Case Studies

Take a look at our QSI SuperStars! From Executive C-Suite to Sales Coaches to Small-to-Medium Business Coaches, we are so proud of their achievements.

Rachel Schaming, PCC

Rossella Pin, MCC

Scott Masciarelli, PCC

Connie Kadansky, MCC

Vivian Theodoropoulou, ACC

Connie Whitesell, CPC

Case Study – Rachel Schaming, PCC

The Client

Rachel Schaming, PCC
CEO and Founder of Cringe Moment Conversations

The Challenge

What challenge did the client want Karen to address?

Rachel wanted to know how to move as quickly as possible into her own business, having worked all her life in a corporate capacity. She wanted to maximize her corporate experience and to be able to pivot into work that brought her more joy.

Why did the client have this challenge?

Rachel had done side consulting projects, but it wasn’t her full-time focus. She was too general in her niche, doing leadership development and HR engagements.

Working for an organization, Rachel was putting in 10 to 12-hour days, doing work she was great at. She was doing well financially and was getting great results in her job. She was not feeling as much passion or joy in the work she was doing. She had the competency to do it well and she was getting results. It just wasn’t bringing her joy.

She was struggling with the idea that she was looking a gift horse in the mouth. The money was good and she was making a contribution.

She also realized that she had made herself smaller so that she could make the CEO’s she worked with larger. Once she got clear on her niche-based business, she says, “I’m not settling for being small so someone else can be bigger. Now I’m just being me. No excuses.”

Why did this client engage Karen to help?

Rachel knew Karen had corporate experience in her toolbox, she had a great reputation and she was very results focused.

In Rachel’s words, “Karen’s genius work is that she has a lot of success in helping coaches amp up their businesses. She helps them feel safe and trusting. And she’s not afraid to ask the tough questions. Karen brings commitment, passion and joy to her clients.”

The Solution

What was the solution?

Rachel worked with Karen for 6 months of 1:1 business coaching and then spent 3 months in the Quick-Start Intensive to accelerate her business results.

Part of the solution was Rachel’s commitment to the coaching process. As she describes it, “that commitment was to let Karen be my guide and really trust her. I knew she worked to help coaches get their footing in their businesses. I didn’t know the depth of it. I made a commitment to myself that I’m just going to trust the flow and it worked.”

What was the timeline?

This coaching engagement took 9 months to achieve the results stated.

The Results

How did Karen’s solution solve the client’s challenge?

Three months into their 1:1 coaching, COVID-19 happened. It forced Rachel to be self-reflective and take time to think about things. Karen asked her what her genius work was, and she uncovered her niche that had been there all along: helping leaders through cringe-moment conversations.

Rachel got clear about her ideal clients, the pain that they had, and the results she had gotten for them. As Rachel commented, “Boom, boom, boom, the puzzle pieces started dropping into place.”

What benefits did this client immediately see because of her work with Karen?

Rachel immediately started sharing her niche on social media. Within 10 weeks of turning down a six-month $50,000 corporate contract, she brought in 1.5 times that amount. She admits, “It was a little scary turning down that kind of money, but I was committed. When one door closes, another opens, even if you can’t see it at the moment.” That’s exactly what happened, and those doors are continuing to open.

She’s also now working 5-6 hours per day, so she can spend time with her husband, Jim, and Bailey, their 1-year old beagle. She’s cut her working time in half, while increasing her income by 4 times.

Rachel now works with her ideal clients. In fact, one is a Chief Medical Officer. Here’s what she says about this engagement, “The person who hired me is above the Chief Medical officer. I could see his pain and his struggle. He wants this physician to get things turned around and she’s just wreaking havoc. I can walk beside both of them, and we can get to a different place. I don’t want to see people have their careers decimated because they couldn’t handle this kind of conversation.”

She’s also leading a movement in Cringe Moment Conversations and is holding her first class to teach others to help people through these conversations.

What benefits should this client see over time because of her work with Karen?

Rachel brought in $86,000 worth of contracts in 10 weeks. Projecting that out, she could bring in 5 times that in 50 weeks, so that could be a $430,000 revenue year.

She’ll be taking others through a certification process and license her program to other coaches, HR consultants and law firms.

Rachel will have the joy of helping to make a better world, one cringe moment conversation at a time.

Case Study – Rossella Pin, MCC

The Client

Rossella Pin, MCC
Executive Leadership Coach and Founding Partner, MentorLab Group

The Challenge

What challenge did the client want Karen to address?

Rossella was already a successful coach, and she was asking herself, “How far can I go?” While her first goal was to reach the amount of money she gained from her corporate work, once she did that in the first QSI, she wanted to know how much further she could go.

She also wanted more confidence to challenge herself in working with higher level clients and engagements.

Why did the client have this challenge?

Rossella came from a corporate environment, where she achieved a high level of success, measured by the company’s dimensions of growth. Once she got into her own business, there were no targets, assessments or performance evaluations. She wanted to re-create these measures of success in her own business.

In addition, Rossella had reached her zone of comfort. Once she attained her financial goal of what she needed for living, she was looking for something else to draw her forward, a new challenge. She’s also very competitive and thrives in a group where there is a friendly competition, and before QSI, she was working by herself as a professional.

As she says, “Success can be good, but it can also be a trap where you don’t innovate or challenge yourself anymore. I didn’t want to be like that.”

Why did this client engage Karen to help?

They had worked together before, so Rossella knew that she would be challenged to go past her fears and gain the confidence to see possibilities and trust herself more to make the jumps she wanted to make.

In Rossella’s words, “I knew that Karen cared about me and she was asking herself the same questions that I was asking myself, about how far she can go. Karen was committed to her own growth, and she had gotten to the answer a bit earlier than I had. And there is also something magic that happened between us. There’s a magic energy when we’re working together.”

The Solution

What was the solution?

Rossella worked with Karen in the Quick-Start Intensive group for 3 months to accelerate her business results. She then joined two more QSI groups to find out how far she could go.

In each of the groups, she progressed farther than she had projected very quickly and had to increase her target goal. What Rossella found was that many of the activities in the first group created a ripple effect for the second group and so on.

“People just reached out to me. The last 5 VIP clients came from people I didn’t know directly, but they had heard about my work from others. So, every time I reached my target, I added activities to take me to the next level. I used the reporting to introduce new activities and create exponential growth,” Rossella says.

What was the timeline?

This coaching engagement took three 3-month groups to achieve the results stated.

The Results

How did Karen’s solution solve the client’s challenge?

Rossella started with a list of activities that she did each week, a reporting mechanism and a friendly group competition to reach her financial goals.  She was challenged to find a way to achieve exponential growth using less time and energy each time she participated in a group.

She gained the confidence to approach higher level clients, and immediately was chosen to work with the CEO of a multi-national company. In addition, she has worked with other prominent international organizations through her company, MentorLab Group.

What benefits did this client immediately see because of his work with Karen?

In each QSI, Rossella was able to double her target, up to gaining business engagements for $120,000 in one quarter!

And in addition to these financial benefits, she’s built her dream country home in the mountains, just 2 hours away from her home in northern Italy.

What benefits should this client see over time because of her work with Karen?

Rossella now has a system and as she states, “Before QSI, I didn’t have a way of tracking. Now I have a big spreadsheet and I track everything. I do my own performance evaluations on a quarterly basis.”

More confidence, more tracking and amazing results are the hallmark of the coaching and mentoring business Rossella runs. She helps high-performance leaders all over the globe to thrive in new environments and succeed at new ventures, and she does with her own brand of magic!

 

Case Study – Scott Masciarelli, PCC

The Client

Scott Masciarelli, PCC
Harmonic Leadership Executive Coach and Founder of Clear Insights Coaching

The Challenge

What challenge did the client want Karen to address?

Scott had just lost his biggest client due to the pandemic. He was working part-time as an internal coach in a travel management company for the past 5 years. This position was responsible for more than 50% of his annual income.

Even though he had been speaking in public for many years as a trainer, leader and in Toastmasters, Scott was hesitant to be seen on social media, and didn’t know how to utilize it in a way that supported him in sharing the message on his coaching. To Scott, social media was this big confusing world that he wasn’t that interested in.

He also resisted focusing in on a niche and felt that he served too many different groups.

Why did the client have this challenge?

Scott was not entirely satisfied with his work as an internal coach and knew that it was going to come to an end at some point. While he wanted to make coaching his life’s work, he wasn’t 100% committed to it as he had become comfortable.

Having gotten everything he wanted out of his coaching practice, Scott was used to opportunities coming to him without having to put himself out there. He’d been very successful getting clients. Since he had the job with the travel company, he didn’t need to put himself out there. Now, things had changed.

Why did this client engage Karen to help?

Scott had worked with Karen before, and as he says, “The fact that our energies were very much aligned is the only reason I joined QSI. I would never have done it with another coach, especially after having come out of some recent work with a very well-known coach that wasn’t as satisfying as I had expected.”

Knowing that all the coaches in the QSI group would be aligned with him, as Karen attracted coaches that focused on strategy and energy, was also a big drawing point for Scott.

The Solution

What was the solution?

Scott worked with Karen in the Quick-Start Intensive group for 3 months to accelerate his business results.

He was able to narrow his niche. Scott says, “I found the “Power of One” process incredibly powerful. It was a real turning point for me.”

A big part of the solution was Scott’s willingness to be held accountable for his actions in growing his business. As he says,

“I had to be ready to be held accountable and to be in that amount of action, which I hadn’t done before.”

Scott learned to do video marketing to bring his message to the world and began to understand some of the practicalities of social media.

And having the group support was a key to Scott’s success. “In the group, somebody will know something that somebody else doesn’t know. So, there is truly this collaborative environment of knowledge, idea sharing, support and accountability,” he says.

What was the timeline?

This coaching engagement took 3 months to achieve the results stated.

The Results

How did Karen’s solution solve the client’s challenge?

Scott is comfortable stepping up his visibility on social media. He is committed to making coaching his life’s work. He was able to replace the income from his corporate position in 9 weeks and has actually doubled that amount in the same time period.

What benefits did this client immediately see because of his work with Karen?

Scott used his connections to find more opportunities with a client he had already worked with. As he was finishing up, he created a hybrid proposal that brought in an additional $14,000.

“A lot of synergy happened throughout the whole QSI group. I would not be where I am right now without QSI. It kept me in action, and I definitely would not have been in this much action on my own,” according to Scott.

What benefits should this client see over time because of his work with Karen?

Scott brought in over $32,000 in 9 weeks in QSI. He now has a process to create this quarterly. This can create 6-figure plus income in the next year.

He’s focusing on repeat business in his niche. Scott says, “Why go out and build new relationships when I can leverage current relationships and go deeper and deeper? I want to be their go-to coach and make myself invaluable.”

He has more confidence and clarity in what he’s doing, working with male leaders to balance their heart and mind. This is his life’s work, and he has begun to bring it out into the world. The benefits of this to all those in the workplace are indeed, priceless.

Case Study – Connie Kadansky, MCC

The Client

Connie Kadansky, MCC
Sales Coach | Speaker | Helping Organizations Assess Sales Call Reluctance

The Challenge

What challenge did the client want Karen to address?

Connie was asking herself “How do I make concentrated business building a priority? And, with the pandemic, should I change my niche?”

She answered the niche question pretty quickly, and her answer was no. She enjoys working with salespeople and she’s very good at it. Yet with business building, Connie knew she needed to get more strategic.

Why did the client have this challenge?

Connie was a seasoned coach working with salespeople and she loved what she was doing. Used to a flow of clients, Connie noticed that, at the start of the pandemic, she was completing with current clients, and she didn’t have a new, fresh group coming in. She wanted to get moving.

Why did this client engage Karen to help?

Connie knew that Karen had a prosperity consciousness and had successfully sold in the past. Karen is an MCC, and has her own coach, along with templates, structures, measurements, and Q&A calls.

“I found the accountability and added value very inspiring, but more than anything, I appreciated the measurement,” says Connie. “I enjoy being in a group, because it kept me tight and motivated to take ownership.”

The Solution

What was the solution?

Connie worked with Karen in the Quick-Start Intensive group for 3 months to accelerate her business results.

Through the QSI program, Connie was equipped with the most relevant and up to date marketing for selling coaching services. Karen was not trying to fit everyone into their own little box. There was autonomy that gave choices.

Every single week Connie was able to get her questions answered and move forward, as Karen was very accessible to the group.
What was the timeline?

This coaching engagement took 3 months to achieve the results stated.

The Results

How did Karen’s solution solve the client’s challenge?

Connie says, “When I started QSI, I was thinking about going after one client at a time. Now I’m working with strategic partners that have a database of my ideal clients. I stand on their credibility and clients just naturally get referred to me.”

What benefits did this client immediately see because of his work with Karen?

Connie went from thinking about changing her niche to changing her strategy of signing on one client at a time. She created an alliance with a center of influence in order to sign on multiple clients, got seven new assessment and coaching clients, and has confirmation of a second strategic alliance with another partner.

What benefits should this client see over time because of her work with Karen?

Connie created a webinar to use with financial planners and insurance agents to support their teams with Sales Call Reluctance. She can now use this with any strategic alliance partner in the future to create similar results.

Connie can offer training and group coaching programs to scale her business. And there are so many other industries that have salespeople with call reluctance, that the sky’s the limit for this amazing coach!

Case Study – Vivian Theodoropoulou, ACC

The Client

Vivian Theodoropoulou, ACC
Business Coach and Consultant for Operational Excellence

The Challenge

What challenge did the client want Karen to address?

Vivian had just completed her coach training and given notice to her employer. She was certain that she would make it in her own business and yet she wanted help on the practical side.

“I knew I could not just expect to call all my contacts and say I’m available and get clients. I didn’t want to re-invent the wheel. I knew there was an easier way to start my business, but I wasn’t sure where to start. I wanted to collapse the time it took to become successful,” said Vivian.

Why did the client have this challenge?

While Vivian had been a very successful professional, she was not experienced in the entrepreneurial world. She was starting her coaching business and was not sure what to do first. She didn’t want to take what would seem like an eternity to get to a point of confidence.

Vivian has high energy and positivity, and she wanted to make sure that wouldn’t be a problem with her credibility in being an entrepreneur. She only knew marketing from a distance and wasn’t sure how to do it for her own business in today’s world.

Why did this client engage Karen to help?

Vivian knew about Karen and heard that she was effective with her clients. She also felt that there was good chemistry in their discovery session. It was important to Vivian to feel comfortable to be her uncensored self, and she realized she could do that.

The fact that Karen understood both business and coaching mastery was a big selling point for Vivian. Since her client base is in the corporate world, it was important to her that Karen had experience in that world.

“I always chose the best mentor to help me,” said Vivian.

The Solution

What was the solution?

Vivian worked with Karen in the Quick-Start Intensive group for 3 months to accelerate her business results. She then joined the next QSI group once she completely left her employment.

By the time she was in the second group and had left her corporate job, she brought in $80,000 of contracts in the first 4 months of her new business.

What was the timeline?

This coaching engagement took two 3-month groups to achieve the results stated.

The Results

How did Karen’s solution solve the client’s challenge?

Vivian never imagined how QSI was going to help her budding business soar. During the group program, she got her questions answered and was able to go confidently into conversations with her ideal clients. “I asked questions like ‘What should I say when speaking to potential clients? What exact words should I use? How should I handle conversations about money? What if they want a discount?’ and I got answers,” according to Vivian.

Utilizing the Power of One process that Karen taught in QSI to get her niche completely mapped out, Vivian started having focused conversations with her close contacts and obtaining contracts.

What benefits did this client immediately see because of his work with Karen?

In the first 4 months of her business, Vivian brought in over $80,000 worth of contracts. She was doing the daily work in her own business and knew the connection between that work and her results.

Vivian is devoted to helping manufacturing companies achieve operational excellence. She has a program that she has sold into companies, and she continues to refine and to sell this program into other companies.

What benefits should this client see over time because of her work with Karen?

A first year in business where making over $200,000 is possible is a great achievement. Helping manufacturing operations all over the world to create excellence in leadership is a mission that Vivian is taking on. She’s a world-class coach!

The savings in time and increase in productivity will create a pride in achievement for all those leaders. This type of feeling is priceless. That’s why Vivian is actually known as “No Limits Vivian.” And she’s creating this energy in others all over the world.

Case Study – Connie Whitesell, CPC

The Client

Connie Whitesell
President, Business Strategist and Certified Professional Coach
Scattered to Streamlined Business Coaching

The Challenge

What challenge did the client want Karen to address?

Connie wanted to build a consistent and profitable coaching business. It had been years since she started her business and she was questioning herself as to whether she could make this business go.

At the time she started QSI, she had been constantly dipping into her personal account to keep her business going. She was putting a lot of time into her business, but it wasn’t on the right things.

In addition, she was overdelivering and undercharging. Her clients were getting amazing results, yet she was not raising her rates based on the results they were getting.
Why did the client have this challenge?

While Connie had built a profitable HR consulting business before, she experienced lots of starts and stops, mainly related to personal circumstances along with way with her coaching business.

She decided this was her last chance to make it work and be fully committed.

Why did this client engage Karen to help?

Karen had been connected with Connie through the coach training school where Karen was the Chief Learning Officer. Connie says, “In every interaction, I felt that Karen was trustworthy. I never felt like I was being sold something. I felt like her intentions were pure, and she really cared about the people she worked with.”

Connie also knew that she would have direct access to Karen, and not be in a large group program where she would feel like she was just a number. Karen was very accessible.

In addition, Karen had a proven track record. She had built her business herself and walked her talk. She shared her clients’ results and their track records too.

The Solution

What was the solution?

Connie worked with Karen in the Quick-Start Intensive group for 3 months to accelerate her business results.

What was the timeline?

The results happened quickly – after just one month in the Quick-Start Intensive.

The Results

How did Karen’s solution solve the client’s challenge?

Connie became very consistent in her networking and tracking due to the structure of the QSI.

She says, “Having that accountability and tracking helped me reflect on what I was doing that was creating results. And there’s something about the energy of this group – I call it QSI magic. I can’t tell you exactly what it was, but it worked. It was just unbelievable. In that first month, every time I had a conversation with somebody, they would sign right up.”

What benefits did this client immediately see because of his work with Karen?

Connie’s business made $400 in the month prior to QSI. Once she got into the group and increased the consistency of her networking, she brought in $5,000 the very next month.

What benefits should this client see over time because of her work with Karen?

In conjunction with other business owners, Connie created a Facebook group that has grown to over 1,300 members. Her networking skills are consistent and her business bank account is full.

She’s now got a simple and streamlined marketing plan for her business. Connie recently brought up an offer she was thinking about making and 3 clients jumped right in. And they are referring others. Connie has streamlined her marketing to support both herself and the business owners she serves.

This natural business model is just perfect for a consistent and profitable business for this wonderful business coach!