CASE STUDY

Tutorial Video

How to Transform the Way You See Business

How to Transform the Way You See Business

When you’re an expert at your craft or service, you know how precious time is. My client needed a plan to grow their business, but wanted to focus on what they do best - serving customers. I built a strategic plan full of insight on how to consider the bigger picture while continuing to practice their craft.

When you’re an expert at your craft or service, you know how precious time is. My client needed a plan to grow their business, but wanted to focus on what they do best - serving customers. I built a strategic plan full of insight on how to consider the bigger picture while continuing to practice their craft.

Established:

Staff:

Sector:

2005
1
Physical Therapy & Wellbeing

CLIENT PROFILE

Somatic Exercise Education (Soma-X)

Soma-X, or Somatic Exercise Education, is a physical rehabilitation company run by Harley Preston out of Victoria, BC, Canada. Harley specializes in complete body transformations, helping clients with the most extreme levels of pain and injury become pain-free and mobile. Harley has been a one-man show for over a decade, and wanted to explore growing his business into something greater.

The Problem


Harley Preston, owner/operator of Soma-X has big dreams for growth. After speaking to him just once, it was clear that he had a distinct vision for Soma-X as more than just a physical therapy company. The next that was obvious - Harley's time was at it's limit. Between having a family and training the maximum amount of clients per week that time would allow, Harley needed a realistic plan for the growth of Soma-X.

JAGresults followed its core values to save our clients time and allow them to focus on what they do best - in this case Harley getting people out of pain. We built a precise strategic plan that changed the way Harley looks at business, giving him the exact sequential tools to pursue his vision of growth.


  1. Client Interview

From the Initial Client Interview, JAGresults was able to identify:


  • Soma-X's current position in the market

  • Harley’s day-to-day efforts: fully maxed out for time serving clients

  • Harley’s plans for growth - he wanted to become a lifestyle brand and hire multiple trainers in order to help more people get out of pain.

  1. New Strategy & Target Market

We transformed Harley’s large and ambitious dreams into a quantifiable statement, defining the scope and variables of the desired position in the market.  

In this scenario, our client provided guidelines of the markets he wanted to expand into.  JAGresults took those markets as a starting point, tested the viability of those groups, and then built three detailed customer profiles, with complete demographic information, even going as far to identify which postal codes these groups inhabit. 

We then presented our client with a call to action to decide which of these markets to primarily pursue.

Deliverable:

3x Ideal Customer Profile

  1. Tactical Growth Plan

This is where the strategic plan really takes shape into actionable steps. We presented a detailed 4-phase plan consisting of: information gathering, building, testing & deployment.  At JAGresults we keep things precise and calculated, meaning each tactical activity contained the required resources, sequential timeline, and associated costs.  This gave our client a reality check on what it really takes to implement growth on the scale he was looking for.

Deliverable:

Phased Tactical Plan

The Solution

  1. Key Objectives & Situation Analysis

Remember, most people get strategy wrong, strategy is an organization’s position in the market.  JAGresults identified Soma-X’s position by establishing the basis of which it competes, which is customer intimacy. 

Deliverable:

Formal Mission Statement

  1. Competitor Analysis

JAGresults identified the 3 most direct competitors to Soma-X, scoring them on geographical reach, offering, staff, and competitive advantages.  It was also important to note indirect competitors for information, such as first page google results for “how to fix back pain”

Deliverable:

Competitor Analysis

  1. Website Plan

An updated website was one of the key platforms to administer the changes Harley was after.  The approach we took was to break down each possible group that would use the website, define their intended purpose, whether they bring revenue, and the keys to succeeding in engaging these web users.  

We used the insight from the user groups to influence the site layout.

All the information gathered from listening intently to the client and building the strategic plan was used to create a homepage mockup, including the types of content that would be on the website.  

Deliverable:

Revised Website Layout

Deliverable:

Website Homepage Mockup

The (JAG)Results

Harley and Soma-X started from a place with a general vision and was delivered a precise road map of how to get started. He was extremely satisfied with the thoroughness of precision of our Strategy package. This strategy opened up a solo business owner onto the new ways of thinking required to achieve a vision of growth. Contact JAGresults today to see what our strategy packages can do for you!

Lets Chat

Contact us

Achieve your results today with a free 1 hour consultation.

Subscribe to Have Tips for Marketing Results Sent to your inbox

JAGresults.com

Terms of Service

Privacy Policy

© 2024 JAGresults. All Rights Reserved.

Subscribe to Have Tips for Marketing Results Sent to your inbox

JAGresults.com

Terms of Service

Privacy Policy

© 2024 JAGresults. All Rights Reserved.

Subscribe to Have Tips for Marketing Results Sent to your inbox

JAGresults.com

Terms of Service

Privacy Policy

© 2024 JAGresults. All Rights Reserved.

The Problem

Harley Preston, owner/operator of Soma-X has big dreams for growth. After speaking to him just once, it was clear that he had a distinct vision for Soma-X as more than just a physical therapy company. The next that was obvious - Harley's time was at it's limit. Between having a family and training the maximum amount of clients per week that time would allow, Harley needed a realistic plan for the growth of Soma-X.

JAGresults followed its core values to save our clients time and allow them to focus on what they do best - in this case Harley getting people out of pain. We built a precise strategic plan that changed the way Harley looks at business, giving him the exact sequential tools to pursue his vision of growth.


  1. Tactical Growth Plan

This is where the strategic plan really takes shape into actionable steps. We presented a detailed 4-phase plan consisting of: information gathering, building, testing & deployment.  At JAGresults we keep things precise and calculated, meaning each tactical activity contained the required resources, sequential timeline, and associated costs.  This gave our client a reality check on what it really takes to implement growth on the scale he was looking for.

Deliverable:

Phased Tactical Plan

  1. New Strategy & Target Market

We transformed Harley’s large and ambitious dreams into a quantifiable statement, defining the scope and variables of the desired position in the market.  

In this scenario, our client provided guidelines of the markets he wanted to expand into.  JAGresults took those markets as a starting point, tested the viability of those groups, and then built three detailed customer profiles, with complete demographic information, even going as far to identify which postal codes these groups inhabit. 

We then presented our client with a call to action to decide which of these markets to primarily pursue.

Deliverable:

3x Ideal Customer Profile

  1. Website Plan

An updated website was one of the key platforms to administer the changes Harley was after.  The approach we took was to break down each possible group that would use the website, define their intended purpose, whether they bring revenue, and the keys to succeeding in engaging these web users.  

We used the insight from the user groups to influence the site layout.

All the information gathered from listening intently to the client and building the strategic plan was used to create a homepage mockup, including the types of content that would be on the website.  

Deliverable:

Revised Website Layout

Deliverable:

Website Homepage Mockup

  1. Client Interview

From the Initial Client Interview, JAGresults was able to identify:


  • Soma-X's current position in the market

  • Harley’s day-to-day efforts: fully maxed out for time serving clients

  • Harley’s plans for growth - he wanted to become a lifestyle brand and hire multiple trainers in order to help more people get out of pain.

  1. Competitor Analysis

JAGresults identified the 3 most direct competitors to Soma-X, scoring them on geographical reach, offering, staff, and competitive advantages.  It was also important to note indirect competitors for information, such as first page google results for “how to fix back pain”

Deliverable:

Competitor Analysis

  1. Key Objectives & Situation Analysis

Remember, most people get strategy wrong, strategy is an organization’s position in the market.  JAGresults identified Soma-X’s position by establishing the basis of which it competes, which is customer intimacy. 

Deliverable:

Formal Mission Statement

The Solution

The (JAG)Results

Harley and Soma-X started from a place with a general vision and was delivered a precise road map of how to get started. He was extremely satisfied with the thoroughness of precision of our Strategy package. This strategy opened up a solo business owner onto the new ways of thinking required to achieve a vision of growth. Contact JAGresults today to see what our strategy packages can do for you!