Here are some examples of our 2012 Customer Projects:
- 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.
- 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.

