CLIENT SUCCESS STORIES

We have directly led or assisted over 200 small and mid-size organizations with strategic and tactical initiatives ranging from 2 to 24 month projects where we help teams grow, lead, sell and market their products and services. Our work with clients and their teams has achieved over $400 million in revenue growth.

The Insight Formula for Team Success

We have found that team success requires four growth elements that must exist to achieve high-performing teams.

Team members must personally be living their passion through the purpose, products, services or processes of the organization.
Team members must have the talents and skills to shape flexible strategy.
Team collaboration must align to the organization's goals and to each member's known, unique talents and skills
Team members must have the skills to execute process leadership.

Project Highlights

PERSONAL PASSION

Went from a frustrating job to netting more than $200,000 in less than two years of being self-employed.
Successfully resolved partnership issues for owner to purchase shares and sustain the business for over a decade.
Completed self-awareness assessments to understand the source of stress in a sales position and successfully proposed to management a shift to a production position where he is still thriving today.
Assisted fourth generation owner with successfully selling business for eight figures within six months above the targeted purchase price.

FLEXIBLE STRATEGY

Increased revenue over $50MM in three years with the development of 12 new product lines.
Successfully launched new community brand position built from focus groups and interviews with community stakeholders while being aligned to the City's comprehensive plan for the future.
Implemented strategic plan to open two new senior care facilities in three years to achieve goals for increased number of seniors served.
Developed new brand, two new product lines and executed marketing and new distribution strategies to double revenue to $12MM in 18 months.
Nearly doubled sales in two years with vendor relationship proposals securing three national retailers while expanding manufacturing facility in China.
Secured a new $100,000 account with one targeted, creative direct mail campaign.
Exceeded fundraising goal by 58% for a three-month campaign.
Grew target account revenue 50% in one year with targeted marketing and sales plan.
Successfully executed regional event within five months beating goal to sell 1200 tickets by 17%.
Launched new business and achieved $15MM in revenue in four years.

PEOPLE COLLABORATION

Doubled employees from 45 to 90 in one year while successfully implementing new HR department, HRIS, policies, procedures and supervisory training.
Developed succession plan to determine the next non-family leader for a successful family business.
Realigned team roles to growth plan functions and executed turnaround plan to increase sales over 40% in less than one year.

PROCESS LEADERSHIP

Knocked down departmental barriers to develop cross-functional unity and the ability to successfully start multiple new product development projects that were otherwise stalemated - while developing leadership skills for all 12 management team members.
Created sales process map to unify the team on the flow of the sales team work. Used the process to implement new CRM processes to defined team roles. Achieve 17% growth with existing customers in the first year.

about OUR clients

We work with clients who are sincerely motivated to grow their businesses. Our clients think progressively and are willing to change in ways that will remove existing obstacles to free their ability to focus on what is core to their businesses.

Our clients understand that working with Insight requires building trust. This requires full disclosure of company and personal information requested so that we can build an open and honest working relationship. Engaging with Insight requires that our clients are:

eager to learn new methods and ways of thinking about themselves and their businesses;
conscientious and committed to working the process over the time period proposed;
available for meetings as required through the course of the project;
willing to complete self assessment indexes to determine their strengths;
willing to share financial information and current and past strategic results;
agreeable to our access to employees and customers for in-depth interviews;
agreeable to our access to information provided by other advisors;
fully disclosing the reason for engaging our services;
paying for the majority of our services with their own company’s finances with no outside economic assistance;
in good physical and emotional health.