Skip to Content
The Next Level 3P Scorecard reveals the truth about your People, Process, and Pipeline in less than five minutes. - Get Your Sales Leadership Scorecard!
Top
This site uses cookies. By navigating the site, you consent to our use of cookies. Accept

Why Professional Services Firms Get Off to a Slow Start in January

|

January Is When Business Development Optimism Meets Reality

January is supposed to feel clean. New year. New pipeline goals. Fresh resolve to finally get serious about business development. Instead, for most professional services firms, January is where the new business development initiative quietly stalls.

Partners come back from the holidays with good intentions and full calendars. By week three, BD activity fades behind client work, internal meetings, and delivery pressure. By February, leaders start asking why the pipeline looks suspiciously similar to last year’s.

This is not a discipline problem. It is a psychological problem. Professional services firms hit a BD wall every January because the way partners think about selling works against how human behavior actually changes.

The Hidden Psychology Behind the January BD Stall

Partners do not avoid BD because they do not care. They avoid it because BD triggers a specific mix of cognitive friction.

Here are the big three human forces at play.

Partners return energized and overestimate their cognitive capacity. As real work ramps up, the brain defaults to tasks with immediate payoff, which means client delivery always beats BD. At the same time, partners assume future discipline will carry them through the year, a classic planning fallacy that ignores how quickly discomfort erodes intention. Layer on identity friction, where BD feels misaligned with being an expert or advisor, and avoidance becomes automatic rather than deliberate.

The result is predictable. BD fails because expectations ignore how people conserve energy, protect identity, and gravitate toward short-term rewards under pressure.

January amplifies these psychological traps.

  • Annual targets feel abstract and far away.

  • The pipeline appears empty because deals have not yet matured.

  • Early outreach can feel awkward because there is no momentum yet.

That combination creates what psychologists call a motivation trough. Too early to see results. Too late to rely on excitement alone. Most firms misdiagnose this as a willpower issue. It is not.

The Real Problem Is Expectation Design

Firms fail at BD because leaders set expectations that ignore how behavior actually changes. They focus on outcomes instead of inputs.

“Everyone should bring in X dollars this year.”

That goal does nothing to shape January behavior. It creates pressure without structure, which increases avoidance rather than action. If partners do not know exactly what “good BD” looks like in week one, they will default to what feels useful.

The solution is not more accountability theater. It is expectation clarity grounded in behavioral reality. Here is what actually works.

1. Shrink the Time Horizon Aggressively

Annual BD goals are psychologically meaningless in January. Partners need expectations measured in days, not quarters. Effective firms reset BD around weekly commitments:

  • Number of conversations initiated

  • Follow-ups completed

  • Reconnects with dormant relationships

These actions create momentum because they are concrete and finishable. Momentum changes perception. Perception changes behavior.

2. Redefine BD as Relationship Maintenance

BD fails when it feels transactional. Partners engage when BD reinforces professional identity. Frame January BD as relationship stewardship, not pipeline generation. Examples that work:

  • Checking in with former clients to understand how their priorities changed

  • Sharing a relevant insight without pitching

  • Reopening conversations that stalled last year

This aligns BD with how partners already see themselves. Resistance drops.

3. Normalize the Awkward Phase

Most January BD dies because partners interpret early discomfort as failure. Leaders need to explicitly name the awkwardness. January outreach feels clunky because momentum has not formed yet. That does not mean it is ineffective. It means the system is warming up. When leaders normalize this, partners stop self-sabotaging at the first sign of friction.

4. Inspect Activity, Not Personality

The fastest way to kill BD is to moralize it. Avoid language about hunger, grit, or drive. Those frames trigger defensiveness and avoidance. Instead, inspect behaviors:

  • Are outreach habits happening weekly?

  • Are follow-ups documented?

  • Are conversations progressing or stalling?

Behavior is adjustable. Personality traits are not easily changed.

5. Build a Short Feedback Loop

Partners abandon BD when effort feels invisible. BD needs fast feedback, even if revenue is months away. Track activity trends, not just closed work. When partners can see movement, they keep going. When they cannot, they disengage.

The January Advantage Most Firms Miss

January is a leverage month. Behavior patterns formed in January quietly dictate BD outcomes for the rest of the year. Firms that treat January as a behavior design problem build compounding momentum. Firms that treat it as a motivation problem repeat the same cycle every year.

This is not about working harder. It is about working in a way the human brain will actually sustain.

If you are a partner or firm leader, here is the reset that works.

  • Replace annual BD expectations with weekly actions.

  • Frame BD as relationship work, not selling.

  • Name the discomfort so it stops derailing effort.

  • Measure movement, not just money.

January does not kill BD. Poor expectation design does. Fix that, and January becomes the most strategic month of the year.

At Next Level, we unpack the behaviors behind sustainable growth in professional services. If this resonated, share it with a partner who is committed to making this year different.