How Does Performance Strategies
Accelerate My Business Performance?
We help your business grow through improved focus, crystal clear goal setting, inspirational leadership, enhanced operational efficiency, personal development, increased profitability, and better financial management. We provide direction, accountability and a sounding board for our clients to make better decisions and impactful changes inside their businesses. Our clients gain team engagement and alignment on both vision and goals that translates into real business results for their companies.
What Our Clients Are Saying About Us
It doesn’t matter what type of business it is, Jay has the unique, insightful ability to be creative in any area. More importantly, I know Jay wants my business to succeed as much, if not more than I do. It is obvious that he genuinely cares about his clients and will do what it takes to help anyone succeed in their business.
After completing the StrategyCLUB program with Performance Strategies, I would recommend it to any business owner- big or small. I was given strategies, ideas, and motivation that will help build my business in the future and I know I have access to a group of team members always there to support me. The homework, introspective work, goal development, and financial analysis were all extremely valuable and worth so much more than what you pay for this program.
Lisa at Performance Strategies has been a great business coach. She helped us identify, refine, and align our business goals, and then provided planning assistance and resources to help us formulate a plan to reach those goals. We were a "target-rich environment" with many opportunities for improvement. She was able to explain, revise and reinforce the concepts we needed in order to get us moving in the right direction.
Don Julien, CEO
Performance Strategies was the “shot in the arm” we needed when my business partner and I joined forces. Our coach Jay was the missing link that helped us make an impact on specific areas of our business (sales, prospects, accounting, and operations). Our business increased by 33% in our first year. We recommend Performance Strategies to any start-up or existing business that has hit a plateau in their growth.
We started our company right before the bottom fell out of the economy. Over a period of 20 months, our overhead was rising faster than our income – we were going in the wrong direction! In a nutshell, a short six months after hiring Jay as our Business Coach, our company is really skyrocketing. We’ve hit home runs during our normally slowest months, and we’re hiring several new employees! I can’t say enough about Performance Strategies.
Dr. Rod Kurthy, Founder
We are Performance Strategies, Inc.
Performance Strategies is a team of highly experienced, committed, positive and successful professionals who work together to support small and mid-sized business in Orange County, CA, and beyond. What makes our firm unique is our combined depth of experience in business, including expertise in sales, marketing, operations, strategic planning, change management, leadership & team building, productivity and business process. We provide direction and accountability for our clients to make real changes inside their businesses. Whether you’re just starting out or nearing your exit, our team of experienced professionals is here to guide you to where you want to be.
Meet The Team
Author, Speaker, Career and Life Design Coach
Sue’s “Sexy Second Act” as a Career and Life Design Coach began when she left Corporate America. She is a poster child for what many people, especially Baby Boomers, are doing to create new careers that combine Passion, Purpose, and a Paycheck®.
Sue discovered coaching through participation in a personal growth seminar. Working with a coach helped her successfully navigate her career transition to found the coaching business she loves.
Her background includes a successful and rewarding career in project management and training management. Three Squares Coaching and Consulting was created out of her personal journey through a mid-life career transition.
This experience, combined with an extensive coaching background, gives her an in-depth insight into how her clients can face any career or life transition with curiosity, courage, and confidence.
Sue helps her clients find their own paths to leading integrated and deeply fulfilling lives by assisting them in the following ways:
- Discover what they are passionate about
- Design an empowering job fit strategy that aligns with their passions
- Develop a sense of personal entrepreneurship and career ownership
- Rediscover meaning in their professional and personal lives
- See new possibilities for designing a Sexy Second Act Career and Life that includes Passion, Purpose and a Paycheck!
Field or Industry Specialty: Certified Business Coach / Certified Strategic Planning Coach / Exit Planning
Years of Experience: 30 Years Corporate America, Logistics / Supply Chain, 14 years as a Coach
Services Offered: Business Coaching and Exit Planning
Certifications, awards, etc: MBA, Certified Business Coach, Certified Strategic Planning Coach
I started my Coaching business more than 11 years ago, leaving a highly successful career as an EVP of Logistics and Supply Chain for the nations leading home healthcare provider. I have become one of the top coaches in Southern California by delivering proven results in every aspect of running a business …including revenue & profit growth, cost management, advertising and building high performing teams.
My diverse experience from 30 years of “Corporate America” for fortune 100 companies, combined with my passion for coaching people, gives me the understanding of knowing the direct challenges and opportunities that exist for small, mid-size and large organizations in both urban and rural areas. I’m amazed at how many business owners think they have to work longer and harder than anyone on their team – it doesn’t have to be that way!
I am uniquely positioned to mentor Southern California business owners on the courage, faith and commitment it takes to be a business owner. Plus, as your coach, I will help you build an entrepreneurial knowledge base, and teach you successful strategies, both business and personal, that will improve the way you think, how you lead, and create short and long-term goals for your business and personal life.
Your first step is to schedule a Complimentary Coaching and Diagnostic Session and share with me where you’ve been with your business, where your business is currently, and where you want it to go. From there, we can work on ideas to help you achieve the results that are most important to you. All you need to do is call (714) 643-8124 or click the link Business Health Check to get started.
I guarantee to find my fee in 13 weeks or less, or I will coach you for free until I do.
Founder / CEO
Field or Industry Specialty:
corporate speaker, coach and trainer, business and executive team building
Years of Experience:
Executive and Business Coaching / Sales and Management Training / Corporate Speaking
Mr. Robertson is a nationally acclaimed corporate speaker, coach and trainer, specializing in business and executive team building. His presentations focus on Team Building, Management, Sales, CRM and Distributor topics. Presentation formats include webinars, 30 to 45-minute talks, keynote, ½ day, 1 day or multi-days for larger groups.
- Business Trending in Corporate America
- Managing Change (Managers / Staff)
- Managing the Box (Managers)
- Leading with Purpose – Team Coordination
- CRM Performance (CRM / Corporate Sales)
- Selling Below the Price Line ™ (Sales, CRM)
Mr. Robertson is the author of Selling Below the Price Line™, one of America’s TOP retail and direct sales training programs. His company, Performance Strategies, Inc. is a team of 14 topic matter experts supporting leadership team building for management, sales, and CRM. He has authored programs titled “Selling Below the Price Line”, “Winning in a Competitive Environment” “Success on Your Terms,” “Achievement by Design,” “The Science of the Sale,” “Selling Your Competitive Edge,” and has written articles for industry magazines and publications. Consider booking Will Robertson for your next conference, awards event, New Year kickoff or new product rollout. Will Robertson brings a confident delivery and a powerful motivational and instructional message to your teams.
If you are a business owner, operator or executive seeking higher performance with better results consider Will Robertson as your performance coach. To learn more about coaching options in person, online or by phone call Mr. Robertson at 562-577-7000 for a no-cost interview. You can team up to improve communications, time and task management, set priorities and create strategic action plans for their achievement. Coaching can be weekly or monthly as needed with only a 90-day commitment required to get started.
Neal L. Rubin
Reliant RE Insurance
Mr. Rubin is President of Reliant RE Insurance. Neal joined Reliant in June of 2016 with over 30 years of experience working in the Insurance industry. Neal’s broad knowledge of self-funded, captive and fully insured Health & Welfare programs brings diversity and depth to Reliant.
In his role as President, Mr. Rubin is in charge of developing products and expanding Reliant’s footprint across the Country with both vendors & partners. In addition, Neal will be working with current clientele to look for additional Insurance opportunities.
- Continue to increase and strengthen vendor & partner relationships both within the United States and Overseas.
- Expand Reliant’s reach to businesses by offering additional coverages and insurance contracts.
- Deploy our regulatory affairs assistance team to ensure governmental compliance
- Adapt technology applications to meet client capability and simplify operations
- Provide ongoing plan management to meet the future benchmarks
Neal is responsible for the management, coordination and ultimately, the performance of all Reliant programs. Mr. Rubin has developed significant expertise in the areas of plan analysis, design, evaluation and compliance. Neal brings to Reliant a deep appreciation for, understanding of and competency in industry trends, contractual negotiations and financial considerations. Ultimately, he is dedicated to meeting and exceeding both Reliant & client expectations.
Mr. Rubin earned his Bachelor of Science in Business at the University of Southern California. Neal is a Board Member of The Crohn’s & Colitis Foundation of America (CCFA) for the Orange County Chapter and is actively involved with the JDRF organization. Neal is married with four grown children and enjoys golf & travel in his personal time.
President, KWSM: a digital marketing agency
Field or Industry Specialty: Digital marketing
Years of Experience: 10+
Services offered: Social media strategy & management, website design, SEO, online advertising, PR/ influencer marketing, blogging, video/photography, email marketing, speaking & workshops
Certifications, awards, etc: Google Partner
Katie Wagner spent 15 years as a television and radio journalist, working for news outlets all over the world, including ABC, CBS, Fox, CNN & National Public Radio. As a professional storyteller, Katie knows how to engage an audience and build credibility, and she believes those skills are just as valuable for business owners as they are for journalists.
Today, Katie owns a full-service digital marketing agency made up of journalists like herself. The agency, KWSM, specializes in content creation, social media management, digital advertising and website design. They work with clients like Mitsubishi, Anthem Blue Cross, F45 Fitness Studios, Caesar’s Entertainment, and small to mid-sized companies across the country. KWSM has offices in Orange Country, CA, Atlanta, GA and Las Vegas, NV.
Katie also works as a consultant, helping businesses integrate digital marketing into their traditional media marketing plans. She is a popular speaker, and regularly gives keynote presentations and leads workshops and breakout sessions for small business audiences.
Katie lives in San Diego, CA with her husband and their 5 rescue dogs.
Trinity Healthcare Staffing Group needed to grow their community of travel registered nurses (RNs) in order to build their roster of nurses that could be sent on assignment. Through social media management and community building on Facebook, Twitter, Instagram, and LinkedIn, we were able to engage Trinity’s audience and reach out to travel RNs that were ready to go on their next assignment. This consistent community management allowed us to provide a steady flow of leads to Trinity’s recruiters.
Number 4 Hair Care wanted to increase online sales, and improve brand awareness with salons and stylists who could carry their products. We created a mix of custom and curated content that was both informative and aesthetically pleasing. This included how-to videos from leading stylists, product-focused photo shoots, new product launch campaigns, social posts across a variety of channels, and weekly blog posts. Our content has established Number 4 as a leader in the hair care industry and continues to drive website traffic, product sales, and overall community engagement with stylists.
The Carter Law Firm, a consumer class action firm, wanted to increase the number of client leads they received from their online marketing efforts. We redesigned their website, giving the firm a clean, modern look that focused on building credibility and converting visitors into prospects. Within the first month after the new site launched, the firm began receiving 5-10 phone calls per week from prospects who had found their website.
CRD Manufacturing receives a lot of website traffic and generates leads through their site. We ensure that CRD’s website is always live, accurate, and bringing in business. We run security updates and create backups monthly, lessening the chances that the site will go down, and ensuring that we are able to restore it quickly if it does. We also manage the content on the website, adding or removing employee bios as needed, changing out slider images to keep things interesting, and building landing pages as needed for new initiatives.
Silver Bullet Vacations was a new company that didn’t have any traction in the Airstream rental space. After conducting keyword research to determine what people were searching for, we optimized their website so that it would show up well in search. Additionally, we created a Google advertising strategy that mixed pay per click, banner ads and retargeting. Within 90 days, the Silver Bullet website obtained a first page Google ranking for several relevant keywords, and search is now the top source for website traffic. They regularly receive bookings from clients who find them on Google.
OYO Fitness was launching a new product into the marketplace. They needed effective social ad campaigns across multiple channels that would drive potential backers to their Kickstarter crowdfunding page. We created an advertising strategy to generate interest and sales, producing and managing ads on Facebook, Twitter and LinkedIn. The Kickstarter project was fully funded within days, raising the money they needed to launch their product. The campaign became one of the most successful Kickstarter projects of all-time, and the second highest backed fitness project on the crowdfunding platform.
Jerome Alexander Cosmetics wanted to expand their retail and online sales by exposing their products to a new, younger demographic. We formed partnerships with Instagram and YouTube beauty influencers like Melly Sanchez (thefashionfreakk) to create beauty tutorials and social media posts featuring the Jerome Alexander product line. The content produced received hundreds of thousands of views, drove unprecedented traffic to the website, and spiked sales of the products featured.
Camino Federal Credit Union wanted to engage their members and build an audience on social media by creating a video series with tips on managing personal finances. We set up recurring monthly video shoots and shot several video tips each month, which were then released weekly on social media. This video content has helped establish Camino as a personal finance resource, with more than 100 videos completed and tens of thousands of views across social media.
Sperry Commercial Real Estate was launching their new affiliate program and wanted to use digital marketing to get the word out. Katie was hired by the Chief Operating Officer of Sperry Commercial Global Affiliates to train and mentor his team in social media strategy and best practices. Through a series of workshops and one-on-one coaching sessions, Katie helped the organization get started with Facebook, Twitter, LinkedIn and social advertising. Now, they are able to use social tools to increase brand awareness and connect with potential affiliate partners.
The Orange County Association of Realtors wanted to educate their members on the best ways to use social media to connect with clients and grow their businesses. They staged a one-day ‘Real Social’ conference, and hired Katie as one of 3 keynote speakers. Katie’s educational talk centered around the capabilities of social media, effective strategies for Realtors, and general best practices. Conference feedback forms showed that she was the audience’s favorite speaker at the program!
Sr. Partner & Executive Business Coach
Field or Industry Specialty:
Executive Business Coaching & Consulting
Years of Experience:
Executive Business Coaching /Communication/ Leadership / Strategy / Profitability & Growth / New Products & Markets / Technology / Marketing / PR / P&L / Events / Market Research / Vision & Culture / Team Building
Certifications, awards, etc:
MBA in Marketing, and a BS in Business Administration from SDSU, Executive Business Coach Certification ActionCOACH; Certification in Spiritual Psychology, University of Santa Monica; Conversational Intelligence® for Coaches Enhanced Skill Practitioner. Lead With Purpose Certified Coach.
Lisa provides executive coaching, business coaching and mentoring services to small and medium sized businesses. As your business coach she will help you deliver the results you desire using proven tools, methodologies and systems, tested and perfected over thousands of businesses.
Lisa herself grew two small companies to the point of acquisition by larger organizations. Her background includes 14 years as president and CEO of the I3A, an imaging technology company, where she took the organization from launch through several pivots to redefine the organization as it went through multiple disruptive technology challenges.
In 2012, Lisa decided to launch a new business. After exploring all of her options and taking her extensive business experience into account, she resolved to become a business and executive coach. Lisa’s reward is the opportunity she has to make an impact on many different businesses, and on people’s lives. “I love seeing the light bulb come on for clients,” she says.
Her personal life is filled with adventure. She is a seven-time world record-holder and National Champion in Formation Skydiving, an instrument-rated private pilot, a two-time marathon finisher as well as an Advanced PADI-rated scuba diver.
"Working with Lisa’s been absolutely great. She comes with a wealth of ideas tied to practical, easy to implement actions to take. She’s a needle mover. You’ll probably test a few ideas and see awesome results within the first few meetings. Literally, money in your hands. No pie in the sky stuff either, just results you can grasp with both hands. For anyone considering Lisa, just get it done already, you’ll be happy you did."
- D. Nicart, Synergy Direct Response (Results = 244% increase in revenue, 2103% return on coaching investment)
One of the best investments I have made to date in my business, and myself, is hiring Lisa Walker. Starting a business in my mid-50s was not an easy endeavor. When I found myself stuck in moving my business forward I called Lisa. I found her coaching style a good fit for me. Her way of encouraging, challenging and teaching me led me to discovery and enabled me to make some challenging and sometimes difficult decisions. Her “toolbox” of resources and tools is similar to Mary Poppins’ carpetbag! She taught me how to see past the obstacles in my path, dig deeper and find solutions. What I learned from Lisa continues to serve me. Lisa teaches you to tap into yourself; there is always something new to be learned.
~ T. Aikin, Anchor Risk Management
Lisa Walker has been such an amazing business coach while we started branding and implementing all of our ideas for our commercial and video production company. We had so many great ideas, but didn't know how to get them out of our heads and into action! Lisa helped to us to set attainable goals and keep us on track to achieve them. She has a proven system to help your business achieve results!
~ Madonna Quinn, Executive Producer, Choice TV
Lisa has been a great business coach. She helped us identify, refine, and align our business goals, and then provided planning assistance and resources to help us formulate a plan to reach those goals. We were a "target-rich environment" with many opportunities for improvement. Lisa was able to explain, revise and reinforce the concepts we needed in order to get us moving in the right direction. Thank you, Lisa, for sharing your frog recipes with us!
~ Don Julien, Acting CEO, Softech & Associates
Thank you again for your time and for sharing your expertise, Lisa! It was a pleasure to hear your presentation. I appreciate the practical strategies you provided us; all of which can be applied seamlessly! Your explanations, examples, and even the ability to model them at times reinforced how applicable they can be to us personally and professionally. Thank you!
~ Leslie Wheaton
When I asked my business attorney for a referral to someone who could help me sort out some difficult personal issues, he referred me to Lisa. Although I am a Psychologist by trade, Lisa’s approach was novel and “life changing.” Based on my behavioral descriptions of those involved (including myself), Lisa quickly determined the cause of the conflicts and made recommendations regarding the “best” approach for resolving the issues. Since that fateful meeting, I have very effectively applied this knowledge about myself and others in both personal and business settings. Without judgment of what is “right” or “wrong,” Lisa’s guidance has helped me understand why certain personalities have always “pushed my buttons” and how I can best navigate the waters surrounding individuals who simply approach life differently than I do. Lisa’s approach is non-judgmental, respectful, and educative. She is able to adapt her style to the personality and needs of her clients, taking them to new levels of self-awareness. I recommend Lisa without reservations for anyone wishing to understand themselves, others, and grow their business.
~ Anne Reith, Ph.D., Impart Wisdom & Wellness, Tustin, CA
Thank you Lisa, I learned so much and I have started implementing them in my personal and business life. I already feel the difference in me in a matter of a few days.
~ Sima Azmoudeh
Despite our late start and slow trajectory getting off the ground, it has been a very beneficial experience for me on many levels. I have appreciated greatly your willingness to think outside of the proverbial box when needed due to my unconventional vision for my company. I have also appreciated your willingness to work around my irritating "technician's" schedule at times. I'm glad we finally got into a nice groove!
I contemplate and meditate on the advice and bits of business development wisdom you have imparted to me daily, which has helped to shake up my "technician" routine and reinvigorate the zeal I had let fizzle out over the years for my business. I truly needed that, so I want to thank you for giving me that gift. I look forward to keeping in touch and making you proud as my business continues to develop and grow.
Thank you so much!
~ S. Leslie, CEO, Regal Court Reporting
I am Co-Founder of a small business CPGjobs.com that helps people and companies connect in the consumer products industry. We have been in business quite successfully in terms of our reputation but not in terms of revenue. We realized that we needed to have additional skills to move forward the business and we could not do it ourselves. In comes Lisa Walker from Action Coach.
Oh did forget to mention we are a husband and wife team. I count my lucky stars that we found Lisa Walker. She has helped us to become more focused, set priorities, and begin using the tools that a successful business needs to have. And let's remember that we are a husband and wife business. She has been the perfect coach to navigate the emotional turmoil that happens in this type of relationship.
We are now on our way to building a sustainable company that we will be able to sell in the future. Thank you, Lisa.
~ M. Carrillo, Co-founder, CPG Jobs
I am writing to express my sentiments about my business coach, Lisa Walker with Action Coach. First, allow me to say that Lisa is bright, positive, interesting, experienced and very knowledgeable. But for me, during the months working together, she was flexible and patient, making adjustments in the preferred sequence to accommodate my immediate and involuntary priorities, such as technical assistance, staffing, time allocation and cash flow.
My goals were/are to rebuild our company to pre-recession volumes, create a harmonious atmosphere in a challenging industry that is both satisfying and financially rewarding for its owner and employees, while maintaining excellence in our finished projects and client satisfaction, and ultimately rendering our company attractive to investors and/or purchasers.
Personal goals include having more free time with less stress, and devoting more time to family and friends. At this juncture, our projects are moving ahead, cash flow is improving, and more prospects are being developed.
I thank Lisa for her resourcefulness and encouragement, and I recommend her with confidence for a business of any size with goals for improvement.
~ David L. Cole, President, R.M.O. Copa Constructors
I just want you to know that I had a very productive day today! I also ate a HUGE FROG that had been on my desk for weeks now. Love the 45 minute timer idea.
~ Brenna Johnson
President and Founder of Syntactics Sales Scripting
Field or Industry Specialty: Sales Script Coaching and Copywriting
Years of Experience: 15
Services Offered: Sales Script Coaching, Sales Training, Copywriting
Certifications, awards, etc: International MBA, B.A. History
I have nearly two decades of success as a globally based sales trainer, businessman, and entrepreneur. I am a Management Consultant with Performance Strategies and it is my mission to help other sales executives, entrepreneurs, and salespeople to create winning sales scripts that enable them to close sale after sale. Since 2011, I have helped thousands of individuals and groups to become more effective with their sales language through one-on-one coaching and customized workshops.