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Working Simply
Phone: 704-362-1526
info@workingsimply.com

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Freedom from business
as usual.TM

Freedom please!

BLISS

Our approach to
igniting change

Feel some BLISS

Working Smarter, Not Harder

Increase
workforce productivity

Show me how

As a result of
working with
Working Simply,
our total sales calls
are up over 20%...

See what our
clients are saying

Begin the journey

Four simple ways to get started today

Tell me more

Blog

Freedom
from business as usual.TM

Working Simply provides a comprehensive suite of programs that reframe how businesses and individuals work and interact. Our solutions use a combination of customizable tools, processes and trainings to deliver measurable results. Created to address an underserved need, Working Simply has partnered successfully with numerous clients to improve efficiency and organization.

Start working smarter not harder.

Freedom Framework

1

Create a Foundation

Move from a reactive
to a proactive mindset

2

Produce Results

Align your actions to the
strategy of the company

3

Develop Self

Develop meaning for
yourself and your team

Strategic

Structure your work so that it aligns with the strategic goals of the organization and leverages your strengths.

Ask yourself:

What is the best use of my time?

How can I best collaborate
with others?

What do I want and need to
be doing?

With Meaning

2
3

Strategic

/ Act with purpose /

Day-by-Day

/ Reactive to Proactive /

1

With Meaning

Find meaning in your work and capitalize on your strengths.

Ask yourself why you are in your current position at your current company?

How does your professional work contribute to meaning in your personal life?

Day-by-Day

Examine the way you approach the day-to-day activities that support your work... and the way you get your work done.

Behavioral Learning Integration Support System

Igniting change a Bliss-ful opportunity for your workforce

As our clients ignite change in their workforce, they are supported each step of the way with a variety of options including individual coaching, peer coaching, email coaching and online communities to reinforce the application of learned concepts.

 

Our BLISS model (Behavioral Learning Integration Support System) combines:

  • Application
  • Action planning
  • Coaching
  • Instructor-led training
  • Leadership development
  • Nano-learning (no more than 10 minutes per lesson)
  • Sales force effectiveness
  • Workforce productivity

Experience Working Simply®:
Freedom from Business as Usual.

Our BLISS model goes where you go to make your path to productivity and effective leadership
as convenient as possible.

  • Weekly Online Programs
  • Online Courses with Mobile Access
  • iPad App
  • Online Library
  • CRM Integration
  • Video Segments
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Online
Access

Our online
learning solutions
are designed to deliver
the right information
at the right time.

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iPad
Access

All our supporting
videos, quick
reference guides
and manager meeting
toolkits are available
on the iPad.

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Mobile
Access

Mobile access
allows you
to complete
learning assignments
on the go.

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Online
Libraries

Online learning
libraries
provide
quick access
to resource
material
to support
behavioral change.

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Video
Tutorials

Simple
video tutorials
provide step-by-step
procedures
for productivity
enhancing strategies.

Working
Smarter,
Not Harder

Download
Program Overview

Maximize your
productivity.

Simply
Leadership

Download
Program Overview

Expand your
footprint.

  • By being better organized and having a more defined daily plan, reps are able to make more sales calls per day. As a result, our total sales calls per week are up over 20% from the prior year. These additional calls per week should easily translate into $2 million in additional revenue per year.

    Chris Pope,
    Senior Director of Distribution
    and Process, Coca-Cola Consolidated
    Bottling Company

    More Info
  • The leadership development landscape has changed. It now requires an examination of an individual's productivity and addressing head on the common feeling of overwhelm prevalent in our organization and every organization today. Working Simply has helped us create space for leadership development to occur by meeting us where we are right now.

    Amanda Moorhead
    VP HR Learning and Development,
    Americas – Lend Lease

    More Info
  • Working Smarter, Not Harder has become foundational for my team. We are consistently focused on driving our business by making intentional time investment decisions that we believe lead to outstanding client experiences. What we have learned is that our ability to serve our clients begins with our individual ability to say "yes" more often due to our improved personal systems.

    Gene Sellers,
    Head of Solutions Sales
    Treasury Management
    Wells Fargo Bank, N.A.

    More Info
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Client Issue:
Not achieving sales goals.

CCBCC's on-premise sales team had too many tasks pulling them in different directions. They were working long hours and still not meeting their sales goals.

Working Simply Solution:

Working Simply customized its Working Smarter, Not Harder program for the outside on-premise sales team at CCBCC reinforcing the program for ongoing success by training the managers, facilitating regular peer group collaboration, and building an interactive iPad app.

Results:

  • 20% increase in the number of sales calls per week versus prior year
  • $2 million in additional potential revenue
  • Sales representatives said "I am getting more done. I make more sales calls per day. I am feeling more organized and I am less stressed."
  • Managers said, "My team is averaging over 48 calls per week and I am no longer getting emails at all hours of the night."
Close

Client Issue:
Reignite their leadership
development program

As a global construction firm, Lend Lease was significantly impacted by the economic downturn. As the market begins to rebound, Lend Lease is committed to developing their talent and has reignited its leadership development program.

Working Simply Solution:

Working Simply designed a custom leadership development program – Simply Leadership – for their North American managers and high potential leaders.

 

The Simply Leadership Program is a year long program and is divided into four segments:

  • Productivity Strategies

  • Principles of Self-Leadership

  • Team Engagement and Empowering Team Members

  • Maintenance Strategies to Support Productive, Engaged Teams

 

Each segment includeds an instructor-led workshop, self-paced online modules and 1:1 coaching support.

Working Simply also built e-Learning modules to support the leadership development of the employees not included in the Simply Leadership program. The modules included: Working Smarter, Not Harder, Email Boot Camp, Write GREAT Emails, Facilitating Online Meetings and Meeting for Results.

Close

Client Issue:
Overwhelmed,
overstretched sales teams

Wells Fargo's Treasury Management sales team is responsible for selling complex products in multiple market segments. Many of the sales members cover large geographic territories and work from their cars.

Working Simply Solution:

Working Simply customized the Working Smarter, Not Harder program for Wells Fargo Treasury Management by tailoring the content to the unique challenges of the relationship managers and by providing online learning options.

Results:

  • Increased year-over-year results at a double-digit rate without any additional staffing
  • Improved ability to serve clients due to improved personal systems
  • Working Smarter, Not Harder

    curriculum is now part of the sales certification course for all Treasury Management relationship managers at Wells Fargo

BLISSful BLOG

PRODUCTIVITY

If you want to regain your focus at work, turn off your e-mail notification.

Learn more @
www.workingsimply.com/turnitoff

DEVELOPMENT

One of the best ways to identify your strengths is to begin to notice when others ask for your expertise.

Learn more @
www.workingsimply.com/knowyourstrengths

LEADERSHIP

In a land far, far away, a leader simply asks " How will you find meaning in your work today?"

Learn more @
www.workingsimply.com/findmeaning

PRODUCTIVITY

Where does your time go? Analyze your "investment statement" today.

Learn more @
www.workingsimply.com/consideryourtime

Join us live

International Conference and Expo

ASTD Denver, CO
Productive Twist on Sales Training

April 19, 2012

More Info

Check back for updates or sign up for our mailing list!

Who we are

Working Simply provides a comprehensive suite of programs that reframe how businesses and individuals work and interact. Our solutions use a combination of customizable tools, processes and trainings to deliver measurable results. Created to address an underserved need, Working Simply has partnered successfully with numerous clients to improve efficiency and organization.

Jeannie Sullivan and Carson Tate collaborate as Managing Partners at Working Simply. As leaders in our own organization, we strive to embody the principles of productivity, purpose and meaning that we offer our clients and readers.

Download
Official Bios

  Focused  

Carson Tate

Learn more
about Carson

  Possibilities  

Jeannie Sullivan

Learn more
about Jeannie

Close

Carson
Tate

Carson's
Official Bio

Natural Gifts 

Order, structure and simplicity are the mainstays of both my professional and personal life. Professionally, order, structure and simplicity are what I partner with my clients and client organizations to create in their lives and in their workflow processes. Personally, order, structure and simplicity give me the freedom to be the wife, mom, sister, daughter and friend that I want to be.

Reputation 

Carson is a gifted consultant and instructor. She is determined, driven and works as hard if not harder than her clients to ensure that the project goals are achieved. She actively engages with her clients and firmly believes that they are capable of realizing their goals. Carson goes directly to the heart of the problem and will not be distracted until the project is successfully completed.

Essence 

Focused.

Vision 

Simplicity. I think that the people in the world need to find their own simplicity - simplicity of self, simplicity in purpose, a simple way of living. A simplicity free of preconceived notions of what work, relationships and parenting "must" be and focused on the precious present and future.

Close

Jeannie
Sullivan

Jeannie's
Official Bio

Natural Gifts 

Inspiring others to accomplish what may seem impossible " to them. I have a natural tendency to see the big picture and activate others into their dreams. When I learned about coaching as a profession, I knew it was for me. Now, I integrate coaching and behavior change insights into everything " from professional projects to parenting.

Reputation 

"Jeannie is creative and innovative in her approach to program design and problem solving. She is constantly connecting the dots to see a bigger picture and imagine the possibilities. She is also a realist. In spite of her big imagination, she has the ability maximize resources and work within boundaries to bring ideas to life."

Essence 

Possibilities.

Vision 

My dream for our future is purpose. Time wasters are all around us. The average person watches 5 hours of television a day. Imagine what could be accomplished in 5 hours a day? I'm not sure anyone plans to watch 5 hours of television a day. It just happens.

Give us a Call:
704.362.1526

Or send us an E-mail at
info@workingsimply.com

 

Copyright Working Simply, 2012