Case Studies

This portfolio of client success stories will give you a good sense of the kind of businesses I work with, the depth in which I work, and the outcomes that are available as a result.
Case Study #1 – An Established Consultancy Without a Marketing Plan

Problem

The company was having difficulty generating new business and the directors were becoming increasingly frustrated at their lack of progress. Referrals from existing clients had slowed right down and concerns were rising at the low level of future project bookings.

Solution

We started by looking at the goals of the company and those of its directors, bringing them up to date. Then the marketing and business development strategies were reviewed and refined, and a workable marketing plan for the next 12 months was put in place. We also looked at possible personal obstacles to achievement, identifying the need for further skills training.

Results

The development and implementation of a clearly defined strategy led to an increase in invitations to tender for projects. Improved focus on business development activities has resulted in new business. Furthermore, a greater understanding of personal motivators and performance influencing factors has resulted in restored self-confidence.
Case Study #2 – An Exhausted Entrepreneur With Too Many Options

Problem

This client was trying to pursue too many business opportunities to make much progress in any of them and was consequently exhausted by the number of hours he was working.

Solution

During our work together, we looked at what was driving him to work such excessive hours and discussed how what he was doing was actually sabotaging what he really wanted to achieve. Then, each business opportunity was evaluated in detail and the decision made whether or not to continue working on it. The serious issue of my client’s latent stress symptoms was also addressed and he learned several effective relaxation techniques.

Results

This client was able to reduce the number of commitments to only those which met his true goals and as a result, he has been able to increase the amount of time spent with his family. Working with a simplified business model has provided focus and clarity – and reduced stress levels.
Case Study #3 – An Overwhelmed Independent Financial Advisor

Problem

This client had no problem attracting new business. On the contrary she was having trouble keeping up with all the associated paperwork, which she didn’t really enjoy and which was gradually taking over her living room. She also had plans to move into a new office but couldn’t see how she was going to cope with the disruption. Added to this, she wanted to have quality time with her young family.

Solution

There were many facets to this client’s requirements, and some tight deadlines to meet. It was therefore essential to plan each element very carefully. Regular coaching calls (and the exchange of frequent emails) took place over a period of a few months and these enabled her to keep on track with the numerous actions she had to take in order to stay on target.

Results

By following the programme we set out, this client was able to meet all her deadlines. The office move went without a hitch and client documents were quickly organised into their new home (and her living room reclaimed). A compliance visit (to check all necessary forms were in order – a regulatory requirement to keep trading!) was successfully completed. My client was also able to take a long awaited holiday with her children – without worrying about business, because everything was taken care of.
Case Study #4 – An Executive Coach Looking to the Internet for Additional Income

Problem

This successful Coach and author wanted to reduce the number of hours she was working, but without sacrificing income. She realised her income was totally dependent upon her working long hours with clients and was keen to explore the possibilities of generating additional income streams using the internet and her considerable existing back catalogue of written material.

Solution

We looked at a couple of possible business models and she settled on creating several new products and launching them one at a time, using a full range of social media marketing tools. While the products were being developed, we set about building her personal brand and presence online. A self-confessed technophobe, we also carried out several training calls so that she felt comfortable using the various technologies and time-saving tools

Results

Over the course of a year, my client progressed from a single, cluttered and out-of-date brochure website, to having two attractive and dynamic new sites. With regularly updated blogs showcasing her expertise and attracting visitors, it wasn’t long before the first available products began to sell. My client also now maintains her own social networks and posts to the blogs. Best of all, her work has been given a new lease of life and the several passive income streams set up will continue to earn her money into the future.