased client acquisition to enhanced customer retention.
Expertise and Success
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Team
We are a small, tight-knit team of three equity partners, backed by our our two operations and marketing assistants in the Philippines who have a vested interest in our firm. Our combined expertise allows us to drive impactful results for our clients by being hands on and delivering unprecedented time to value.
Our team enables our partners to drive do more with less by:
  • Streamlining operations: Drive administrative and operational tasks, allowing our CROs and senior leadership to focus on driving strategic initiatives without bottlenecks.
  • Drive cost-efficiency: By leveraging this proven operational support, our overhead costs and improve overall efficiency, freeing up resources for high-impact growth strategies.
  • Seamless integration: Ensures that every system and process put in place aligns with your business needs, facilitating smoother onboarding, client engagement, and internal collaboration.
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Principal – [Principal Name]
[Principal Name], principal of Our Consulting Firm, is a six-time Presidents Club honoree, responsible for driving over $215M in service revenue throughout the past decade. The Principal specializes in scaling sales, marketing, and delivery teams for software and service firms, particularly within the Microsoft and SAP ecosystems.
The Principal’s work ethic was instilled early, working alongside his father in his small furniture store from a young age. Since 15 years old, The Principal balanced multiple jobs, selling cell phones at the local mall while helping his father, all while staying active in sports. Supporting himself through college with full-time work, The Principal's career took off when he became a top-performing small business inside sales executive in 2013. From there, he consistently ranked in the top 5% of performers and went on to lead sales, marketing, and delivery for high-growth outsourcing firms, driving 30% year-over-year growth.
The Principal’s dual expertise in sales and technology allows him to identify top talent and create winning strategies for Our Firm’s clients, helping them scale quickly while maintaining operational efficiency and a strong company culture.
Experience with specific platforms
At Our Firm, we bring extensive experience in deploying and optimizing a wide range of industry-leading platforms, organized into key categories to support your business operations, sales, marketing, and customer engagement strategies.
If you're interested in building an affordable, optimized stack, we can advise on the optimal stack below utilizing any of the tools in the expanded sections of the four subsets.
Customer Relationship Management (CRM) and Sales Automation
  • Freshworks – Freshworks offers modern CRM and customer support solutions. We help teams improve their sales automation, customer engagement, and lead conversion rates.
  • Salesforce – We provide expert-level support in Salesforce CRM, helping organizations manage sales pipelines, automate marketing efforts, and improve customer engagement strategies for long-term growth.
  • HubSpot – We ensure businesses optimize their lead generation, pipeline management, and marketing automation processes with HubSpot’s integrated CRM, marketing, and sales tools.
  • Zoho CRM – We manage Zoho’s robust CRM tools, supporting sales, marketing, and service operations, creating a unified system for seamless business workflows.
  • Go High Level – We utilize Go High Level to deliver marketing automation, CRM, and sales pipeline management solutions, helping companies nurture prospects and scale more effectively.
  • Dynamics CRM – Specializing in Microsoft Dynamics CRM, we help streamline customer relationship management to improve interactions, sales tracking, and customer service.
  • LinkedIn Sales Navigator – We help teams leverage LinkedIn Sales Navigator for advanced lead generation, allowing businesses to connect with key prospects and build valuable relationships.
Project and Task Management
  • Atlassian Suite – Our expertise extends across the Atlassian ecosystem, including tools like Confluence, to enhance productivity, collaboration, and project visibility.
  • Trello – We guide companies in using Trello’s flexible project management boards for team collaboration, task tracking, and customizable workflows, simplifying team operations.
  • Azure DevOps – Our experience with Azure DevOps helps teams integrate agile project management, code repositories, and CI/CD pipelines to deliver software solutions faster and more effectively.
  • Smartsheet – Dynamic work management, improving team collaboration, project tracking, and real-time updates to drive efficient operations.
  • Monday.com – Affordable project management, team collaboration, and workflow automation, ensuring operational efficiency across departments.
Marketing Automation and Campaign Management
  • Freshmarketing – As our top marketing automation solution, Freshmarketing helps businesses efficiently manage campaigns, automate workflows, and analyze data to optimize marketing performance and customer engagement.
  • ActiveCampaign – Our team helps businesses streamline their marketing automation, CRM, and customer experience efforts using ActiveCampaign for enhanced lead nurturing and engagement.
  • Mailchimp – We manage Mailchimp campaigns, focusing on audience segmentation, automated email workflows, and targeted marketing to boost engagement and conversion rates.
  • Constant Contact – We help businesses implement effective email marketing strategies through Constant Contact, optimizing audience growth and customer retention.
  • Zapier – With Zapier, we automate marketing workflows by connecting various apps and systems, ensuring seamless data transfer between tools and improved operational efficiency.
AI
We leverage AI-driven platforms to enhance business operations, automate decision-making, and unlock valuable insights from data. By integrating AI into key workflows, we help businesses predict trends, personalize customer interactions, and optimize processes for maximum efficiency and accuracy.
OpenAI GPT-4o – This powerful AI tool can be integrated into customer service, content generation, and decision-making workflows, helping companies automate routine tasks and improve customer engagement.
Gamma.app – ​we ​create visually compelling and data-driven presentations that simplify complex business concepts for our clients. Gamma.app helps us design interactive, narrative-driven content that enhances client proposals, updates, and reports.
H2O.ai – A leading AI platform for automating machine learning tasks, H2O.ai allows businesses to build and deploy AI models without needing extensive technical expertise, ideal for optimizing business processes and analytics.
RPA
Our RPA solutions streamline repetitive tasks, freeing up your workforce to focus on higher-value initiatives. We implement RPA tools that automate data entry, process management, and other manual tasks, improving operational efficiency and reducing errors across your business.
UiPath – UiPath is one of the most comprehensive RPA platforms, providing user-friendly tools that automate repetitive tasks like data extraction and workflow management, making it an excellent fit for small and growing firms.
Automation Anywhere – A highly scalable RPA solution, Automation Anywhere offers a cloud-native platform that helps technology outsourcing companies automate processes such as client onboarding, reporting, and back-office functions.
Data Analytics & BI
We offer expert support in data analytics and BI platforms, helping businesses gather actionable insights from their data. Our solutions enable real-time reporting, data visualization, and predictive analytics to inform strategic decisions and drive performance improvements.
Tableau – Ideal for small and mid-sized businesses, Tableau offers powerful data visualization and analytics tools that help companies make sense of their data through interactive dashboards and real-time reporting.
Power BI – A Microsoft solution, Power BI integrates seamlessly with existing systems to provide rich, real-time insights, enabling businesses to make data-driven decisions and scale operations efficiently.
Cloud Infrastructure Management
We support cloud infrastructure platforms, ensuring that your systems are scalable, secure, and optimized for performance. Our expertise in cloud services includes managing storage, computing power, and application deployment, helping businesses operate more efficiently while reducing costs.
  • Microsoft Azure – Azure provides a scalable cloud infrastructure with built-in security and a suite of tools for application management, making it a top choice for growing technology firms looking to streamline their operations.osts.
  • Amazon Web Services (AWS) – AWS offers a broad set of cloud-based products that help small businesses scale their infrastructure with flexible, pay-as-you-go options, making it ideal for outsourcing companies.
Email
  • Microsoft 365
  • G-Suite
Our Firm Internal Stack
  • Email and Cloud: G-suite
  • Password Management: 1Password –$3/user/month
  • CRM + Sales & Marketing Automation: Freshworks (Freshsales) – $15/user/month (Growth plan)
  • Project Management: Trello (Free or $5/user/month), Azure DevOps ($6/user/month for >5 users)
  • Internal communication: Slack (or Teams)
  • Data Analytics: Power BI ($9.99/user/month)
User specific Tools:
  • Cloud Infrastructure: Microsoft Azure (Pay-as-you-go)
  • Linkedin Sales Navigator ($79/month/user) + MeetAlfred Linkedin Platform (59.99/month)
  • Email Marketing: Mailchimp (Cost varies from Free to $19.99/month)
  • AI & Automation: OpenAI GPT-4 ($20/month), Gamma.app ($8/user/month)
  • RPA: UiPath (Free for small users)
  • Marketing Automation: Freshworks (Freshmarketer) – $19/month (Growth plan),
  • Integration: Zapier
(Average $62/month/user)
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