The Strategy Sherpa™ Show

Customer Driven Success Derek Fournier on Transformational Change Episode

This week on the Strategy Sherpa Show, we welcome Derek Fournier, founder of Plain Sight Strategy Group and a seasoned leader with over three decades of experience in technology and business transformation. Join us as Derek reflects on pivotal moments in his career, including the challenges and lessons learned from launching a major Systems Management platform. Discover how a decision to release one of the worst server products became a powerful lesson in customer-driven innovation. We'll discuss his journey in establishing Technology Adoption Programs that prioritize customer engagement and quality. Tune in for an inspiring conversation on leadership, innovation, and the importance of learning from mistakes. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFQxOXV1b2Y0cjc1bDV5M0d3REpjSG9QZkFIZ3xBQ3Jtc0trQklhZ2VuM25fcEN2T0VxejRycGktdWVOZl9UWXd0bFNLb1VWYmJNcUsxN0dwT0tBM0FrWGpIby1FMVFCVWlpRFVwR195eUc3cXFSWlhWNEtfdW16VjlEeUNVLWpnenM3U0dmbGxKWTRFSk1wRTl5bw&q=https%3A%2F%2Fwww.assuredstrategy.com%2F&v=piP5s1-06MQ] LinkedIn -   / assured-strategies---business-strategy-coa...   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXFfc3BxeTZfM0Y4YTJhNUZ3QVFVZE82bWo1d3xBQ3Jtc0trQ1dzR2ZiVjNsOVVnQVFLMFUxQ0drUS1UZ1E2cFFBT0pVSklCRmx6TGU5ajU2cmJpTklESFpmNkx5NGlGWXROdkxEa0ZOZEcycHhXNHo3aHVGaE5zTTBfWURjWEwxVVJGTjhjc2IwanJ5TW1FRW9NNA&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassured-strategies---business-strategy-coaching-consulting-%26-advisory&v=piP5s1-06MQ] Facebook -   / assuredstrategy   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblVBckZwNmE1cVhTQWFrMlpjenBVWkMxYlVQUXxBQ3Jtc0tuZGJhSXBUZ0RuWld3VXR1cUdwQ1hUbm9zSDFJVkY4aWhBMTdJX0xYM25uUTdJNW9aOTMzMkJSbFhWQ1p4SGxxQjUxal9uWEFwNW0xWU1nbzBpZ2c4dTNjWVRlRXBVN1JUaG1CSW93TjZiZ1RSSWozWQ&q=https%3A%2F%2Fwww.facebook.com%2Fassuredstrategy%2F&v=piP5s1-06MQ] Twitter -   / assuredstrats   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbVgzVGxxV0JHOGctcDA0b3lORlB0RGtOU2M1QXxBQ3Jtc0tsVFNpV1BNMEdSWUtMQS05UGFVYlp3dGVBeFJRSWxIVmtadHZTV3lVcV9za0E4dEVyNjZKazdYaHhCVERodEFDSWZOclNEZkE5cXJVNUFRSW1JY0kzLXY4ZzhfdC1aN3FZS1lvQU1YTGk3dm16emx6cw&q=https%3A%2F%2Ftwitter.com%2FAssuredStrats&v=piP5s1-06MQ]

From Mistakes to Mastery in Client Retention with Chris Jennings Episode

On this episode of The Strategy Sherpa Show™, host David Chavez sits down with Chris Jennings to discuss how one critical mistake became the catalyst for developing a proven system in client retention. Chris recounts how a complex consulting project with misaligned stakeholders led him to hand off the project prematurely, resulting in a significant misstep. This challenge inspired Chris and his team to create a structured process for onboarding and retaining clients, which they later turned into the book, "The Client Retention Matrix." Join us as Chris shares key lessons from his journey and insights from his book, revealing how turning early mistakes into actionable strategies can drive long-term client success. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbF96bkNlZnpFdklGRHRUT1hWUlVsdENJeW5yQXxBQ3Jtc0ttNU9kZjdLZXNLN2pRSGlWemZfcWZVd1dvdU5CV2xuQ3gwMmhrcHJER2RxeHhIbmc3OE4zdzFyZGVYZV9LcEVJSFc4WkFOam5PWkFlRVJxQzZPWHU1M0UxUFJVRTNlRTJzYnFkb09WcF9ZcWgxd2U2Zw&q=https%3A%2F%2Fwww.assuredstrategy.com%2F&v=3-hRwFKoSek] LinkedIn -   / assured-strategies---business-strategy-coa...   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUI2cUkxOTlmSUl3N1BUUE1lQ2EtQmJFN1JBUXxBQ3Jtc0tuN01HTVdFWTJOMDJ6Nmk5dm9iajczT1hPcWxGdEh1YmhrREVpUWtKbGlFTFN2VklHd3U5cExwRll4NXNqOW9HNEswbWpMYkNydlRsaThoaE8wdGFhRGdyS05KSjFSd3QwRHpCWHVJQkt3MndsSnVlYw&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassured-strategies---business-strategy-coaching-consulting-%26-advisory&v=3-hRwFKoSek] Facebook -   / assuredstrategy   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2IyX0R3OFliQ3g4djV3V3dacGxzQkgybkdwd3xBQ3Jtc0trMEI1U2w5dFRXOXl6bmlsVHhJRzZOYjhsRUVQN2RTZWNXTXdnNU53X0VnMGJ5NEd2NS1TNWFNRFczUW45cThBSkY5a1RCY3lrQS00dGJTSzlnSEIzRjZ5VWJsSFlnQmxlNUJUWGk2eFdNSFlmOG9Bbw&q=https%3A%2F%2Fwww.facebook.com%2Fassuredstrategy%2F&v=3-hRwFKoSek] Twitter -   / assuredstrats   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0ZuU1BYRW13aTgzTU5rMGtIQVJmQ2xGOFUzZ3xBQ3Jtc0tudUhGVHZkRHpWNkhINlZacUVwbzhuYlpCSUZUSXVyLTUyUWlRX3VVMzl2QzZvbm5RUEVEeVFEX3I3MFRhSnJYRWJJckNyclgxWDJyV1JORk9nYUZlOTk1T19ZUmdGTnlCbTNaT0FOd3U4czBRcW1KOA&q=https%3A%2F%2Ftwitter.com%2FAssuredStrats&v=3-hRwFKoSek]

From Turnover to Triumph Andy Sharpe’s Marketing Team Transformation Episode

In this episode of The Strategy Sherpa Show™, host David Chavez talks with Andy Sharpe, who faced 15 years of challenges and turnover while building a marketing department. Andy shares how promoting an experienced internal employee—without formal marketing expertise—transformed the team's effectiveness. By focusing on project management and bringing in specialists for key tasks, Andy turned things around. Tune in to hear how this approach overcame long-standing issues and helped communicate the company’s value more effectively. This episode offers valuable insights on leveraging internal talent and effective team management. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHRuN080Y04yQlNWOVBxM0R5b1Eycl8zdlQzUXxBQ3Jtc0ttZ1ZUNVlVcmFFZU1VNW5VdHp0VjgtNjlSdThFXzMtTmVDSXBfZDlXWW1VNHJzNWtqUnphc0lUdF96S0RHWG9vME4xMWw3MEVOOW03dXpqSGc1X1dZb2oyZjR3SXl6TkduaVZwcnVSQ0Q1TV9qZWo3NA&q=https%3A%2F%2Fwww.assuredstrategy.com%2F&v=4vKISMVAeK0] LinkedIn -   / assured-strategies---business-strategy-coa...   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWRsLW1ETUNaZFdtV1h6cDZCSHJqSTdobmtsUXxBQ3Jtc0traWRGcllmaHJ0RUtfaHFhVXllS3pndEc3NGlKdnVzS0otZEJ6ckh4NUN4S0lxMGx3YjV6R3BWODBiMGFPSnVBRldfSUtwZ21reXBMcWpTRXRPTGVuQzMtZG5vVHJtMVBPU1BTUmZhdENiVkI1RXpSWQ&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassured-strategies---business-strategy-coaching-consulting-%26-advisory&v=4vKISMVAeK0] Facebook -   / assuredstrategy   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbnIxNTctUkVPa1I5U0hDMkl6RUh0eDNUYk9JQXxBQ3Jtc0ttUi1abzZ5SnNCVGQ3NEJsaDdPNzRvWmZtLXQ2cTI3a2FacU93dF91M1JlaFdWVVduenpvV2syY0wwZUJZWlNaWkRpV1Jka3FxY3d3bVhSbnJkbWh3bkpVQUs2ZE9TX3ZEeEFOMUVoNDlyOF9mQUx0Zw&q=https%3A%2F%2Fwww.facebook.com%2Fassuredstrategy%2F&v=4vKISMVAeK0] Twitter -   / assuredstrats   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEFGNi1fcWVqQ3ZqaWZoWVBON3c0eW5BQUtUZ3xBQ3Jtc0tueU9Sam9QRkpmX2ktX2hoN0NBOFJIT09ReFR4LXNkVjE1X19zUWpveGNxX1lPSU1adjlzNUxxaEo3M29ncnZLSUxwZWMxbHhMcXVSSjFyM29obHEwUUFidmNtUkh2V1ZXU2RINFlnZGJxazFwMktEdw&q=https%3A%2F%2Ftwitter.com%2FAssuredStrats&v=4vKISMVAeK0]

Turning Risky Acquisitions into Strategic Growth with Trey Mauck Episode

In this week's episode of The Strategy Sherpa Show™️, we sit down with Trey Mauck to discuss his bold decision to acquire a company in the face of rising market valuations and pressure from carriers to boost volume. Trey candidly shares how a poorly structured contract and the unexpected actions of a foreign seller led to significant challenges. He explains how these obstacles prompted him to establish a dedicated acquisition team, enhance due diligence processes, and revamp payment structures to ensure smarter, more secure deals. Join us as Trey reflects on the lessons learned from navigating the complexities of business acquisitions and the steps he's taking to safeguard future growth. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmxLdlZoOVE2cTBQby1HSjRNM00xUnRTaHRFZ3xBQ3Jtc0tuU1FOVlFWNFptWWlRV1FoMTVXOU8wcVJBdmFXU2VmR0Zpd1AteE1SYmpFM2dycUxybXJTYXZkMjFMVXlyVnpGZmluVU5TN1kwNnlEbF9VbUlJelEwblFBSEZiY2ZIb3ZnUFpEQmM4eWMzYWMzcE9nTQ&q=https%3A%2F%2Fwww.assuredstrategy.com%2F&v=RsSN9-uZZ4A] LinkedIn -   / assured-strategies---business-strategy-coa...   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbl9tbzB0MVc4dHpxRzJOaEx6RWpXTlNEVzYwUXxBQ3Jtc0tsbFBSbzJ5LU5XVm9DV2oyVC14SFUxVzVsWkhLeGRhTi1ocDZhbWxkc05OQ3BjV00tcndwODNYdHlBZDlSUEdEMXk0RjM0VFlkVFNvTEZzQ3BQd2tqbUdWYlBmUTBfOGJHWTB0bF8zRm5hRW0tRUxPTQ&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassured-strategies---business-strategy-coaching-consulting-%26-advisory&v=RsSN9-uZZ4A] Facebook -   / assuredstrategy   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkE2czRFVXVlampha3FrOHVMbHZ2eEZrRHBrZ3xBQ3Jtc0trb1dUVVVWX2RhXzUzeHRXUDhlTGhWdVA5UmdkeGR3ckcwQUR0YlJWcWh5Wk1tSExnQWwxUnBfWmc4V014OTJsc09KNEFoUi16Y2ZyOVpvWjFnSjVRTzc4cjdCTnR5c0poU1h2bnFvTFVCTU94VWIwRQ&q=https%3A%2F%2Fwww.facebook.com%2Fassuredstrategy%2F&v=RsSN9-uZZ4A] Twitter -   / assuredstrats   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbHRNTjFyTmh4Z1NCWlBmZ2huRUlWOHBMVmM4QXxBQ3Jtc0trTkFwcURuWjROWFFEazR0QVJzN2cxdkZ4YTNkc1ZGV0Job2M0WDZlVzJmRUZVOVdEYXJrdGxKVGhGRmJuM3VNNlp3UXNJWjI2dzBYZGNSNTVybDM3OXlqRFRROF81dnEyMEdJaVNDX1FwVjdZejc4dw&q=https%3A%2F%2Ftwitter.com%2FAssuredStrats&v=RsSN9-uZZ4A]

Unlocking Team Potential Inside Scott Manufacturing Solutions’ Transformational Retreat Episode

In this week's episode of The Strategy Sherpa Show™, we sit down with Keyne Petkovic, coach at Assured Strategy, alongside Ashley and LeiLani from Scott Manufacturing Solutions, to dive into their transformative team retreat experience. They share how the retreat process helped them break down personal barriers, foster trust, and embrace vulnerability to enhance team communication and decision-making. Keyne explains the importance of candid conversations and healthy conflict, while Ashley and LeiLani reflect on how learning about each other's backgrounds reshaped their team dynamics. Discover how this intensive retreat helped them cultivate deeper connections, leading to stronger business outcomes. Tune in for insights on building a more cohesive and effective team through trust, empathy, and open dialogue. Ready to scale your business? Check out our website here - https://www.assuredstrategy.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa1V4WFI4azN2RTk4YjkxS3NOT0J1dW5fZUZNd3xBQ3Jtc0tuZTVhc2lhTm5FRlVVVk1CRU9qeUJOWUV6cjNWeExuak91Q3pEaEtZZG5FRVdzMnQ0T3VEYnVKbFhibFRYckFFRnJlOEJKajY2ZW9EMF93WW1heUZWNFE2ZVNsRkU2bjllTmMzZDk1bmpWQmlRbDRmZw&q=https%3A%2F%2Fwww.assuredstrategy.com%2F&v=EXlbdXEwsd8] LinkedIn -   / assured-strategies---business-strategy-coa...   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU9wVjlLdS1Jem9yazNuLWZtQ3ozWlNZSXA1Z3xBQ3Jtc0ttT29QNkxNN05neWhFTEozaTliNi1ma3JjNGU4SHFWdU04QWh5bW5oNTl2SmVmaDhXNEl6MldLcVA4MkZBRnd0SUZEUzRsSTFqRC1RNUE3LWZ0eVhveGdBa1NTMnh4Y3hzdzBLaGEyVFgtdkNYblRtUQ&q=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fassured-strategies---business-strategy-coaching-consulting-%26-advisory&v=EXlbdXEwsd8] Facebook -   / assuredstrategy   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkl0ck0zdHU5TVFPVVBHTnhKQm51WlZEWHd5d3xBQ3Jtc0tseVRreHBnMnpYdkZkbWJ1dVVMZG9XTXpRUmItbDExQ0FiUHdTLUktNkJLTjFhZDNhQUswU1EtZk1Pcnd1Q01YZGF0d05zbzY3eHdHUnRkbDV1QXJMQklhcmdySVZ2UVZDdWZDdzJINWRBdW82UmFQaw&q=https%3A%2F%2Fwww.facebook.com%2Fassuredstrategy%2F&v=EXlbdXEwsd8] Twitter -   / assuredstrats   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkc1XzBJS3hOY21OUTl4SEliQVNIUlhpMTNxQXxBQ3Jtc0tueTRyN0gxWERWb2RBejJhZEZTQ1lhamN1bVRaZlgzQzR1QnNsWjRla3o2R1hIM0FhUlV3UFJZMWJ6SWRLTzc5djRPVU5PSTV0VkVlLUh3X2dFcWhjNHBTR1NDSkt3SnlmVERvQl9fMGdDaHQwQjZ6WQ&q=https%3A%2F%2Ftwitter.com%2FAssuredStrats&v=EXlbdXEwsd8]