Real World Results

A sampling of success stories from Soar Higher Coaching clients.

COVID-19 Response Across Business Sectors

Every company stayed in business and on average increased revenues by 16%   

COVID-19 PandemicTHE CHALLENGE
  • COVID-19 had a significant impact on every business (small, medium, and large) in every industry
  • Companies were caught off guard, were unprepared, and most didn’t have a contingency plan
  • Fear of the unknown set in and many business leaders had lost confidence in decision making. Some did nothing, some blindly tried a few things that did not work, and others decided to “wait it out”
THE SOLUTION
  • Met with all my clients, as well as other friends, colleagues, and business leaders in my network
  • Kept leaders calm, focused on can-do attitude, problem solving, opportunistic mindset, and reassured employees by being open, honest, transparent, and including them in a new action plan
  • Analyzed every area of the companies (budget, sales, marketing, performance, plans, etc), reviewed strengths, weaknesses, opportunities, and threats, and led leaders and staff through the change process
  • Developed an agile business strategy centered around being nimble in how products and services could be delivered, targeting new markets, better adapting to existing client’s needs, and providing new/personalized consumer experiences
THE RESULT
  • Gave business leaders hope and confidence by creating a new “art of the possible,” overcoming adversity, and winning
  • Organizations were “leaned” out by cutting non-critical expenses, reducing inventories, streamlining processes, becoming more efficient, and are now able to quickly and proactively respond to any type of market disruption  
  • Every company stayed in business and on average increased revenues by 16%   
Marketing Franchisee
results-marketing-franchisee

90% of Sales Opportunities Now Closing

The Challenge
  • Owner of a marketing franchise was going into the second year of business, was frustrated, missing sales opportunities, and not achieving desired goals
  • Had never been an entrepreneur, business owner, or held a leadership position before
  • While receiving a basic level of training from the franchise corporate office, she lacked business acumen in certain areas of business and was not comfortable selling
  • Was stuck in doing things “her way” mode and felt defeated at times by not being able to grow
The Solution
  • Determined & resolved the root issues of low confidence/self-esteem and not believing she could truly reach her potential … provided new perspectives and pathways to success
  • Administered DISC personality assessment and taught vital interpersonal skills needed to effectively communicate with all types of people and build lasting relationships, partnerships, etc
  • Provided intense sales and negotiation training
  • Reviewed her chaotic schedule, provided priority & time management courses, and restructured her weekly agenda to a laser focused plan with very specific goals
The Result
  • Owner’s confidence is at highest level ever and is achieving more than she thought was possible
  • Now converting 90% of sales opportunities and created multiple referral partnerships that brought in 31% of new clients
  • Company grew an astonishing 117% and was named “Top Franchisee of Year”   
Non-Profit
Non-Profit

Revenue Tripled in First Quarter

The Challenge
  • Due to an economic downturn, the organization faced a 250% increase of people in need
  • Demand exhausted the food pantry, clothing racks, and financial resources
  • Governing board was disengaged and not adding value
  • Employees were overwhelmed, confused, and needed guidance and motivation
The Solution
  • Restructured the board and replaced inactive members with new leaders
  • Developed a proactive marketing/sales plan to generate more revenue and community alliances, as well as built an army of volunteers to better support the overall organization
  • Transitioned business model from random donor giving to predictable monthly recurring revenue
  • Instituted weekly operational cadence to get board members, staff, and volunteers all on the same page
The Result
  • Tripled revenue in first quarter of implementing new business model
  • Now operating in a lean, efficient, and nimble manner with the capacity to help more people
  • Non-profit was recognized with a community award for excellence  
Corporate to Entreprenuer Transition

$250,000 in revenue achieved in first year, doubled in second year

Corporate to Entreprenuer TransitionTHE CHALLENGE
  • Executive had spent over 25 years in the corporate sector and wanted a change
  • Tired of the typical bureaucracy, red tape, and “daily grind” of a large corporation
  • Had the right thoughts, knowledge, and business acumen, but didn’t know to how to transition into being a small business owner
  • While motivated to leave his corporate position, he was nervous about starting something new and was afraid of failing
THE SOLUTION
  • Became his personal advisor and “Business Wingman.” Started with mapping his talents, skills, experience, and passions with possible business options, which ultimately led to opening a staffing & recruiting business
  • Created company legal name, structure & operating agreement, registered with government agencies, hired a CPA firm, conducted market evaluations, benchmarked from similar company, and established a website/social media channels
  • Developed go-to-market position, business model, strategy, goals, and timeline
  • Coached/trained the owner on how to be an entrepreneur & on important business competencies (guerilla marketing, grassroots sales, superior customer service, etc)
THE RESULT
  • Hard work & discipline paid off. Company crushed the original goals and achieved $250,000 in revenue in the first year and doubled that figure in second year
  • Garnered top results for clients with 95% placement rating  
  • Owner was finally fulfilling his life passion of helping others succeed while meeting the demands of the broader economy and matching high quality people to organizations in need   
Agriculture
Agriculture Case Study

Revenue increased 500%

The Challenge
  • While an expert in her industry, the passionate small business owner was not well versed in business and became frustrated with not being able to take the business to next level
  • Spent a lot of time and money trying different marketing tactics that did not work
  • Problems with sales and converting prospects into paying customers
The Solution
  • Coached the owner on how to run a business: her “why,” mindset, value proposition, marketing, sales, cash flow, budgeting, contracts, leadership, customer satisfaction, etc
  • Personalized an aggressive growth business plan and resolved logistics/distribution issues
  • Opened a retail store in an ideal location and in partnership with a complimentary service provider
The Result
  • Owner went from working hard “in a small business” to leading a high-quality globally focused company
  • Revenue increased 500% and claimed over 20% in market share in just 9 months
  • Educated/helped thousands of people with the health benefits of organic products that created customers for life
Architecture
Architecture Case Study

2 offices opened in 15 months

The Challenge
  • Successful mid-sized firm was looking to scale and open new offices in other cities
  • Principals lacked certain business knowledge and expertise necessary to grow
  • Leaders were apprehensive about making changes and struggled with keeping up with consumer demand
  • Organization had a good reputation and vision, but was not able to devise a plan, communicate, and execute
The Solution
  • Performed SWOT & market analysis to understand the true potential and gain clarity
  • Prepared and executed overall company strategy with separate plans/goals for each location
  • Provided executive 1-on-1 coaching/training to principals
  • Implemented a “business scoreboard” to track and manage performance
The Result
  • Opened two new offices in 15 months
  • Captured 46% more market opportunities
  • Elevated the confidence & leadership capabilities of principals and ensured future success with employee development programs and succession plans
Corporate Executive - Banking

Top executive achieves new position, promotion, raise, and improved quality of life

Banking Executive Case Study
THE CHALLENGE
  • Successful executive hit a ceiling in his career
  • Did not have a mentor giving him advice
  • Sharp leader with a lot more to offer, knew he could accomplish more, but just didn’t know how to achieve a higher-level role
  • Life was out of balance and ended up exhausted from working all the time in a company he hated
THE SOLUTION
  • Conducted personality & leadership assessments and discovered strengths, weaknesses, behaviors, motivators, and “ideal” environments for which he would thrive
  • Provided comprehensive executive leadership and management coaching that provided a clear focus based on his true passion/expertise, career progression plan, and stretch goals that force him out of his comfort zone
  • Rebranded him with new vision, purpose, resume, social media profiles, etc
  • Identified his ideal position, prepared him for interviews, and negotiated terms of company offer
THE RESULT
  • Accepted Senior Vice President position in perfect organization for him to best succeed
  • His confidence and executive presence reached a pinnacle
  • Transitioned to a different/better company, got promoted, in a job he loves where he is maximizing his true potential, making a level of income that exceeded his expectations, and is living the quality of life he always wanted   
Electrical Contractor

Operating expenses reduced by 41%, employee morale skyrockets

Electrical Contractor Case StudyTHE CHALLENGE
  • Family-owned business working extremely hard, but not making a net profit
  • Owners (2-brothers) had no formal training in how to run a business
  • Company was in chaos and the 12 employees were being micro-managed to ensure things were “done right”
  • Customer satisfaction was at all-time low as a result of not showing up on time and taking too long to get jobs done
THE SOLUTION
  • Created company vision, mission, purpose, strategy, and goals
  • Got organized with priorities, roles, and responsibilities for staff members
  • Instituted quality controls, processes, and procedures
  • Reduced expenses and implemented new budget plan
THE RESULT
  • Owners are adequately trained and more confident in business decision making & leadership functions
  • Streamlined inventory/asset management and reduced operating expenses by 41%
  • Employee morale/performance skyrocketed, received over 70 5-Star client reviews, and the business became profitable all in 5 months
Veterinary
Veterinary Case Study

Went from $3.3M in revenue to $4.2M in first year

THE CHALLENGE
  • Two animal doctors (partners) been in business for 16 years, built a solid business, but struggled to manage all areas of the business due to a lack of time
  • Owners were focused on seeing patients daily and neglected marketing, sales, and competition from newer veterinary clinics that recently entered the market
  • While profitable, the company needed to make some much-needed investments in order to continue serving the community at the desired level
  • With the current situation, the business had stalled and was missing out on opportunities to grow
THE SOLUTION
  • Launched a new investment strategy and remodeled/expanded the facility
  • Crafted an aggressive marketing plan & outsourced implementation to local firm with animal health expertise
  • Purchased state-of-the-art ordering system for food, products, and prescriptions
  • Trained 22 employees on communications, performance, and customer service
THE RESULT
  • Improvements increased number of clientele and improved repeat customers by 32%
  • Went from $3.3M in revenue to $4.2M in first year after reinvestment
  • Company now has a balanced approach, is more profitable, operates efficiently, and owners have time to enjoy the things they love in life
Wellness
Wellness Case Study

Repeat business doubled, 14% profitability reclaimed within 3 months

THE CHALLENGE
  • Day spa company’s growth decreased due to an economic downturn
  • Leaders were experiencing challenges with managing employees
  • Even with decent sales activity, the company’s profitability was nearly zero
  • Owner was not making much money and was stressed out
THE SOLUTION
  • Made several changes to how the company provides its array of services
  • Rolled out a new client experience and rewards program
  • Provided leadership, priority management, and delegation training to leaders
  • Reduced expenses and implemented new budget plan
THE RESULT
  • Client referrals and repeat business doubled
  • Budget discipline garnered 14% profitability in just 3 months
  • Team dynamics improved drastically. Owner now has more time to work “on the business” and for herself personally, which has reduced stress and created a positive work environment 
Federal Government

64% increase in performance, fast track achieved within 5 months

Government Case Study
THE CHALLENGE
  • Large-sized failing department required a complete turnaround
  • Little to no leadership presence & engagement
  • Zero strategy, plans, goals, or objectives defined
  • Employees were confused, frustrated, miserable, and needed direction & support
THE SOLUTION
  • Conducted a 360-degree organizational assessment
  • Defined criteria for key roles and interviewed/hired new leadership team
  • Developed a new, bold, and comprehensive strategy for success
  • Implemented an easy to execute plan & operational cadence for employees
THE RESULT
  • Organization was rehabilitated and on the fast track in only 5 months
  • Staff bought into new leadership, new/positive culture, and 64% increase in performance
  • Reduced bureaucracy, simplified operations, and started winning awards
Cyber Security

Market share increased by 26%

Cyber Security Case StudyTHE CHALLENGE
  • Been in business for 10 years, but was stuck and not growing
  • Leaders were working too much “in the weeds of the business”
  • Lacked clarity and a plan to expand products & services
  • Missing significant opportunities in a high-demand industry
THE SOLUTION
  • Developed a customized plan and aggressive goals
  • Revamped the business model to managed services and monthly recurring revenue based
  • Put new practices in place to mitigate risk for better decision making
  • Trained the leaders to think more strategically and execute faster
THE RESULT
  • Took company from low to high levels of confidence
  • Doubled revenue earnings in a year and a half
  • Increased market share by 26%
Advertising
Advertising Case Study

Sales and annual revenue increased by 18%

THE CHALLENGE
  • Company relocated from one part of the country to another
  • Had to re-establish the company in a new/unknown area
  • Problems with brand awareness and effective market penetration
  • Things that worked before were no longer working in the new environment
THE SOLUTION
  • Conducted market research and rebranded the company
  • Developed a new positioning and sales strategy
  • Refined portfolio of offerings to specific target audience
  • Provided clarity and accountability in executing the game plan
THE RESULT
  • Company evolved as a national brand in 15 months
  • Sales and annual revenue increased 18% by Q3 of new plan
  • Team is laser focused and obtaining levels of success never thought possible
Legal
Legal Case Study

Second office opens within 13 months

THE CHALLENGE
  • Law firm hit a ceiling in business growth
  • Owner felt alone, was negative, burned out, and losing sleep
  • Firm was in a rut & doing the “daily routine” trying to keep up
  • Company lost its passion and purpose
THE SOLUTION
  • Immediately changed mindset/attitude & instilled confidence
  • Redefined company’s “why” and vision of future
  • Realigned roles/responsibilities & sales focus to more ideal clients
  • Taught communications, delegation, and time management skills
THE RESULT
  • Firm grew and opened second office in 13 months
  • Employees now working cohesively and consistently accomplishing goals
  • Achieved a whole new level of energy, excitement, teamwork, and success
Software Startup

$1.7M added in revenue, 21% increase in profitability

Software Startup Case Study
THE CHALLENGE
  • Owner had never owned/operated a business before
  • Did not know how to lead & manage people
  • No experience or training in business
  • Had a lot of frustration with working 70-hour weeks with little results

THE SOLUTION

  • Conducted a business assessment
  • Prioritized company activities
  • Developed go-to-market strategy & business plan
  • Taught business, leadership, and time management principles to team

THE RESULT

  • Added $1.7M in revenue
  • Increased profitability 21%
  • Quadrupled client base in 1-year
Engineering

Customer service skyrockets, 42% increase of high quality clients

Engineering Case StudyTHE CHALLENGE
  • Company grew too fast, could not scale adequately, and lost client opportunities as a result
  • Had an inexperienced leadership team
  • Routinely lost money on projects due to mismanagement
  • Staff was spread too thin, work was not prioritized, and quality continued to decrease
THE SOLUTION
  • Created new, highly effective/efficient business model & organizational structure
  • Provided 1-on-1 professional development & leadership coaching/training for management staff
  • Developed 3-year strategic plan & roadmap
  • Established “best practices” and implemented repeatable processes & procedures across the firm
THE RESULT
  • Minimized gaps & mistakes … company now runs like a well-oiled machine
  • Customer service skyrocketed & captured 42% increase in higher quality clients
  • Company successfully scaled, opened two additional offices, and surpassed original goals
Accounting
Accounting Case Study

Profits increase 3x

THE CHALLENGE
  • Small-sized CPA firm struggling to scale to medium-sized
  • Owner experienced a number of personal setbacks
  • Needed a clear focus, plan, and confidence
  • Afraid to make decisions & execute … scared to make a mistake

THE SOLUTION

  • Served as a personal/trusted advisor for decision making
  • Introduced smart, scalable game plan
  • Phased out lower revenue related offerings
  • Upgraded services portfolio to higher-end client base and provided sales training
THE RESULT
  • Increased profitability 3-fold
  • Hired additional employees to support rapid growth
  • Owner achieved personal/professional goals & is living an easier life
Technology
Technology Case Study

34% increase in profitability

THE CHALLENGE
  • One of the two business partners/owners sold and exited the company
  • Caused significant voids across the organization
  • Company revenues, customer service, and morale decreased over time
  • Lost focus as the company and tried to sell everything to everyone, which did not work
THE SOLUTION
  • Conducted a company evaluation and SWOT analysis
  • Discovered unnecessary expenses and restructured the budget
  • Hired and trained new sales team around specific target opportunities
  • Motivated and held leaders accountable to new strategy
THE RESULT
  • Increased profitability by 34% & added 4 new, large, long-term accounts in first 6 months
  • Customer satisfaction went from 3-star to 5-star ratings
  • Morale soared as the company came together as one team

And many more upon request!

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“Jason is a solid business and technology leader. I've known Jason for 6 years and have worked for him and closely with him. I recommended him to business leaders in the community to help refine and enhance their business. He has great soft skills and consulted with me one on one and in group settings to drive results. He clearly articulates objectives and develops a methodical approach to solving business issues and challenges to gain results. He is great at dissecting issues and looking at multiple angles to solve them. He is passionate about driving positive change into organizations. I highly recommend Jason as a Business Coach.”

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