Case Studies

Here are examples of challenges we have helped clients with:

Client Situation
Key employees had "toxic" relationship due to personality and control issues, their conflicts were hampering production, employee morale and owners' profits.

Praxis Coaching Solution
We provided on-site coaching and temporary office administration services as an "unofficial, and unbiased" member of the team.

Client Benefit
Unproductive and disruptive employees resigned; remaining staff improved morale; improved hiring and selection criteria developed and new staff added; other duties were reassigned for better distribution of work flow and use of individual strengths.

Client Situation
Loss of sales floor manager created temporary sales slump and lack of leadership, new parent company needed time and additional information to understand business requirements in order to find best replacement.

Praxis Coaching Solution
We provided assessment surveys, seeking information on attitudes, skills and knowledge of each telemarketer, providing a custom report to senior management. In addition, we created custom workshops focused on customer service/account management skills, attitudes and cultural expectations for performance, and created format for "team leads" to take ad hoc leadership roles as representatives closest to individual performers on a daily basis in absence of a new manager.

Client Benefit
Off-site managers obtained additional knowledge needed to make critical business decisions; sales team's focus on self-managing improved morale and teamwork and strengthened informal lines of communication between the floor and management; sales focus and performance were sustained through a physical move to a new location in absence of direct supervisor.

Entrepreneur Paves Way for Exit, New Life

Client Situation
Successful business owner had scaled back operations in recent years, but with a future focus on a new life in semi-retirement was seeking to grow the business in order to sell it at a higher value and pave the way for his exit.

Praxis Coaching Solution
We provided one-on-one coaching that included a strategic planning process, blueprinting a path for growth, valuation of the company, and eventual exit with timelines at 30 days, 90 days, one year, three years and five years. 

Client Benefit
Client able to make short-term, mid-term and longer-term decisions in order to see the plan through to fruition. Subsequent steps have included addition of professional staff, further refinement of internal systems, acquisition of property and a pending partnership to share risk while developing additional assets, planning for future vocation and more.

Client Situation
In today's competitive business world, a large CPA firm's professional staff was not successful in generating sales leads.

Praxis Coaching Solution
We provided a workshop that was informative and non-threatening.  Professional staff learned proven networking tips and techniques and the key concepts that help professionals practice specific networking and sales skills. 

Client Benefit
Through successful techniques, client generated excellent new business leads.  In addition, client used personal marketing programs for each member of their staff to develop new client relationships.  

Client Situation
Sales were in a slump for a southern California business consulting firm.

Praxis Coaching Solution
We helped create a marketing culture.  Personal marketing plans were created for team members; individual coaching sessions were conducted with key performers.  We moderated workshops and training seminars for over a year's time.

Client Benefit
The increased confidence of the team enhanced the firm's morale and revenue; several people got promoted; several underperformers left the firm.

Client Situation
A large firm was considering closing down a poorly performing branch office.

Praxis Coaching Solution
We provided individual coaching sessions and group training workshops and seminars for the executive team and sales staff.

Client Benefit
Communications between owners, management, production and sales have improved.  Sales increased by 20% in one territory, 13% in another, 27% in the poorly performing branch office. 

Client Situation
Financial advisor's book of business had stagnated in a lagging economy, and he needed an injection of new business to pull his commissions up.

Praxis Coaching Solution
We provided personal marketing coaching services. Advisor learned new marketing tools, found motivation for re-using old tools and got organized to achieve short-term goals.

Client Benefit
Increased contacts and leads.  Advisor is more organized with better follow-through, resulting in a surge of new accounts that far exceeded the investment in the coaching fees.