Successful B-to-B professional services firms trust Proactive Marketing to transform their marketing ambitions into reality. Our clients get to spend time on what they do best — banking, finance, lawyering, consulting, accounting, advising — while we clarify, implement and manage the marketing tools and processes essential for sustainable growth.

Your Marketing Specialist

Why do clients
hire you?

Your firm's services are a commodity, so understanding why clients choose it over the competition provides the foundation for growth. We conduct external and internal due diligence to derive the essence of your firm’s unique personality and value drivers, then build compelling, consistent messaging and successful marketing programs.

How do you attract
new business?

Top line revenues are great. Profitable revenues are better. We strategize with your firm’s key members to clarify business goals then create and implement a marketing and communications plan in alignment with your budget and team's skillsets.

Who’s responsible
for prospecting?

Everyone in your firm contributes to successful business development and client retention. We work with senior management to define BD goals for individuals and departments, create BD plans with accountability features, and provide coaching and training - all with an eye to optimizing everyone's ROTI (Return on Time Invested) in BD activities.

What does your
firm look like?

In this age of information overload, concise, attractive websites and marketing assets cannot be over-rated. Whether your firm needs a full compendium of digital and print marketing assets or a short list of collateral, we are your architect, writer and project manager.

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Our Clients

Mary is a cohesive member of our team, providing thoughtful marketing guidance for both the firm and individuals. The keys to our success working together are her understanding of our business and insightful, direct approach to keeping us on track.

- David Stapleton, President, Stapleton Group

Mary is a quick-study and provides highly effective insight and strategies that are focused on generating revenue. She has a unique niche in doing this for professional service firms. In the world of marketing, she’s a no BS straight shooter who gets it done.

- Tracy Williams, President, Olmstead Williams Communication

Proactive Marketing has been keeping our firm relevant in our business community since 2002 by artfully transforming our technical work into clear, concise marketing communications. Our firm has transformed multiple times over the past 20 years and PMI has been a part of every step.

Jeff Brandlin, President, Brandlin & Associates

Mary has been instrumental in developing, planning, and executing our marketing strategy. She has been a huge help since her start with us in 2017 and we view her as an invaluable member of our team.

Michael Kianmahd, Executive Vice President, Maxim Commercial Capital

I loved the work Proactive Marketing did for HG and truly enjoyed working with Mary. She captured the essence of HG's unique value proposition and personality in its website and communications, and gathered valuable information about our clients and market.

- John Morris, Director, Hamilton Grant

Proactive Marketing listened, learned and quickly understood our business and the unique aspects of our culture. They used that knowledge to craft an effective, results-driven marketing plan for our firm and business development plans for individual principals.

- Jim Upchurch, President & CEO, Caltius Capital Management

"Mary guided the partners through renaming our law firm then led the creation of a new website. Her suggestions and attention to detail made the website clean, uniform and easy to navigate. The attorneys received tremendous positive feedback.

- Law Firm Marketing Administrator

Our Results

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Turning 21!

Proactive Marketing has turned 21! I remember turning 21 like it was yesterday....

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Committed? Or, Merely Interested?

"There's a difference between interest and commitment. When you're interested in...

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What Can You Learn from Your Clients?

Your clients hire you for your knowledge. This fact makes it easy to forget tha...

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Your Marketing Specialist

Our Clients

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