For years, firms leaned on the same playbook of showing expertise, sharing insights, and earning trust.
AI hasn’t replaced this playbook, but the environment for professional services firms has changed. The real risk isn’t being replaced by machines, it’s blending in and sounding just like everyone else.
This series explores how the AI shift affects the sales process, from first impressions to long-term client relationships. We’ll cover what still works, what doesn’t, and how to stand out with approaches that actually connect with people.
Stay tuned for Part 3
In Part 3, we’ll explore the bottom of the funnel, where proposals get made, prices get set, and deals get won. With AI making everything look similar, standing out means showing your real value in every pitch.