Business advice & tailor-made frameworks to  profitably achieve your Noble Purpose  

Services Overview

Business performance EVALUATION
business ownership mentoring
financial planning & performance
High-performance Team retreats
IT & Process Automation
Leadership Coaching
Marketing & Business Development
Noble Purpose Development
Operational Improvement
Personal Purpose Development
recruiting & organizational design
Sales Performance & Client IMPACT
Vision Mapping
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Personal Purpose & Firm's

NOBLE PURPOSE

Personal purpose development

Prioritize competing demands within and outside of your firm. Together we'll create a north star for you to navigate time spent across pressing personal, family & business needs.

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Noble purpose development

Bring the soul of your firm to life, focus team members on what's most valuable, and inspire them in their daily creative work. I'll help you to more confidently & passionately paint a picture of how your team is especially capable of delivering higher impact to attract higher paying clients that deeply appreciate your work.

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CLARIFY

The Program & Vision

Business Performance Evaluation

See how the business discipline & performance of your firm compare to other creative firms and learn how to improve decision-making, structure & performance across operations, sales & marketing, leadership, client impact, and finance.

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Vision Mapping

A guided, visceral experience mapping out the future of the firm using your creative powers.

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BECOME

Leaders & High-Performing Team

business ownership mentoring & coaching

Gain deeper confidence in your business leadership, vision & ability to create structure in the firm. I'll advise and coach you through the quandaries you know about, and others you don't see yet. I'll mentor you along your personal growth journey.

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LEADERSHIP COACHING

Team members look to you to lead and inspire them. We'll meet weekly. I'll advise and coach you in the fundamental principles of leadership to help you achieve your leadership potential.

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High-performance Team retreats

Understand and practice the principles that lead to deeper unity & high-performance as a team.

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CREATE

Business Structure

Executive-level work in the following areas:

financial planning & performance

Provides deeper structure & certainty around the financial viability, strength & future of the firm.  

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recruiting & organizational design

Provides deeper structure & certainty around the capability of the firm to attract, hire, retain and effectively organize the right team members now and in the future.

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Operational Improvement

Provides deeper structure & certainty around the capability of the team to efficiently create a valuable, meaningful impact to clients now and in the future.

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Sales Performance & Client IMPACT

Provides deeper structure & certainty around the depth and value of the impact made in our clients' lives and that pricing is reflective of the depth of value delivered.

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Marketing & Business Development

Provides deeper structure & certainty around the firm's ability to attract clients who are most willing to pay for and deeply value the positive impact we will make in their lives.

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IT & Process Automation

Provides deeper structure & certainty around the team's ability to work efficiently and accurately using technology.

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IMPACT

Clients, Profit, Employees & You

Impact Review & Continuous Improvement

Creates regular space & context for celebration & decision-making about purposefully designing, creating, and improving your firm.

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FOUNDATIONAL services

"These services help lay foundational groundwork for creating business structure, profit, finding greater fulfillment."

Business performance EVALUATION

Highlights the business disciplines that need the most development & focus. Used to track progress over time.

OUR PROCESS

I'll provide an expert, objective, data-based assessment and help you uncover your firm's strengths and weaknesses in business disciplines, stacked up against other creative firms.

Includes recommendations to improve business performance across operational team performance, sales & marketing efforts, leadership, impact on clients, and financial results.

  1. DATA & RESEARCH: Collection of available performance information like project time, proposals, design process, financials & marketing assets
  2. DISCOVERY MEETINGS: Conversations with firm leaders, team members & clients
  3. REPORT REVIEW MEETING: Presentation of key financial performance indicators, leadership & team culture strengths & opportunities, team superpowers & performance findings, marketing analysis, and the impact you're having on clients along with my prioritized recommendations

Personal Purpose Development

Acts as a guiding force in decision-making across competing demands on your time & fosters personal fulfillment. Places your business in the context of each of your life's priorities.

OUR PROCESS

Your Personal Purpose acts as a rudder in the chaos and helps create greater fulfillment, control, balance and well-being in your life. It guides you to refocus effort on what's most important, to steer clear of what's not, and to build on the ways the firm's work fits in its proper place in your life.

Can be configured in-person or remotely, as a 1-day workshop or across several weekly meetings.

  1. ROLES EXERCISE: A self-reflection exercise to capture the roles you play for yourself, faith or spiritual experience, key relationships, profession & business, & influence on others
  2. STRENGTHS ASSESSMENT: Includes an assessment, self-reflection, and feedback-gathering exercise to identify the gifts that you've been fitted with to fill your life's purposes
  3. REFLECTION EXERCISE: A self-reflection & feedback gathering exercise to identify what makes you energized, flow, and purposeful and identifies purposes you're holding back from embracing in and outside of your work
  4. PERSONAL PURPOSE & PRIORITIES: Identify your personal purposes, how you're uniquely qualified to accomplish them, and your priorities in fulfilling your life's purposes

Noble Purpose Development

Brings the soul of the firm to life. Creates higher purpose & passion for team members. Focuses the team on making a positive impact on clients' lives.

OUR PROCESS

An offsite half-day experience that captures "why" the firm exists — what you believe, how you are different from other firms, your team's unique capabilities, and the valuable difference you make in your client's lives.

The firm's Noble Purpose is why your firm exists. It animates and guides everything you do. It focuses the team, fills them with energy & propels them to create a more meaningful, higher-value impact in the lives of your clients. It's a reminder of what you believe and why you are uniquely fitted to make a positive impact to your clients.

It also highlights what makes you different from other firms, guides you to attract the clients who most value and appreciate your work, and helps attract more passionate, impactful team members.  

Vision Mapping

Creates a visceral vision of the future using your creative powers.

OUR PROCESS

A half-day retreat to guide you through the process of envisioning the experience of living your purpose with your firm filling its Noble Purpose.

What emotions do you experience when you wake up on a Monday morning, the work week ahead of you, five years from now? How are your clients' lives changed as a result of the team's work a decade later?

In this retreat, I'll guide you through the process of creating your firm's future spiritually, in a visceral exercise that captures and maps out your vision for your experience and growth at work, the shape and capacity of the team, the relationships between you, your clients and the team, and the impact you are having on others through your work.    

High-performance Team retreats

Establishes the fundamental principles & practice of high-performing teams.

Topics Covered

Retreats can be customized in the scope of topics and length, but typically range between 2-4 hours to 1-2 full days.

High performance in a team requires focus on the fundamental principles that make team performance superior to individuals working within groups. I'll help your team to internalize and begin to practice these principles with intention.

  • When to use Teams & the Alternatives
  • Shaping Team Vision & Purpose
  • Fundamentals of Execution
  • Establishing a Common Approach
  • Mutual Accountability & Commitment
  • Earning Mutual Confidence: Trust in the Face of Uncertainty
  • Creating Candor: Speaking Truth in Empathy
  • Leadership Roles in High-Performing Teams
  • Cultivating & Protecting Creativity & Innovation

Impact Review & Continuous Improvement

Creates regular space & context for celebration & decision-making about purposefully designing,  creating, and improving your firm.

OUR PROCESS

As we take regular time to check in on the work of creating the business, we will celebrate the impact the team is making, hold ourselves accountable to our purpose and vision, and identify early on when adjustments need to be made.

  • Annually: Celebrate the impact we've made on clients, the growth of team members, and financial results of the previous year. Learn from experiences of the previous year. Review progress towards long-term vision & update long-term vision.

    Create near-term yearly & quarterly plans, special business improvement projects and action items to achieve our purpose including client impact goals, sales goals, and profit goals - along with staffing, expenses, and special projects required to achieve near-term plans.
  • Quarterly / Semiannually: Review progress towards yearly plans to achieve our purpose. Celebrate progress & learn from experiences. Hold each other accountable to commitments and make action items or special business improvement projects for needed adjustments.
  • Monthly: Review financial, client & team, and key performance indicators. Hold each other accountable for action items and make any needed adjustments.

Business Advice, Mentoring & Coaching

"My coaching services are designed to mentor you and your leadership team through business quandaries and to grow capability, as an advisor, in your personal development as leaders."

Business ownership mentoring & coaching

Provides an unbiased, expert perspective from someone who's been there, and who has your purposes & potential foremost in mind.

Impact of Mentoring & Coaching

Your team looks to you to lead out, inspire them and keep the firm financially viable. We will meet weekly. I'll advise and coach you through the crises and the quandaries to help you achieve your purposes & potential.

Covers leadership, strategy, emotional resilience, finance, culture, recruiting, team performance, management, sales, marketing, business development, information systems, process improvement, and risk management

  • Hold you accountable when you need help making progress
  • Guide you in navigating crises that negatively impact your firm's Noble Purpose as well as your personal purposes
  • Guide you to find greater personal resilience through hard situations
  • Provide objective feedback to help you see blind spots and provide more effective and fulfilling leadership
  • Help you to look up from the constant day-to-day pressures to set effective strategic long-term direction for the firm
  • Guide you in establishing greater financial strength for the firm
  • Provide insight to increase team & project efficiency
  • Provide insight to reduce friction in the creative process & increase quality with better processes, systems & technology
  • Guidance on reducing errors and increasing efficiency using technology & automation
  • Help you attract ideal clients, maximize value delivered to them and adjust your fees to maximize revenue
  • Guidance on recruiting, hiring, retaining & forming high-performing teams

Leadership Coaching

Guides the firm's leaders, emerging leaders and key team members in personal and leadership growth.

Impact of Leadership Coaching

Team members look to you to lead and inspire them. We will meet weekly. I'll advise and coach you in the fundamental principles of leadership to help you achieve your leadership potential.

Covers prioritization, time management, leadership style, delegation, feedback, communication, strategy and goal setting, culture, emotional resilience, principles of team performance, management, process improvement, and risk management

  • Help leaders maximize the value the team delivers to clients
  • Hold leaders accountable when they need help making progress
  • Guide leaders in navigating crises that may negatively impact the firm's Noble Purpose
  • Guide leaders to find greater personal resilience
  • Provide objective feedback to help leaders see blind spots and provide more effective and fulfilling leadership
  • Help leaders to look up from the constant day-to-day pressures to set effective strategic long-term direction in their roles
  • Guidance to leaders on hiring, retaining & forming high-performing teams
  • Provide insight to help leaders increase project efficiency
  • Provide insight to help leaders reduce friction in the creative process & increase quality with better processes, systems & technology

executive services

"When no one else in the firm has the specialized business acumen, I do executive-level work to create structure, tailored to your Noble Purpose & team, that helps other team members be more motivated & efficient."

Financial planning & performance

Creates certainty around our financial viability, strength & future as a firm & provides an indication that we are creating a valuable difference in our client's lives.  

EXAMPLES of WORK FOR CLIENTS
  • Design the high-level long-term financial plan including income & profit
  • Design the short-term financial plan including a detailed P&L budget, milestones & operational metrics
  • Measure key financial performance indicators, identify areas of trending strength or weakness along with a plan of action to continually improve
  • Improve client contract structure, collections, & deliverables processes to increase cash-flow
  • Calculate project profitability and unit economics using activity-based, top-down and bottom-up costing
  • Improve team performance, increase process efficiency, reduce costs, create new offerings & enter new markets, increase value delivered & pricing to increase overall firm profitability & top-line revenue growth
  • Track key performance indicators and assess the success and impact of financial planning over time. Adjust what isn't working and further develop what works.

recruiting & organizational design

Finds new team members who believe in our Noble Purpose, sets them up for success in the right place on the team & in our process, helps them to grow and make a valuable difference to clients.

EXAMPLES of WORK FOR CLIENTS
  • Plan staffing & organizational structure needed to support long-term and short-term growth plans
  • Develop roles, pay bands, qualifications, descriptions, advancement criteria, and benefits for long-term and short-term growth plans
  • Provide coaching, training & mentorship to develop leadership and management skills
  • Create job postings and benefits to recruit & retain team members
  • Create employee handbook & policies to create predictability, transparency and fairness for team members
  • Identify and recommend team performance actions & deliverables to more profitably fulfill the firm's noble purpose
  • Measure and assess the success and impact of recruiting and organizational design over time. Adjust what isn't working and further develop what works.

Operational Improvement

Increases individual desire & fulfillment in achieving our Noble Purpose. Improves team performance, quality, efficiency and timeliness of work created.

EXAMPLES of WORK FOR CLIENTS
  • Plan the short-term and long-term operational plan to achieve financial goals including the number and size of client projects
  • Meet with employees to understand their needs and aspirations & improve team performance
  • Refine the focus of the firm's services to increase the level of meaningful impact made in the lives of clients
  • Tightly integrate the creative workflow of the team across operational teams and with sales, finance & client impact efforts
  • Analyze & improve the efficiency of project time spent and timeline performance for client deliverables
  • Identify and recommend operational actions & deliverables  to more profitably fulfill the firm's noble purpose
  • Track key performance indicators and assess the success and impact of operational improvements over time. Adjust what isn't working and further develop what works.

Sales Performance & Client IMPACT

Ensures that we are making a meaningful impact in our client's lives. Creates a sales and pricing approach that reflects the value we've created in the lives of our clients.

EXAMPLES of WORK FOR CLIENTS
  • Plan the short-term and long-term sales and client impact plan to achieve financial goals including the fee structure and depth & breadth of positive client impact made
  • Map the client journey to identify opportunities to better fulfill the firm's noble purpose
  • Measure the quality of deliverables to clients and the depth of the positive impact the team is making on clients' lives
  • Create processes to screen non-ideal potential clients
  • Update pricing & fee structures to reflect the value and depth of meaningful impact made to clients
  • Review & update client sales contracts and client sales collateral
  • Create pricing & proposal calculator to optimize sales closings and improve sales process efficiency  
  • Track key performance indicators and assess the success of sales & client impact efforts over time. Adjust what isn't working and further develop what works.

Marketing & Business Development

Clarifies the life-impact our clients are buying from us & reflects this in marketing efforts. Identifies opportunities to increase the scope and depth of this impact.

EXAMPLES of WORK FOR CLIENTs
  • Conduct client interviews to identify customer segments, ideal clients, their aspirations and the struggles they most care about
  • Conduct market research to position the firm within the competitive landscape and attract the firm's ideal clients
  • Create the marketing strategy & roadmap
  • Identify and recommend marketing & new business development opportunities to more profitably fulfill the firm's noble purpose
  • Track key performance indicators and assess the success and impact of marketing & business development efforts over time. Adjust what isn't working and further develop what works.

IT & Process Automation

Reduces time spent on repetitive tasks, increases the quality of output, provides more reliable data for decision-making.

EXAMPLES of WORK FOR CLIENTs
  • Automate business processes e.g. client scheduling & onboarding, data collection, employee time entry clean-up, project time spent & financials reporting, etc.
  • Automate tracking of marketing efforts and reporting of return on marketing spent
  • Direct the development or rebranding of website
  • Conduct e-commerce technology services including SEO, cart recovery performance, affiliate program automation, automate safety stock calculation
  • Identify and recommend actions & deliverables tailored to the firm to fulfill your noble purpose and achieve financials
  • Measure and assess the success and impact of business-building tasks over time. Adjust what isn't working and further develop what works.