US professional-services firms
1.9M
Hybrid+remote share
52%
Median partner billing target
1,800+ hrs
Who they are
Partners are billing 1,800+ hours/year. They have 15 minutes between calls. They'll buy if (1) you can prove ROI in their hours-saved, and (2) you can document the security/compliance posture without them having to ask twice.
Common titles
Managing PartnerPartnerPractice LeaderDirector of OperationsCFO
Where they live online
- Above the Law (legal)
- Accounting Today
- AICPA + state CPA society events
- Consulting Magazine
- ABA Tech Show
- r/Lawyertalk + r/Accounting
Common objections
What's the SOC 2 status?
SOC 2 Type II or no conversation. Have the report ready as a PDF download under NDA.
How does this work for our matter/engagement structure?
Map to matter, engagement, client trust account terminology. Generic CRM language doesn't land.
Message templates that work
Cold to managing partner at a 10-50-person firm
Subject: {{Firm}}'s {{practice-area}} group - 4 hrs/week back
Hi {{FirstName}},
{{Reference}} (similar-size firm, same practice area) saved 4 hrs/week per associate after rolling us out. SOC 2 Type II, BAA + DPA standard.
20 min for a focused walkthrough next week?
{{Sender}}Reach this persona
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