How a Purpose-Driven Strategy Firm Won Two Projects in the Professional Services Sector
| Client Type | Purpose-Driven Brand Strategy and Employee Engagement Firm |
| Win | Two Projects Totaling $315K, PwC |
| Verticals Served | Financial Services, Professional Services, Technology, B2B, Employee Engagement |
The Challenge: A Purpose-Driven Strategy Firm That Needed a More Consistent Path to Major Financial Services Clients
This purpose-driven brand strategy and employee engagement firm had built a distinctive practice over more than 25 years.
They specialized in helping organizations tell meaningful stories around purpose, sustainability, and employee engagement, and they’d done it for some of the most recognized names in technology and consumer products.
Their approach was differentiated and their track record was strong.
What they didn’t have was a consistent way to get those capabilities in front of the right people at major financial services and professional services firms.
Decision-makers at companies like PwC are hard to reach and operate within long, relationship-driven buying cycles. Breaking through required a level of sustained outreach that went well beyond the firm’s existing network.
They needed a program that could build the right relationships with the right contacts at the right firms, consistently and over time.
Why Outsourced New Business Made Sense
For firms whose work lives at the intersection of purpose, brand strategy, and employee engagement, getting in front of financial services decision-makers is one of the harder new business challenges.
These buyers are sophisticated, relationship-driven, and hard to reach through conventional outreach.
Building credibility with them takes consistent presence and messaging that speaks directly to their priorities.
RSW/US assigned a dedicated New Business Director to work on the firm’s behalf, reaching brand, marketing, and internal communications decision-makers at major financial and professional services firms through phone, email, LinkedIn, and direct mail, with messaging tailored to the specific challenges those organizations were working through.
How RSW/US Built the Program
The kick-off focused on identifying what made this firm’s approach genuinely different: deep expertise in purpose-driven storytelling, a proven methodology for building employee engagement programs that worked, and a track record of doing it for Fortune 500 organizations across technology, financial services, and consumer sectors.
That combination was directly relevant to large professional services firms navigating increased expectations around purpose, culture, and sustainability.
RSW/US built a targeted prospect list focused on major financial services, professional services, and B2B organizations where the firm’s capabilities in brand strategy, employee engagement, CSR, and sustainability were active priorities.
Outreach was designed to speak to the real challenges those organizations faced in telling their purpose story credibly and activating it internally.
PwC was identified as a strong fit given the firm’s experience in financial services and their expertise in exactly the kind of thought leadership and employee engagement work that major professional services organizations need.
The outreach built familiarity with the right contacts over time and generated the conversations that led to two project wins.
The Result: Two Projects Totaling $315K with PwC
The firm won two projects with PwC, one of the world’s largest professional services networks, totaling $315K in fees.
For a purpose-driven strategy firm looking to grow its presence with major financial services organizations, winning two simultaneous engagements with a Big Four firm was a meaningful validation of both their capabilities and their positioning.
It was a direct result of consistent, targeted outreach that put the right firm in front of the right decision-makers at the right time and kept the relationship moving forward until the work materialized.
Learn more about PwC.
Is Your Firm Getting in Front of the Financial Services Organizations It Should Be Working With?
If your firm has deep expertise in employee engagement, RSW/US can help you get it in front of the right decision-makers at major financial and professional services organizations.
We build the program, generate the right meetings, and help move opportunities forward.
Want to see how our full-service program works? See Our Process
Looking for a more cost-effective starting point? Learn About Our Launch Program
