How We Help

Services & Packages

Six core service areas. Four flexible engagement tiers. One goal: sustainable, repeatable growth for your firm.

What We Do

Our Core Services

Each service is designed to address a specific growth gap, and can be combined into a comprehensive engagement.

Fractional BD Leadership

The fastest way to add senior BD capacity without the cost of a full-time hire. Karl steps in as your embedded Head of Business Development.

  • Karl becomes your embedded BD leader, not an outside advisor
  • He manages your pipeline day to day
  • He coaches your team on BD conversations and introductions
  • Your key relationships get owned, not just tracked
  • A weekly BD cadence he runs and enforces
  • No salary, no benefits, no overhead

Growth Strategy & BD Planning

A roadmap built on your firm's strengths and goals, not a shelf template. Comes with a 90-day plan and KPIs you can measure.

  • A roadmap built around your firm, not a generic framework
  • Where you stand in the market today
  • Your ideal client profiled in detail, not guessed at
  • The right channels prioritized, the wrong ones dropped
  • An honest look at the competitive landscape
  • A 90-day action plan with KPIs attached

Referral Growth & COI Development

Most firms leave referral business on the table. Karl builds a system for it, so growth stops depending on luck.

  • A referral ecosystem designed on purpose, not left to chance
  • The COIs worth prioritizing, identified and ranked
  • Introductions built on mutual value, not one-sided asks
  • A referral engine that keeps producing
  • A plan for nurturing COI relationships after the introduction

Sales Process & Pipeline Accountability

Firms that close business and firms that lose it are usually separated by follow-up and structure. Karl installs the systems that stop things falling through the cracks.

  • Your CRM and pipeline, optimized and actually used
  • A follow-up cadence that runs on its own
  • Weekly reporting that holds people accountable
  • Every opportunity visible, at every stage
  • Deals tracked stage by stage, not lost in a spreadsheet
  • Conversion rates measured and improved

Networking & Event Strategy

Showing up isn't a strategy. Karl plans which rooms to be in, who to meet, and how introductions turn into revenue.

  • The right rooms, events, and associations, chosen on purpose
  • Introductions that matter, not just handshakes
  • A goal for every event, not improvisation
  • Follow-up that happens the week after, not months later
  • Relationships nurtured until they convert

Personal Brand & LinkedIn Positioning

Your prospects look you up before they call. Karl makes sure what they find builds confidence.

  • Your LinkedIn profile, built to earn trust on first look
  • A content strategy built around what clients actually ask
  • Visibility work that puts you in front of the right people
  • Inbound conversations, not just cold ones
  • A content calendar and posting cadence you'll actually keep
  • A plan for growing the right network, not just followers
Engagement Options

Our Service Packages

Four ways to work together: built for firms at different stages of growth readiness and engagement depth.

Growth Engine Workshop

$2,800 – $4,500+* / cohort
Your partners build one BD system together, in six weeks. No one carries it alone.
  • One 60-minute call a week, six weeks straight, led by Karl himself
  • Small cohorts of 3 to 8 partners, working from the same COI map
  • A short worksheet between sessions keeps the work moving
  • COI maps, introduction scripts, and pipeline tracking, built live, not as homework
  • 30 days of follow-through, then a 90-day cadence to keep it running
  • Leads straight into a Growth Assessment

*Priced per cohort: $2,800 flat for 1–2 participants, $4,500 flat for 3–5, and $4,500 plus $650 per seat beyond 5 for 6–8. A 50% deposit reserves your dates. The balance is due before session one. Move forward within 30 days of your final session: 100% of your Workshop fee credits toward a Growth Assessment.

Get Started

Growth Assessment

$3,500 – $5,000*
Not ready to commit? Get a clear picture of your BD and referral network first.
  • A full audit of how you generate BD today
  • Your referral network and COI relationships, reviewed honestly
  • Stakeholder interviews and a clear-eyed read on your competitive position
  • Gaps in your growth infrastructure, spelled out plainly
  • A written report with specific recommendations, not generic advice
  • A 90-day plan built around the KPIs that matter

*Sign on within 30 days of receiving your report: 100% of your Assessment fee (net of any Workshop credit already applied) credits toward your first 6 months of engagement.

Get Started

Growth Coaching & Accountability

$4,000 – $6,500 / month
You already have people who can execute. Karl coaches them and keeps the work on track.
  • Monthly sessions set your team's BD priorities, not just check in on them
  • Your pipeline and referral activity get reviewed against real goals, not just logged
  • A steady cadence keeps your team accountable between sessions
  • Karl works directly with your leadership on COI development and market visibility
  • A second set of eyes on your messaging and positioning
  • Scorecards and KPIs keep your progress visible, even when Karl isn't in the room
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Fractional Growth Leadership

$7,500 – $12,500 / month
No BD leader on staff yet? Karl fills that seat and does the work himself.
  • Karl steps in as your embedded, fractional Head of Business Development
  • He's at networking events, COI meetings, and professional gatherings in person
  • Your pipeline gets managed day to day, hands on
  • Referral partners get real face time that produces results
  • He's your ambassador in every room that matters
  • Meetings, follow-up, reporting: he owns it end to end
Get Started
Why Fractional?

Full-Time BD Director vs. Fractional BD Advisor

Full-Time BD Director Fractional BD Advisor
Cost $150K–$250K+ annually (salary, benefits, bonus, overhead) $7,500–$12,500/month (no benefits, no overhead, cancel anytime)
Ramp-Up Time 3–6 months to recruit, onboard, and see initial results Immediate impact. Experienced leaders ready to execute from day one.
Risk High: a long-term commitment with uncertain ROI. Costly if it doesn't work. Low: flexible engagement terms, proven frameworks, measurable outcomes.
Expertise Limited to one individual's experience and network Access to 25+ years of BD leadership across multiple industries and networks
Scalability Fixed capacity. One person, one set of relationships. Scalable. Expand or reduce scope as your business needs evolve.
Accountability Internal politics can dilute focus. Hard to measure objectively. External accountability: clear KPIs, pipeline metrics, and regular reporting

Get senior-level BD leadership at a fraction of the cost: less risk, faster results.

Investment Details

Investment Structure

Service Investment Structure Timeline
Growth Engine Workshop A 50% deposit reserves your cohort dates, balance due before session one. Move forward within 30 days of your final session: the full fee credits toward a Growth Assessment. Six-week program, one 60-minute session per week
Growth Assessment 50% due at signing, 50% due on delivery. Sign on within 30 days of delivery: the full fee (net of any Workshop credit) credits toward your first 6 months. Fixed 30–45 day engagement
Growth Coaching & Accountability Monthly retainer, paid in advance Month to month, 30 days' notice to cancel
Fractional Growth Leadership Monthly retainer, paid in advance Three-month initial term, then month to month

Not Sure Which Package Is Right?

Start with a confidential conversation. We'll listen, ask the right questions, and help you find the best fit. No pressure, no commitment.

Schedule Your Assessment Meet Karl Wappaus