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Take a "leave nothing to chance" approach to building and launching a service line.

As our profession changes, virtually all strong organic growth in firms across North America is being fueled by advisory services. As your firm moves away from traditional services to a more advisory approach, are you struggling to find the right formula to develop and grow successful, profitable niche offerings? Don’t recreate the wheel.

During a customized Launching New Services BootCamp we’ll show you a proven process to find and vet new ideas, determine pricing, build support, and get clients excited about your new offering. Launching New Services will take the guesswork out of the process so you can consistently find and build new service lines, industry specialties and niches with a comprehensive guided process for success.

See the LNS brochure

Who should attend? The objective of this BootCamp is for you to launch a successful service line. To accomplish this, it takes more than one person. It is important you have a team of individuals working together toward this goal, your Launch Team. The size of the Launch Team is up to you, and the BootCamp is designed for that team.

What can you expect?Jeremy and Heath will use a combination of presentation, customized planning tools and assisted firm brainstorming sessions to provide a step-by-step guide to creating a successful and profitable service line for anything from litigation services to IT consulting to financial planning to industry niches.

What is included? Firms will follow a three-step process that results in a customized plan for launch at the conclusion of the program:

  • An online tutorial for firm leaders and your Launch Team
  • Homework to be completed by the firm and your Launch Team
  • 10 hour virtual workshop attended by your Launch Team with additional consultation time in the afternoon while your firm works on its launch plan

What is the cost? The registration fee is $20,000 for your firm’s Launch Team ($17,000 for UAN Member Firms).

When does the program start? Contact us to schedule dates and times for your firm's team.

Key Elements of Launching New Services

During this program, you’ll create a comprehensive plan to create your service line or industry specialty, and receive the tools and training to launch successfully.

1 Launching New Services 101

When you register for the program, you’ll gain access to an online tutorial that will walk you through how to plan for the workshop and how to complete the BootCamp Preparation Workbook.

You’ll also receive resources to help you facilitate an in-house ideation session that can help you determine potential areas of impact for a new service line, industry specialty or niche. We anticipate that the innovation processes could provide a pipeline of innovative ideas long after the BootCamp.

  • What service line, niche or industry specialty should you develop?
  • How can you identify the need in your client base?
  • How do you find existing expertise?
  • How do you determine goals for the new area?
  • What's the time frame for building and launching the service?


2 BootCamp Preparation

Before firm members attend the virtual workshop, we’ll lay the groundwork for success. Upstream will provide guidelines for launching a successful service line. Using a planning platform, we’ll help you:

  • Define the service line, niche or industry specialty
  • Select service line owners
  • Identify goals
  • Explore possible revenue streams
  • Identify competitors
  • Pinpoint your firm’s differentiators
  • Identify leadership and choose your ideal team attributes
  • Draft initial KPIs

The Launch Team will work through the BootCamp Preparation to ensure they leave with a complete plan to successfully launch your service line.


3 Launching New Services Virtual BootCamp

Those selected for your firm’s Launch Team will meet virtually for a five-day Launching New Services BootCamp. Each day participants will learn key concepts necessary to launch a service during a two-hour virtual session.

Topics will include how to generate innovative ideas, the challenges in starting a new service, strategies to overcome these challenges, personnel training, marketing the service both inside and outside the firm, sustainability, and profitability.

Teams will then work on their firm’s plans and receive one-on-one feedback and consultation with Jeremy and Heath.

Attendees will leave the BootCamp with a plan and the tools they need to launch a successful and profitable service.



Optional: Facilitated Innovation

If you’d like assistance jumpstarting your firm’s next big idea, Upstream facilitators can host a three-hour ideation session to help you not only identify ideas for the workshop but form a pipeline of innovation for the future.

This facilitated Innovation Tournament will help participants better understand what innovation is and learn a real-world process for consistently generating and vetting innovative ideas. To host a successful tournament, firms should identify 10-20 firm members from various levels and backgrounds to form your Innovation Team.

4 Experienced Instructors

Jeremy Clopton, Director at Upstream Academy, gained his real world experience from his work with one of the top accounting and consulting firms in the country, where he led the firm-wide Big Data & Analytics practice. During his 12 years there, Jeremy gained extensive experience in data analytics, fraud prevention, and business intelligence, but his real passion was going beyond providing the services clients asked for – to help them determine what they needed for future success. Jeremy believes in the potential of data and technology to transform firm practice management, leadership, and firm culture.

A dynamic and insightful presenter, Jeremy speaks both in the US and abroad at industry events, as a faculty member for the ACFE and as an instructor at the Management Development Institute at Missouri State University. His dedication to not just meeting, but exceeding, client expectations makes him a favorite for participants.

Heath AllowayHeath Alloway, Director at Upstream Academy, joined Upstream after more than thirteen years at one of the top accounting and consulting firms in the US, where he served as the National Growth Manager and Director of Business Development.

Heath led a multi-disciplinary team of 20, focused on strategic growth plans, development and launch of new services and industry verticals, leveraging firm data, and firm-wide business development training.

In his role, he worked closely with firm and industry leaders to position the firm for present and future success by focusing on growth and innovation. His passion for helping others both in the firm and in the industry made him a popular coach and speaker for firm and conference presentations.


5 Continuing Professional Education (CPE)

Upstream Academy will recommend CPE credit based on the level of participation in this course. Prerequisite: None Advanced Preparation: None. Skill level: Overview

Upstream Academy is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

6 Unconditional Guarantee

We’re confident that Launching New Services will be of immeasurable value to you. Like everything we do at Upstream Academy, this program is unconditionally guaranteed to your full satisfaction. If you’re not completely satisfied, we will, at your option, either waive your fee or accept that portion of the fee that reflects your level of satisfaction.