Finance Executive Aligns 120+ Employees for Peak Performance

Turning a Fragmented Team Into a Unified Force

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Case Details

Client: Ayesha Khan, Founder

Business Type: Multi-location Restaurants

Year: 2025

Tags: Team, KPIs, communication, trust

Project Duration: 12 months

Website: www.purebloomwellness.com

Coaching Tools Used

Team Alignment Assessment + Leadership Health Audit
Operating Rhythm & Communication Templates
Department Scoreboard System
Executive Team Coaching + Mid-level Leader Mentoring
Culture Rebuild Framework (Values → Behaviors → Systems)

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Serving Across US
Based in Dallas, TX

Uniting Teams Across Departments for Scalable Performance

Company: Unity Capital Group
Industry: Financial Services
Location: Denver CO
Team Size : 120+ (3 business units)
Primary Goal: Improve team alignment, morale & accountability
Coaching Services : Executive Coaching

The Challenge

Marcus Lee, a Senior Vice President at Unity Capital Group, oversaw a rapidly growing team across operations, finance, and customer strategy. Despite having capable individuals, his departments were fragmented, communication was strained, and performance lacked consistency. Employee engagement scores had dropped, and cross-functional tensions were rising.

The Coaching Approach

We began with a leadership alignment session involving Marcus and his direct reports. Over the next 12 months, coaching focused on building clarity, communication, and accountability across layers. We used a mix of executive coaching, team workshops, and rhythm implementation to establish consistent expectations and performance behaviors.

Key Shfits Made

Designed a Team Operating System for all departments
Implemented weekly leadership syncs and monthly town halls
Created shared KPIs and department scoreboards
Facilitated values alignment workshop to rebuild team culture
Rolled out a leadership feedback loop for upward and peer feedback

Results Achieved

31% increase in employee engagement in 12 months (from 58% → 89%)
Increased leadership confidence and cohesion across departments
Reduced turnover by 18% within high-stress functional teams
Quarterly goals now consistently met or exceeded
Strong culture of trust, clarity, and execution now in place

Before & After: Coaching Impact

Challenge

Unclear niche and value proposition
No offer structure or pricing
No sales system or email list
Revenue: $10k
Struggled with confidence and execution pace

After Coaching

Clear target market and messaging
2 validated service tiers launched
1,200+ email leads and conversion funnel built
$142K revenue generated in 6 months
Weekly momentum with clear accountability structure

Customer Reviews of the Case

“We had strong individuals but no alignment. Sekar’s coaching helped us become a united team with shared goals and real accountability. It’s changed how we lead and how we work.”

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Marcus Lee

SVP of Operations, Unity Capital Group
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