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Senior staff was stuck in traditional and outdated thinking.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