Why coach Cheryl?

As you read the experience of these clients you may see yourself in some of them and share their desires. Imagine enjoying the same results.

Jane -- was a successful professional with her own group of professionals working with her. She wanted to grow her business and put herself in the top 10% rather than the bottom 10%.  This meant she needed to get the professionals working with her already to produce more and she needed to add more professionals in her business.  She felt like she herself was very active yet she didn’t feel she was getting the rewards she should be getting as a result of all that activity.  She thought she was ready to develop a direction and focus for her business, but wasn’t sure how to go about doing that.  She admitted that she had a tendency to do the things she wanted to do before the things that she should be doing.  When she first started her career she progressed rapidly, but now she had basically been in the same place for the last 4 years.  She had worked with a coach previously and was disappointed that the conversations tended to be more about her feelings than providing real business help and direction.  At this point she was ready to make rapid growth and improvement. 

After fully discussing Jane’s wants and the best way to get her there quickly, Jane decided to move forward immediately. Together Jane and I worked on helping her to develop a strategic plan for her business.  During this process we developed her marketing and sales funnels so the projects she intended to accomplish would actually happen.  Jane gained the clarity and focus she needed as to what she wanted from her business and how she was going to get there.  Her own clarity enabled her to better communicate to the professionals working with her what they needed to accomplish.  She has regained her momentum and is progressing rapidly.   

Susan was literally distraught when we first spoke.  She was so stressed from her lack of time and poor performance she didn’t know where to turn or what to do next.  Her self-confidence was at an all time low.  She didn’t think she had the skills and knowledge to make her vision happen.  She was torn between her commitment to her professional service business and her day job.  She held a lot of appointments, but each month she had to scramble to meet her quota.  She felt like she was going in 100 different directions and she didn’t know where to focus her energies or what was important anymore.   

Susan needed help and she needed it fast.  She wasn’t sure how long she could continue if things stayed the way they were.  The first thing we worked on was helping Susan to better manage her time.  Then we turned our focus to helping her develop her own self-leadership skills and overcoming the obstacles she had placed in her own path that were resulting in her very low, less than 20% sales conversion ratio.  While we were working together Susan was hit with the added stress of being right-sized from her steady high paying day job.  Now she was faced with the choice of either making her professional service business pay the bills or looking for another day job.  She had moments of doubt and weakness, but each week Susan began to blossom.  She regained her confidence and began to see ways that she could do the things that she needed to do rather than how things weren’t going to work.  Susan is a naturally bubbly and charismatic person and she was becoming more so each week.       

Tom was a successful accountant and financial planner.  He wasn’t sure if should just be happy with his current number of clients or if he wanted to grow his business.  He knew that growing the business would mean that he would need to add staff and he wasn’t really sure if he wanted all that extra responsibility and hassle.  He also wasn’t clear on how to approach growing his business.  He knew financial statements inside out, but he didn’t have a clue how to approach a strategic planning process and wasn’t entirely clear how that might benefit him and his business.     

Tom needed help and he needed to get that help before tax season hit again.  We began working to develop a strategic plan for his new business objectives whatever those objectives might end up being.  It became obvious immediately that Tom had never identified who his ideal clients were.  He really didn’t know where his profit centers were or how to get more of the clients that were both profitable and fun to work with over those that required a lot of time and attention for little return.  He was clear that he wanted to get away from short form tax returns.  He also knew he wanted to have a plan for his own professional development, but wasn’t sure how to work that into his already busy schedule so we established a time line for incrementally completing a higher level of licensing on the financial planning side of his practice.  

Kim had a successful agency.  She purchased the agency over 15 years ago with a solid book of existing business.  At this point she felt her business was stagnating and recognized that she herself played a critical role in this result.  She wanted to motivate her team and get them producing more.  Yet she hadn’t sold for the last 8 years and she wanted to get out and become the top producer in her agency again.  She was really having a hard time getting herself out of the office selling.  Quite honestly it was a little scary to her.  She felt rusty and out of sync with her past selling successes.  She had lost her focus and her follow through.  As a result her staff didn’t put much stock in her plans as they knew they would be quickly forgotten or changed as Kim seemed to be operating under the flavor of the day approach to management.         

Kim wanted to make these changes now and she wanted to focus solely on her needs.  We began working on Kim’s own self-leadership abilities.  She hadn’t networked in over 8 years either so we got her out networking.  She quickly regained her confidence and, as she is a naturally likable person backed by her organization’s tremendous customer service, she had referrals pouring in within a few short weeks.  Kim learned how to communicate to others who a good referral for her was, and the people she met were more than willing to help her as a result.  She was able to better focus on how she spent her time so she could still have a lot of personal time, yet get the results she wanted professionally.  The great thing about Kim is that when she knows what she wants she takes action immediately.    

Barb had multiple businesses to balance.  Two of the businesses were new.  At that time one of her businesses was basically funding the other two until she could get those businesses profitable.  These two new businesses weren’t showing up on the radar screen and her competition was strong making it even harder to gain profitability.  Barb was feeling exhausted and overwhelmed and wasn’t really sure what the objectives for these businesses should be.  She felt she had no time to plan and that she wasn’t spending her time how and where she should be. In addition, she had new employees that needed to be trained to take over certain responsibilities.           

We began working on Barb’s managerial skills.  This led her to develop a daily and weekly tracking/reporting system so that she knew where her staff was making progress and when to intervene and her staff had a way of keeping her abreast of their accomplishments on a daily basis.  As soon as this was instituted her staff began to consistently accomplish their objectives and things began to move forward more smoothly.  When obstacles did occur Barb was aware of them right away and they could work together to formulate a plan to overcome the obstacles.  She also quickly identified and prioritized the most critical actions that must be taken to get the results she needed in her businesses.  This led her to make significant revisions to how she marketed these two knew businesses.  Her online business began to climb the search engines and orders began to trickle in.  She was better able to communicate the benefits of her other business to her target markets and clearly define what those target markets were so she knew where to find them.       

Bob was a real estate agent working part-time while holding down a full time sales job.  Bob wanted to get his career off to a good start and wanted to replace his full time sales income within the next 7 months.  He had trouble staying focused and knowing the most important thing to be working on.  He wanted to put together a strategic plan for his success so he could get there quicker and more efficiently.  To date he had closed 2 properties.               

We began working on Bob’s strategic plan helping him to obtain the direction and focus he needed and helping him to identify his target market and how to communicate to those people in his target market.  While we were working together, Bob was right-sized out of his full time sales job.  This meant Bob had to immediately generate sales from his investment real estate business.        

Sara was new to her professional service business.  She was frustrated and worried.  The company she worked for was a new company and seemed to constantly change the rules.  This made it very difficult for Sara to deal with financially and very difficult for her to pick the right course of action to meet her financial needs and advance her career.  In addition, this business is based on a relatively new concept and Sara had a lot to learn in order to be able to answer qualified prospect’s questions.  She was excited about the challenge, but the lack of financial security was almost paralyzing Sara.                 

We began working on Sara’s leadership abilities.  Together we defined her marketing and sales funnels.  She put together a self-study plan that enabled her to have the knowledge and confidence she needed to answer her qualified prospects questions.  We were able to better focus Sara’s activities so that she was spending more time in front of the right people rather than anyone that had a pulse.  Sara had been trying so hard that she was sacrificing all of her time to her business so we also worked on getting her better organized and actively planning her time schedule so she could get some free time for things other than work.  We also kept our focus on the things that were in Sara’s control so she would be less affected by her companies ever changing decisions.             

Privacy Policy. Refund/Cancellation Policy. Terms & Conditions