Trusted by professional services firms worldwide
18 partner profiles. One programme. $2.8M in new advisory fees.
BDO USA had 18 partners with deep expertise across M&A advisory, tax planning, and regulatory compliance — and zero digital presence generating new mandate enquiries. LVRA repositioned all 18 profiles, built a CFO intelligence briefing at 39% open rates, and deployed event automation that converted webinar attendees into advisory conversations. The result: $2.8M in fees from six new engagements.
Active markets
From kickoff to pipeline.
12 months, four stages.
Most professional services clients see qualified CFO or C-suite conversations within 30 days. Advisory pipeline and engagement value compounds from month 4 as content authority and outreach data mature.
ICP build & targeting
CFO, GC, or C-suite advisory target profiles defined at firm size and challenge level. Thought leadership assets prepared. Outbound infrastructure configured before any contact is made.
Launch & iterate
Multi-channel sequences launched to mid-market decision-makers by practice area. Messaging tested weekly. Highest-converting positioning tracks locked before scaling begins.
Scale & pipeline build
Proven sequences scaled across primary service lines. Reporting shifts to advisory conversation quality, engagement value, and fee pipeline attribution from outbound activity.
Expand or handover
New practice areas, buyer personas, or geographies added to the engine. Full playbook documented and transitioned. All ICP data, sequences, and performance benchmarks handed over.
What changes when you work with us.
Built around mandates won, not impressions delivered.
Four gaps between your expertise and the next engagement
Every professional services firm waiting for the next referral is experiencing one of these four structural vulnerabilities in their commercial pipeline.
The Gap
Invisible partner expertise
The most common mistake professional services firms make is assuming that expertise is self-evident to the market. A partner with 20 years of M&A advisory experience generates zero inbound mandates if that expertise is not visible, findable, and credible to the CFOs and business owners who are actively looking for it. A LinkedIn profile listing previous roles does not communicate expertise. Published analysis of relevant transactions, regulatory developments, and market dynamics does.
How We Close It
Partner digital authority programme
We reposition partner profiles around specific expertise domains, defined client types, and relevant business outcomes — then build publication schedules that make each partner's expertise visible to the CFO and business owner audience that buys it. Partners who publish consistently generate mandate enquiries. Partners who don't, don't.
The Gap
Event engagement that disappears overnight
Every business development event, webinar, and roundtable a professional services firm runs generates attendee engagement — people who raised their hand, submitted questions, or registered their interest — that typically disappears within 24 hours when no structured follow-up exists. The warmest prospect contact a firm generates through its events is converted to nothing because there is no automation to capture and advance it.
How We Close It
Event and webinar follow-up automation
We build marketing automation sequences triggered by event attendance, content download, and webinar registration — deploying personalised follow-up from the relevant partner within 24 hours, routing engaged contacts to consultation offers, and maintaining presence in the prospect's inbox with intelligence content that demonstrates ongoing relevance to their specific situation.
The Gap
Generic intelligence content no CFO reads twice
Most professional services thought leadership content is written for the firm's credibility, not for the reader's utility. Articles about the firm's capabilities, service launches, and award wins do not generate mandate enquiries. Content that a CFO would forward to a colleague — because it contains analysis, data, or perspective that is useful to them independently of any commercial intent — does.
How We Close It
CFO intelligence content programme
We design and produce quarterly intelligence briefings that achieve 35–40% open rates from finance professional audiences — regulatory change analysis, M&A transaction data by sector, financial benchmarking reports — functioning simultaneously as relationship-building tools and direct pipeline generation mechanisms.
The Gap
No direct outreach programme running in parallel
The CFOs and business owners who represent your highest-value prospects are reachable. They are on LinkedIn. They respond to cold email that references a specific regulatory development, M&A dynamic, or financial planning consideration relevant to their actual business situation. Most professional services firms do not run direct outreach programmes — because they have never needed to, until they do.
How We Close It
Executive-level direct outreach
We design and execute direct LinkedIn and cold email programmes for professional services partners that generate first-meeting conversion rates of 15–25% from targeted CFO and business owner audiences — with messaging that references specific regulatory or market developments relevant to the prospect's specific situation at the moment of contact.
$2.8M in new advisory fees. 18 partner profiles. One content programme.
BDO USA had 18 partners with deep expertise across M&A advisory, tax planning, regulatory compliance, and management consulting — and zero digital presence generating new mandate enquiries. Partner LinkedIn profiles were generic credential listings. No content programme existed. No automation followed up on event attendees or webinar registrants. The referral network was producing work, but the firm had no commercial infrastructure operating in parallel.
LVRA repositioned all 18 partner profiles around mid-market specialisation statements, built a quarterly CFO intelligence briefing achieving 39% open rates, and deployed three automation sequences triggered by event attendance, content download, and webinar registration. The result: 3,600 finance professional LinkedIn followers, 88 warm CFO conversations, and six new advisory engagements producing $2.8M in fees — all attributed to the programme within 14 months.
$2.8M
Advisory fees
88
CFO conversations
39%
Email open rate
Expertise that earns the mandate before you've pitched for it.
Professional services mandates are won before the first commercial conversation — by firms whose expertise is visible, credible, and relevant at the moment a CFO defines their problem and starts looking for help.
Partner Positioning & LinkedIn Authority
The most common mistake professional services firms make on LinkedIn is treating it as a CV platform. Partner profiles that list credentials and previous employers do not generate mandates. Profiles that communicate a specific expertise domain, a defined client type, and a relevant business outcome — backed by consistent publication of regulatory analysis, transaction commentary, or market intelligence — build the digital credibility that positions a partner as the obvious choice when a CFO begins evaluating advisory options.
CFO Intelligence Content Programme
The highest-performing content asset for professional services lead generation is not a thought leadership article about your firm's capabilities. It is market intelligence that a CFO would forward to a colleague — regulatory change analysis, M&A transaction data by sector, financial benchmarking reports. We design and produce quarterly intelligence briefings for professional services clients that achieve 35–40% open rates from finance professional audiences, functioning simultaneously as relationship-building tools and direct pipeline generation mechanisms.
Executive-Level Direct Outreach
Not every professional services mandate comes from a warm referral or an inbound enquiry. The CFOs and business owners who represent your highest-value prospects are reachable through direct outreach — if the outreach references a specific regulatory development, M&A dynamic, or financial planning consideration relevant to their specific situation. We design and execute direct LinkedIn and cold email programmes for professional services partners that generate first-meeting conversion rates of 15–25% from target-account outreach.
Event & Webinar Follow-Up Automation
Every business development event, webinar, and roundtable a professional services firm runs generates attendee engagement that typically disappears after the event ends. LVRA builds marketing automation sequences triggered by event attendance, content download, and webinar registration — deploying personalised follow-up from the relevant partner within 24 hours, routing engaged contacts to consultation offers, and maintaining presence in the prospect's inbox with intelligence content that demonstrates ongoing relevance.
From the decision-makers
who ran the programmes.
Proof of performance in Professional Services.
KPIs tied directly to your mandate pipeline goals.
Professional services clients build $2.8M+ in advisory fee pipeline from zero referral dependency — through structured partner outreach and CFO-level content programmes that operate independently of existing client relationships.
$2.8M in advisory fees built from zero referral dependency
88 CFO-level conversations opened across 18 partners
39% email open rate from senior partner outreach sequences
3,600 finance professional LinkedIn followers built in 14 months
CFO conversations vs. advisory pipeline — 12-month programme
Example: BDO USA senior partner programme
Mandates generated. Not just leads.
Every figure from published professional services case studies. Pipeline that converts to fees — not engagement metrics that don't touch revenue.
$2.8M
New advisory fees attributed to programme activity
88
Warm CFO conversations generated across 18 partners
39%
Email open rate on CFO intelligence briefing
3.6K
Finance professional LinkedIn followers built from zero
6
New advisory engagements directly attributed to programme
18
Partner profiles repositioned and digitally activated
Everything a professional services firm needs to generate mandates digitally.
Partner LinkedIn Authority
Partner profiles repositioned around specific expertise domains and client types — with consistent publication schedules that make each partner's specialisation visible and credible to the CFOs and business owners who buy it.
CFO Intelligence Content
Quarterly intelligence briefings achieving 35–40% open rates — regulatory change analysis, M&A transaction data, financial benchmarking reports — that CFOs forward to colleagues and treat as a genuine resource, not promotional material.
Executive Direct Outreach
LinkedIn and cold email programmes for professional services partners generating first-meeting rates of 15–25% — with messaging referencing specific regulatory or market developments relevant to each prospect's situation.
Event & Webinar Automation
Marketing automation sequences triggered by event attendance, content download, and webinar registration — routing engaged contacts to consultation offers within 24 hours and maintaining presence with relevant content through the consideration period.
Thought Leadership Publishing
Ghost-written regulatory commentary, M&A analysis, and market perspective published under partner bylines across LinkedIn, industry publications, and the firm's own content channels — building the authority that generates inbound mandate enquiries.
Digital Pipeline Infrastructure
The complete commercial infrastructure that runs in parallel to referrals — partner authority, content programme, direct outreach, and event automation — generating a predictable, scalable pipeline that does not depend on any single relationship or referral source.
The platforms behind every professional services pipeline programme.
Sales Navigator
CFO and business owner prospecting and partner profile authority building
HubSpot
Mandate pipeline CRM, automation workflows, and engagement tracking
Klaviyo
CFO intelligence briefing distribution and open rate optimisation
Apollo.io
Executive prospect identification and contact verification
Instantly
Cold email outreach sequences for CFO and director-level targets
Semrush
Thought leadership keyword research and firm SEO analysis
Clay
Prospect enrichment with firmographic and intent data for outreach personalisation
ActiveCampaign
Event and webinar follow-up automation and contact nurture sequences