call us

1 888 407 9001

call us

1 888 407 9001

 
Who Are

Our Clients

Our Clients Are

High-Performing and Motivated

  • Service-based companies with 50+ employees struggling to remove complexity and inject simplicity into their strategic planning process
  • C-Suite leaders struggling to keep their teams focused on the company’s strategy
  • CEO’s who are looking to fast-track their company’s trajectory to success
  • High-Performance service-based entrepreneurs seeking expert guidance to reach their strategic goals.
  • Business leaders desiring to unify their team members under one common goal.
  • High 6-, 7- & 8-figure business owners who are looking to scale their business.

“saved from chaos!”

“Working with Sandra saved us from CHAOS! Sandra’s expertise coupled with her advisory capacity allows us to focus on the day-to-day details of running the company while feeling secure knowing that she is just a phone call away.”

Mrs. Molvie Barthley - General Manager, PIC Insurance Co. Ltd.

“solid business knowledge!”

It’s a comfort to know that someone with good work practices, sound ethical advice and solid business knowledge has our best interest at heart and we are on the same team. Sandra and her team are competent, cheerful and timely. I do not hesitate to recommend her!

Karen Martin-Marajah - General Manager, Laparkan (Antigua) Ltd.

“from $1 to $10 million in less than 5 years…

I used the principles consistently while building my business, an organic beauty company that went from $1M to $10M in less than 5 years. Every year, my partner and each of my managers created One Page Plans for the New Year. They kept us focused, energized, motivated.

Christin Powell - Founder & CEO, Juice Beauty 2000-2007

“from $13, 000 to $250,000”

My first year as a rookie financial advisor was tough, I made only $13,000. Last year I made $250,000 and I mostly attribute it to having a OPBP for the last three years.

Cheryl Rebottaro - Financial Advisor, Morgan Stanley

Afternoon well-spent!

“I thoroughly enjoyed the sessions that I attended Sandra. It was an afternoon well spent.”

Mrs. Pamela Arthurton - Manager, Carib-World Travel

A Partial List of Clientele

That Use Our Approach

  • Federal Express
  • Transamerica
  • Oracle
  • Well Fargo Bank
  • Herman Miller
  • The Guardian
  • Tillamook
  • State Farm Insurance
  • Roto-Rooter
  • IKON Office Systems
  • Met Life

  • Disney
  • Morgan Stanley Smith Barney
  • Northstar Financial
  • AOL
  • City of Oakland
  • Chicago School District
  • Old Republic Home Protection
  • Community Trust Bank
  • GAMA International
  • Prudential
  • Sur La Table

Peace of mind to have a clearer, more focused direction

After I completed this process my whole outlook about the success of Clarine's Florentines changed! I felt so accomplished knowing that I had taken the first step in developing a plan. It gave me piece of mind to have a clearer, more focused direction of the company.

Clarine Lim Hardesty - Clarine's Florentines - Owner

Great way to help our managers stay strategic

This method along with the web-based tool, is a great way to help our managers stay strategic even though their days may be spent working primarily on tactical issues.

PJ Anderson - San Francisco Herman Miller franchisee - CEO, OP Contract

Great Success in the last two years!

We have used this process with great success in the last two years! This web-based system revolutionized and streamlined our planning and performance management processes and improve our bottom line results! The skills learnt in writing and executing our plans have helped our leadership team move to the next level of focus and execution.

Ken Kneisel - Drake Beam Morin - Executive Vice President

Exactly What I Needed

My introduction to this process was a workshop for business owners. It turned out to be exactly what I needed at the right time! Our company was founded in 1978 but we've never had a business plan [like this]. But this approach took the fear out of the process...made it doable! In fact, I was surprised at how much it helped me get focused and clear about the direction of my company.

K. Harrigan - Galaxy Group - President

“from $13,000 to $250,000”

Last year I made $250,000. My first year as a rookie financial advisor was tough; I made only $13,000. I mostly attribute it to this process for the last three years. After creating my plan, practically my Mission Statement I stopped cold-calling and focused on my community.

Cheryl Rebottaro - Morgan Stanley - Financial Advisor,

From $1 to $10m in less than 5 years.

From $1 to $10m in less than 5 years. Every year, my partner and each of my managers created plans (using this process) at the New Year. They kept us focused, energized and motivated.

Christin Powell - Juice Beauty - Founder & CEO, 2000-2007