We're on brand when we're building yours.

As operators turned advisors, we’ve been in your shoes. We understand the challenges, complexities, and speed of change in your business. Our core advisory practice partners with leaders to impact Sales and Marketing, Organizational Effectiveness, and Business Intelligence.

Sales and Marketing Practice

To compete today, it’s critical to develop and execute a sustainable Go To Market (GTM) plan. We specialize in developing data-driven marketing and sales strategies for privately held businesses, with notable expertise in the industrial, manufacturing, and distribution sectors. We can help your business:

  • Enable digital transformation to modernize your marketing and sales approach

  • Analyze and segment your market to determine your most profitable targets

  • Clarify your brand messaging and market presence

  • Define and execute a cohesive go-to-market strategy to drive success across the entire customer journey

GTM can mean many things. To us, it starts with applying facts to understand, communicate, and grow your audience.

Our GTM model includes:

  • Every customer is not equally as profitable. Recognizing the different needs, behaviors, and revenue potential across your customer base is a crucial step in developing a sound customer strategy.

    We combine rigorous data analytics techniques with real customer interactions – interviews, focus groups, and shop-alongs – to identify your biggest opportunities for deepening relationships with loyal, profitable customers you want the most. With this knowledge, we help you:

    • Set and allocate your marketing budgets

    • Define a strategy to pursue the right opportunities

    • Help you realize the full revenue potential of your products, services, and relationships

  • Well-executed marketing programs drive revenue and profit. They help attract your target customers, establish a positive reputation and position in the market, and strengthen your brand.

    We focus on end-to-end brand management, including competitive positioning, marketing mix, and resource allocation. This approach allows us to deliver better leads to sales, drive up revenue, and increase margins.

  • Our customer acquisition approach, called NexGen Selling, is based on our experience with more than 100 sales organizations across six different industries.

    It begins with defining a clearly focused offering, executing on the highest priority customer segments with products and solutions bundled, and priced for maximum revenue, retention, and renewals. From there, we support you in:

    • Performance management: recruiting, developing, retaining, and tracking performance of high-potential sales teams

    • Resource deployment: Creating the right coverage model to maximize use of resources

    • Compensation and incentives design: Aligning individual success with growth targets

    • Revenue acceleration: Tightening pricing disciplines and focused cross-selling

  • Customers may be satisfied with your brand and happily recommend it to others—but if they like your competitors just as much (or more), you’re losing sales. We can help you prioritize increasing wallet share to ensure you’re capturing hearts, minds, and sales.

    We help you more clearly understand the preferences of your customers and develop compelling programs to grow wallet share, including:

    • When and what to cross-sell

    • Upsell to customer specific needs

    • Expand product lines

    • Increase purchasing and supply chain efficiencies

  • Loyal customers are one of your company’s biggest assets. Not only are they more profitable than net-new relationships; they’re also more likely to serve as advocates for your brand.

    We work with you to define the systems and infrastructure that reinforce your value promise with existing customers and drive long-term growth and retention.

    This begins with a detailed understanding of the short- and long-term needs of your customers. We use “voice of the customer” research to help you identify what is (or is not) working and how to implement new strategies in order to extend your customer relationships for years to come.

Organizational Effectiveness

You have strategic and tactical objectives, and their success depends on your departments, processes, and people. We help you align these areas to better position the organization for change by:

  • Determining the roles and structure required to meet new demands

  • Assessing additional talent needs based on existing skill set gaps

  • Instituting appropriate levels of leadership to execute necessary changes

  • Ensuring ownership and accountability for cross-functional activities

  • Enhancing communication, both within departments and across the organization

  • Ensuring appropriate compensation structures to align interests with goals

Our organizational effectiveness model includes:

  • Your business is as strong as your team. That’s why we’ve developed training programs to help drive change and accomplish performance objectives. We work closely with you to identify the business outcomes, and skills gaps, to achieve success.

    Our catalog of custom training programs ensures your people focus and learn the skills and processes that are essential to performance while avoiding superfluous content that distracts from the targeted outcomes.

  • To survive and create better results, organizations must behave and respond differently by taking a new approach to evaluating problems, spotting opportunities, and planning for future success.

    We approach organizational development through a people-centered lens to help you change, evolve, and focus. By examining how your business is structured to deliver its offerings, we can help it overcome the myriad of challenges–we’ll arm you with tools, processes, strategies, and programs that instigate behavioral and performance changes.

  • Thriving brands transcend logos and clever advertising campaigns; they're a reflection of a firm or product. The best brands launch thoughtful dialogues that foster curiosity, emotion, and loyalty with their audiences.

    We work closely with you to conceive, articulate, and expand brand positions through every available touch point. Our multi-disciplinary teams include experienced executives, psychologists, communication specialists, and designers who create nuanced experiences that connect people to brands in harmonious and differentiated ways.

  • What if you could achieve performance improvements in your core business, leverage capabilities to spur growth in contiguous segments, and consistently produce industry-leading results?

    Our diagnostic approach allows you to conceive new opportunities, gain momentum, and overcome organizational inertia. We call it the “art of execution”, and it begins with addressing operating problems at the cross functional levels of your company.

Business Intelligence

Business intelligence is table stakes. Today’s leaders want to act, operate, and measure with confidence … which starts by having reliable data and information.

We work with leadership teams to implement data as a core competency in the business. Our work often begins with a specific end in mind, such as “which of my customer segments is most profitable?”. Other times, we build C-level dashboards that empower real-time decisions and action on a daily basis. In either case, our data scientists and analysts become an extension of your team to build, implement, and train your organization on how to turn data into performance.

Our business intelligence expertise includes:

  • We’ll analyze your existing customer base to identify key attributes to inform how you go to market, how you service them, and how you grow or multiply these relationships. The output arms your team with a roadmap to understand and expand your customer set.

  • This segmentation work examines the product or service level detail of your business. These insights will give you a granular view of your products’ contribution to revenue and margin. It also identifies opportunities for product expansion and customer lifecycle management.

  • By analyzing the purchasing behavior of similar customers, we’ll identify opportunities to widen your existing accounts and relationships. These insights will inform your sales, marketing, and service teams on near-term opportunities within your existing reach.

  • Customer acquisition is a core function in any business. We’ll evaluate your current customer segments to build (or acquire) a target-rich list of prospective customers that share similar attributes and characteristics.

  • Understanding the size of the addressable market is critical for sales, production, and organizational planning. We’ll help you understand the commercial opportunity and total market demand for your product. This data will help you forecast your growth and ability to capture market share.

  • Information is power. We develop dashboards for leaders and executive teams who seek alignment, fact-based decisions, and the ongoing ability to measure and track performance across finance, marketing, sales, people, operations, and more.

“Instrumental in revamping
all of our systems.

Cosgrove Partners was instrumental in revamping all of our systems. We are now extremely profitable, and we are very, very happy with what they've done for us.”

Matt Goldberg, Founder and CEO
AMPG