Areas of Expertise

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Assessment

Understanding where you’ve been, where you are and where you want to be. We understand that your organization is not just your management team. Believing that preparation is the key to successful change efforts we include as many of your people internally as well as your external organization relationships (vendors, clients, etc.) in order to ensure success during the implementation phase of the change process.

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Strategic Planning

As the lead facilitator in the planning process, we work with your team in a way that provides a laser focus on the critical issues identified in the assessment. The result is a clear plan to take your organization from where you are to not just where you want to be but to where you could be.

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Leadership Development

Leaders influence the people in an organization as they perform and deliver quality client service. We are committed to working with professional services firms to develop their most important asset: the people.

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Executive Coaching

At Collie & Associates we believe that all organizational change begins with personal change. As such, we work with key employees in the firm to help them optimize all aspects of their personal and professional lives. As your firm implements change, executives learn to integrate their individual goals with the goals of the firm for peak performance.

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Brand Development and Communication

We work with senior management to develop a purpose statement that drives the creation of your brand promise. From this promise a brand communication plan is designed to touch your brand audiences at every point of contact.

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Experience Creation Methodologies

Once the brand is clear we will know which methodologies are in alignment with creating the type of internal experience and external client relationships that will promote the firm’s desired brand experience. We work with you to develop proprietary methodologies that will take the quality of your work to a new level.

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Marketing & Sales System

Using the information gathered in the Assessment as a starting point, we work with you to develop a customized marketing & sales system that guarantees consistent growth, both in the number and quality of your clients.

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Client Service System

Working together with the senior management, client service, creative, finance and new business components of your firm, a complete client service system based on people and strategy is developed.

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Client and Market Surveys

Doing great work requires knowing your customers and who your real competitors are. Our proprietary marketing research processes work toward both ends.

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Personality Profiling

Through testing and coaching, we help you and your people understand yourself, others, clients, prospects and anyone else you come in contact with . . .better.

  • Teambuilding: working together better


  • Human Resources: hiring a better, more cohesive workforce


  • New Business: winning better clients, more often


  • Client Service: keeping and growing better clients


  • Presentations: win by presenting from the client’s perspective

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Collie & Associates