Case Studies

The following case studies represent some of the most common results of coaching. Client information is kept confidential in accordance with confidentiality agreements.

Industry:

Owner of a Web Development Company

Everyone but me is making money - this the concern of the owner of a Web Development company who has formed a virtual team, is working 50 hours or more a week and who's structure isn't providing the appropriate compensation for his talents and his time. He's rehired Lifework Business Partners to help him figure out how to turn this around so that he's as equally profitable as the members of his team.

The elements of our core programs help Mr. Web Developer analyze how he's spending his time, and how he's receiving compensation.

  • We review his profit and loss statement for the previous year

  • He takes the time to thoroughly log how he's spending his time, measuring reality against the targeted ideal so he makes sure he's charging the right amount for the work that he does

  • He takes time to rebuild his business team so that he can rely on long-term relationships that get the work done for the right cost and the quality he's looking for.

  • We develop a set of standards for the people he wants on his team and

  • Help him develop an important level of confidence and faith that the right people are out there

Mr. Web Developer is a work in progress. He's still tracking his time, has begun to rebuild his team the way he wants it, and has committed to take one full day off a week to spend with his family. He's attained project work that's yielding the income he wants and is hopeful that he'll develop the best structure to suit his goals and his vision for his business. He's eliminated clients and project work that no longer reflect the way he wants to grow his company. Since he's dedicated to making this a success, and to using the tools of coaching, we are confident that he'll continue to be as successful as he wants to be.

Experienced PR professional suddenly finds herself without work and hires us to get back on track.

Having put all of her eggs in one client's basket and ignoring marketing for a solid year, P/R Jane comes to us for help - she's been "fired." She approaching 50 and is worried that she's completely blown it. At the same time, she has 25-years experience and passion for what she does. Jane wants to reposition herself to serve a new kind of company: companies that offer health and wellness spa-level experiences and are struggling with repeat business. Facing a lot of self-doubt, she worries that every step she takes needs to be perfect because she needs to land a new client right away. She also knows she never wants to have all her eggs in one basket again and wants to build to several clients and find a way to sell a new proprietary product.

A new marketing and sales process, the
Get Clients Now!™ Program and lots of
encouragement do the trick.

Early on it was clear that PR Jane needed to develop her marketing and sales process as well as a focused marketing plan, and retrain her mind to worry much less about the specific results of every single conversation. In other words, she needed to learn how to detach enough so as to appear confident and much less needy than she was feeling. Fortunately, she'd forged many strong relationships in her business community, so she decided to focus on leveraging those relationships to connect to opportunities for new clients. Within just a couple of weeks, PR Jane was having the crucial conversations she needed to with the right people and "out of the blue" was invited to present her services to several prospective clients.

PR Jane landed her first client in first 30 days of coaching and did so for more money than she originally sought to receive. Within the first 30 days, she's received a 250% return on her investment for coaching. Not only that, she's learning to celebrate her achievement, to let go, to breath and continue with her marketing plan knowing that she has what it takes to bring in new business. In her own words: "I'm in the flow more than I've ever been in my life...I know I couldn't have done it without your support."

A Successful Mortgage Broker Struggles to Keep up with Her Success

I was hired by Mortgage Mary height of the refinance boom. She has an amazingly strong work ethic and customer service focus that was, nonetheless, getting in her way. Unfortunately, she believed that if she slowed down she'd suddenly become lazy, immediately loose clients and just stop working all together. She also had a full blown belief that if she didn't make herself available to her clients at all hours of the day by phone, cell phone, fax and email, they'd go elsewhere. To top it all off, she had high standards and was a perfectionist who didn't trust others to do as good a job as she did.

We tackled one challenge at a time and within a few months of our working together she was able to cluster her business activities so that she stopped reacting to external circumstances (phones and deadlines) and became the decision maker in how she spent her time. As a result, she was able to set aside time to focus on marketing to a new industry, to take one afternoon a week to devote to taking care of her newborn grandson, and to periodically take guilt-free time off at least one day a week. She even learned how to off-load some of the work she really had no business doing to someone in the office, thus freeing up more of her time. She also stopped engaging in volunteer activities that were draining her energy and not adding to her bottom line.

Mortgage Mary is much more relaxed about her future and has stopped doing it all alone. Not only that, she doubled her monthly income, successfully transitioned into construction lending, and brought her husband into the business, thereby truly learning to focus on her strengths and training her husband in the mortgage business activities that focused on his. It wasn't always easy for her, but she was willing to use the partnership of coaching with us to reach her most important goals.

That's all I can share with you without talking to you. If you want results like these, let's set up a coaching consultation.
Call me at 949-496-1577 or
click here to ask about my services.

quoteJoan's greatest strengths are her deep listening skills, plus her clear desire to help in whatever ways she could. I was deeply impressed with her generating books and magazines of interest to me. It was clear that she went to the book store with, not only her own needs, but those of her clients on her mind.
Toby K, Executive, Non-Profit, MA

quoteWorking with Joan has given me a fresh perspective on
myself and my business. She always listens to input from me and does not claim her own perspective as the "cardinal rule". She truly considers my needs and draws upon the tools within me to better myself, both personally and professionally.

Joan allows you the freedom to spread your wings. She simply helps you straighten them further so you can soar higher! Terry A., Network Marketing, CA