Insightful Solutions. Lasting Results.
Results We've Helped Our Clients Achieve...
We just don't work with our clients; we consider ourselves their partners and they consider us their trusted advisor.
Creative Designer
A client introduced me to a graphic designer who had moved from another state after graduating from school and had started her business. Six months into her business nothing much had happened, nothing was added to her bank account. She was wondering if she'd made the right move in starting a business.
At our first meeting she showed me her portfolio and told me what she was charging. I mentioned that her rates were way too low and she was spending way too much time and providing the education and information they needed to "shop around"! She was puzzled, after all she was thinking her rates might be too high!
Using our Business Checkup Assessment she explored all aspects of her business. Completing our Client Intake Profile she assesses all that she'd done, what things she knew might be stopping her, and where she wanted the business and her life to go.
The first thing I recommended that she change were her rates, but not ready for that she used our templates to create a one-sentence vision and mission statement for her company. (We used software from the One Page Business Plan® system.) Getting ready for the next step, a marketing plan, she used our ideal client profile toolkit to take a non-emotional look at the clients she wanted to work with who really valued what she did and would also pay her the most amount of money in the least amount of time.
As all this was taking place, her confidence increased along with her rates and portfolio. She continued to do the exercises in the our proprietary program -- Corporate Secrets: Business Advisor in a Box. In fact, within the year she had an hourly rate, a few project rates, contract templates, a system for meeting with new clients, client questionnaires and intake forms, and so much more. And she created a few products and additional services. Like a consulting rate; for when all a client wanted was a review and critique of their materials or an education in graphics or printing. And products to put into her marketing funnel like general thank you cards, and design templates for those clients on a limited budget.
The year as flown by and she's done very well for herself. This year she's working on her marketing campaign - article marketing, speaking, creating strategic alliances and the like. You can be next!
Accountant
I met her at a speaking engagement and she hired me for an initial hour consultation. At the consultation, she told me that her company had over 250K in sales before a family emergency and now she was a few months away from going back to work -- something she really didn't want to do.
We worked together for a year, she created a plan and ideal client profile, updated her pricing and systems, created a marketing funnel, created a hiring process, hired staff and consultants so she could manage the bookkeeping which she didn't enjoy doing. Instead she worked primarily on fixing companies accounting process, doing taxes, getting clients online with software, and the marketing and networking areas of the business.
At the years end, she had quadrupled her sales and was only doing the parts of her business she enjoyed doing. Everything else was being handled efficiently by her staff.
Entertainment Boutique Owner
A potential client, making 8M with 19 employees, found their way to our website. He had previously doubled his companies income but was now stuck because he knew it could at least double again. And he wanted to go from working long hours to 1 day a month!
At our first meeting (which I thought would be our last) he asked us what we thought was wrong with his business and why he wasn't able to do more. I told the truth; that he was not running a business, that instead his hobby has grown into a company that had no organization. I recommended that he read a business book my clients read. I thought I'd never hear from him.
Two weeks later, he called and stated that he was ready to turn his hobby into a business. He wanted to double his income in the next year or so and of course, work 1 day a month so he could spend his time pursuing philanthropic opportunities.
Being very creative, this client did not want to complete most of the assessments which he felt would limit his progress and options. So I worked around this (something I no longer do) and eventually "I - we" created a company business and marketing plan. But instead of him using our software to create a draft of a plan -- the plan was created at our sessions -- over the phone. I asked questions, clarified everything that was said, questioned each answer, and after each session I emailed him what I'd created for his review, additions, and a review of the appropriate staff. He was more than satisfied with the results -- so much so that he asked me to create additional plans for his staff.
Fast forward 9 months. He was communicating better with his staff and with the new Business Development Manager. The employees, many who were located all over the USA, had improved communication, cross-selling was taking place, and each had a job description with objectives to reach. The business plans that were created were shared among the employees, too. This company had increased their hourly and project rates, added new services and products, and their sales were now at 14M and on their way to doubling. And the boss was working 1 day a month and was taking training needed to take another hobby and this time turn it into a the non-profit he wanted to start. Mission accomplished.
Business Associates
A group of 7 associates, all members of a networking organization, all making 1M+ hired me to conduct a day long interactive one-page business and marketing plan program on a retreat in Las Vegas.
The group was comprised of companies who sold services and others sold products from a variety of industries with incomes up to 25M. Members attended to support their peers, because they were tired of putting out fires all the time, wanted to open two more offices, wanted to open another business, or wanted to expand their business and sell more on the Internet, etc.
By the end of the day one owner called their office to request something be changed, another wanted something looked into. We talked about a system they could use to determine when the company needed it's own marketing or sales employee vs. hiring a consultant part time. Together we worked on some major challenges, including a few that were personal, but getting in the way of the business expanding.
Today, two of the testimonials on my Recommendations page come from those owners. And because of another's recommendation I qualify to have my speaking information on the main organizations Speaking Bureau.
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