Decision Intelligence for Professional Services
Make marketing decisions with clarity — Harvard-validated methodology. Implement with certainty — backed by 30 years of direct response marketing experience.
Decision intelligence for professional services positioning
The best marketers in professional services are often spread thinly. The volume of work leaves little time for strategic thinking. There is always another pitch to write or an ad hoc request to deliver.
You operate in a field where your firm's technical expertise is table stakes. As a marketer in professional services, you know this means clients need to see more than the firm's credentials.
But what do clients your want to see? How do you clients really make their choices?
Your critical business decisions — positioning, pricing, client acquisition, retention — are based on assumptions, not decison intelligence. And that intelligence gap is about the people whose choices determine your success.
Asymmetric Strategic Intelligence (ASI) changes this.
Asymmetric Strategic Intelligence (ASI) combines 30 years of direct response marketing expertise with decision intelligence methodology.
We survey 100-500 decision-makers in your category to reveal what consistently drives their choices when evaluating similar firms.
The intelligence you receive answers questions you couldn't ask real clients — and reveals patterns that informal feedback misses entirely.
The result is the competitive advantage that comes from understanding what actually drives decisions in your category. Intelligence your competitors don't have because they're relying on assumptions.
The professional services intelligence gap
Most professional services firms operate with dangerous intelligence gaps about their clients.
What really makes prospects choose one firm over another?
You know your technical capabilities. And you know the general requests clients make in RFPs. But you're guessing about what actually drives selection decisions between similar firms.
What actually makes existing clients satisfied and loyal?
Client feedback is filtered through politeness and relationship concerns. You're not getting unfiltered intelligence about what creates loyalty versus what's taken for granted.
How do your target clients truly perceive you vs competitors?
You make positioning decisions without systematic competitive intelligence. Partner assumptions replace category-wide decision intelligence.
What new services would clients actually commission?
Launching a new service consumes bandwidth and budget. Basing your launch on assumptions or small samples means you're guessing about market demand.
What messaging really resonates with your market?
You develop content based on what you think matters to clients, not systematic intelligence on what actually influences their decisions.
Assumptions masquerading as intelligence
These intelligence gaps force you to make five- and six-figure positioning investments based on partner assumptions, relationship-specific feedback and post-pitch debriefs. That's guessing with extra steps, not marketing intelligence.
How traditional solutions miss the mark
Traditional market research struggles with professional services. Reaching busy decision-makers is expensive and slow. Response rates are terrible. Sample sizes are too small for reliable insights. And respondents filter their answers through professional courtesy — you don't get unfiltered intelligence.
Generic AI tools produce generic results. AI wrappers are black boxes built to serve the maximum number of users. If everyone uses the same tools, no one has a competitive advantage.
Management consulting provides expensive recommendations but doesn't build your internal intelligence capability. You become dependent on external expertise instead of developing a systematic competitive advantage.
ASI: Decision intelligence that changes everything
ASI surveys 100-500 decision-makers in your category to reveal what consistently drives their choices when evaluating similar firms.
This intelligence is unfiltered access to your target clients' actual decision-making patterns.
You can probe deeper with focus groups — asking questions that would be career suicide in real client relationships:
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- "What would make you fire us?"
- "When do you think we're overpriced?"
- "What do our competitors do better?"
- "What concerns you most about working with firms like ours?"
How it works
We survey decision-makers matching your exact target market profile using synthetic personas. These synthetic personas are distributed by role, sector, geography, company size and any other criteria that define your category.
Depending on the scope, that sample could be 100 decision-makers or 500 decision-makers.
Each decision-maker is surveyed individually about what drives their choices when evaluating firms in your category.
The methodology produces synthetic data revealing decision patterns with incredible reliability (Stanford research, Journal of Marketing, and others). As a result, you know all that's knowable about decision-making behaviour.
What you discover
Hidden decision psychology: Why clients choose competitors despite your superior expertise. What unstated concerns prevent prospects from engaging with you. Which factors drive 65% of decisions versus which drive 5%.
Retention intelligence: What makes clients genuinely satisfied versus what they tell you in feedback sessions. Which service elements create loyalty and which are taken for granted. What early warning signals predict client defection.
Competitive positioning: How your firm is actually perceived in the market. Where competitors are vulnerable and where they're genuinely stronger. Which positioning territories you can credibly own.
Message optimisation: Which value propositions resonate versus which fall flat. How buyers define the terms you use (their language versus yours). What language creates confidence versus what creates confusion.
Academic validation that matters
Professional services firm EY validated this methodology against real C-suite executives across 500 senior leaders. The correlation was 95%. The headline of Mark Ritson's Marketing Week column about the research is Synthetic data is as good as real.
As Ritson concludes, this isn't experimental methodology. Studies from Stanford, Harvard and NYU show synthetic personas produce synthetic data with 75-95% correlation to real human decision makers. Major corporations including BP, J.P. Morgan Payments, UK Foreign Office and Coca-Cola use this methodology for strategic intelligence.
The methodology question is settled. The question is whether you want systematic intelligence on what drives decisions in your category, or whether you want to keep making positioning decisions based on assumptions.
Case studies: Synthetic data for market research
B2B partnership referrals
Synthetic data reveals how account managers at a major technology company choose partners to refer to customers. Read more...
Category-leading positioning
Synthetic personas representing parents distributed by census data reveal how an education provider can lead in a new category. Read more...
Law firm differentiation
Synthetic data from synthetic personas representing clients shows a law firm exactly how to differentiate in a commotised marketplace. Read more...
Client retention
Synthetic personas representing engineering clients reveal what truly increases the flight risk and what will make them stay. Read more...
Segmenting targets
Market research into a cloud-services ecosystem using synthetic data from synthetic personas finds the high-potential opportunities, as well as how to reach them. Read more...
ASI reveals what your clients really think — the unfiltered decision psychology driving their choices.
Strategic consulting translates intelligence into positioning frameworks that prove differentiation operationally. Raw intelligence becomes systematic competitive advantage through 30 years of direct response expertise.
ASI Advisor maintains positioning consistency across all client communications.
ASI Advisors: Strategic thinking partners
An ASI Advisor is custom AI trained specifically on your business context, client intelligence and strategic positioning. It operates with enterprise-grade security and is locked down to protect your confidential information.
Business-specific training: Your ASI Advisor understands your industry, your firm's history, your competitive position and your strategic objectives. It doesn't give generic advice — it provides recommendations based on your specific intelligence.
Client psychology integration: Every ASI Advisor incorporates insights from your ASI intelligence, so all recommendations are based on actual decision drivers rather than generic best practices.
Strategic sophistication: Your ASI Advisor applies proven marketing frameworks to your specific challenges. It thinks strategically, not just tactically.
Elevation, not automation. Intelligence, not speed.
An ASI Advisor doesn't "automate" your marketing. An ASI Advisor elevates your marketing team or gives your fee earners advanced marketing capability.
Automation means doing the same things faster. If your pitches aren't converting today, automation just means failing at the same rate with less effort.
ASI Advisors are about doing the right things better — applying your competitive intelligence consistently.
ASI Advisors are as adaptable as you are — give them a new challenge and they apply your intelligence advantage to tackle it. Today's automation is tomorrow's legacy system. Your ASI Advisor protects your intelligence investment regardless of technology changes.
Case study: 143% more pitch wins
The challenge: Searchlight Group, a recruitment consultancy for government and non-profit clients, was trapped in proposal hell. Their managing director spent six hours per proposal with a 35% win rate.
The solution: We trained an ASI Advisor to analyse RFPs strategically and write responses applying Searchlight's positioning intelligence and voice.
The results:
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- Win rate improved from 35% to 85% (143% improvement)
- Proposal time reduced from 6 hours to 2 hours (75% time savings)
- Revenue impact: over $1.5M additional annual potential
- Time savings: equivalent of 18 weeks per year freed up for strategic business development
Implementation
ASI projects
ASI projects
Decision intelligence reveals what you don't know about your clients that's costing you competitive pitches. We analyse what consistently drives buyer decisions in your category, then show you exactly how that intelligence transforms competitive advantage.
Timeline: 2-4 weeks for complete intelligence
Investment: $15,000-40,000 depending on scope and complexity
Strategic consulting
We translate intelligence into positioning frameworks that leverage what actually drives decisions in your category. Our 30 years of direct response marketing experience ensures your intelligence turns into systematic competitive advantage.
Investment: $60,000-120,000 depending on scope
ASI Advisor (optional)
Bring a fully trained ASI Advisor into your business as a 24/7 strategic thinking partner. Your ASI Advisor will be trained on your decision intelligence and positioning frameworks, so what matters most is foremost in its thinking, advice and execution.
Setup: Custom training on your business context and client intelligence
Ongoing: Monthly licensing for continuous access
Investment: $2,000-5,000/month depending on scope
Next Steps: See Relevant Case Studies
Every professional services firm faces intelligence gaps. The best way to see how ASI could work for you is to look at how other firms like yours have used intelligence — and the results they've achieved.
Contact Steven Lewis via the form below or at steven@taleist.agency to see case studies matched to your market and challenges.
Steven will show you exactly how those firms turned decision intelligence into systematic competitive advantage — and how you can do the same.
Contact Steven Lewis via the form below or at steven@taleist.agency to see case studies matched to your market and challenges.
The competitive window is closing as intelligence adoption accelerates. The firms that develop systematic decision intelligence first will maintain sustainable advantages over those operating with assumptions.
Your clients' decision psychology drives every outcome that matters to your success. ASI makes that psychology visible, actionable and competitive.




