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
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
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
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.
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.
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.
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
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.
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!
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
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
Business Coaching and Exit Planning
Certifications, awards, etc:
MBA, Certified Business Coach, Certified Strategic Planning Coach
I started my Coaching business more than 15 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 (949) 422-1167 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.
Benefit Equity, INC.
Jay McDowell has coached myself, my executive team and staff for more than 5 years. In that time, he has successfully identified our areas of improvement and concentrated his efforts to strengthen our operations, accounting and finance departments.
One of Jay’s strengths is the ability to cut through the noise of the past and lay out a new course or direction that is easy to understand. His Fortune 500 company background has set himself up to bring proven business concepts to small business.
From a leadership perspective, Jay helped me to gain confidence and direction on shifting the day-to-day management of the business from my CEO to myself as President.
I cannot say enough about the way Jay presents ideas, listens to your concerns and organizes the process of reevaluating how you do business. In the end, Jay will learn what needs to change in your business for you to succeed and continue to grow. The question is, did you learn and grow from his guidance in order to make those changes stick.
I highly recommend Jay as a business coach for anyone seeking guidance and expertise in running a successful business
Michael Gorelick, APR
Benefit Equity, Inc.
CEO and Founder of Ingenio Solutions, LLC
Field or Industry Specialty:
Accounting & Finance Consulting
Years of Experience:
Interim, Project, and Fractional CFO and Controller services
Certifications, awards, etc:
BBA, The College of William & Mary; CPA;
Ingenio Solutions is a consulting firm with talented experts in accounting and finance who help companies solve problems, create efficiencies, and improve their bottom line. The firm attracts senior-level financial people including CFOs and Controllers who enjoy working with clients on a project, interim, or fractional basis.
Jean earned her CPA at Arthur Andersen and then worked for several companies as a Controller and VP Finance. In 2004 she joined a consulting firm and used her accounting expertise to identify and provide talented resources to clients on an interim and project basis. In 2014 Jean started Ingenio Solutions to combine her passion for working with clients and providing top talent to solve their accounting and finance headaches.
At Ingenio Solutions we are CFO and Controller consultants who help companies clean up their books, prepare accrual financial statements, create more efficient processes, and train and develop finance teams. We work with clients on a full-time basis on projects such as a software implementation or as an interim resource to fill the gap until a permanent employee can be hired. Our Fractional CFO consultants work with multiple small businesses as a part-time CFO.