Leadership and Sales Planning

Coaching helps leaders and salespeople to influence necessary change

Leaders and Sales team members help people move off status-quo. The concept is easy; develop your people, and they will lead and develop your business. We believe the best ROI for your business will be driven by investing in your people.

  • Leadership Identification and development: Imagine a proactive plan to identify, develop, and trust the right people to lead your business. How important is it you identify and hire the right people. The foundation for success is built upon patience to hire the right talent for the right role.
  • Developing your future and sale team leaders: Development requires that individuals are trusted to grow with new challenges. An important element of development is the willing delegation by current leaders to future leaders. It is helpful to understand that the delegation of duties is helpful to retain your future leadership.
  • Align your leadership and sales team with similar development: Leaders impact your culture and impact on your sales and marketing plans. We enjoy helping clients align the long-term succession planning for both leadership and sales teams.

How well have you planned for contingencies?

How does your succession plan bring family, employees, clients, and financial partners peace of mind in the event of a death or disability of a critical shareholder/employee? How important is it that your most critical employees understand how they fit into your leadership and ownership succession plans? We provide independent advice with your experience.

What Our Clients Say

Jim immediately brought value by reframing situations and bringing clarity

I am so thankful for my introduction to Jim. He immediately brought value by reframing situations and bringing clarity on my next steps. Each time we meet, Jim continues to ask questions that provide me clarity – it is like having a funnel or sieve that simplifies my decision-making process. I have appreciated and valued Jim’s advice and encouragement for the past five years. I can’t imagine being where I am today in my business and with my team had I not counted on his guidance.

Jen Moulton

CEImpact – Owner

Jim has helped our Company prepare for success with a sound succession plan

The fall of 2015 was a new beginning when we met Jim. Jim helped us identify the right people for the right roles and guided shifts in our strategy and market focus. Jim helped us leverage the strengths of our team, and opportunities to leverage client relationships. Jim has helped our Company prepare for success with a sound succession plan for our team and family.

Paul Koester

Koester Construction

Helped us in building a highly functioning team

After my first meeting with Jim Immel many years ago I shifted my thinking completely. Jim helped me to focus on developing a healthy bottom line, building a highly functioning team, and diversifying my net worth. With Jim’s assistance I built the personal financial and business strength to execute the recent transition of leadership and ownership of our company.

Thomas D. Menold

Menold Construction & Restoration