One of the biggest hurdles to overcome for business owners is figuring out how to effectively manage and empower your team to drive success and growth.

When you’ve poured your heart and soul into cultivating a loyal team, it can be incredibly disheartening to see communication breakdowns and difficulties in adapting – both within your team and when interacting with clients.

It’s a harsh reality to face.

The truth is, to take your business to the next level, your team needs the right mindset and skills to embrace change and lead it with confidence and enthusiasm.

Here’s the story of one of our clients and how they broke through.

Initial Challenges

Despite the owner’s impressive track record of business growth, the team’s skills and mindset have become a limiting factor. They hesitated to let go of less-than-ideal clients and not-fit staff and embrace decisions that could create a positive impact. Some key team members struggled to sell ideas on expanding client relationships and adding value internally.

The Transformation Journey

The owner once navigated their way through these challenges by setting clear goals and implementing necessary operational improvements to scale their success. They strategically let go of clients who weren’t fully leveraging their expertise and brought in new staff to ensure a healthier work-life balance for the entire team. These strategies had their time in the spotlight, but now the situation feels stagnant. The team hesitates to take risks, leaving them stuck in the same revenue rut for years.

Understanding the urgency for a fresh perspective, they enlisted the help of a specialized coach and our team to spark a culture filled with confidence, abundance, and growth. This collaborative effort ignited a transformation within the team, empowering them to become innovators who eagerly embraced new challenges and were poised for further growth.

Here is what they accomplished to shift their mindset and renew their energy:

✅ Goal Documentation and Refinement

The team adopted a structured approach to goal-setting by utilizing a 365 Plan Board. Monthly reviews ensured the continuous refinement of the 4W’s (What, Why, Who, When), leading to clearer objectives and focused efforts.

✅ Prioritization Framework

Introduced a new system that prioritized improvements based on their potential impact on the 4 Ps: People, Productivity, Profitability, and Presence, enabling the team to allocate resources more effectively.

✅ Implementation of New Software

The team collaborated to implement and adopt new software for online questionnaires, scheduling, training videos, and more.

✅ Team Evolution

The team welcomed two new hires, promoted a team member, and bid farewell to a retiring member.

✅ Embedded Standards and Automation

We integrated operations and client service standards into the CRM. We set up automation through Zapier to further enhance organizational efficiency and customer satisfaction.

✅ Inspirational Learning

The leadership team embarked on an enlightening journey by engaging with Simon Sinek’s “Finding Your Why” and having the team watch “Dare to Lead“ and discuss three takeaways in one of the weekly meetings.

✅ Company Mission, Values, Goal Alignment:

We introduced “State of the Company” presentations to provide a structured way to communicate the company’s values, mission, achievements, and strategic vision. This enhanced alignment boosted morale and prevented miscommunication within the team. It acted as a regular checkpoint, ensuring everyone was on the same page and moving in the same direction. It also helped the team think bigger.

✅ Additional Expert Guidance:

They hired a communications coach to help the support team better present ideas.

While learning to plan, collaborate, add new tech, set up automations, and onboard people, they still experienced a gross revenue increase of 9.5% and a net profit increase of 1.5% in under 1 year.

Jump to Today

✅ Record-Breaking Revenue:

The team celebrated a remarkable milestone, surpassing $2 million in revenue!

✅ Strategic Pricing & Enhanced Services:

Through our support, they increased fees on clients, allowing for improved service quality and business capacity.

✅ Powerful Testimonial-Driven Marketing: We launched a major marketing campaign featuring captivating true story videos and client testimonials that deeply resonated with their target audience, resulting in significant new business growth.

Takeaways

Business owners frequently face challenges managing and motivating their teams to succeed. One major hurdle is communication breakdowns and resistance to change, which can hinder growth and innovation. Past strategies don’t always guarantee future success; adaptability is crucial. It’s about handling current tasks and transforming mindsets to explore new possibilities and believe in what’s achievable.

If you’re asking yourself these questions, it may be time to seek our help:

❓ How can you shift the team’s mindset from scarcity to abundance and from fear to confidence?

❓ How do you surround yourself with forward-thinkers who dream big and support game-changing decisions?

Will You Be Next? 

At My Virtual COO, we help service-based Health, Wealth, and Advocacy business owners optimize talent and systems to accelerate business success by improving the most important parts of the business, including:

1. Growth, Profitability, and Impact Projections
2. Organizational Design
3. Lean Process Design
4. Client Experience Documentation
5. Productive Collaboration and Change Acceleration
6. C-Suite Training

Ready for your own success story? We would love to speak with you.