(303) 697-5914

Individual Client

A Leader Develops a Mission Critical Team:
Sales Goals Exceeded. Promotion Received.

My client, Toni, had 25 years experience in the insurance market.  After many years with the same firm, she was hired by a competitor to develop and launch a new niche product – disability insurance for senior-level executives.

She recruited most of her old team to come with her to launch the new product.  Management set a sales goal, but Toni knew she wanted to exceed that goal.

As her team launched the new product, an opportunity arose for Toni to step into a senior leadership role.  She had trepidation about the bigger job as more than 25 other candidates were being considered.

Our coaching engagement focused on two key areas:

  1. Make Toni a stronger leader of her team – to make them as effective as possible and surpass their sales goal.
  2. Position Toni as the most qualified candidate for the new senior leadership role.

Much of our engagement focused on ensuring that Toni and her team hit their sales goals.  Here’s what we did:

  • Established new structures for the team so Toni could spend more time coaching them rather than getting stuck in less productive activities.
  • Showed Toni how to protect her team’s time from non-critical interruptions, so they could focus on what mattered most: actual selling.
  • Implemented cross selling strategies so that Toni’s team could contribute more to the entire company’s bottom line.

Results

Toni’s team surpassed its own sales goal and was recognized for its contribution to increasing sales in other parts of the company.

Largely based on her team’s outstanding performance, Toni got the promotion – resulting in more money, more visibility and a more strategic role. 

“Kate taught me how to position myself to make a quantum leap in my career.  I knew I was qualified for the senior leadership role but I didn’t know how to go about getting it.  She showed me how to highlight my strongest skills and talents.  My confidence grew as I pressed through multiple interviews and questionnaires. I secured a big job that I previously wouldn’t have been able to sell myself into before our work together.”

Learn more about the One-on-One Mission Critical Coaching Program

 

  • Contact Me

    If you want to explore how you can get extraordinary results through people and the way they think and work together, I invite you to contact me.

    kate@missioncriticalteams.com

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  • Resources

  • ADVANCE Testimonials

    Value of ADVANCE

    "The most valuable part of ADVANCE for me was the comprehensive toolbox that I can use to expand my abilities. In addition, you have inspired me and made me want to be a better "me"." - G.E.; General Manager; Sound, Lighting and Video Production
    G.E.; General Manager; Sound, Lighting and Video Production
    2015-04-16T22:42:42+00:00
    "The most valuable part of ADVANCE for me was the comprehensive toolbox that I can use to expand my abilities. In addition, you have inspired me and made me want to be a better "me"." - G.E.; General Manager; Sound, Lighting and Video Production

    Received Specific Feedback

    "I really appreciated the opportunity to see the traits that I have and areas that I could improve in. I especially liked that all the recommendations for me were based on specific feedback from my own organization. I also appreciated the array of tools that could be applied right away to solving business problems." - L.B.; Manager, Sales Operations; Managed Field Services for companies with critical, distributed infrastructure
    G.E.; General Manager; Sound, Lighting and Video Production
    2015-04-16T22:49:21+00:00
    "I really appreciated the opportunity to see the traits that I have and areas that I could improve in. I especially liked that all the recommendations for me were based on specific feedback from my own organization. I also appreciated the array of tools that could be applied right away to solving business problems." - L.B.; Manager, Sales Operations; Managed Field Services for companies with critical, distributed infrastructure

    ADVANCE was a rigorous course

    "ADVANCE was a rigorous course that combined the best concepts of goal-focused management with an honest and thought-provoking inventory of my individual strengths and challenges as a manager and a leader. In a small and supportive group setting, I learned to set effective business and personal goals and to hold myself and others accountable for results." - B.C; Director of Marketing & Communications; Alaskan Native Corporation/Holding Company
    G.E.; General Manager; Sound, Lighting and Video Production
    2015-04-16T22:49:59+00:00
    "ADVANCE was a rigorous course that combined the best concepts of goal-focused management with an honest and thought-provoking inventory of my individual strengths and challenges as a manager and a leader. In a small and supportive group setting, I learned to set effective business and personal goals and to hold myself and others accountable for results." - B.C; Director of Marketing & Communications; Alaskan Native Corporation/Holding Company

    An Arsenal of Tools

    "ADVANCE opened me up to evaluate myself more deeply than ever before and provided an arsenal of tools to accelerate my management and leadership development and to recognize the difference between the two. I really liked the breakout sessions and team activities, both of which allowed us to quickly form bonds with other members. I also appreciate the six month follow up process which will help me stay on track." - M.P.; Engineering Manager; Audio Visual Design & Integration Company
    G.E.; General Manager; Sound, Lighting and Video Production
    2015-04-16T22:50:51+00:00
    "ADVANCE opened me up to evaluate myself more deeply than ever before and provided an arsenal of tools to accelerate my management and leadership development and to recognize the difference between the two. I really liked the breakout sessions and team activities, both of which allowed us to quickly form bonds with other members. I also appreciate the six month follow up process which will help me stay on track." - M.P.; Engineering Manager; Audio Visual Design & Integration Company