Before working with Jesse, Chad was leading a 60-year-old agency the same way it had always been run — reactively. New business came through referrals, tasks were managed day-to-day, and there were no documented processes or SOPs in place. Despite years of goals and aspirations for growth, he'd never put a real plan into action. His mind was scattered, chasing the next bright light, and he was overwhelmed by noise that made everything feel equally urgent.
When Jesse's cold email landed in his inbox, Chad replied immediately. Something about the approach — organized, systemic, with a clear method — clicked from the very first conversation. Chad walked out of that call thinking: this guy knows what he's talking about, and he's the kind of person I need on my arm to get this thing to the next level.
The work started where Chad didn't expect — with honest self-assessment. Before touching strategy, systems, or sales processes, Jesse had him look inward. What are you actually good at? What are you not? Chad admits that wasn't easy. But he now credits that personal foundation as the catalyst that made every structural change stick. Without it, he says, he'd still be taking the long road around.
From there, the business transformation moved fast. Chad and his team built a complete book of SOPs and documented processes for the first time in the agency's 60-year history — giving any employee, new or tenured, the ability to immediately understand what needs to happen. He restructured how the team plans their weeks — 75-80% of each week is now mapped before it begins. He repositioned the firm to attract the right prospects, which drove 11.5% revenue growth in year one and 18% in year two.
But the results that surprised Chad most were the ones he didn't expect. Longtime staff members started telling him — unprompted — that they understood the direction and felt aligned with the agency's future. He'd never heard that kind of upward communication before. And at home, he became more present and intentional as a father, showing up fully for his boys in a way he'd always wanted to but had never made structural.
Chad describes growth as a messy, dirty, sloppy process — and Jesse as the person who helps you clean it up. As he puts it: you think the problem is one thing, and Jesse peels back the layers and shows you it's actually three things — and here's how to fix them. His door is open to anyone considering the program — he's offered to connect directly on LinkedIn with anyone who wants a candid, no-BS conversation about the experience.