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This $150,000 Rule Fuels Her Consulting Firm

How exactly does a classically trained marketer transition from big-budget ad agencies to founding a consultancy that propels private equity portfolio companies to their revenue goals? Summer Craig, founder of Craig Group, joins Michael today to share her journey from corporate roles at HomeAway.com and Gulf States Toyota to building a 23-person growth advisory firm. Along the way, Summer uncovered a critical market gap: the challenge of attributing marketing spend to revenue, especially at the board level. Leveraging her experience and a key early client, she pivoted from media buying to strategic consulting, focusing on the underserved lower middle market. If you are struggling to connect with private equity firms, Summer's insights into aligning marketing strategies with financial outcomes offer a roadmap for consultants aiming to make a significant impact in specialized markets.

00:00 - What Craig Group Does: Growth for Portfolio Companies
01:16 - From Corporate to Consultant: Summer’s Journey
02:50 - Spotting the Gap: Marketing ROI Insights
04:56 - Landing the First Client as a Consultant
07:32 - Transitioning from Employee to Consultant
10:46 - Building the First Client Pipeline
12:07 - Strategic Networking for Referrals
15:42 - Scaling with Private Equity Clients
18:14 - Adding a Partner for Market Credibility
20:34 - Revenue Goals: Deals Per Partner Per Quarter
26:50 - Adjusting Messaging to Match the Audience
29:42 - Key Metrics for Boutique Consulting Firms
35:33 - Unlocking Growth with Outbound Strategies
38:01 - Where to Find Craig Group Resources

Summer's Free CRO Dashboard: https://www.linkedin.com/posts/craigsummer_pe-firms-i-noticed-that-many-portfolio-companies-activity-7232748732948094976-_jSS?utm_source=share&utm_medium=member_desktop

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Consulting Success is the most comprehensive learning platform for serious consultants and skilled professionals who want to grow a stable and reliable consulting practice that attracts high-value clients time and time again.

We believe in the transformational power of consulting that creates real results for clients, and enables you as a consultant to do your best work, enjoy more time with your family, and achieve your desired income level and lifestyle.

Founded by Michael Zipursky and Sam Zipursky aka the “Zipursky Cousins” – serial entrepreneurs turned consultants with over 32 years of combined experience – we’ve consulted for and advised businesses throughout North and South America, Europe, Asia, Africa and the Middle East in over 30 industries. We’ve been in the trenches hustling to grow our own consulting businesses. We know what it feels like to be the outsider struggling to make things work or find acceptance in the market.
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