Customer stories

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Senior staff was stuck in traditional and outdated thinking.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.