Strategic Planning & Clarity
Denver, CO - Manufacturing
Birmingham, AL - Tech Services
Birmingham, AL - Tech Services
- The Challenge: Annual strategic planning had become a frustrating, box-ticking exercise. The leadership team left their offsite with a long list of "priorities" but no clear roadmap, leading to confusion and misaligned efforts throughout the year.
- Barry's Solution: Facilitated a series of focused sessions using my methodology to pressure-t
- The Challenge: Annual strategic planning had become a frustrating, box-ticking exercise. The leadership team left their offsite with a long list of "priorities" but no clear roadmap, leading to confusion and misaligned efforts throughout the year.
- Barry's Solution: Facilitated a series of focused sessions using my methodology to pressure-test assumptions, force decisive choices, and translate the company's vision into a simple one-page plan with clear quarterly priorities.
- The Result: "Barry doesn't tell you what to do—he asks the questions that force you to think differently. Our sessions went from painful annual exercises to genuine breakthroughs. We finally have clarity on where we're going and how to get there." – Company President
Birmingham, AL - Tech Services
Birmingham, AL - Tech Services
Birmingham, AL - Tech Services
- The Challenge: As the company scaled past $20M, the founder-CEO was constantly pulled into daily operations, unable to focus on long-term strategy. The company was reactive, pursuing every opportunity without a filter, which diluted focus and resources.
- Barry's Solution: Worked one-on-one with the CEO to establish a strategic "filter" and
- The Challenge: As the company scaled past $20M, the founder-CEO was constantly pulled into daily operations, unable to focus on long-term strategy. The company was reactive, pursuing every opportunity without a filter, which diluted focus and resources.
- Barry's Solution: Worked one-on-one with the CEO to establish a strategic "filter" and a disciplined quarterly planning pattern. Co-facilitated the first leadership offsite under this new system to build the plan collaboratively and secure team buy-in.
- The Result: "Barry helped me step back and see the forest, not just the trees. The frameworks we built are still guiding strategic decisions two years later. He's not just a coach—he's a strategic partner." – CEO
Execution & Accountability Systems
Kansas City, KS - Professional Services Firm
Kansas City, KS - Professional Services Firm
Kansas City, KS - Professional Services Firm
- The Challenge: The leadership team's quarterly goals consistently turned "yellow/red" mid-quarter. The issue wasn't the goals themselves, but a culture of delayed response—waiting until the monthly report to address problems was too late.
- Barry's Solution: Implemented a strict weekly leadership "Pulse Meeting" pattern. Taught the team to r
- The Challenge: The leadership team's quarterly goals consistently turned "yellow/red" mid-quarter. The issue wasn't the goals themselves, but a culture of delayed response—waiting until the monthly report to address problems was too late.
- Barry's Solution: Implemented a strict weekly leadership "Pulse Meeting" pattern. Taught the team to review leading indicators weekly and required a new corrective action for any metric trending off-course, reviewed the following week.
- The Result: This shift from reporting to real-time accountability became a habit. The team started hitting 95%+ of their quarterly goals and saw an unanticipated increase in Employee Net Promoter Score (eNPS) due to clearer direction and faster wins.
Boston, MA - Precision Manufacturing
Kansas City, KS - Professional Services Firm
Kansas City, KS - Professional Services Firm
- The Challenge: The CEO managed everything through a massive, multi-tab spreadsheet that was impossible for the team to follow. He confessed, "We were going to do all these great things. We only did two out of ten."
- Barry's Solution: Replaced the overwhelming spreadsheet with a simplified, one-page scorecard. Drastically reduced the number
- The Challenge: The CEO managed everything through a massive, multi-tab spreadsheet that was impossible for the team to follow. He confessed, "We were going to do all these great things. We only did two out of ten."
- Barry's Solution: Replaced the overwhelming spreadsheet with a simplified, one-page scorecard. Drastically reduced the number of company-wide goals, and established a transparent weekly review process for the leadership team.
- The Result: The next year, the CEO declared a definitive "WIN." The team executed on 9 out of 10 key initiatives because everyone was aligned, accountable, and focused on the same critical few priorities.
Leadership Scaling and Delegation
Washington, D.C. - Home Services Company
Washington, D.C. - Home Services Company
Washington, D.C. - Home Services Company
- The Challenge: Rapid 26% growth through acquisition was straining people and systems. The CEO said, "My team felt like they were paddling harder, and there was a loss of clarity, alignment...my systems seemed to be breaking down."
- Barry's Solution: Advised a deliberate 6-month "operational sprint" to pause new acquisitions. Focused on soli
- The Challenge: Rapid 26% growth through acquisition was straining people and systems. The CEO said, "My team felt like they were paddling harder, and there was a loss of clarity, alignment...my systems seemed to be breaking down."
- Barry's Solution: Advised a deliberate 6-month "operational sprint" to pause new acquisitions. Focused on solidifying core values, documenting key processes, and restructuring the leadership team's roles and responsibilities for the new scale.
- The Result: After this foundational work, the company resumed growth at a sustainable 31% rate. Crucially, the CEO gained more strategic time than ever by leading through systems and a capable team, not just sheer effort.
Miami, FL - Specialty Staffing Firm
Washington, D.C. - Home Services Company
Washington, D.C. - Home Services Company
- The Challenge: The founder-CEO was overwhelmed, unhappy, and mired in day-to-day financial and operational metrics. He was working long hours but felt he was losing control as the business grew.
- Barry's Solution: Conducted a "Delegation Audit" to identify tasks only the CEO could do vs. those that could be systematized or handed off. Intro
- The Challenge: The founder-CEO was overwhelmed, unhappy, and mired in day-to-day financial and operational metrics. He was working long hours but felt he was losing control as the business grew.
- Barry's Solution: Conducted a "Delegation Audit" to identify tasks only the CEO could do vs. those that could be systematized or handed off. Introduced a tiered metrics dashboard: strategic KPIs for the CEO, operational metrics for department heads.
- The Result: "You hit me right between the eyes...'Numbers don't lie—but they can distract you when they're the wrong ones.' You just explained to me why I was overwhelmed. I've reclaimed 10+ hours a week by focusing on the numbers that truly matter for growth." – CEO
Metrics and Predictive Leadership
Los Angeles, CA - SaaS Company
Los Angeles, CA - SaaS Company
Los Angeles, CA - SaaS Company
- The Challenge: The company was celebrating low customer churn, but hidden dissatisfaction was brewing. Customer satisfaction (CSAT) scores were a 90-day lagging indicator; by the time churn appeared, it was too late to save the relationship.
- Barry's Solution: Identified and implemented leading indicators for customer health at the team lev
- The Challenge: The company was celebrating low customer churn, but hidden dissatisfaction was brewing. Customer satisfaction (CSAT) scores were a 90-day lagging indicator; by the time churn appeared, it was too late to save the relationship.
- Barry's Solution: Identified and implemented leading indicators for customer health at the team level (e.g., support ticket resolution time, feature adoption rates). Made these metrics a core part of weekly team huddles.
- The Result: By acting on predictive data, the company addressed issues proactively. They reduced customer churn to the lowest level since the company's founding, protecting vital recurring revenue.
Atlanta, GA - Software Startup
Los Angeles, CA - SaaS Company
Los Angeles, CA - SaaS Company
- The Challenge: The leadership team was passionately divided on whether to enter a new market, with arguments based on gut feeling and anecdotal evidence. The lack of a data-driven framework risked a costly strategic misstep.
- Barry's Solution: Facilitated a "Pre-Mortem" strategic session. Forced the team to define the specific, measurable a
- The Challenge: The leadership team was passionately divided on whether to enter a new market, with arguments based on gut feeling and anecdotal evidence. The lack of a data-driven framework risked a costly strategic misstep.
- Barry's Solution: Facilitated a "Pre-Mortem" strategic session. Forced the team to define the specific, measurable assumptions for success and the leading indicators that would signal if they were on track within the first 90 days. I then had them stress test with AI.
- The Result: "Your time with us just saved me from making a $1,000,000 mistake! We realized our key assumption about customer acquisition cost was flawed. We pivoted to a more profitable channel before spending a dime." – President/Founder