Growth Toolkit

The Growth Toolkit combines our most popular templates to scale your firm. Popular templates include our Ideal Client Persona Builder, Talent Strategy Planner, Workflow Assessment, Referral Scorecard, and more. 

  • Use these templates to help identify areas for improvement. 
  • Position your firm through your unique capabilities and service. 
  • Build strong internal processes that contribute to staff retention, client satisfaction, and firm valuation.
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