Case Studies  /  Trydent Consulting
Case study · Professional services

Repositioning a trusted accounting firm as a strategic advisory partner

Trydent Consulting had grown into an accounting, advisory and consulting firm, but its story hadn't caught up. We built the messaging, tools and team habits to close that gap.

Client
Trydent Consulting
Sector
Accounting & advisory
Engagement
Phase I communications partnership, 2026
Audiences
Leadership, staff, clients, referral partners
6
Team training sessions
9
Staff equipped to tell the Trydent story
25+
Frameworks, guides and client templates delivered
The challenge

The firm had outgrown how it described itself.

Trydent's work had expanded well beyond traditional accounting into advisory and strategic consulting. But depending on who a prospect met, a conference, a banker's referral or the website, they could leave with a different idea of what Trydent does and who it serves.

Leadership needed one consistent narrative, and a team that could deliver it with confidence in every room.

Our approach

Strategy first, then make it usable.

We started with discovery alongside the CEO and incoming President, then built a core messaging foundation that every audience version could flex from. As the work progressed, we kept turning strategy into practical tools the team would actually use day to day, from first conversations to client follow-up.

What we built

A complete communications toolkit.

Communications PlaybookPhase I strategic foundation
Core Messaging FrameworkWhat Trydent does, who it serves, why it's different
Brand Voice GuideHow Trydent sounds in every channel
Elevator Pitch & Messaging GuideFor every member of the team
Sales & Executive Pitch FrameworksBusiness development conversations and referral language
Social Media FrameworkExecutive visibility, roles and employee guidelines
Client Communications Template LibraryReady-to-send templates for recurring client moments
Website Messaging AuditPrioritized recommendations for the site
Team Quick GuidesOne-page versions of each framework
90-Day Implementation RoadmapWhat to own and tackle after the engagement
Training & adoption

From documents to daily habits.

Across six team sessions, we trained nine staff members to put the new assets to work, with live practice on introductions, networking conversations, referral questions and common objections, plus executive working sessions with leadership.

“We engaged Ki Takeaways Communications to help us articulate the depth of Trydent's work and bring greater consistency to how we share our story. She has been a joy to work with, and I would recommend her to any organization seeking a thoughtful communications partner who invests in understanding its people, purpose, and expertise.”
Christina Lynch, CEO, Trydent Consulting
Impact

One story, told consistently.

Trydent now has a unified message across leadership, staff, client communications and referral conversations, a team that can explain its value with confidence, and a clear roadmap for the next phase of growth.

Services
Strategic communicationsMessaging & positioningBrand voiceInternal communicationsTeam trainingBusiness development enablementExecutive visibility
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