Choose Your Pace

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Transformation

We listen, assess, and recommend a sequence of transformative improvements, and kick start a healthy pace of mindset and operational improvements that boost your People, Productivity, Profitability and Growth.

  • Revenue Growth and Profitability Projection
  • Sequenced Improvement Plan to lower Change Fatigue
  • Staff Planning and Functional Organization Design
  • Lean® Process Improvements
  • C Suite Mindset Training
  • Software Integration Map
  • Compensation Structure
  • Change Acceleration Techniques
  • Provider Introductions
  • and more….

 

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Consulting

We answer hurdles with time-tested solutions, provide tools and templates to accelerate decisions and jump start improvements, and teach change management boosters, expert project management, and productive collaboration.

    • Exec and Leaders Calls
    • Document and Sequence Improvement Recommendations
    • Co-visualize data to accelerate decisions
    • Design Lean Processes
    • Overcome Mental and Capacity Hurdles
    • Ensure healthy, bi-directional communication
    • Promote wins and achievements
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Paid Boost Calls

Facing a challenging hurdle that requires innovative solutions?

Do you need to validate a critical decision before taking the leap?

Join us for a Zoom Call to overcome the hurdle and see the solution within your reach.

Commitment:
45-Minute Zoom call

 

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Peer Group

Join an intimate group of C-Suite leaders to share business wins, hurdles, and solutions.

Join us for answers and camaraderie among business leaders seeking a trusted community.

All proceeds donated to Feed America.

Commitment:
Monthly Zoom call
6 Months

 

Two women and four men in business attire, sitting together talking, at a wood table with a laptop and papers with different types of graphs

Transformation

We assess, recommend, and manage a sequenced plan of improvements to boost your People, Productivity, Profitability and Growth.

  • Revenue Grown and Impact Projections
  • Sequenced Improvement Plan
  • Organization Design and Staff Plan
  • Lean® Process Improvements
  • C Suite and Team Collaboration Training
  • Software Integration Map
  • Compensation Structure
  • Change Management using Acceleration Techniques
  • Provider Connections

 

Two women and four men in business attire, sitting together talking, at a wood table with a laptop and papers with different types of graphs

Change Leadership

We Facilitate implementation of your firms’ growth strategy by meeting your team at regularly scheduled intervals (typically bi-weekly).

 

  • Liasion between management and team
  • Gauge Progress
  • Overcome Mental and Capacity Hurdles
  • Provide servant leadership
  • Ongoing accountability
  • Tech triage
  • Process mentorship
  • Ensure healthy, bi-directional communication
  • Promote wins and achievements
  • Foster team culture
Cardboard rocket ship set on a light blue background with rolled up balls of paper acting as the exhaust trailing behind it

Paid Boost Call

 

Are you facing a challenging hurdle that requires innovative solutions?

Do you need to validate a critical decision before taking the leap?

Time Commitment:
One Hour Zoom call

 

Cardboard rocket ship set on a light blue background with rolled up balls of paper acting as the exhaust trailing behind it

Peer Group

An intimate group of owners sharing business wins, hurdles, and ideating solutions.

Join us for answers and camaraderie among business leaders seeking a trusted community.

All proceeds donated to Feed America.

Time Commitment:
Monthly One Hour Zoom call
6 Months

Focus and Deliverables

People

Empower your team by  co-aligning roles and career paths with skills, passions,  and goals. Clarify your client journeys, experiences, and profitability. Develop Lean® processes and solutions to gap fill and ensure quality service, profitability, and capacity.

Productivity

Utilize IDEOS® to maximize the use of staff, providers, tech to reduce work and improve the client experience. Identify and recommend improvements through design thinking, process and tech flow diagrams, and ‘sell, not tell’ communication methods.

Profitability

Project 5-year Growth and 1-Year Profitability that includes goals and recommendations. Visually  review the impact of goals  on infrastructure and staffing changes. Define priorities, timeline, resource allocation,  and changes to achieve your goals.

Growth

Uncover major gaps to building trust and ineffective marketing and sales efforts. Identify and implement quick wins to attract referrals and inquiries from prospects, COIs, and potential hires. Incorporate growth experts into a realistic action plan.

Our IDEOS™ Improvement Mantra

Our IDEOS™

Change has a considerable psychological impact on the human mind. To the fearful it is threatening because it means that things may get worse. To the hopeful it is encouraging because things may get better. To the confident it is inspiring because the challenge exists to make things better.

- King Whitney, Jr.

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