CASE STUDIES

The following case studies illustrate a few of the clients and industries I’ve worked with and the problems they’ve conquered.

ENTREPRENEUR: A burned out business owner was struggling with delegation. In truth, this owner was a control enthusiast with perfection tendencies.

Problem. The client was suffering from a serious case of over work. He had no time. Taking any vacation time wasn’t an option. In reality, there was not much joy to his life. In fact, he may even have been a candidate for a heart attack. His anxiety level was high, his job satisfaction was low and he questioned his ability to stay in the business.

Solution. The first task was to prioritize a vacation calendar. And he had to become more proactive, rather than reactive. He learned to plan. He learned to communicate effectively and strategize. Effective delegation techniques helped him move from addressing consistent emergencies, to planning for the future. Essentially, he learned to do less, and do it more effectively.

Results. During the first year, he took more vacation than he had ever done in the past. He learned to play harder and enjoy it. He created a map of ideal target projects, which helped him work smarter. Within a year, he doubled his revenue and found himself enjoying work again.

By year 2, this client employed a more refined project map – this time with fewer projects, but ones that were more lucrative. He had even greater job satisfaction. By the second year he also initiated a more effective hiring and selection strategy and again doubled his revenue. His rewarded himself by purchasing some of the things he’s always wanted.

In year three, this owner expanded his team. He now happily delegated responsibilities so that he could take on even bigger projects. New systems were implemented to give him assurances regarding accountability and performance of his team. This was also the year that the office space expanded and equipment was upgraded. And finally, he more than doubled his revenue from year two.

EXECUTIVE COACH: A leadership coach came to me because she was busy - actually too busy. She wasn’t enjoying work and felt guilty all the time.

Problem. This particular leadership coach was doing exclusive 1:1 work – keeping her so busy that she was close to being burned out. She had no time for herself, not enough time for her family and wasn’t sure where she would go next.

Solution. Our first step was to scale the business model to allow more room to serve and get to the point where she could break through the glass ceiling of revenue, We worked together to plan a program where she could go from 1:1 coaching to coaching groups. At the same time, we created a “train the trainer” program. She hand-picked people who were trained in her preferred methodology to assist in coaching clients in her programs. She also built a team, again trained in her preferred methodology, to host and speak at events. This same team created and followed up on the leads generated from the events. She increased speaking engagements and, as a result, her visibility. Finally, she rebranded to encompass her bigger vision and growth plans.

Results. The coach now had a lifestyle that she created and designed to fit her life. She could now work from anywhere. She also had the financial resources to vacation wherever she desired. She learned the importance of self-care time and made sure to fit it into her schedule. As her business grew, she hosted international destination retreats. She expanded her team of coaches to deliver proprietary content. Her growth, larger audience and greater visibility allowed for both an expansion and a rebranding effort. She significantly  increased her own job satisfaction.

HEALTHCARE PROVIDER. A busy doctor, with a robust team, was constantly training new people - doing the same thing, over and over again.

Problem. This busy doctor never had enough time. He saw so many patients that he was in danger of burnout. There were so many challenges with his team – in-fighting, protecting territories, challenges of working together and no hiring/firing strategies. Constant turnover didn’t help his practice and instead of moving forward, it seemed like he was always training someone.

Solution. Team training took priority. Communication skills and interpersonal dynamics came first. We then considered streamlining procedures. Various team duties and patient scheduling were important processes to streamline. Hiring took on more importance. A consistent hiring sequence was utilized that yielded the right candidates with the best skills and the greatest chance of success. An operations manual was written to systematize the training process and keep it consistent. Client/patient experience improved with consistency of care. Workflow strategies maximized the office space and moved traffic more efficiently through the office. Finally, the doctor was able to add licensed providers.

Results. The doctor was finally able to experience more freedom and more time off. He expanded the ability of the practice to work with more patients by adding additional providers. Patient satisfaction increased, as did the job satisfaction of both the doctor and his team.

PROFESSIONAL SERVICES: A busy aesthetics practice owner was too busy to grow!

Problem. This busy aesthetics practice owner was a one-person business. Business was great, but she was so busy that she couldn’t grow the business. One-person can only stretch themselves so far! She thought about scaling her business, but wasn’t sure how to do it. She wanted to make for money without sacrificing her sanity, or more time. Her phones rang, but since there was no one to answer the phone if she was busy, the prospects sometimes went elsewhere. When she spent money on advertising, her return was minimal. In truth, her marketing went up and down, depending on how much time she had.

Solution. The business had to be streamlined. I highly productive schedule was needed. This effort allowed for more strategically placed sales efforts of high-ticket items, increasing revenue. She upgraded the profit model to multiply revenue. Sales processes were improved so that client-centered conversations led to more and higher sales volume. She expanded the team, allowing for someone to answer the phones and an additional skilled provider. With more people, she was able to revamp her programs and packages and thus more services.

Results. This business owner achieved greater job satisfaction. She had more freedom, even while her profitability increased. As she scaled her business, she had more room to grow and expand services even further. Increased sales and greater freedom meant that she could concentrate on the design and content of a new website. More marketing dollars were spent strategically – leading to increase lead generation.