Executive Coaching for Agency Leaders

Yes, you work directly with me on executive coaching. This ensures you get great advice while also getting attentive client service.

Prospective clients often speak with my colleagues Diane Stadlen or Kate St. Cyr, as we sort out whether your agency would benefit from my help.

Kate leads the client onboarding process, and Diane contributes to some consulting engagements from her experience as an agency COO.

Executive Coaching is designed to be a 1:1 service. When there’s something you need to cover with a colleague, we’ll include that in your post-call actionables.

No, there’s not a minimum. But based on the monthly investment, most coaching clients typically have 10+ employees and $1.5+ million in revenue.

Coaching is $4,500 USD per month, via auto-draft at the start of the month. The first month of coaching is $8,000 USD, which covers the intake and onboarding process.

Most clients pay via ACH bank debit (aka “eCheck”). We also accept credit cards (including Amex), PayPal, and U.S. checks. We don’t charge extra if you use a credit card or PayPal.

Yes! My team will send you an invoice email from Intuit and you can click to securely pay online via ACH bank debit.

If you’re outside the U.S., we’ll send an invoice via PayPal, to pay in U.S. dollars. They’ll automatically handle the currency conversion for you.

Yes. For new clients, the initial payment is due prior to scheduling kickoff (e.g., you’ll pre-pay for the first month of coaching).

After that, you’ll pay before each month starts.

No consultant or coach can guarantee specific results—so much depends on implementation, luck, and other factors beyond my control.

That said, you’ll always get the best advice I can give you. My approach focuses on sharing the advice I’d give myself if I were in your situation, with your values, goals, and resources (VGR).

Yes, absolutely. I’ve helped clients in 36 countries so far, on every inhabited continent. (Sorry, Antarctica!)

We can talk via Zoom or FaceTime, or by phone if you’re in Canada. I’m in the same time zone as New York City.

For clients in the Asia-Pacific region, I’m glad to schedule morning calls your time (my late-afternoon or early evening).

For clients in EMEA (Europe, Middle East, and Africa), I’m glad to schedule afternoon calls your time (my morning).

Yes. I’ve worked with clients who are native English speakers as well as people for whom English is their second (or third) language. Unfortunately, my former German and Italian skills have faded.

Due to current client commitments, I’m often running a backlog—but I seek to start helping you as soon as I can. To get a head start, please share about your goals.

I can share an estimate during our exploratory call. When spots are open, we can usually start the onboarding process within a month, including your access to “emergency support” calls.

I work quickly—growing up as the oldest of five kids in a military family, I have a high sense of urgency. My clients like that.

Executive Coaching runs for at least six months, although you’ll see the best results over 12-18 months. (Indeed, the clients in my case studies typically did at least a year of coaching to get their big results.) Some of my clients are 5+ years into coaching—but it’s all month-to-month, so you can stop any time.

I typically do calls between 10:00am and 6:00pm Eastern Time (the same time zone as New York City), Monday though Friday.

For clients outside the U.S., I’ll typically adjust to do the call during your business hours (your morning or late afternoon).

If you’re already a client and you’re having an emergency, I’ll make time to help you ASAP. I’ve occasionally done emergency calls on weekends or at 11pm—that’s not the norm, but if it’s critical and you need me, I will be there for you.

Yes, once you become a coaching or consulting client—it’s part of your boutique client experience. All of my clients get my mobile number (which also allows iMessage texting from your Apple devices).

Texting isn’t the right method for ongoing advice, but it helps if you need to get my attention in an emergency, or if you need to let me know you’re running a few minutes late for a call. I’ll do the same for you.

Most clients hire me without doing reference checks, because they’ve followed my advice for months or years or because they’ve reviewed my case studies.

If we’re a good match but you’re still on the fence, I’m glad to share references once we get to end of the sales process. Typically, this is once I’m the single finalist in your decision process, and you want to go from “95% sure” to “99% sure.”

Once we get to that point, let me know what info you’re seeking and I can connect you to references who’d be a good match to answer your questions. It’s important for me to respect my clients’ time.

Yes, I’m glad to recommend other agency consultants and coaches—including specialists on M&A, legal services, fractional CFO services, business development, and more.

If you reach out and someone else would be a better match for you, I’ll point you to them quickly. It’s a small industry, and fit is important—I want you to find the right person to help you.

I’m glad to sign your NDA—or use mine—but my approach to confidentiality goes beyond any paperwork. How so? We’re in a small industry—I’d go out of business if I developed a reputation as someone who shared confidential information with other people.

Perhaps. That’s where my confidentiality policy comes in—you and they wouldn’t know it.

Since 2013, I’ve run into only two direct conflicts of interest.

• In one case, Agency B reached out for help, and I knew they were Agency A’s biggest whitelabel client. I referred the new agency owners to one of my competitors.
• In the other case, Agency C recommended me to Agency D, which did subcontracting for Agency C—so they both knew we were working together. But I didn’t share anything the other told me, and vice versa.

If I receive a referral fee, I disclose this when I make the recommendation.

You might consider a Bite-Size Consulting call. Doing a one-off call isn’t a substitute for the ongoing relationship of Executive Coaching, but it’s a way to get help without an ongoing commitment.

You can also do a Phase 1 project, where you’ll get my quick and comprehensive advice in as little as 1-2 months. I share Quick Wins and long term strategies to help you reach your goals.