11.23.2022
Liddell Consulting Group uses Optify’s Coaching Platform to prove effective outcomes, enrich its coaching practice, and increase its business.
Liddell Consulting Group is a top leadership development and executive coaching firm to companies like Hasbro and Raytheon Technologies. Liddell is committed to helping organizations discover, drive, and optimize their ability to achieve their full potential. With a service offering that includes executive coaching, leadership development, leadership team performance, and strategic business planning Liddell clients reveal the opportunity for growth.
“The ability to track the progress of each client ensures effective outcomes and results.”
David Liddell,
Founder & CEO,
Liddell Consulting Group
Highlights
Challenges
- Increased demand for coaching services resulting in a need to scale the business
- Time management and efficiency; inability to stay up to date on all current engagements while taking on new ones
- Lack of technology that prevented precise tracking of a client’s progress
Solutions
- Centralized tracking of all coaching relationships including note-taking, communications, and goals in one place
- Streamlined scheduling to maintain momentum and stay up to date on all engagements
- Seamless platform implementation for the business and clients
- Robust reporting to visualize client progress
Results
- Increased organization and efficiency
- Enriched customer engagement
- Enhanced confidence in the ability to serve additional customers
- Increased scalability led to business growth and taking on new opportunities
Challenges
Liddell Consulting Group was founded in 2002 by David Liddell with the sole purpose of simplifying leadership challenges. Liddell serves a wide range of clients, including companies like GE Aviation, Xilinx, and many more. When David approached us in 2021, his business had grown considerably, resulting in a substantial increase in the number of coaching engagements delivered.
“It was important to us to be able to maintain focus during sessions and improve accountability toward desired outcomes.”
As the volume of engagements continued to increase, so did the strain on David to keep up to date with each client. It was clear that David had an explicit need for technology that could both scale the business and improve visibility into engagements.
Solutions
While searching for a technology provider, David was referred to Optify by a trusted friend. After David attended a demo session of our platform, he was confident that Optify met all of his needs.
The easy-to-use platform integration provided an ease of onboarding and use for David and his clients. After signing with Optify, Liddell was up and running with Optify in two weeks rather than having to endure a strenuous and lengthy onboarding process.
Staying up to date with all engagements was David’s top priority, and a number of the platform components enabled him to do just that. With the platform’s centralized note-taking, communications, goal tracking, and scheduling, David was able to take his organization and time- management to another level. David was also able to enhance his and his clients’ visibility into engagement progress through the platform’s robust reporting capabilities.
Results
With the Optify platform, David solidified his business process and increased his bandwidth, allowing him to improve service to current clients while also taking on new opportunities with others. These positive improvements elevated David’s confidence, and he now feels that effective outcomes and visible results are achievable in every engagement.
“I am more confident in my ability to serve my customers.”
Additionally, the benefit experienced by the Liddell Group has translated to improved customer engagement, focus, and accountability, which in turn allows The Liddell Group to demonstrate increased value to each client.
