Breaking Out of 20 Years of 'The Same Way'
The Solution: Through the Signature Coaching program, we provided a fresh set of eyes and strategic thinking to break out of old patterns without losing the company's core identity.
Before
- Operating in a very traditional way for over 20 years.
- Strategy wasn't a priority and the team felt reactive and overstretched.
- Knew the business needed to evolve but didn't know how and felt hesitant.
- Responsibilities were unclear, making it hard to hold momentum during busy periods.
After
- Gained clarity, perspective, and a proactive approach to the business.
- Building more valuable relationships and opening up new opportunities (webinars, new territories).
- Made sense of internal responsibilities and focused on what actually matters.
- Gained the confidence to follow through with a clear strategic plan.
Where they started
The business had been run the same way for over 20 years. When we started in March 2025, the first job was getting the team organised, with clear responsibilities and written job descriptions. Later that year, enquiries were coming in but not turning into business: in September 2025 they had quoted 16 village halls and won none. The main problem was follow-up.
What we did
- A monthly review of the profit and loss, and a simple win or lose sheet for every quote.
- Moved the accounts to Xero.
- A new customer journey: a 10-minute phone call when an enquiry comes in, and another when the quote goes out.
- Quote follow-up at day 3 and day 7, with friendlier, less formal emails.
- Renewals brought up to date.
What changed
After the follow-up changes, they won 17 village hall policies between mid-October and Christmas 2025, having won none in September and October. Comparing March 2024 to February 2025 with October 2025 to September 2026, the renewal rate rose from 92% to 95%, lost renewals fell from 211 policies to 123, new business income rose 51%, and the extra income came to about £25k over the 19 months.
"What Dan has given us is perspective. A fresh set of eyes, strategic thinking and a practical way to break out of our old patterns without losing what makes us us. We've gone from feeling reactive and overstretched to having a clear plan, and more importantly, the confidence to follow through with it."
Jade - Business Owner, Insurance Industry
Key Results
95%
Renewal rate (up from 92%)
42%
Fewer lost renewals
£25k
Extra income in 19 months
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