BoardMatch™ · Close
Turn conversations
into signed contracts.
Strong operators losing bids to firms with better positioning, better discovery, better proposals. BoardMatch fixes the close — without changing what makes your service great.
Where deals leak
Generic discovery
Asked 6 questions. Boards expect 26.
Template proposals
Read like every other firm in the RFP.
No follow-up system
73% of lost deals had zero touches after week 2.
Owner-only sales
Pipeline collapses when the owner is unavailable.
Proposal optimization
Anatomy review, narrative rebuild, pricing presentation, and an RFP-response template that wins.
Sales messaging & UVP
Re-position your firm against the three real competitors boards consider — and the 'do nothing' option.
BD training
Discovery, qualification, objection-handling, and follow-up cadences for your owner-operator and any BD staff.
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Follow-up sequences
Built-out post-meeting nurture: 8-touch, 14-day cadences keyed to where the prospect went silent.
Shared board portal
A branded portal where prospects can review your proposal, ask questions, and access references — async and on their timeline.
RFP system & templates
Win-rate-tested RFP response framework. Plug-and-play sections for differentiation, pricing, transition, and references.