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by Andrei Croitor

Outbid and Outsmarted: How a Smaller Firm Stole Your Ideal Client

It’s Friday afternoon, and you’re sitting in the boardroom with your team, exhausted. You’ve just spent the past week preparing a bid for what seemed like the perfect contract; exactly the kind of high-profile client your firm was built to serve. You pulled together data, checked every detail, reviewed reports until your eyes blurred, and barely slept. Your team is drained.

And then you find out you lost.

To a smaller, newer firm. One you barely considered competition. The news hits you like a gut punch, but what stings even more is the picture that appears on LinkedIn the next day.

Identities hidden to protect the decision makers from relentless cold approaches.

Identities hidden to protect the decision makers from relentless cold approaches.

The team from that up-and-coming firm—fresh-faced and energized—sitting around a table with the client you wanted; smiles all around. While you were glued to your screen, manually pulling together reports, they were out building relationships and closing deals.

The Reality: It’s Not About Size

It’s easy to think that, as a large firm with years of experience, you’ve got the competitive advantage locked up. But the playing field is shifting—fast. The smaller firm that just won your contract isn’t winning because they’re more experienced or have a bigger team. They’re winning because they’ve embraced something you’ve been hesitating on: automation and AI.

While you and your team were spending nights combing through data manually, they were using AI-powered tools to pull insights in minutes. The reports that took your firm hours, they were able to automate and refine in a fraction of the time. And with that time saved, they were free to do what really matters: connect with the client, understand their needs, and build relationships that cemented trust.

The Sensation of Falling Behind

If this sounds familiar, it’s because this is already happening, right now, in across the industry. Consulting used to be about sheer manpower—how many hands you could put on the deck to grind through the work. But now? It’s about speed and agility.

The smaller firm that outbid you wasn’t bogged down by outdated processes. They didn’t spend days slogging through data or writing reports from scratch. They used AI to streamline the low-value, repetitive tasks so they could focus on high-value work—the work that gets the client’s attention. The work that closes deals.

Imagine the feeling: you’re scrambling to meet a deadline, your team is stretched thin, and all the while, your competitors are freeing up their time for what really matters. While you’re in the trenches, they’re already at the negotiation table, discussing project roadmaps and sealing the deal.

It’s Not Just About Technology—It’s About Time

Let’s get real. The thing that firms like yours don’t have enough of isn’t expertise, it’s time. Time to strategize. Time to think creatively. Time to wine and dine the client who’s about to give their business to someone else because that “someone else” was present when it mattered most.

You know what it feels like to be under pressure. You know the sinking sensation of watching a competitor, half your size, glide ahead in the race because they’ve figured out how to offload the grunt work. It’s not because they’re cutting corners—it’s because they’ve recognized that human connection is what clients value most. And they’ve made the smart move to give their people the time to make those connections.

The LinkedIn Moment

That LinkedIn post isn’t just a picture. It’s a reminder of the real cost of sticking to old methods. It’s the face of a competitor who had time to build a relationship while you were drowning in manual processes. And if it hasn’t happened yet, it’s only a matter of time before it does.

What’s worse? That same firm is going to show up to the next bid with even more momentum. Because the more time they save on reports, the more time they have to win business. The more clients they win, the more success stories they have to leverage. It’s a cycle of growth that keeps building—and if you don’t adapt, you will get left behind.

How does a future in artisanal management consulting sound?

The Path Forward: Free Your Team, Free Yourself

The solution isn’t to work harder or add more hours to the day. It’s to rethink how you’re using your time. AI isn’t just a trend; it’s the tool that’s allowing your competitors to gain an edge by automating the processes that don’t require human ingenuity. By streamlining reporting and data analysis, firms are freeing their consultants to do the one thing that AI can’t: build trust, foster relationships, and deliver insights that go beyond the numbers.

What could your firm achieve if you could cut your reporting time by half? How would your team’s dynamic change if they could spend more time meeting with clients and less time staring at spreadsheets?

The Next Move is Yours

Consider it your wake-up call. The firm that just outbid you isn’t stopping with one contract—they’re coming for more. Now the question is: What are you going to do about it?

It’s time to think strategically, not just tactically. Don’t wait until you lose another contract to recognize the need for change. Look at where your team is spending the most time. Identify the processes that could be automated today, and free up your people for the work that only humans can do.

Because next time, you don’t want to be the one scrolling through LinkedIn, watching someone else take your place at the table.


Where are you spending your time?

What would freeing up even 10% of your team’s energy mean for your firm?

Let’s start the conversation.

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