Quadrant Advisory had a good problem to have: rapid growth.
Between onboarding new clients, growing existing clients, training new employees, managing delivery quality, and reorganizing their operational structure—the team truly was building the plane while flying it. CEO and Founder Chris May was receiving hundreds of emails a day and frequent interruptions from the team, often prioritizing the “urgent” instead of the “important.” His company needed a scalable, well-organized, and proactively-managed operation. And someone to help them make the transition.
To calm the chaos, we focused on team communication and streamlined workflows.
We implemented a new workflow management tool, developed roles and responsibilities, and built a playbook of repeatable processes. We also developed feedback loops between ideation, planning, execution, and iteration to keep everyone on the same page. We worked with the management team on time management and goal setting skills, and created strategies to work through the coronavirus pandemic, including client communications, team communications, and financial strategy.
Quadrant Advisory doubled the size of their staff and increased sales by 30% month over month —even in the midst of the pandemic.
Teams made decisions more quickly and the company has developed a stronger culture of peer accountability. Client delivery is now organized, measurable, and more predictable. And the management team has mechanisms in place to better manage and increase gross profit.