Fresh Perspective Coaching

Many of my business coaching clients meet with me over time to develop or tighten up their business plans, build clientele, modify their business models or solve administrative issues. Occasionally, someone enlists my help with a discrete business challenge. In “Dave’s” case, that challenge came in the form of a fantastic opportunity to increase his business and enter completely new market.

Dave, a chiropractor, has run a successful practice for almost 20 years. Through a networking contact, Dave learned about a chance to offer on-site chiropractic services at the contact’s company. This wasn’t a shoo-in, however; Dave had to submit a proposal for the work. Since he’d always worked out of his own office, Dave felt unclear on the operational details of an on-site practice and wanted to be sure he included everything in his proposal.

Details and Standards

By the time we met, Dave had started his service plan but wanted another business brain to help him craft a comprehensive, winning proposal. We focused on practical challenges first: appointment logistics. How would appointments be scheduled? How would Dave handle cancellations?

We talked through several solutions. Once we arrived at an approach that worked for Dave, I sensed a shift in his energy. He saw how the on-site operation could integrate with his existing business. We then addressed other facets of the operation such as his menu of services, pricing and staffing.

All in the Presentation

With Dave’s input, I placed all the elements of his plan, plus his professional qualifications, into a structured proposal. Together we fine-tuned the wording to fit his vision, which saved Dave the time and aggravation of creating a sale-closing proposal from scratch.

The well-thought-out proposal presented Dave as 100 percent capable of handling the on-site service. Of course, Dave is a skilled and experienced chiropractor, but the proposal took his qualifications one step further by demonstrating his business acumen.

Building on Success

Dave’s proposal was so well received, he used it to pitch another company. With these potential additions to his practice, he’s dreaming of hiring additional chiropractors to handle the new business.

If responding to a business opportunity or dealing with business challenges has you stumped or frustrated, we should meet. Call me at 510.864.0249 or email me to schedule a complimentary consultation and sample coaching session.

Note: Written authorization to share this case study was received from the client. Certain details have been changed to preserve confidentiality.

About Merideth Mehlberg and Fresh Perspective Coaching

Merideth Mehlberg, founder of Fresh Perspective Coaching, helps her clients move towards new direction and meaning in their work, their businesses and their lives. She encourages her clients to dream big, and then she provides the compassion, insight, structure and support they need to transform their vision into reality.

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