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13Phases
40Steps
12Month rollout
Establish the Firm and Professional Entities Step 5 of 40

Establish the Firm and Professional Entities · Step 5

Define each professional entity

In professional services, the individual expert is often as important as the firm. Create an entity profile for every partner, principal, doctor, consultant or senior professional.

Include:

  • Full name
  • Professional title
  • Credentials
  • Education
  • Licenses
  • Certifications
  • Years of experience
  • Areas of expertise
  • Industries served
  • Geographic experience
  • Notable cases or projects
  • Publications
  • Speaking appearances
  • Media mentions
  • Awards
  • Professional memberships
  • LinkedIn profile
  • Personal website, where applicable
  • Video appearances
  • Podcast appearances

Professional positioning statement

Each expert should have a clear sentence explaining what they are known for.

Example:

Jane Smith is a healthcare attorney focused on medical licensing, regulatory compliance and professional board investigations.

Avoid vague language such as:

  • Experienced professional
  • Trusted advisor
  • Results-driven expert
  • Dedicated advocate

Deliverable

Create a professional entity profile for every visible expert.

Get Visible
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