Client success snapshots
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Lay of the land
Nation’s largest vision insurance company
67% market share
Over 25 million policyholders
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The alarm bells
Annual sales kickoff for over 300 members of the Commercial Markets Team.
A history of expected content leads to low energy and involvement.
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Key question
Is there an approach to a sales kickoff we haven’t tried–one that will inspire, engage and motivate the team in an unprecedented way?
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My response
A customized, high-energy and extremely practical storytelling workshop was delivered–with SVP participation driving home the relevancy and applicability of storytelling.
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Lay of the land
Global asset management firm
Over $600 billion in assets
2,500 employees worldwide
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The alarm bells
A group of leaders was struggling to inspire their teams.
A history of telling people what to do was stunting growth.
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Key question
Might there be another leadership technique that this 12-person group could try that would engage their teams in a new way?
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My response
A hands-on, six-module coaching program was executed–focused on using the skill of curiosity to engage and inspire the teams.
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Lay of the land
Pioneered global gift card business
Over $1.2 billion in revenue
Manage over 1 billion daily transactions
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The alarm bells
Increased competition required a brand repositioning.
Senior staff was stuck in traditional and outdated thinking.
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Key question
Can senior management think at all differently about the business they created?
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My response
An intensive, 6-month “Future Clarity” program pushed senior management to adopt an entirely new language and approach to a transformational brand relaunch.
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Lay of the land
Nation’s 15th-largest independent insurance agency
Over $1.2 billion in revenue
Nearly 200 offices nationwide
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The alarm bells
A handful of top producers were driving the success.
These producers didn’t feel equipped to elevate to a new level.
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Key question
Can a successful team of high-performing sales professionals be open to learning and adopting a new approach?
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My response
An in-person, off-site workshop for the highest performers introduced the untapped potential of leading with emotion to drive unprecedented sales results.
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Lay of the land
Groundbreaking revenue cycle software firm
Partner of choice for category-leading medical groups
Created industry-standard risk adjustment model
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The alarm bells
Aggressives sales projections seem unattainable because of inability to get past first level gatekeepers.
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Key question
How can a sales team overcome a growing chorus of opposition from their primary prospects?
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My response
An 18-month coaching program with the senior sales team focused on beginning every sales encounter with an uncommon amount of empathy.