Intuitive to Intentional

  • We are all measured by the intentions we have, the actions we take, and the results we earn.
  • We create strategy and execution plans and make course corrections as we navigate throughout the
    excitement and the challenges of our business.
  • We know our success lies in a balance between strong strategy and great execution. That’s where we can
  • Our focus is balancing process and skills. We help you understand and develop your customers, people
    and processes.

What We Do


Customers buy differentiated solutions. We help you understand how you differ based on a deep understanding of customers and why they chose you. We translate that into leveraging underperforming customers and acquiring new customers that look like your best customers.


People perform at their best when they have a voice in what you are doing and actively participate. We help align the individual talents with the right role and measure the effectiveness. We create metrics for the “soft” skills and help you execute plans to take talents to strengths.

We use our solution to understand individual and team talents and to give voice to the organization and measure the effectiveness of team performance.


Process creation allows your team to innovate and perform at their best. Process creates strong habits
that free them to use their talents to be creative in finding customer solutions.
We help build process for all functions of a business with a specialty in sales process and team
development at all levels.

What differentiates us:

  • Our proprietary methodology
  • Our history of success with our clients
  • Our ability to create strategy with you and execute it with you



We receive high praise from our customers, not only for strategy development, but also because we stay on to help execute and ensure that behavioral change takes place in the organization. Strategy, combined with execution, drives sustainable revenue growth.


Our mission is to help our customers and business partners achieve their most ambitious business goals for growth and profitability. We strive to create lasting relationships with our customers and business partners by delivering outstanding results and meeting our commitments.

Jerry Phillips

As an experienced business leader, Jerry held a number of key executive management positions. With his teams, he has driven results in sales, product development, marketing, operations and recruiting. He has created strategies to turn around underperforming businesses and developed the specific action plan for execution. He has extensive experience in both conceptualizing and implementing innovative solutions and processes for sales and marketing.

Over the past 12 years working as a consultant and coach, his dominant focus is helping companies build exceptional organizations that produce sustainable, predictable revenue with solid profit margins. He helps develop strategy and execution plans and creates and teaches processes for consistent and predictable performance.

Jerry has written several articles and has published a book on recruiting process “Total Assessment© 10 steps to Smart Recruiting, Interviewing and Selection.” He is a recognized content expert in, strategy, people performance, sales process, coaching, and defining and leveraging differentiators. Jerry holds a B.S. in Business Management from LaSalle University in Mandeville, LA..

Bill Cotey

Bill Cotey has been active in business and his community. He owned and operated a water treatment business in Chicago. He grew the company eight-fold in a 9-year window. He increased customer base with new customers and expanded existing relationships. He consulted with a manufacturer to develop a new product line of concentrate water treatment chemicals. He developed the succession process for transition of the company to new ownership. Bill has also owned and operated a consulting business and a manufacturing representative company selling into the industrial marketplace. He has trained and coached sellers and sales managers. Bill is formally the owner and President of Cotey Workplace Environment and grew the company to $25 million in sales as a Steelcase office furniture dealership. His experience and recognized expertise make him a highly qualified and sought-after consultant.
Bill has been active in his community as a Village Planning and Zoning commissioner, and he is the chair of the Zoning Board of Appeals. He has also served as a Family Business Trustee for The University of Illinois, and been an adjunct teacher in the school of business, specializing in Family Business and Succession planning. He has also served as the Education Director for the Family Business Council. Bill enjoys hunting, and the quiet of his cabin in Wisconsin, as well as spoiling his grandbaby.

Rick Winter

Rick Winter is a seasoned executive with diverse financial and operational experience in real estate, aircraft manufacturing and electronic manufacturing industries.  This experience is characterized by managing rapid growth and technological change in dynamic markets and companies ranging in size from start-ups to over $500 million.

At Piper Aircraft, he served as Corporate Director of Finance and Planning.  At Dee Howard, he served as Chief Financial Officer.  He is familiar with manufacturing layout, capacity planning, and implementation of lean manufacturing techniques. He has served as president and general manager of two contract electronic manufacturers serving customers such as IBM, Dell, and Motorola.  He has extensive experience managing rapid growth (over 50% compounded per year) in dynamic markets.  He has successfully implemented and refined MRP/ERP systems and lean manufacturing, using Kanban and Kaizen methods in over five companies.  He has successfully directed first time ISO9000 certifications, and total quality control systems.  He has managed over 400 employees.

Mr. Winter has a B.S. in Aerospace Engineering and an M.B.A. from The University of Texas at Austin.

Tom Sanchez

Tom’s experience and education has developed him into a high impact manager and consultant with extensive experience in diverse manufacturing, distribution and service industries, driving performance improvements and profitability. He has a reputation as a problem solver attacking complex, mission critical management issues, including sales, operations, administration, logistics and warehousing. Tom teaches others how to leverage organizational resources to attain new business, reduce and control costs, and meet customer demands. His work history is focused on building and maintaining strong successful sales, management and operations teams, consistently exceeding goals.
Tom’s career began working for ADP where he found sales to be his passion. He quickly began reading sales books, articles and attended seminars, conferences and trainings to become a student of his chosen profession. Using these skills lead Tom to a successful sales career with ADP, CertainTeed and Interstate Batteries. His success in these positions escalated interest in management and training roles where he could help people develop their careers and companies achieve their goals. As VP of Sales for USA Shade and Fabric Structures Tom developed his management and training skills to lead his team to a 16% increase in sales. Tom was recruited by American Tire Distributors to lead their Southwest Region sales team where he changed the sales environment from transactional to consultative. This change coupled with concrete sales strategy and smart territory management earned the Region of The Year Award in 2008. Three promotions were earned where Tom began managing distribution centers including acquisition and underperforming centers that needed conversion and turnaround. His turnaround in one of the distribution centers earned the Silver Wing Award in 2011 boasting the highest EBITDA in the company.
Tom accepted the challenge as a consultant and a mentor to a new business owner. He and the owner built an organizational and sales structure that has increased sales by 52% in 4 years and the company has consistently posted double digit growth. Tom also is working with another company as a consultant where he restructured and reorganized their company creating an organization and employees that have common goals and a plan to work toward those goals together.
Tom’s passion is deeply embedded in using the skills he has learned throughout his career to help people and companies succeed. He believes that his best work is yet to come.


We connect people with opportunities.



Download our eBook “10 Steps to Smart Recruiting” by Jerry Phillips

10 steps to smart recruiting


Thoughts on business and life…



A Lesson In Awareness



P.O. Box 341525 Austin, TX 78734

Call Us