fisher associates
SERVICES PROVIDED
Strategy; Training; Strategic Planning; CBDO; BD Planning; Retainer; Virtual Interview Training; Coaching; Audit
PROJECT OVERVIEW
Elevate Advisors partnered with Fisher Associates to lead their 2025 Strategic Planning session followed by quarterly accountability meetings to ensure progress. Elevate provided Fractional Chief Business Development Officer (CBDO) services, guiding business development (BD) planning, client capture strategies, and ongoing coaching. As Fractional Chief Marketing Officer (CMO), Elevate conducted a marketing audit, developed a new marketing plan, and implemented campaigns while coaching the marketing team.
A key achievement was Elevate’s project pursuits campaign to secure on-call engineering contracts with the New York County Highway Superintendents Association (NYCHSA). Focused on increasing transportation revenue by 10%, Elevate’s eight-month campaign leveraged thought leadership, case studies, and social media. Through tailored proposals, Fisher achieved a 100% success rate, retaining five regions, gaining two new ones, and securing 14 county-specific selections, including seven new counties.
Elevate’s leadership in BD planning, marketing support, and team development significantly strengthened Fisher Associates’ approach to both business development and marketing.
CLIENT QUOTES
“This Creating a Championship Interview training program was a great success. Not only did it help instill confidence in some of our staff who were reluctant presenters, it gave us a framework for storyboarding our shortlist presentations to make them more impactful, and overall, significantly improved our approach to shortlist interview presentations and our ability to effectively present and win.”
Roseann Schmid, PE – CEO
“Elevate has brought clarity to a process that we have struggled with and has positioned us to hit the ground running. With Elevates guidance, we defined our growth road map over the next 3 years, successfully developed our 2021 business plans, including development of client capture plans, and established the marketing campaigns and tasks needed to support our future business development goals while holding monthly group business development rallies to celebrate the successes and assist with the challenges our staff is having in their business development efforts. We have received accolades from our staff and our leadership team. Elevates genuine interest in the success of Fisher Associates is apparent in all our interactions and we have established a relationship that will continue well beyond the end of your contract with us.”
Roseann Schmid, PE – CEO