Explore Our Solutions

Our service offering is designed around the day-to-day realities of running a successful agency.

Securing Client Business

- Drafting, review, and negotiation of client service agreements

- RFP reviews and responses

- Pricing guidance and strategies

- Prospect-to-proposal process design and enhancement

Servicing Client Business

- Client onboarding process design and enhancement

- Drafting, review, and negotiation of vendor agreements

- Vendor selection, onboarding, and monitoring process design and enhancement

- A/P and A/R process design and enhancement

Day-to-Day Agency Operations

- Employee training on agency operations and negotiation strategies

- Employee onboarding process design and enhancement

- Operational assessments and risk evaluations

- Process design and implementation

- Operational strategy and evolution

- Financial performance review and planning

- System selection and implementation (e.g., project management tools)

Case Study: Agreement Template Overhaul

An agency founder was frustrated that her clients would never accept her master services agreement (MSA) and statement of work (SOW) templates, which meant her agency was always negotiating from her clients' deal templates. This was costing her agency thousands of dollars in negotiation costs for each new client and often leading to accepting operational compliance requirements costing thousands more in hard costs and staff time. She turned to Broad Cove to re-draft her MSA and SOW templates so that they would be more easily understood and more readily accepted by her new clients. As a result, her new templates are now used as the starting point in most new client negotiations.

Case Study: An Owner in the Weeds

An overwhelmed agency owner was frustrated that most of his day was being spent tackling administrative matters instead of focusing on more strategic matters. Broad Cove identified opportunities to "share the load" with other employees and then helped design, implement, and train employees on processes that took day-to-day tasks off of the owner's plate and empowered others in the organization to learn new skills and contribute in new ways to the team's success. As a result, the owner could concentrate on growing the business and his employees reported higher levels of engagement and excitement for the agency's future.