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HUMAN-FIRST BUSINESS DEVELOPMENT IN A TIME OF AI NOISE.

Stronger relationships. New connections. More business.

Build new business on the trust you have earned. STOA brings proprietary software and a hands-on team to help you reconnect, meet the right people, and turn relationships into opportunities.

how a new contact becomes business · example
  1. 1
    1 · AFTER THE EVENTYou met 14 people at a chamber breakfast. STOA shows the 2 who fit your goals.Susan runs a growing firm on your target list. You probably know someone who could become her client.
  2. 2
    2 · YOU GIVE FIRSTYou introduce Susan to a contact who could become her next client.Our plan suggests who. You agree before you connect them.
  3. 3 · A NEW RELATIONSHIP PAYS OFFTwo weeks later, Susan asks for a scoping meeting.A qualified opportunity, from one handshake.

STOA is a relationship-first revenue engineering team

Make relationships a growth strategy, not a matter of chance.

STOA connects the people your firm knows
with the business you want to win.

Our proprietary software brings years of relationship history into view, finds timely reasons to reconnect, and reveals warm paths to people you would love to work with.

Our hands-on team turns those openings into a focused plan and helps you act, so you can build new business on the trust you have already earned.

Two motions

Build on the trust you have. Reach the people you should know.

Reconnect with the people you know.

Bring past clients, referral partners, and valuable contacts back into view. Find a timely reason to renew the conversation, tied to the business you want to build.

Meet the people you should know.

Connect your growth goals to credible introduction paths. Move from a firm you would love to work with to a person you have a real reason to meet. Both people choose whether to connect.

Give first

Give people a reason to want the next conversation.

A helpful introduction.
An insight that matters to their business.
An invitation to the right room.

Every plan starts with a way to be useful, not a sales pitch. Our team helps you put it into action. You build the relationship in your own words.

Give first. Asks come later.
A professional shares a short report with a business contact over coffee.

How it works

From relationship history to your next business opportunity.

01

See your relationships in a new light.

Start with your growth goals and connect your approved systems. Our proprietary software is designed to bring years of relationship history together around who you want to help. No CRM is required.

02

Turn openings into action.

We help prioritize who to reconnect with, who to meet, and why now. Your weekly plan includes useful gives and talking points, with our team supporting preparation and follow-through. You lead the relationships and write and send the message.

03

See what develops. Decide where to go next.

Review stronger connections, introductions, and qualified requests as they arise. Count new business and revenue separately. Use what you learn with STOA to shape the next plan.

Software and a team. Working together.

Not software you are left to operate alone. Not a strategy you are left to execute alone. Proprietary software and a hands-on team, working together around your sales goals.

Who we work with

Your ambition. A team behind it.

Sales reps and business development leaders

Build your next opportunity through trusted relationships, with a focused plan and hands-on support to follow through.

Owners and team leaders

Grow new business today while helping tomorrow’s leaders earn relationships of their own.

Solo practitioners

Build the practice you want without doing all the business-development work alone.

SCENARIOS

There is more business in your relationships than a contact list can show.

Two former colleagues greet each other warmly at a cafe table.
RECONNECT

Your past clients have moved on. Your reputation went with them.

Three people who know your work now lead teams at companies you would love to serve. STOA helps connect those changes with your growth goals and turn them into timely, useful reasons to reconnect. Your next conversation starts with someone who already values your expertise.

A trusted contact introduces two professionals as they shake hands.
WARM INTRODUCTION

Your ideal client is not a stranger to everyone you know.

There is a firm you have wanted to work with for years. A trusted contact confirms they know the right person. STOA helps you connect the relationship, the business fit and a compelling reason to meet. You pursue a welcome introduction, not a cold pitch.

An accountant and a business owner review a one-page summary of ideal clients.
REFERRAL PARTNERS

You have been helpful for years. Do your referral partners know whom to send you?

A trusted adviser knows you do good work, but not which clients are your best fit. STOA helps you make that fit clear through practical examples and useful exchanges. When a relevant need comes up, they have a clearer reason to think of you.

The research

Relationships drive revenue. The research proves it.

8.1%

8.1% more revenue.

In a randomized study of 2,800 firms, regular business relationship meetings raised revenue 8.1%. The gains lasted a year after the meetings ended.

Source: Cai and Szeidl, Quarterly Journal of Economics, 2018

$1,775

$1,775 back for every $1,000.

In B2B, investing in personal relationships returned $1,775 in profit per $1,000. Discounts and perks showed no significant return.

Source: Palmatier, Gopalakrishna and Houston, Marketing Science, 2006

3+ yrs

Old contacts are gold.

People reconnecting after 3+ years of silence got advice as useful as their current contacts', with fresh ideas and the trust still there.

Source: Levin, Walter and Murnighan, Organization Science, 2011

The value of relationships is not new. STOA brings proprietary software, a focused plan and hands-on execution support together to help you put that value to work.

These are research findings, not STOA client results.

The guarantee

More than a plan. A commitment to opportunities.

We guarantee at least 2 qualified new-client opportunities every quarter. That means prospects asking you for a proposal or a scoping meeting. If we miss, we work for free until you have them.

Service terms apply. Read the terms

2qualified opportunities a quarter, guaranteed
1 in 2proposals won,
on average
About one new client a quarter

Professional services firms win about 1 in 2 proposals (SPI Research, 2025 benchmark, 403 firms). Two qualified opportunities a quarter is about one new client a quarter.

DATA SAFETY AND COMPLIANCE

Your relationships. Your data. Your control.

Protecting your firm's confidential information is a condition of how we work, not an afterthought. Before connecting your systems, we agree on what stays out, who can access your information, and the confidentiality requirements your firm must meet.

Our software is designed to keep your firm's data separate and prevent it from being used to train AI models. You lead the relationships and write and send every message. The software never contacts anyone on your behalf.

Built for firms with strict confidentiality rules.Law, accounting and financial advice firms get a stricter data profile and a professional review before anything connects.
Rules firstWhat stays out, and who can access it, agreed before anything connects.
Kept separateDesigned to keep your data apart and out of AI model training.
Your wordsYou lead the relationships and write and send every message.
No outreach on your behalfThe software never contacts anyone.

Next step

Your next chapter starts with a conversation.

Build on the relationships you have. Open doors to the business you want.

WITH THE STOA TEAM
A short call
SHORTVIDEO CALLFREE
WHAT WE COVER
  • Who you want to win
  • Where your new clients come from today
  • Whether STOA is the right fit
Schedule a short callPick a time that suits you.