Case Studies


Chris met Your Clear Next Step at a local event and invited us to meet with a small group back at the office in hopes of making work better. By hearing directly from key individuals, we proposed a blend of surveys, interviews, training, and coaching. Leadership loved our simple approach and proven framework. We used survey and interview data to tailor the training and coaching content. Every single interaction produced immediate outcomes, and the cadence of training and coaching created sustainable habits. Today, Chris’ team works together better, and as a result, both profitability and morale are up. As Chris’ team grows, new employees catch up by attending Your Clear Next Step’s public workshops, and the team chose to include our webinars in their monthly teambuilding.


Leadership Development and Employee Engagement

Your Clear Next Step worked with a digital services team with a medium sized company in the publishing industry.

Leadership Development

  1. Conducted skills assessment for a team of 29 leaders
  2. Developed and delivered multi-session leadership series integrated with small-group workshops and 1:1 coaching to improve self-awareness and leadership skills
  3. Confirmed results through post-assessment
    1. 94% of participants showed measurable growth
    2. Average rating increase of 11%

Employee Engagement

  • Improved employee engagement through the facilitation of a survey and problem-solving to address highest areas of need


Design Company

  • Your Clear Next Step Strategy Coach helped Owners analyze present state of company and build out a 1-year and 3-year strategic plan
  • Coach checked in regularly to provide accountability coaching


“The [Client] Empire just finished strategic planning sessions with Your Clear Next Step and we HIGHLY recommend them.” – Rachel


Shipping/Freight Company

Your Clear Next Step…

  • Delivered training and coaching to leadership team
  • Helped establish standard performance management process
  • Provided Communication, Problem Solving, and Team Dynamics training
  • Continued to provide leadership, sales, and train-the-trainer training


The Company…

    • Doubled in size since in two years
    • Won DMACC’s Small Business of the year Award in our 2nd year of working with them
    • Named to INC 5000 list multiple consecutive years
    • Mentioned Your Clear Next Step in their awards acceptance speech


Local Telecommunications Company

Your Clear Next Step…

  • Conducted change and strategy sessions with select executives and team leads
  • Rolled out Change Management training and Organizational Strategy messages throughout the Organization
  • Designed and implemented Project Management Office

Employees expressed appreciation and respect for their CEO and CFO for providing direct insight into the company’s strategic plan and goals


Agriculture Equipment Manufacturer 

Your Clear Next Step…

  • Developed a multi-faceted training and assessment program targeted to needs of Program Managers
  • Delivered in-person and remote training and coaching on Meeting Management, Influence, Decision- Making, and Interpersonal Skills
  • Conducted training at international branches in Germany
  • Conducting ongoing assessments to measure effectiveness of training

90.5% of participants agreed or strongly agreed that the training, the facilitator, and the materials were effective.