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Challenges:

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At the start of their partnership in 2017, PMPT owners Joey Salgado and Josh Moreali were looking for a business coach who could assess them well enough to diagnose their issues, and provide guidance on decision-making and on the overall organization of the business. After working with various coaches that didn't work, they turned to Owners Club as a referral from their small business-owner friend.

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"At the time, we were working with different coaches and couldn't find the right person who could assess us well enough to diagnose our problems. But when we met Young, everything he said was what we wanted to hear."

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Objectives:

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• Get a bird's eye view of where to focus
• Assess the PMPT team and create a roadmap
• Create swimlanes and priorities
• Improve BizOps and build processes

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"What we like about Owners Club is that it provides simplicity. Young took the time to interview each member of the team to get an overarching assessment, which was so appreciated. When you don't know what you don't know, you end up making assumptions on what's important to focus on – Young simplified and clarified things for us."

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Solutions:

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• Carved out roles for PMPT team members so they could know where to focus and how to prioritize
• Improved operational rigor for meetings and check-ins, helping the team to stay apprised of everything across the company
• Built a strategic approach around testing
• Guided the development of foundational documents and processes for decision-making

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Main Takeaways:

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PMPT's year-end total revenue increased by over 50% in just one year from 2021 to 2022.

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The team's average number of visits per month also increased by more than 33% between 2021 and 2022 from 253 visits per month on average in 2021 to more than 333 visits per month on average in 2022.

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