What Katie Is Happiest About Post Sale
Biggest Disappointments Post Sale
Biggest Opportunities
Biggest Worries
100

Katie no longer pays bill, makes collection calls, worries about payroll and taxes

1. What is something Katie is very grateful for from the sale to FB

100

The integration to this team took longer than expected, and they’re still in transition and building, which is challenging.

What is the sales team

100

Strong partner connections have been made with key partners thanks to this duo.


Who is Nina and Robert

100

There needs to be at least one of these sent for each DOP each week to make our sales number.

What are Sales Proposals

200

We didn't have to do this again to keep growing

What is raise more venture money from investors

200

This system is incomplete— coaching forecasts, dashboards , and finance integration are still painpoints

What are operational integration issues

200

Beginning to develop this on both national and local levels

What is thought leadership  

200

Without increased marketing leads and sales activity, we run the risk of missing out on this critical goal.

What is our revenue target

300

Grateful for mentorship, patience, listening, and friendship

Who are Tim and Jeff

300

Slow-moving integration with these two FullBloom operation groups has been a disappointment, even with lots of hard work and effort by all


What is SESI and Catapult Integration

300

This potential acquisition could be a key driver for EmpowerU revenue and brand

What is Character Strong

300

In order to step aside from driving sales growth for EmpowerU and product strategy - this needs to happen.

What is Stronger EmpowerU Leadership

400

The integration to this team took longer than expected, and they’re still behind.

What is the sales team

400

This is a loss of a CRM that I am still mourning

What is HUBSPOT

400

Something that Katie hopes to be able to spell correctly by next year

What is FullBloom without a space

400

I am a mama bear to these folks and need to make sure they are led and given the opportunity to grow. CLUE (Lindsay isn't the only one that worries about this)

What is EmpowerU OG Team