Client Success Stories
We have helped numerous clients in diverse industries LVL-Up through our strategic advisory, operational strategy, and targeted implementation services.
Food and Beverage Entrepreneur Quarterly Planning
The Issue
A local start-up found so much success and popularity in their product that they struggled to meet increased demand. The founder was stuck in a reactive rut and discouraged because she was unable to focus on growth and embrace her success.
The Strategy
The client engaged LVL-Up to conduct Quarterly Planning sessions and bi-weekly accountability. We used the planning sessions to learn more about the current state of operations and marketing to see which business areas needed priority attention and would have the largest impact. We worked backward from the long-term vision to secure our priority goals, objectives, and focus for the next quarter. From there, LVL-Up gave the client line-by-line weekly tasks to accomplish every outlined objective. To ensure her success, the client met with our team for accountability meetings every two weeks to reinforce her understanding of upcoming work and offer our business expertise and guidance on decisions being made along the way.
We focused on three areas:
- Planning partnerships and engagements for the coming year;
- Building a workforce through partnerships and onboarding plans; and
- Creating collateral internal and external communications to serve their clients and the team.
By adding structure to foundational policies and communications, this start-up could be more proactive and prepared to handle growing demand. This strategy also opened up the owner’s capacity so she could focus on sustainably building the business.
The Solution
Through the Quarterly Planning process, our client was able to automate and delegate a number of repeating operations within the company. LVL-Up helped her formulate processes around client requests, event logistics, and training plans, which meant she was able to proactively set expectations and share instructions with her team. Elements of her events are now ready and waiting to be distributed at each stage of planning, and the business was able to run more smoothly. As a result, everyone on the team had more room to have fun and enjoy the process – an enthusiasm that easily spread to their clients.
“I so appreciate all our work together. Last weekend's pop-up was a success, with people lining up outside the door to come join the Sake Lounge! We were able to help [our partner] reach a milestone in her business as well. With our team's support, we doubled revenue! And our team was credited with the top sake sale!
Because of LVL-Up, Capital Sake is able to manage existing and new commitments without me being physically present – YAY! We have three private tastings and a restaurant consultation that my team is taking lead on right now, with me in the background.”
LVL-Up has made such a difference in my life, my family, and the business. Thank you so much!”
– Louie Anne Batac-Nguyen, Owner, Capital Sake
Industry
Food & Beverage
Value Returned
With weekly tasks and deadlines, the client had manageable targets to hit and move her company forward toward her goals. She gained clarity and was able to organize the company in a way that it could run without having to physically be there.
+Plus
We were able to achieve immediate results so that the client could go on parental leave without being distracted because she was worrying about the company.
Results
Events, consultations, and business operations can run autonomously. We created an empowered, proactive working environment for the entire team, which means fewer fires to put out and less individual stress among team members.
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