Customers

Here are some examples of our 2015 Customer Projects:

  • 2015 has been a busy year again for Talent Assessments. As of mid-March, we have already run talent assessments for more than 39 businesses. Once again our clients want to assess their internal talent and recommend the best roles within their business for their staff and want to get "the right people in the right seats on the bus."
  • Executive coaching for a dozen executives and managers at a $30 million manufacturer in the Mid-West has continued since the program started in August 2015. Still working closely with the CEO, the Executive Leadership team, Regional Sales Managers, and other "hi potential" executives and managers at this fast-growing business.
  • Coaching three of the top executives in a company the fits out fleet trucks and vans. This company has locations in Chicago and Ontario, Canada.
  • Coaching two of the top executives in a custom wood working manufacturer in the Toronto, Canada area.
  • Coaching to guide a member of a family business in Rochester, NY into the General Manager role succeeding his father in that role.
  • At the end of March, Garth Rose will be conducting a series of workshops called "Developing Leaders" in Winnipeg, Canada and in Westfield, NJ.
  • Starting in April, Garth Rose will be conducting two months of sales manager training for approximately 30 sales managers in North America. The managers will participate in weekly team coaching calls and will learn how to be more effective in their role.
  • Starting in May, Chris Rohland will be conducting sales manager training for sales managers in the United Kingdom. The managers will participate in weekly team coaching calls and will learn how to be more effective in their role.

Here are some examples of our 2014 Customer Projects:

  • 2014 has been a very busy year for Talent Assessments. We have already worked with more than 50 businesses this year to assess their internal talent and recommend the best roles within their business for their staff. The terminology we often use is "getting the right people in the right seats on the bus."
  • Executive coaching for a dozen executives and managers at a $30 million manufacturer in the Mid-West. Working with the CEO, the Executive Leadership team, Regional Sales Managers, and other "hi potential" executives and managers at this fast-growing business.
  • Helping the two founders of a New England based peer development organization build and validate a five year strategic business plan.
  • Consulting and coaching with the management team of a promotional products company in Manitoba, Canada.
  • Assessing and improving the sales processes of a Bay Area cleaning supply company.
  • Executive coaching for the sales manager of a $4 million medical supply company based in Winnipeg, Canada
  • Talent Analytics assessments for the 50+ salespeople in a North Carolina based technology business. Working with the Human Resources team and Director of Sales to create Job Benchmarks for top performers in sales. Goal is to improve the hiring and coaching processes.
  • Executive coaching for the Director of Sales of a fast-growing manufacturer in Rochester, NY. Establishing best-practices sales processes including sales KPI's, Sales pipeline, weekly sales meetings, 1 X 1 sales coaching, sales compensation, and sales quotas.
  • Executive coaching, sales process improvements, Salesforce CRM implementation, talent assessments for the COO of a commodity products distributor in Hayward, CA.
  • Creating a Sales/Business plan for a family business in Sydney, Australia. Talent assessments for the key staff to help re-align key family members in the best roles.
  • Re-structuring sales and marketing operations of a North American based training and development organization. Talent assessments of 40+ person staff, create new business plan with the General Manager, present plan to Board of Directors, ongoing coaching and development for key staff members. Advised on Salesforce.com CRM implementation.
  • Executive coaching for the Sales Manager of a San Antonio, TX based cleaning products distributor. Implementing new sales structure, new CRM system (Salesforce.com), sales KPI's, sales pipeline, weekly sales meeting, 1 X 1 coaching, new USP.
  • Executive coaching for the Assistant General Manager of a $45 million midwest manufacturer.
  • Executive coaching for the General Manager of a $15 million architectural products manufacturer in Toronto, Canada.
  • Weekly coaching for the Director of Marketing of a Boston, MA based medical marketing company.
  • Virtual Sales Manager Coaching for over 200 sales managers in the U.K. during Q1 2014. The sales managers were grouped into small teams of six sales managers and then each team went through a 4 week "Advanced Sales Manager Coaching" program together where they learned (and were coached) and were given weekly assignments on how to be a strong sales manager.

Here are some examples of our 2013 Customer Projects:

  • Worked with a client to create and script a two-part sales leadership video series that was shot in a film studio in Sydney, Australia and then distributed on-line to the client's subscriber base of over 3,000 businesses.
  • Executive coaching for the CEO of an automotive parts manufacturer in Canada
  • Executive coaching, sales process improvements, Salesforce CRM implementation, talent assessments for the owners of a medical equipment supplier in Canada
  • Executive Coaching, sales process improvements and talent assessments for the Vice President of Sales of a leading information supplier to the global forest products industry
  • Executive Coaching and sales process improvements for the CEO and President of a specialty fuel container supplier based in Connecticut.
  • Talent Assessments for multiple businesses considering executive changes and promotions. Assessment analysis and one-on-one feedback with the business's CEO's about their staff.
  • Executive coaching and sales process improvements for the CEO of a long-time boston-area consulting firm.

Here are some examples of our 2012 Customer Projects:

  • We trained sales managers at over 300 organizations across the world on the fundamentals of sales management. Sales Managers were combined into virtual teams of 6 managers and went through a 5 weeks training program. The program was so successful it will be expanded in April 2013.
  • Executive coaching for the Sales Manager of a Mid-West distributor.
  • Sales consulting to the CEO of a fast-growing software business.
  • Sales consulting to the CEO of a specialty manufacturing company. Improving sales process, structure, and use of Salesforce CRM.
  • Executive coaching with the CEO, Director of Services, and Controller of a 40 employee Boston area technology business.
  • Executive coaching and sales & marketing consulting to the CEO of a leading team building company. Helping select and implement a CRM system, realign sales processes to industry best practices, launch an effective channel sales program, and leverage Six Step Sales Hiring Process to identify and hire a new top performing salesperson.
  • Behavioral assessments and executive coaching for the CEO of a fast growing landscape and snow removal business. Assess all key staff and managers to better align company talent for accelerated growth.

Here are some examples of our 2011 Customer Projects:

  • Executive coaching and sales & marketing consulting to the CEO of an established software business. Helped realign their sales processes, implemented a new lead generation process, and established an ongoing coaching process for their executive leadership.
  • Worked with Worldwide VP Sales of a $50 million software company to assess his global sales team, establish job benchmarks, create a balanced hiring scorecard process, and train his sales managers on the more effective approach.
  • Executive coaching and sales consulting to the CEO of a New York based publishing company who is turning one of their divisions into two new startup businesses.
  • Advising the CEO of a Boston based software start-up. Building business plan prior to raising seed financing.
  • Ran performance style and ambitions assessments on all 40 employees of a manufacturing business with locations in Michigan and Ohio. Worked with the CEO to better align roles and responsibilities within the company.
  • Ongoing Sales and Marketing consulting and Sales Coaching with a fast-growing Columbus, Ohio based business that sells into the industrial coatings equipment market.
  • Implemented Salesforce.com CRM and improved sales & marketing processes into a Newton, MA based insurance company.

Here are some examples of our 2010 Customer Projects:

  • Executive coaching with the CEO of a one year old startup based in Jamaica Plain, MA; transition from early revenue to initial profitability through improved sales and marketing and better management.
  • Implemented lead scoring and real-time lead distribution process for an 8 salesperson services business.
  • Lead generation project with a Boston-based law firm.
  • Run performance style and ambitions assessments on all 25 employees of a manufacturing business in Pennsylvania. Work with the CEO to better align roles and responsibilities within the company across two locations.
  • Work with CEO and executives of a family business in Stamford, CT to re-align executive roles and responsibilities and plan for succession.
  • Work closely with the head of marketing for a large technology services firm; assess and help create a more effective 2010 global marketing plan. Work to align Sales & Marketing teams with the new marketing processes. Assist with selection and implementation of a marketing automation solution.
  • Work with the CEO of a $7 million business. Redefine company messaging and positioning. Create 2010 Marketing Plan. Assess team; restructure team and realign based on right people for the right roles. Implement new lead generation process.
  • One on one executive coaching for a Director of Alliances. Evaluate Alliance team and strategy; help Director be more effective in their job and create new 2010 strategy and structure.

Here are some examples of our 2009 Customer Projects:

  • Restructure the sales and marketing processes of a Cambridge, MA based market research company. Create a much more structured and effective lead generation process that generated over $500,000 of new pipeline in the first two weeks after implementation. One on one coaching for both the head of sales and head of marketing.
  • Create a more efficient and scalable sales & marketing process for a financial services company. Select a technology solution with integrated CRM and marketing automation.
  • Improve lead conversion rates for a $5 million metro-west business. Re-designed home page and messaging increased lead conversions from 4/10 of 1% to over 2%. Select marketing automation vendor and create lead nurturing strategy.
  • Work with a personal training business to re-vamp their messaging, overhaul their Web site, improve their sales strategy, and more cost-effectively conduct their marketing.
  • Conduct a sales & marketing audit for a Newton, MA business. Create a more professional and scalable sales & marketing process. Assess the sales team and create more effective sales hiring process. Review and improve use of the CRM. Overhaul the company Web site and improve the lead generation process.
  • Work with a regional theatre to improve their branding, messaging, public relations, and marketing.
  • Sales management coaching for an up-and-coming manager of 5 salespeople.
  • Executive coaching with the CEO of a one year old startup based in Jamaica Plain, MA; transition from early revenue to initial profitability through improved sales and marketing and better management.
  • Implemented lead scoring and real-time lead distribution process for an 8 salesperson services business.
  • Lead generation project with a Boston-based law firm.
  • Run performance style and ambitions assessments on all 25 employees of a manufacturing business in Pennsylvania. Work with the CEO to better align roles and responsibilities within the company across two locations.
  • Work with CEO and executives of a family business in Stamford, CT to re-align executive roles and responsibilities and plan for succession.
  • Work closely with the head of marketing for a large technology services firm; assess and help create a more effective 2010 global marketing plan. Work to align Sales & Marketing teams with the new marketing processes. Assist with selection and implementation of a marketing automation solution.
  • Work with the CEO of a $7 million business. Redefine company messaging and positioning. Create 2010 Marketing Plan. Assess team; restructure team and realign based on right people for the right roles. Implement new lead generation process.