Available resources
The Strategic Go/No-Go Scorecard
If you're tired of chasing every opportunity - or feeling unsure about when to walk away - this tool is for you. The Strategic Go/No-Go Scorecard includes 12 yes/no questions that help your team assess whether a pursuit aligns with your firm’s goals, capacity, and positioning.
Use it in pursuit meetings or retroactively on past opportunities to gain insight into what drives smart, strategic decisions.
Marketing Tools + Roles Audit
Is your marketing team set up for performance, or stuck in survival mode? This quick, customizable worksheet helps firm leaders and marketing teams assess who owns what, identify system inefficiencies, and uncover hidden bottlenecks. Use it to spark smarter conversations, streamline operations, and support sustainable growth.
Strategic Health Assessment
Is your marketing aligned for growth? Evaluate the health of your firm's marketing strategy with this comprehensive tool designed to help A/E/C leaders. Identify areas for improvement, ensure alignment with your business objectives, and maximize ROI to achieve sustainable growth. This updated checklist goes beyond identifying gaps by offering actionable insights to position your firm for success.
Marketing Strategy vs. Marketing Plan
Not sure how a marketing strategy differs from a marketing plan - or why you need both? Our one-page guide breaks it down clearly, outlining what each includes and how they work together to align your firm’s marketing efforts with business goals.
Impact - Effort Prioritization Tool
Invest in what matters most. Not all initiatives deliver the same return. This tool helps A/E/C leaders evaluate and rank initiatives to maximize impact, reduce wasted effort, and drive growth.
How it works:
- List your firm's key initiatives
- Score each by impact and effort
- Score are plotted categories: quick wins, big bets, fill-in, and thankless tasks
- Take action - prioritize what drives real results
