Case Studies

Financial Services Manager Intentionally Makes Himself Promotable


The client is a young midlevel manager in a 250-person financial services firm. He was in charge of a small group. In addition to his salary, he could earn commissions on sales to client referrals. He wanted to prepare himself for promotion and additional responsibility …For the full case study, click on this link.


Moving and Storage Company Owner Does “What It Takes”


The client is the owner of a commercial and residential moving and storage company. There are about 15 employees, and the business had been doing comfortably well for more than 30 years. He’d never had to put much effort into the area of marketing or self-promotion, until the recession…For the full case study, click on this link.


Creative Services—From Barely Making It To A Flourishing Business


The client owns a video production company. The company targets non-profit organizations that have messages to deliver to the world. Video is their means to spread those messages and raise funds…For the full case study, click on this link.


Where To Next?

Now you have an idea the kinds of successes our clients have generated, click on About Us to learn about Jeri’s background.

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