Case Studies
Donald, A newly hired QuickBooks Technical Support Agent
"The instructor [David] was willing to stop the class and make sure everyone was on the same page. This had helped me and I am sure others."
Cedric, Direct Supervisor for QuickBooks Technical Support
Twenty-five Technical Support Agents had just graduated from a 400 hour class Your Success Ally facilitated for Intuit in Tucson, AZ. (This was the first of two such classes facilitated for Intuit, and QuickBooks was fairly new to me at the beginning of this class.)
"I must admit that I had reservations about having my new hire group's training being facilitated by an instructor without a firm grasp on the product [QuickBooks]. However, David exceeded my expectations. The real proof is in the way the agents have transitioned to the floor. They hit the floor running and haven't slowed down yet. David could train a class for me anytime."
Michelle, CPA
Michelle came in to increase her business. In the week between her first Coaching Session and her second, her personal income increased $1,000! Our work together helped her overcome a fear of confrontation which was preventing her from addressing several slow-paying clients. After our work, she was confident and easily called the clients to collect the fees she had earned!
She has also noticed that she is more effective and less stressed at work. She's currently becoming the sort of person who "doesn't do problems", and is well on the way to having an even more successful life.
In November 1996, Michelle told me that her business for October '96 was more than double the usual dollar value! Over the 1996 Holiday Season, she was able to take more vacation days than in the previous years.
Jim, A newly hired QuickBooks Technical Support Agent
"I have worked at several call centers over the last 10 years, and had friends start at many others. While training cannot prepare you for all aspects of the call floor environment, David has prepared us more than any other training I have encountered, either personally or anecdotally from friends."
Chris, A newly hired QuickBooks Technical Support Agent
"He [David] is an excellent trainer, who is enhancing my positive experience with Intuit and helping to ensure I am fully capable of meeting my future responsibilities at our company."
Richard, A business owner and developer of a shopping center in Vista, California
Shortly after working with Your Success Ally, Richard began working in earnest on his $2 million plus shopping center. He had a court appearance which was distracting him from his project. He was feeling intimidated by the person who brought the action. After our first session he had his court date and prevailed. The person who called the litigation noticed his increase in confidence and will no longer be a problem to Richard.
Shortly thereafter Richard had several city council and state assembly appearances related to his shopping center project. We worked together to further build his confidence around public speaking. This allowed him to do what was required with the city and state officials to move his project forward.
Cathy, Mom
Cathy was referred by a local doctor, because she had experienced frequent dizziness over the past 20 years. The doctor who referred her didn't notice a physical cause for the problem and suggested that she contact me for Neuro-Linguistic Programming sessions.
During her first session, we got the dizziness under control. In two subsequent sessions we built resources around how to confidently face life now that the worry of dizziness was not an issue. As a result, her relationship with her family improved, she got a job directing a children's theater group and her overall quality of life has improved greatly.
