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Business Evolution

case study

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the issue:

This business was in some turmoil.  They were making a profit but a small one.  The directors were working weekends trying to get work done and were working hard ‘in’ the business but not ‘on’ it.   They knew that changes needed to be made but didn’t know where to start.

I did an initial review of the business.  This involved looking into every aspect of the business including accounts, client files, staff files and other relevant systems and processes.  It became apparent where the issues were.

The outcome of the above review found that:

  • Many of the clients were generating a loss for the business and the profitable ones were keeping the business afloat.
  • Clients had a relationship with individuals in the business but didn’t have a relationship with the business, which was a business risk.
  • Vague processes that weren’t being followed
  • Staff were not fulfilling their potential and seemed to be overlapping in their roles

how we solved the issue:

  • Went through a cost base analysis so the business knew what their base cost was
  • Went through a client segmentation exercise to understand who their clients were, who was profitable and who wasn’t.
  • Designed a client proposition that was easy to deliver and sustain
  • Created a storyboard for the business, to target the right clients
  • Facilitated a meeting with staff and directors to gain their commitment. We outlined the changes that would be happening and why those changes needed to be made.

the result:

  • Significant increase in profitability
  • The business was more efficient
  • People were assigned to the right roles creating happier, motivated staff
  • Directors felt they were in control and for the first time able to work on the business, not in it.

would you like those results for your business?


I have worked with Sue as our Business Coach since we bought the business a year ago. Through this period of massive learning, she has been a huge support. Sue is able to give just the right level of advice for a situation without overloading. She always responds quickly with excellent advice, every time. If you are looking for calm, knowledgeable, and practical support as you grow your business, look no further'
Mike Keig
Home Instead, Weston Super Mare
'The initial consultancy session gave me the clarity I needed to make some changes to my business. These few changes more than covered the consultancy fee but I always say the proof is in the pudding, which was amply demonstrated. In addition to making changes within the business, Sue also inspired me to move my personal qualifications forward & I achieved Chartered status within 2 ½ years of our initial consultation, which over the last 6 years has brought further tangible benefit to the business & a great deal of personal satisfaction'
Mark Curtis
Perry Appleton
'Susan is a supportive and talented coach who I wholeheartedly recommend. She has that rare combination of an extremely high EQ alongside a breadth of experience, training and insight that, combined, leads to great results for individuals and teams. Susan has a repertoire of effective styles, from supportive to directive, and is great working one-to-one and in seminars. I'm sure Susan will enable many teams and entrepreneurs to 'fly' with her pragmatic, proven and well-timed approach'
John Moore
Steadfast Care Limited, Bristol North

if you want to know how you can grow your business with me

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