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DiscoveryReviewed

Acme Consulting: Strategy Project Kickoff

with Robert Chen at Acme Consulting

Thursday, August 21, 2025
10:00 AM (60 min)

AI SummaryAI

Kickoff meeting for the Acme Consulting positioning project. Robert Chen walked through Acme's current state, $40M revenue, generalist positioning, and growing pressure from Big Four firms moving into mid-market. He's considering industry specialization but unsure which verticals. Strong alignment on a 3-month engagement to develop a competitive positioning strategy.


Key Moments

ConcernRobert shared that Big Four firms are aggressively pricing below market to steal mid-market clients. Acme lost 3 clients in Q1.
at 20:00
CommitmentRobert committed to a 3-month strategy engagement and agreed to give us access to client retention data.
at 40:00

Action Items

Draft project scope and send to Robert for sign-off

completedDue Aug 28

Your Notes

Robert is no-nonsense. Former Deloitte partner, so he knows how consulting works from both sides. Appreciates candor. The BBQ recommendation sealed the deal (kidding... mostly).

Participants

RC
Robert Chen
CEO & Founder at Acme Consulting
Dormant

Meeting Context

Thursday, August 21, 2025
10:00 AM
60 minutes

Related

Acme Consulting
Culture & Talent Strategy for GrowthMid-Market Consulting Firm Repositioning
Acme Consulting: Culture & Talent Strategy ReportAcme Consulting: Competitive Positioning Assessment