Turn Vision Into Action
2026 is on your mind. Think beyond. Your strategy today defines your opportunities tomorrow.
Planning season hits differently when you’re building the future — not just filling a pipeline.
Think portfolio, not pipeline.
Make sure your portfolio matches your vision — start with your revenue mix and create a Portfolio Pyramid to visualize it.
It starts with the shape of your revenue portfolio — and the ROI at each level.
We think of your Client-Portfolio-Revenue Mix like a pyramid:
Within this pyramid — every yes is an investment. Every no is a signal. And the firms that get that balance right are the ones that will be thriving three years from now.
Magnetic — your brand-building work.
Projects that shape the perception of who you are and why you’re the best.
They attract talent, open doors, and build relevance — the work that pulls opportunity toward you.
These projects often come with a high price of entry and stiff competition (think Shark Tank) and may require investment at the highest level — your leadership, your ideas, your expertise.
Growth — your strategic bets.
New markets. Emerging sectors. Clients you’re testing. New ways of working.
This is your investment zone — where you explore what’s worth doubling down on.Foundation — your long-term client relationships and multi-year revenue contracts.
Consistent relationships and performance outcomes, with long-term yields.
You’re not in constant pursuit or high-stakes competition here. This layer provides predictability — and buys you time and funding to try new things.
As you work on your business plan, ask:
Are we building the future we want — or just reacting to what shows up?
Are we getting the ROI we want at each level of the pyramid?
Where are we overcommitted… and underinvested?
Is our current mix pulling us forward — or holding us in place?
Where do we need a reset?
You don’t need a 5-year plan. You need a clear lens — and a strategy that helps you see around corners.
Start with a real look at your portfolio mix — it’s more revealing than most planning retreats.
Want help mapping your mix? DM or reply “Pyramid” and we’ll set up a 30-minute working session.