assess organizational strengths
Frustration
A full-service digital marketing agency wanted to know: “Is who we say we are aligned with who our clients say we are?
Key Insight
When assessing the organizational services, skills and value of a boutique firm, look at your staff through a holistic lens; in a small team, personal competencies can be leveraged as organizational competencies.
Quick Wins
Using the P.R.I.S.M.™ exercise to present personal competencies, leadership encouraged staff to play to their strengths as well as lean on the strengths of their teammates.
Big Wins
Qualitative insights from client interviews boosted the team’s confidence in their positive reputation, key strengths and precision offering. We mapped out how the team builds successful client relationships to arm them to better spot opportunities for new client relationships and upselling.

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