Vehicle Delivery
Marketplace
($10M+ revenue)
โข Revenue increase 32% and net profit 24%
โข Revamped management team
โข Implemented performance management
โข Outsourced IT development
โข Developed CEO focus areas
/หsฤซdหkik/ a trusted ally that supports another throughout their adventure
In the face of rising premiums, regulatory changes, and the relentless pace of technological advancement, insurance agency owners like you are navigating an increasingly complex landscape. The challenges are multifaceted: from the talent gap and cybersecurity threats to the need for digital transformation and the pressure of societal issues impacting rates.
Your agency’s success hinges on your ability to adapt and grow amidst these challenges. Yet, the path forward isn’t always clear. This is where the value of a one-on-one business consultant becomes evident. A coach offers a fresh perspective, identifying potential improvements and providing the honest feedback that might be missing within your team. They serve as a sounding board for tough decisions, helping you navigate the intricacies of the insurance market with confidence.
Consultants bring a wealth of industry-specific knowledge, from optimizing agency operations and implementing effective CRM systems to navigating regulatory changes with agility. They can assist in developing marketing plans, incentive programs, and strategies for client retention and acquisition, which are crucial in a competitive environment.
Moreover, embracing a business consultant can lead to improved operational efficiency, increased profitability, and the transformation of disruptions into opportunities for growth. They can guide you in adopting new technologies without the growing pains, ensuring your agency remains at the forefront of digital innovation
The testimonials of those who have partnered with coaches and consultants speak volumes. They highlight increased revenue, better client retention, and the ability to differentiate in a crowded market. These success stories underscore the tangible benefits that come from expert guidance.
In essence, a business coach is not just an investment in your agency’s present; it’s a strategic move towards a more resilient and prosperous future. As you continue to provide your clients with the security they need, allow us to offer you the support that can propel your agency forward.
Take the first step towards overcoming the challenges of today and seizing the opportunities of tomorrow. Reach out now to explore how our one-on-one business coaching and consulting services can be tailored to your agency’s unique needs. Let’s unlock your agency’s full potential together.
We all have passion and want success. But there is so much to know. Those that succeed, and that struggle, work just as hard โ whether your revenue is $1 million to $25 million. It can be what you are doing, or NOT doing. Either way โ you need a Sidekick.
OUR CLIENTS SAY:
โThereโs so much competition. And everyone has more money than us.โ
BEATING THE COMPETITION
Itโs not enough to be different. The world is too cluttered. You need to define a space where the only option is you. You need to find a playground where no one else is playing.
WE DELIVER:
a process to help you identify and dominate a unique market space.
OUR CLIENTS SAY:
โI know we should be managing cash but it seems like cash is managing me.โ
CASH FLOW OPTIMIZATION
As we build, grow, or scale, it often feels like cash is managing us. How can we change this dynamic?
WE DELIVER:
a series of cash flow techniques that can optimize your cash in and cash out as part of a cash flow management process.
OUR CLIENTS SAY:
โI keep paying more for talent but I canโt get anyone to really perform.โ
PERFORMANCE MANAGEMENT
You have scarce resources. You need to make sure they all perform. But how?
WE DELIVER:
a performance management structure that integrates the people, process and metrics needed to drive performance.
OUR CLIENTS SAY:
โI know we need a real financial plan to run the business the right way.โ
RAISING MONEY IS NOT THAT SIMPLE
Different language and customs. If you donโt know what to say and not to say to investors and how to manage the process, itโs hard to avoid floating through space.
WE DELIVER:
an integrated money raising process โ investor deck, financials and training and tie them to your key differentiator.
OUR CLIENTS SAY:
โWeโve never set real goals or had a way to measure them.โ
SETTING UP GOALS
Without goals for your company and the functions within it, it is hard to direct your time, money and team to what you are trying to achieve.
WE DELIVER:
goals for your company and each department or initiative.
OUR CLIENTS SAY:
โI know we need a real financial plan to run the business the right way.โ
FINANCIAL PLAN TIED TO GOALS
Your financial plan is your map โ and without it you get lost. Creating a financial plan is the key to aligning your scarce resources to the revenue and profits you want to achieve.
WE DELIVER:
three yearsโ financial projections for the company.
OUR CLIENTS SAY:
โIโm not sure what it means to be a CEO.โ
BEING A CEO
You are a founder. But do you know what it means to be a CEO? What you should (and should not) do. We show you what it means to be a CEO.
WE DELIVER:
a set of CEO priorities to guide your focus and decision-making.
OUR CLIENTS SAY:
โGrowth is great but we keep springing leaks that may take down the dam.โ
SCALING
You are growing. And your companyโs gaps are now exposed. You need to build the structure to grow. But what does that mean?
WE DELIVER:
the process and tools to create repeatable and scalable company functions.
OUR CLIENTS SAY:
โThereโs so much only I can do. It all seems to revolve around me.โ
NO MORE SOLAR SYSTEM
Do you feel like your company is like a SOLAR system โ where you are the sun and everything revolves around you?
WE DELIVER:
the people, process and metrics it takes to deliver a team that doesn’t rely so much on the sun.
OUR CLIENTS SAY:
โI canโt set priorities when it all has to get done.โ
SETTING PRIORITIES
We all have 100 hours of work and 10 hours of time. If you donโt set the right priorities and deliver on those, you will work and work. But will you succeed?
WE DELIVER:
a set of priorities and the processes to stick to them.
OUR CLIENTS SAY:
โSales canโt consistently deliver our story in a way that compels customers.โ
SALES EXCELLENCE
Buyers donโt want to hear from salespeople. And there is always a lower price. So how do you win? You have to make them see how risky it is to live without you and the knowledge you bring. And your team and process have to bring that to life.
WE DELIVER:
the messaging, process and tools that integrate your unique know-how and make you stand out with customers.
OUR CLIENTS SAY:
โI’ve hired and fired more marketing people and firms than I can count.”
MARKETING EXCELLENCE
We all use the same tools, so why will my marketing win? It starts with a real strategy and executing it so all parts of marketing โ social, email, SEO, campaigns, content, public relations โ bring that strategy to life.
WE DELIVER:
a plan and process to integrate your various marketing resources and tie them to your goals, playground and know-how.
OUR CLIENTS SAY:
โWeโve never had a strategy for revenue โ we just chase what seems right.โ
A TRUE REVENUE STRATEGY
You need a true revenue strategy that connects your playground to an integrated sales and marketing effort. Sell a product in one market and it is a hit. Sell it in another and it is a dud. Your strategy brings this all to life.
WE DELIVER:
a plan that aligns target customers, messaging, sales tools and process.
OUR CLIENTS SAY:
โIt all seems like legal mumbo jumbo to me and Iโm not sure the lawyers help.โ
LEGAL STRATEGY
You must address the legal issues that matter – like protecting your intellectual property, engaging with staff, contracting and regulations – before you have a problem that slows you down.
WE DELIVER:
the legal framework, tools and processes needed to protect your company and drive growth.
OUR CLIENTS SAY:
โI know I am working hard, but am I working on the things that matter?โ
TIME MANAGEMENT
Itโs not about whether you are working hard. You must set priorities that matter and manage your time with discipline and process to ensure that the most important things get done and get done well.
WE DELIVER:
a set of time management techniques and principles that maximize your scarce time.
ย
Each package includes a set number of hours, weekly check-ins, deliverables, and 1 year access to the Learning Community
Results Are What Matters
Each package includes a set number of hours, weekly check-ins, deliverables, and 1 year access to the Learning Community.
Results Are What Matters
Nurse Recruiting
Solution
($10M+ revenue)
โข Revenue increase 32%
โข Increased cash from $250K to $1.5M
โข Created differentiation to compete with “Uber” Services
โข Coached husband and wife leadership
Accounting
Services Provider
($5M+ revenue)
โข Revenue increase 41%
โข Created differentiated market strategy
โข Developed path to acquisition
โข Implemented performance management
โข Replaced client leader
Vehicle Delivery
Marketplace
($10M+ revenue)
โข Revenue increase 32% and net profit 24%
โข Revamped management team
โข Implemented performance management
โข Outsourced IT development
โข Developed CEO focus areas
SaaS Death
Benefits Solutions
($1M+ revenue)
โข Eliminated over $1 million technology spend
โข Accepted into prestigious NASDAQ Accelerator
โข Reduced time to market by 12 months
Benefits Solutions
($1M+ revenue)
โข Eliminated over $1 million technology spend
โข Accepted into prestigious NASDAQ Accelerator
โข Reduced time to market by 12 months
Vehicle Delivery
Marketplace
($10M+ revenue)
โข Revenue increase 32% and net profit 24%
โข Revamped management team
โข Implemented performance management
โข Outsourced IT development
โข Developed CEO focus areas
Accounting Services Provider
($5M+ revenue)
โข Revenue increase 41%
โข Created differentiated market strategy
โข Developed path to acquisition
โข Implemented performance management
โข Replaced client leader
Benefits Solutions
($1M+ revenue)
โข Eliminated over $1 million technology spend
โข Accepted into prestigious NASDAQ Accelerator
โข Reduced time to market by 12 months
PACKAGES
How It Works
Each package includes a set number of hours, weekly check-ins, deliverables, and 1 year access to the Learning Community.
Prices range from $5,000 to $50,000 depending on your needs.
CLAIR NORMAN
Co-Founder | Solo Spouse
โWe now know what it takes to build good financials, a go to market strategy and the right outlook to bring our business forward in the right distribution channels. The coaching is on point and as helps us stay focused on the processes and priorities that get us there.โ
Testimonials
Hear From Our Satisfied Clients
Your Journey to a Fulfilling Life
We have helped hundreds of businesses just like yours raise money, grow revenue, differentiate, acquire customers, solve complex issues and scale.
MAYA K.
Founder & CEO | Wholesome Yum“The business and legal guidance we got from TLE helped us accomplish some key objectives. ย We were able to change our mindsets as leaders, rework a complex partnership and evaluate the ROI of various business decisions. Their counsel has been invaluable in our journey.”
ASHLEY J.
Founder | Tones of MelaninโThe journey to Shark Tank and landing a deal with Marc Cuban was a long one. And the team at TLE contributed to my growth as a leader and helped me understand what it takes to turn your passion into real economic success.โ
ANGELO V.
Founder & CEO | Vuew“Iโd been struggling raising money. I was about to send out my investment materials when I learned of TLE. The difference between my approach and the approach TLE brought me was clearly the difference in the success of our fundraising efforts.โ
KIM P.
Founder & CEO“The Lonely Entrepreneur provided invaluable guidance to the founder, the advisory board and various other advisors to align the financing plan to the go to market strategy. And along the way was teaching the founder to be a CEO.โ
KIM P.
CEO | Fisher Shipping
โWorking with TLE gave us a different perspective on what goals to set and how to achieve them, helping us to a 60% increase in sales in our first year. TLE has been instrumental in helping to create a new culture, expect higher standards, and streamline our processes for long-term success.โ
DAVE F.
CEO & FounderโThere is so much time and money I wasted doing it all on my own. TLE shows you where you and your company need to go to become a thriving business.โ
DEB B.Companies That Trust Us
