Free guidelines and tools for SMB professional services companies

Services companies may have a hard time promoting their offerings because they don't offer something tangible and most companies in their market offer very similar services. Take accounting or marketing services for instance. While some companies are more creative than others, the principles they use are pretty much the same. This means that the best way to differentiate from their competitors is to provide better quality and customer satisfaction. The tricky part is to prove this in a credible way. You can't just say that you have happy customers, you need to prove it. You also need to allow your customers to evaluate your services based on their needs and expectations. To really understand how successful your services are you can help customers evaluate them. This can help you convince other customers to work with you.

Customer Management

• Marketing

• Customer acquisition

• Customer onboarding

• Customer loyalty

Project Management

• Project planning

• Project monitoring

• Lean management

• Cost tracking

Employee Management

• Employee engagement

• Recruiting and staffing

• Employee performance

• Employee loyalty

• Organizational structure

Analytics and Reporting

• Metrics and KPIs

• Data gathering

• Data monitoring

• Data analysis


According to SelectUSA (a U.S. government-wide program housed in the International Trade Administration at the United States Department of Commerce):

"In 2013, the U.S. professional services industry comprised about 780,000 firms, up from 760,000 in 2012. The industry employed 8.2 million Americans in 2013, up 5 percent from 7.8 in 2012. According to the 2012 Economic Census, the industry achieved combined annual revenues of $1.5 trillion."