WHAT WE DO

We start with what you have.

As a consultancy and training firm, we work with mid-market organizations and rapidly growing companies to evolve and align their sales, marketing, and customer experience strategies. When adapting your approach toward being purpose-driven, you don’t have to start over. We simply start with what you have.

The way we approach each company depends entirely on the size of your teams and the people we’re collaborating with. In general, here’s how we work:

1

Observe and explore.

In 2-3 person teams, we observe and work closely with your leadership team to clarify and effectively articulate your company’s unique purpose. We talk to your customers about what they’re thinking and feeling so we can understand the underlying motivators that led them to your company

2

Analyze and align.

We analyze how your company approaches sales, marketing, and customer experience strategy. We look at company performance compared to goals.  We then find the gaps and the places that are asking to be optimized and develop programs that will successfully align your teams.

3

Collaborate, train, and mentor.

Learning from your current ways of working, we collaborate with and mentor your teams to adjust their approach to strategy in order to achieve increased human capital, better business outcomes, stronger audience connection, and elevated employee satisfaction. All from a foundation of purpose.

The investment is in your people.

We teach, mentor, and transfer our knowledge from decades of expertise to your leadership, sales, marketing, and customer experience teams so that you can rely on them to grow your company. We communicate in frameworks and processes that you can leverage to pay in full back to your organization.

Our services.

Typically, we focus our efforts in these areas:

Clarify your purpose.

When clarifying purpose, we study and interview your leadership team, employees, and customers so you can:

  1. Effectively identify, communicate, and align — both internally and externally— what your company is here to accomplish and why it should matter to both your employees and your customers

  2. Use your purpose to drive company focus, strategy, and growth

  3. Implement the framework and programs required to achieve your purpose

 

Most companies push their products and services rather than leading with purpose, which leaves little room for meaningful conversations or customer advocacy. Sustained growth cannot be achieved without intertwining purpose into your strategies from the ground up.

Deconstruct your sales funnel and customer journey.

Starting with purpose, we work collaboratively with your teams to:

  1. Validate demographic and psychographic audience data by talking directly to your real life customers and understanding their journey

  2. Guide the development of relevant content and resources to remove customer roadblocks

  3. Bring authenticity to your automation efforts

  4. Deliver consistent, personalized experiences in all interactions with current and potential customers

 

It’s very common that companies look to technology — software and tools — to solve problems in their sales funnel. Building a quality customer base is hard and although technology can do some of the dirty work for you, it won’t help you connect with your customers.

Evolve strategy.

Once we’ve observed and analyzed your existing process for strategy, we work with your sales, marketing, and customer experience teams to:

  1. Transform their approach to strategy in order to achieve your company’s purpose and business goals

  2.  Identify and integrate the right channels, content and opportunities to reach and retain the right customers

  3. Humanize your brand to better connect with your customers, build a community and inspire advocacy

  4.  Improve what’s being measured to better align with business and brand goals

  5. Interface and collaborate with each other in a way that brings clarity and fosters progress and results

 

There are far too many companies who make decisions based solely on audience data. This data may come in volume, but it may not tell you anything about what your customer thinks or how they feel — which is where the good stuff is.

Advance your teams.

Through advisement, training and mentorship either individually or through workshops, we:

  1. Serve as a trusted advisor and sounding board

  2. Blend proven frameworks and methodology with your current ways of working to increase agility, efficiency, engagement, and reduce waste

  3. Equip and advance your team with channel-specific knowledge to contend in the digital age

  4. Ensure measurement practices are aligned with business and brand goals

“Genuinely helped us shape an intimate experience with our brand around our purpose so that we could earn the trust of the right people and ultimately build a better company. Their approach works really well and gets tremendous results.”

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Let’s chat through what this looks like for your organization.