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An Integrated Strategy, Development, and Advisory Partner.
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Income Increase, Debt Reduction, and Business Growth

Problem

A conflict between a desire for growth and the combination of a heavy debt burden and lack of sales and financial strategy

Process

We performed an audit of a fitness and health coaching business, beginning with the previous 12 months’ profit and loss data, the sole proprietor’s personal income and expenses, the pricing plan for services offered, and the financial health of the business. We then revised the pricing plan, designed a budget and systems for recording and managing income and expenses, coached our client on organizing multiple bank accounts and prioritizing cash toward debt reduction and creation of an emergency fund.

Goal Achieved

A 250% increase of monthly income; increased customer demand mandating business growth and increasing the size of the team; a $10,000 reduction in debt over a 4-month period; and a financial management system.


Refinement Of Pitching Ability

Problem

Serial tech entrepreneur needed refined articulation to invite investment partners to engage in a prospective billion-dollar unicorn

Process

We listened to our client's vision and objective, and then responded with multiple iterations of review of a draft pitch book, offering perspectives on design, layout, and language to present the deal concept and to connect effectively with the target audience.

Goal Achieved

Completion of a polished pitch book and executive coaching toward pitch delivery. Currently in progress.


Capital Campaign to Secure $12 Million

Problem

Fintech startup needed strategic operations consulting, communications management, and executive advisory to prepare the business for launch

Process

We studied the legal, financial, and technical foundation on which our client’s business was founded.  We presented our client with a robust brand management strategy, beginning with client diagramming, a study of the competitive landscape, dynamic market research via interviews of prospective users, a brand visioning workshop, brand positioning, and values and culture design. We also provided UI/UX guidance, trade show and social media marketing resources, and introductions to prospective strategic partners. Further, we conducted brain-based behavior assessments of the management team in order to facilitate team cohesion, communication, and alignment.

Goal Achieved

Brand communications to inform a capital raising campaign that secured $12 million from key investors; operational structure to inform an effective client experience; and executive advisory.


Secured $15mm Loan for Construction Project

Problem

Real estate developed lacked funding for the construction of an 86,000 sf luxury loft complex

Process

We performed project analysis, market research, financial modeling and loan sizing, managing information flow, and preparing a complete loan application package. We pitched a $15 million loan request to financial institutions and secured a lender to support the project.

Goal Achieved

Positioned client to secure $15 million in construction financing; delivered strategic and executive coaching.


Executive Coaching To Successfully Appear On Television

Problem

Bakery needed business consulting and executive coaching to finally accept repeated invitations from the tv show, Shark Tank, to appear as a contestant

Process

We conducted in-depth information extraction and organization, followed by structured executive coaching, to transform the story of the successful solo entrepreneur from that of a hobby to an investable business.

Goal Achieved

Ground-up business analysis, market research, competitive analysis, and assessment of financial health and financial projections. Training in communication and articulation of the business. Currently in progress.


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Repair of Personal Brand

Problem

Constant conflicts of personality at the workplace culminating in reduction of our client’s utilization and limits to her career progression

Process

We listened the challenges of our client, an investment manager, and studied the relational landscape with which she was contending.  We empowered our client with a communications plan involving self-reflection, appreciation of the interpersonal dynamics governing the workplace, effective articulation of needs, and navigation through conflict management.

Goal Achieved

Our client successfully repaired her personal brand with the centers of influence at her employer and gained access to a new set of opportunities within the company to advance her career commensurate with her skillset.


Freedom, Fulfillment, and Control of Life

Problem

Need for prioritization, stress management, and control over time and resources

Process

We performed an audit of the current state of our client, a working professional spread too thin, compared this to the desired state, and instituted measures to gradually reintroduce perspective, new measures of performance, positive returns on investment, and mindfulness.  By eliciting from our client his driving motivation and fulfillment, we helped draw alignment to his experiences.

Goal Achieved

Freedom, fulfillment, and control with respect to professional life and personal self-management


Increasing Confidence and Performance

Problem

Unsuccessful upward mobility

Process

We unraveled the latent talent of our client (an aspiring leader), we studied the culture of the employing institution and its system of rewards and recognition, and then we helped our client appreciate the gap analysis. We then worked extensively with our client to help him develop the poise and gravitas to manage his personal PR within the hierarchy.  We coached him in communication, client relationship management, and self-advocacy while also providing him appropriate skill development.

Goal Achieved

Increased self-awareness and self-confidence, positive client experiences, improved performance reviews, and sponsorship for a promotion over the course of one year.


Helped Client Successfully Find a New Position

Problem

Ineffective job seeking strategy

Process

We listened to our client, a mid-level advertising professional, performed an assessment of strengths/weaknesses and behavioral style, and explored a better fit. We produced a polished, sophisticated CV, composed a powerful elevator pitch, and prepared our client for interviews and provided image consulting.

Goal Achieved

3 job offers, each at 20% above current compensation.


Guidance and Career Management

Problem

Rejection from business school in the first attempt

Process

After carefully listening to the business school candidate’s academic and professional story, we were able to elicit important, powerful skills that the applicant possessed, but had not previously been able to identify and articulate.  We helped set a new course for the application process, producing more compelling application essays and coaching our client for admissions interviews.

Goal Achieved

A modified, more effective strategy for reapplication. Currently in progress.


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Revitalization of Communications Plan

Problem

Data and Analytics Company needed assistance articulating the business, its unique offering, and the opportunity for strategic partners

Process

We re-envisioned messaging for the business, we created written and visually appealing journey maps to demonstrate the product application to two distinct customer segments, and we designed a pitch deck to promote strategic partnerships and facilitate communication of the product and service features and benefits. Further, we offered guidance on expansion of the offering interface to gamification.

Goal Achieved

Refreshed, powerful communications plan with market-ready collateral, including a pitch deck, integrated infographics, and standalone textual content.


Increased Efficiency and Risk Management at Big 3 Global Bank

Problem

Unsustainable costs, low employee morale, sub-par customer service

Process

We designed a near-sourcing program to ease cost pressures while increasing process efficiency, and we built communication and management systems to improve the employee and client experience. We facilitated the preservation and codification of institutional knowledge.

Goal Achieved

Increased efficiencies and risk management, improved employee engagement and customer service.


Creation of Financial and Private Equity Growth Strategies

Problem

Need for a military supplier, a publicly traded manufacturing company to raise capital to fund organic and bolt-on acquisition growth

Process

We studied our client’s objectives and current financial scenario.  Next, we performed financial modeling involving analysis of the company’s valuation and production of a forecast based on our client’s growth plan.  We examined a capital raising scenario that had been presented to our client and offered attractive alternative avenues with the additional benefit of strategic partnership along with the necessary capital.  Finally, we produced an investor pitch deck, replete with projections and articulation of the opportunity.

Goal Achieved

A financial strategy, including protection of our client’s ownership and valuation in the face of an unfavorable proposed transaction, refreshed articulation of the business as an investment opportunity, and direction toward a favorable private equity growth strategy


Creation of Customized Software to Implement Employee Morale Plan

Problem

Rapid expansion and competitive pressures adversely affecting employee engagement and legacy culture at a prominent department store

Process

We partnered with HR to strategically design a customized, comprehensive, and practical program involving a sophisticated 360-degree feedback system coupled with leadership development training and an overarching corporate communications strategy.

Goal Achieved

A clear, methodical plan to elevate employee morale and improve the customer experience.  Customized software tools, executive coaching, and strategy consulting to implement the plan.


Creation of Client Acquisition Plan

Problem

Patient exodus at mid-sized dental practice, decreasing revenue

Process

We performed a strategy audit, examining the practice’s operations and finances, and assessed staff performance through observations and interviews.  We provided direction and clarity through one-on-one coaching and an analytical report, containing prescriptive measures for improvement using best practice benchmarks, as well as a how-to guide to execute a social media plan and to convert work processes onto a digital platform.

Goal Achieved

A concrete, measurable plan to acquire new patients and increase revenue.  Currently in progress.


Elicit Consulting values client confidentiality.  Names of certain clients have been withheld to honor their business needs for non-disclosure.

For further information, please fill out our Contact form.


What struck me immediately about Nalini were her sky-high standards she set for herself, her courage, and her charisma. Not only was she eager to embrace every challenge of every project...but she remained enthusiastic throughout...tirelessly dedicated, and committed to exceeding the expectations of her senior management. I can affirm, without reservation, that she is friendly, warm, bright, honorable, humble yet a natural leader, committed to continuous improvement, a valued asset on a team, a very creative problem-solver, and an excellent public speaker.
— Blazo Ivanovic, Senior Portfolio Manager at Westmount Asset Management