Mid-market focus Collaborative Strategies serves closely-held businesses with annual sales ranging from $5 million to $1 billion, indicating a strong sales target for mid-market organizations that often need strategic planning, succession, and executive search services.

Strategic services expansion With offerings spanning strategic planning, organizational development, succession management, and advisory board facilitation, there are cross-sell opportunities to expand existing clients’ bags of services, especially for firms undergoing leadership transitions or governance changes.

Regional leadership Positioned as a region’s leading strategic planning firm in St. Louis and beyond, there is potential to leverage geographic prominence to win referrals from local boards and civic leaders who require governance and strategy support.

Not-for-profit and board engagement Experience serving not-for-profit organizations and boards creates opportunities to upsell advisory board facilitation, governance optimization, and executive search services to nonprofit clients and mission-driven enterprises.

Tech-enabled insights Utilize data-driven tools and analytics (as part of the tech stack include Google Analytics and Tag Manager) to demonstrate ROI of strategic initiatives and to tailor proposals for performance improvements and measurable outcomes.