$250K Annual Revenue | 27 Employees | 4 years

• Problem: Creating new sponsorship opportunities, operations gaps, profit/loss analysis, company culture

• Intervention: management coaching for owner, workflow/operations breakdown, reassigning responsibilities, cost-benefit analysis, financial audit, new software and cloud organization systems

• Outcome: 30% higher fundraising in Q4 (FY), employee satisfaction increased, board restructure and responsibilities outlined, policies & procedures created, employee handbook redone, cash flow protocol, new budget created, financials reassigned to decrease overhead costs

Start-up | 2 Employees | <1 year

• Problem: create onboarding process for clients, pricing structure, systems and operations, role responsibilities

• Intervention: assessment of personality strengths to divide responsibilities, analyze cost/effort/benefit to create pricing structure, determine onboarding needs to choose a software best suited for client experience and efficiency

• Outcome: Streamlined & efficient client onboarding process, reallocated responsibilities, pricing restructure for clarity and best use of company time and resource

~$500K Annual Revenue | 15 Employees | 3 years

• Problem: Ready to scale business, owner stepping out of daily operations, leadership restructure

• Intervention: Consult hours with leadership team, check-ins and POA for owner, cost analysis for leadership team restructure

• Outcome: Leadership restructured based on individual strengths, $8K per month saved based on new systems, owner stepped back from daily operations and delegated tasks, more efficient team and healthier team culture with new leadership

Multi-million Annual Revenue | 93 Employees| 4 years

• Problem: leadership growth, employee engagement, staff culture, business code of ethics creation

• Intervention: leadership coaching with core team, leadership workshops with supervisory team, personality integration and understanding of team dynamics

• Outcome: created clear messaging on organizational mission, instilled new ethical guidelines for leadership team, assisted on phasing out employees, consulted on new hires

~$100K Annual Revenue | 2 Employees | 2 years

• Problem: scaling business, adding contract employee, opening second location, integration of new contract and existing clients, communication with team

• Intervention: personality assessments to advise on communication and integration strategies, employee consults to assess desired workload and client hours, financial audit

• Outcome: created budget to ensure current and future location costs are covered, created payment structure for contract employee that can be replicated for future growth, streamlined communication methods for team members