Outsourced & managed services
For BPO, managed-services, outsourced-accounting and technology-enabled services firms competing on more than price.
What we often see
Where we help
Define priority buyers, package service offerings and build a go-to-market plan that connects positioning, executive outreach and cross-selling.
Work toward: clearer offers and a focused path to new business.
Develop accounting, banking and private-equity referral relationships, strategic alliances and channel programs with a clear value proposition and follow-through.
Work toward: a repeatable approach to originating and developing opportunities.
Connect sales process, CRM discipline, pipeline governance, compensation design and executive reporting. Provide fractional leadership to put the plan into practice.
Work toward: an accountable commercial operation with clearer priorities and revenue visibility.
Relevant experience
As VP, Revenue & Growth for Kapital Krest Holdings / Rely Services through NSPC, Joe built segmentation, outbound strategy, CRM discipline and commercial structure, developing a reported $2.5M+ in qualified pipeline and 20+ senior-level prospect and partner introductions. His earlier roles include outsourced financial services at ORBA and outsourcing solutions at UHY.
Results are reported from roles Joe held and engagements he led; most reflect team efforts alongside client and employer colleagues. Prior employment is identified separately from engagements delivered through No Small Plans Collective. Past results do not guarantee future outcomes, and no client endorsement is implied.
Read the experience summaries ↗A good place to start
Two weeks
An evidence-led review of your offerings, markets, pipeline and partner channels, ending with a prioritized 90-day growth plan.
Explore ↗Eight to twelve weeks
Design one referral or distribution channel, engage the right partners and put enablement and tracking in place.
Explore ↗