Client Insights and Quotes

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A manufacturing CEO relied on a multi-tab spreadsheet to track performance. At the end of the year, he told me, “We were going to do all these great things. We only did two out of ten.” We reduced the number of goals, added clear measures and assigned accountability. In the words of the CEO, the next year was a "WIN".

This SaaS company was  celebrating low customer churn. But their customer satisfaction scores said otherwise. The lag was 90 days and  by the time churn showed up in the data, it was too late to prevent it. We adjusted by measuring leading indicators for customer satisfaction at the team level and reduced churn to the lowest level since the company founding.

A professional services company discovered that leadership team results consistently went yellow/red halfway through the quarter. Why? Not because their metrics were wrong—but because they waited too long to act. I taught them to address variance fast in weekly meetings. If it trended yellow or red, they required a new action immediately. They reviewed results the very next week. Accountability isn't a spreadsheet. It’s a habit. This habit change earned an unanticipated increase in employee enga

President/founder after our December, 2024 planning session: "Your time with us just saved me from making a $1,000,000 mistake in 2025!"

CEO of a $27m staffing firm said this, "You hit me right between the eyes when you said, 'Numbers don't lie - but they can distract you when they're the wrong ones.' You just explained to me why I was overwhelmed and unhappy."

This home service company CEO was growing at 26% annually through hard work and careful acquisition. The CEO said, "the growth made my team feel like they were paddling harder and there was a loss of clarity, alignment, and my systems seemed to be breaking down." I slowed them down to solidify the team, processes, and their values. It took 6 months and they are now growing at 31% and the CEO has more time than ever.