CLIENT RESULTS
We partner with clients to achieve measurable and sustainable results, whether they’re navigating operational challenges or scaling new initiatives. Below are a few examples of how our services have driven positive change across industries.
Transforming a California Law Firm
Opportunity
An Orange County, California law firm with over 50 years of combined legal experience faced operational challenges, including slow-paying clients, inadequate branding, inexperienced personnel, and case overload. Senior leaders reported increasing workplace stress and turnover concerns, leading to financial strain.
Approach
We collaborated with the firm to overhaul operations, create a management system, establish a billing and collections process, reduce overhead, improve filing and case management, and enhance brand presence through website development and marketing efforts.
Recommendations
An Orange County, California law firm with over 50 years of combined legal experience faced operational challenges, including slow-paying clients, inadequate branding, inexperienced personnel, and case overload. Senior leaders reported increasing workplace stress and turnover concerns, leading to financial strain.
Approach
We collaborated with the firm to overhaul operations, create a management system, establish a billing and collections process, reduce overhead, improve filing and case management, and enhance brand presence through website development and marketing efforts.
Recommendations
- Personnel Realignment: Re-train current staff on the firm’s mission, vision, and client engagement processes.
- Recruitment: Hire and train qualified legal assistants and an office manager.
- Billing System: Implement a transparent billing and collections process for clients.
- Client Relations Model: Enhance engagement and communication strategies.
- Operations Manual: Develop a comprehensive guide for all personnel.
- Digital Filing System: Upgrade filing systems for efficiency.
- Marketing Materials: Create a conservative yet effective online presence.
- Improved Phone System: Set up a warm and professional voicemail system.
- Organizing Case Files: Streamline organization for current and past cases.
- Cost Reduction: Relocate to a more affordable and accessible office.
- Established a model employee framework leading to lower turnover and improved workplace morale.
- Implemented a new billing process that recovered overdue payments and reduced collection issues.
- Created a go-to operations manual, reducing daily inquiries to senior lawyers.
- Enhanced filing and storage systems for greater accessibility.
- Increased brand exposure through revamped marketing efforts.
- Achieved annual overhead savings of over $80,000 through relocation.
Piloting and Launching a Global Initiative
Opportunity
A 20-year global nonprofit sought to measure the engagement and wellbeing of youth in grades 4-12 to help determine the reasons for the high school dropout rate. They lacked a mechanism within the school system to reduce the dropout rate. After seeing a pitch competition in Atlanta, the nonprofit realized that entrepreneurship could be the solution.
Approach
We helped operationalize the nonprofit’s CEO's ideas, developed a full-scale program, and managed a 6-18 month pilot with plans to roll it out nationwide.
Recommendations
Results
A 20-year global nonprofit sought to measure the engagement and wellbeing of youth in grades 4-12 to help determine the reasons for the high school dropout rate. They lacked a mechanism within the school system to reduce the dropout rate. After seeing a pitch competition in Atlanta, the nonprofit realized that entrepreneurship could be the solution.
Approach
We helped operationalize the nonprofit’s CEO's ideas, developed a full-scale program, and managed a 6-18 month pilot with plans to roll it out nationwide.
Recommendations
- Entrepreneurship Curriculum: Teach both entrepreneurship and intrapreneurship to encourage diverse engagement.
- Pilot Phases: Conduct a full-scale pilot with detailed plans for recruiting schools, partners, volunteers, and stakeholders.
- Program Evaluation: Conduct “dry runs” and gather feedback from students, teachers, and volunteers for adjustments.
- Pitch Competitions: Develop clear rules and processes for student pitch competitions modeled on "Shark Tank for Kids."
- Role Model Engagement: Engage business role models who can mentor students through their business journey.
- Staff Training: Train program directors, volunteers, and instructors to successfully implement the program.
- Media and Marketing: Help design a commercial and produce testimonial videos to market the program.
Results
- Pilot program successfully launched in 3 markets and was deemed a success.
- Media coverage of the pitch competition and testimonials helped expand the program’s reach.
- Students who weren’t naturally inclined to entrepreneurship were inspired to pursue intrapreneurial roles within companies.
- The pilot led to a national initiative launch in 4 markets by September 2013, with increased partner support and funding.
- International interest has followed, with educators and business leaders from other countries seeking to replicate the program.
Laying the Foundation for a Construction Company
Opportunity
A startup construction company wanted to establish a competitive market presence and gain positive exposure, but lacked the necessary structural elements like licensing, insurance, organizational processes, and marketing.
Approach
We helped launch the company by securing the necessary licenses, insurance, and organizational setup. We also created the company’s operations manual, HR processes, and marketing materials, helping to position it for success.
Recommendations
Results
A startup construction company wanted to establish a competitive market presence and gain positive exposure, but lacked the necessary structural elements like licensing, insurance, organizational processes, and marketing.
Approach
We helped launch the company by securing the necessary licenses, insurance, and organizational setup. We also created the company’s operations manual, HR processes, and marketing materials, helping to position it for success.
Recommendations
- Operations Manual & HR Functions: Develop training materials for office personnel and streamline administrative functions.
- Marketing Collateral: Create effective marketing materials, including a website showcasing services and projects.
- Social Media Strategy: Recommend the hiring of a part-time social media manager for online presence.
- Paperless System: Help the client secure, organize, and scan receipts for easy accounting and future-proofing.
Results
- Successfully launched the company, which secured employees and contractors, and earned bids on private, city, county, state, and federal projects.
- Established strong partnerships with other construction firms, leading to increased revenue.
- The company maintains an up-to-date website and social media accounts, with plans for expanding their team and territory.
- The scanning system we implemented has streamlined accounting and record-keeping, setting the company up for long-term success.
Client Testimonial
Natasha and her team were instrumental in transforming our operations and improving our brand presence. Their guidance led to tangible results and has significantly improved the way we do business. — Mona S.