Buying Propense is easy. Driving adoption is the harder problem - the one that actually moves growth numbers. Here's how the firms with the strongest cross-sell results turn the platform into a rhythm that compounds at every level of the firm.
The data is the easy part. Every firm has time and billing, a CRM, a client list. The hard part is getting partners to actually change their behavior - to bring up the next service, on the right client, at the right time, every week.
This page lays out the rollout patterns we see at the firms with the highest adoption. Top-down sponsorship. Role-based motions. A platform that learns from your firm and grows with you. Done right, cross-selling becomes a habit instead of a quarterly initiative that fades.
Adoption isn't about training sessions. It's about giving every role at the firm a clear, repeatable motion that fits into their week.
The Managing Partner is visibly part of the rollout. Partners see the firm is committed before anyone is asked to change behavior.
Partners, Service Line Leaders, Industry Teams, and BD all have their own motion - not a generic "use the platform" mandate.
Pre-meeting prep, daily digests, monthly team meetings, BD planning. The platform shows up where work already happens.
Every thumbs up, thumbs down, and partner note refines the model. Propense adapts to your firm's services and your firm's voice.
The firms with the strongest adoption have the Managing Partner involved in the rollout from week one. They communicate the why, name the goal, and make it clear that cross-serving the existing client base is now how the firm grows - not a side project.
Once that signal is set from the top, partner behavior follows. The platform becomes the easiest way to live up to the new expectation, not a tool that competes with how things have always been done.
The four motions below are the ones we see drive the strongest results. Each one is repeatable, fits into the existing rhythm of work, and is backed by your firm's data.
Two motions that take a few minutes a day and change the way every client meeting goes.
A structured, ranked view of the top opportunities for your service line across the entire client base.
Vertical-specific motion built around the way your industry teams already meet.
Make BD the partner enablement function, not the cold-outreach function. Every brief is data-backed and partner-ready.
Most software gets worse the longer you use it. Propense gets better. The model learns from every action, every piece of feedback, and every new client you bring on - which means partners trust the recommendations more over time, not less.
We read your time and billing data continuously so recommendations always reflect what each client has actually bought and what's coming up next.
The moment a new client is brought on, they receive a tailored set of cross-sell recommendations at the next refresh. No onboarding work required.
One click on a recommendation tells the model whether it landed. Reinforcement happens in seconds, in the flow of work, without any extra steps.
We start with hundreds of service rules already built in. As your partners give feedback, your firm's specific patterns get layered on top - so Propense never recommends a service the way your firm wouldn't.
Sensiba rolled out Propense firmwide using a phased approach designed to build confidence and encourage consistent use from week one. Guided practice sessions and real client use cases helped teams quickly apply insights in their day-to-day work and collaborate more effectively across the firm.
Read the Sensiba case study →LBMC introduced a data-driven approach that helps surface high-value opportunities at scale and encourages the right professionals to collaborate around each client's evolving needs. The result is a more proactive, firm-wide process for expanding relationships and delivering comprehensive client service.
Read the LBMC case study →Book an adoption consultation and we'll map your firm's structure, identify the roles and rhythms that matter most, and put together the rollout plan that turns Propense into your growth engine.