Here’s how we help you Grow Up so you can Scale Up.

Every company that reaches the Grow Up stage has different needs.

Some haven’t yet formed a leadership team. Others have processes that have gotten squirrelly. Still others are finding that the great culture they had with 15 people isn’t working anymore with 50 people.

Our Insight Month is designed to help us identify together what your company will need to scale up.

The categories below are the work we help with most often:


Leadership Development

  • Leadership team formation

  • Leadership team effectiveness

  • Turning leaders into mentors

  • Meeting effectiveness

  • Team decision-making

  • Healthy conflict

Process Streamlining


  • Internal processes

  • Customer-facing processes

  • Service recovery

  • Onboarding / training

  • Handoffs

  • Communication effectiveness

  • Clarity for your customer-facing messages

Culture Strengthening

  • Second-tier leadership development

  • Improving employee engagement

  • Helping cultures get healthier, more open, and more engaged

  • Designing feedback loops

  • Incentive strategies

Strategic Planning

  • 5- or 10-year strategic planning

  • 6- or 12-month tactical planning

  • Designing individual performance goals

  • Choosing the best KPIs

  • Working from a business dashboard (EOS)

Customer Experience Improvements

  • First 100 Days design or redesign

  • Ideal customer relationship design

  • Personalization (based on the Ritz-Carlton approach)

  • Talk Triggers

  • Competitive differentiation

We bring in partners if you need help with:

  • Recruiting

  • HR

  • Finances & Accounting

  • Operations efficiencies

  • Expansion / franchising strategies

  • Technology planning


Does this sound like what your company needs in order to get ready for growth?