Growth + Marketing Agency
Founded 2021 - Fairfield, IA
Billing mid-seven figures annually
With a team of ~20 employees
Purpose: Unlock potential. Simple.
In–Practice partnered with the agency's leadership team to articulate an inspiring company vision and then establish new strategic approaches for management, daily operations, and business development.
Engagement: Two consecutive 6-month retainers. Weekly meetings with CEO. Led workshops and helped orchestrate staff off-sites.
Accomplishments:
Refine Bodhi purpose and leverage for alignment, internally and externally
Define leadership roles and responsibilities, then clarify processes for approvals and decision-making
Improve Business Development capability: product offering, sales material, CRM/pipeline, BD process, and principles for account management
Establish practice of measuring and reporting company progress against well-defined Strategic Objectives
Define long term goals and position for potential investment or strategic partnership
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WONU
In–Practice supported experiential agency founder through personal and professional transformation, creating accountability for near term goals while helping to design their next chapter. Case Study