The Ultimate System to Speed up your Startup

Pushing harder, but keep running in circles? It's not your fault.

Step 1: Watch the Video

Understand Velocity Obstacles

Step 2: Book a Strategy Call

Discuss your Velocity Potential

Step 3. Read Customer Testimonials

Review other startups' experience

If you are looking for a trusted partner/coach to help you scale to the next level, our coaches bring a unique and valuable approach to pulling out the critical areas of focus, foster a workship that drives opennesn and collaboration while reamining mindful of the end goal in sight. Having coaches with their level of experience that have been through this with other scaling organizations is highly valuable in this stage of the game.

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Jill LeNoble
Head of Customer Success

Midstage Institute coaches have been around the block and obviously know what it takes to drive RESULTS. Their experience with other companies will allow anyone to learn from both successes and failures and how to address both. The drilling of structure - strategizing and planning is beneficial beyond business walls.

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Arthur Dang
VP of Culture & People

The Midstage Institute team brings strong operating cadence to a process that can be very tedious. It's incredibly valuable to let the executives focus on the business, and the challenges, needs, and vision for the future, and not the process of planning out and aligning on OKRs.

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Lizz Harrell
Customer Success

Good information on getting us all on "one page". Had hoped to have more specifics as to how we would accomplish what we need to accomplish, but maybe that comes as we continue in this effort and this is simply providing the basis.

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Matt Hunt
Chief Credit Officer

What I appreciate the most in the planning session is the perspective and challenges issued to our thinking. Expanding our thinking and way of looking at things was most valuable as it will stay with us long-term.

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Bryan Doxford
Chief Strategy Officer

If you think your team is communicating well in your normal meetings then you're wrong. Our coaches can actually help your team tease out the important bits without a lot of businessy "fluff".

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Josh Ferguson
Co-Founder

Our coaches guided us through planning and prioritization without judgement and helped us come to strategic decisions efficiently. Those decisions gave us actionable and measurable goals.

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Meghan Gaffney
Founder & CEO

FOCUS: We lack focus all too often. This workshop provided us with actionable areas of focus. We need to have our feet held to the fire this year. If we do, we'll be successful!

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Bryan Doxford
Chief Strategy Officer

Is all 10s really useful feedback? Helpful to have an external driver of process and outcomes - with the context of referenceable examples (other midstage companies).

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Eric Best
Co-Founder & CEO

I think this is what we needed to upgrade and ramp up; there needed to be a gear shift at the top of the company to ensure the rest of the business takes note.

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Frederika Johnstone
Chief of Staff

Good working sessions - like getting together and hearing others' thoughts. Working alone, these are the only times I get to be face-to-face with the team.

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Brianna Vaughan
EVP Talent Management

Well structured, engaging, and interactive. Our coaches guided us in documenting step-by-step our priorities in the OPSP for future guidance and tracking

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William McClain
Head of People

Bespoke to the challenges of the org. Keeps us focused and productive. Stylistically may only work for specific culture/size of an organization

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Long Chu
Head of Finance & Strategic Planning

The frameworks and facilitation make it a lot easier to think and talk about the challenges and opportunities that are ahead of us.

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Diena Lee Mann
VP of Product

It was a positive experience! I would generally recommend the Midstage Institute, depending on the company/group's objective.

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Parag Ladhawala
Chief Growth Officer

I feel like the structure and use of a facilitator helped drive productive conversations. I felt like we are better aligned.

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Christopher Hayden
Marketing Consultant

I agreed with almost everything you presented :). 3rd party validation, without bias, is always great for a company.

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Steve Davis
Chief Revenue Officer

Methodical and consistent framework that guides the team through the entire value chain of a software company.

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Alan Young
Chief Product Officer

Committing everyone to put plans on paper. This should create a level of accountability/clarity we all seeks.

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Bryan Doxford
Chief Strategy Officer

Good structure and even if it was a long workshop they manage to get up the energy all the way onto the end.

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Mattias Arnelund
Managing Director

Always valuable to have a third party/Coach to help formalize the process and provide outside direction.

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Jake Stone
Chief Revenue Officer & Co-Founder

Without the Midstage Institute, we'd probably not have course correction happen as often or as well.

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Aniket Naravanekar
Chief Product Officer

Our coach is excellent at identifying the critical path and potential contingencies in execution.

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Shivan Perera
SVP - Participations and Debt

Because of the planning sessions, we see gradual alignment around the senior C-Suite team.

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Sundip Patel
CEO & Co-Founder

Very well structured and lead planning session. It's aligning our leadership team.

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Jonathan Macey
Strategic Consultant & Co-Founder

Good insights and kept the team on course to finish the Business Model Canvas.

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Aniket Naravanekar
Chief Product Officer

The planning session was well led, flexed to change in needs and direction.

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Michael Tansley
Chief Financial Officer

Our coach pushes us out of our comfort zone and encourages creativity

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Dan Reynolds
Vice President - Product

Very helpful if your team needs to align on strategic priorities.

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Julia Kinner
Marketing Director

Systematic, insightful, thought provoking, collaborative.

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Philip Bakhramov
Sr. Director, Sales & Marketing - EMEA

Structured , systematic, direction

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Guillermo Andres
Product Development

Growing from a small to medium sized company is extremely challenging and Midstage helps companies identify key challenges, works with the executives to key in on a few items to propel the growth. They don't try to address too many items which can overwhelm an organization, rather try to focus the team on what matters for them, and then move towards it.

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An Bui
Vice President, Supply Operations

Having guidance in defining growth is as much needed as a coach for a team; there are goals that need to be accomplished, considered, and directed at different cadences that only be done when a team works towards those directives. The coaches are great at providing a layout to guide these discussions.

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Charee Peters
Data Scientist

I felt that a concrete and efficient structure was provided that helped organize what can easily devolve into chaos without a moderator and without the tools. Additionally, providing insight and guidance on best practices at every step kept the compass pointing north.

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Gregory Zarrillo
Sr. Director of Operations

Our coach is experienced in providing advices / ideas for companies in the scaling up journey. The framework and tools provided managed to help us in achieving goal clarity and priorities alignment across the leadership team.

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Royston Law
Head of Strategy & Special Projects / Chief of Staff

This is a true masterclass in what it takes to turn good leadership into great leadership. It is clear that our coaches care very much about who they coach and show buy in from the very beginning and throughout.

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Anthony Capetola
Executive VP

MidStage provided a safe environment to hold candid conversations on what is important to the company. This allowed to dispel any misconceptions and ultimately align on corporate objectives.

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Kyung Kim
Executive Vice President

It's adjusted to the level of the company. Our coach is not forcing us to follow strict rules, he applies to what our level is and how experienced (or not we are) in particular topics.

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Mateusz Burdzel
Vice President, Product

Having our coaches manage and control the meeting allowed us to stay on track! The coaches questioned our thoughts to make us think in a way I believe alot of us aren't use to.

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Matt Vecchione
VP of Sales & Partnerships

Having skilled facilitators to plan the session and guide us through the process is key to ensuring the right topics are covered to create a successful path forward.

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DeeAnn Avina
Director of Personnel

Our coaches did a masterful job (as well as fun an engaging) at keeping us on task, holding us accountable, and pushing us to address the really tough issues.

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Chad Witcher
Chief Operating Officer

Collaborative, friendly, yet direct and calls the shots where they should. A great forcing function especially for start-ups to focus on what matters most.

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Carly Zhang
VP of Partnerships

well designed and planned. Clear on process and what we were doing at each point. good interaction facilitated amongst virtual and live participants

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Sam Halverson
SVP, People and Culture

The planning sessions have helped us in establishing the focus on our goals each quarter. I would recommend it to other company owners I know.

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Julie Winocur
SVP of Growth

Good business acumen. Solid reference points from other companies. Fun to work with. Ensure we make progress with tangible results.

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Scott Jameson
Chief Operating Officer

We often dive into complex topics which our coaches were able to help the team navigate leading to productive conversations.

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Shaun Collins
VP, Software Product & Engineering

Very helpful to have a break from the day to day to refocus and have moderaters to keep us on track for tough decisions.

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Angie Moe
Head of Data & Customer Enablement

If you are looking for some structure and a way to move along the definition of your plan, our coaches are your guys

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Scott Jameson
Chief Operating Officer

It requires us to make decisions in real-time on items that are sometimes nebulous leading up to the workshop.

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Rik Chomko
Founder & Advisor

Better Strategic Conversation and controlling the conversation such that we are able to make focused decisions

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Sanat Patel
Chief Lending Officer & Co-Founder

The session was fun, creative and to the point and we're learning more about how the InRule business works

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Dana Markovic
COO

Lessons learned along with applicable take aways will help make an immediate impact on how we operate

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Shannon Prillaman
VP of HR

Helps teams remain focused and accountable which leads to higher success rates of goal achievement.

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Arthur Dang
VP of Culture & People

Helpful forcing function to drive decisions. Our coach provides useful templates and frameworks.

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Dan Estanqueiro
Co-Founder & CTO

During the planning session, we did essential work that we would not otherwise have done.

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Neil Ambler
COO

The examples of other companies and key learnings is really useful and insightful

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Sam Halverson
SVP, People & Culture

Constructive and productive discussions from active participation and guidance

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Michael Tansley
Chief Financial Officer

The planning session provided us with focus by mapping out our priorities.

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Marla Griffith
Chief Financial Officer

Great facilitation, planning and mix of joint sessions and breakouts.

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Jennie Hägglund
CPO

Our coaches keep us focused and working towards the right goal.

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Matt Vecchione
VP of Sales & Partnerships

These quarterly planning sessions are always eye-opening.

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Yazeed Ettaib
Senior Digital Product Manager

Structured, well planned

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Rob Brinkman
Chief Commercial Officer

Our coaches have a very clear and measured approach to help leaders think objectively about where their compnay is, and where they want it to be. They were able to walk the team through each of the steps and show how they connected. The outcome was a clear consensus for the team on what the key issues are that need focus in the coming months.

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Mark Wochos
Chief Information Security Officer

At the end of the day, it's the people that work in/on the business that are going to fix things. We can't rely on outsiders to fix our problems however, the Midstage Institute's program was key in helping us identify the root issues and creating alignment on how to address those issues.

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Shivan Perera
SVP - Participations and Debt

I got the most out of this session than I have before and felt like I am contributing this year to the overall direction of the company for 2024. We're a hard team to wrangle though so we didn't complete this ambitious project but I look forward to follow ups.

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Christopher McDaniel
Creative and Logistics Manager

Helpful forcing function to drive us toward hard conversations and clear direction. There is still some ambiguity that we need to solve and we probably didn't get as button down on certain topics. We only had so much time.

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Dan Estanqueiro
SVP, Finance

I appreciate Midstage Insitute's advice and counsel so much in my professional life. I would pay using my funds to have these levels of coaching and advice for the rest of my life on a personal level.

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Ian Weyenberg
CTO

I thought the right amount of directness and pressure was applied to the team and individual leaders. I thought feedback was delivered with respect and there was a helpful amount of energy.

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Brad Goodall
CEO & Founder

Our coaches were great at facilitating the planning session, we've been moving through a lot of material and concepts. The business model and quarterly build out was also very useful

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Jim Castillio
CTO & Co-Founder

The information and knowledge they provide will make you think of the organization differently and will teach your team to prioritze goals and align everyone around them.

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Yazeed Ettaib
Product Manager

These planning sessions are essential in aligning our dispersed leadership team around near and mid-term priorities, defining strategic initiatives and milestones

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Casey Arena
Head of Finance

Collaborative, friendly, yet direct and "calls the shots where they should". A great forcing function especially for start-ups to focus on what matters most.

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Carly Zhang
VP of Partnerships

Good Structure, Well-prepared - allowed us to focus on strategy. Good push by our coaches to stay within structure and to help clarify goals and momentum

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Shawn Borsky
Vice President, Design

This process allowed us to align on some issues that, surprizingly, we hadn't discussed yet. Our coach was awesome and he is very knowledgeable.

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Victor Bornstein
Co-founder & CEO

Unifying ideas is a bit challenging, this workshop will help you do that and set your horizon on the goals you actually want to reach

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Carlos Vera Ciro
Enterprise Architect

A safe place to discuss openly issues facing the company with a focus towards finding solutions and creating greater collaboration.

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Sanat Patel
Chief Lending Officer

I like the balance of moderation levels, giving structure where we need it, and letting the conversation run when warranted.

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Dan Quine
SVP of Product & Engineering

Ended up with focused deliverables, owners, measures and what we need to do to win in Q2 and set ourselves up for Q3/Q4.

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Michael Tansley
Chief Financial Officer

Very helpful to get out and formalize the plans and strategy that is already in the team on a more informal level.

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Salvatore Bocchetti
Head of Product

In my opinion, it gave us the clarity we needed to focus on the most important items to focus on a the moment.

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Oleksandr Zakharchuk
Co-founder & CTO

Our coaches' facilitation skills are excellent, they have provides us with a framework to solve our problems.

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Rob Brinkman
Board of Directors Advisor

The overall process solicited feedback in neutral manner and provided clarity in identifying the "rocks".

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Shivan Perera
SVP - Participations and Debt

Very insightful sessions that helps leadership teams fully focus on what is critical and what is not.

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Mayur Patel
VP (EMEA)

Excellent knowledge, good articulation and depth on subject, good facilitation, real world examples

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Felix Guerra
VP, Hardware Engineering

Our coaches do a good job of realigning/pulling back to the plan & methods: herding the cats.

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Jared Stiff
Co-Founder & CTO

Our coaches' process helps build and develop clarity in developing effective objectives.

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Norm Cotrona
eCommerce Shopping Feed Integration Specialist

Because small changes require introspection and the team is realizing what to do.

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Sundip Patel
CEO & Co-Founder

Tailored agenda and facilitations specific to business needs and priorities

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Katherine Frederick
Executive Assistant

succesful meeting, stayed focued, results orientated, good interactions

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Michael Tansley
Chief Financial Officer

Good facilitation of business relevant and constructive conversation.

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Philip Bakhramov
Sr. Director, Sales & Marketing

Very structured, not gimicky, fostered great and REAL results

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Jessica English
VP Marketing

great to work with our coach if keen on scaling up

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Dylan Terntzer
CEO & Co-founder

I think our coach work very well for our company, and our personalities - we need someone vocal who isn't afraid to speak up or interrupt - you might not be for every company, but I would absolutely recommend Midstage Institute based on what I experienced. We are a smart, opinionated group of people who have worked together for a long time which has positives and negatives. I feel like our coach will hold us the most accountable and look forward to what comes out of these 90 days.

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Catherine Cherland
Director of Operations

Scaling is hard. Aligning your team around the same path forward is critical, and you can't do that without open conversation. Having skilled coaches like Midstage Institute's facilitating that discussion is incredibly valuable. They've been through this with many other companies, so they bring a lot of experience and guidance to the table.

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Dylan Gaffney
Head of Product & Engineering

Open and frank dialogue and facilitator ensured we say focused. Metronome worksheet shows a one page solution on how we scale and is simple to track. Recommend that you also focus on how communication can be improved within the company as that is key ingredient for our success.

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Sanat Patel
Chief Lending Officer

In comparison to the first meeting and the one before in 4Q22 - we are finding greater alignment as a team and seem to be more cohesive as a group with a focused few priorities - I feel that this will help us as a team execute and make better choices.

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Sanat Patel
Chief Lending Officer & Co-Founder

It was great to have a third party who could facilitate this kind of discussion. It would have been more helpful though to see more examples of how our goals could be accomplished, based on other companies' experiences.

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Mae Julian
VP-Financial Controller

The planning sessions are very interesting and informative and I can see the change these sessions are making. We learned about the strength and the importance of focusing on no more than 2-3 things

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Yazeed Ettaib
Senior Digital Product Manager

The workshop is targeted towards producing results and it gets the job done. The exercises are delivered in casual, relaxed atmosphere and involve everyone in the decision making process.

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Norm Cotrona
eCommerce Shopping Feed Integration Specialist

Our coach excels as reading the room in order to keep the meeting momentum going and draw people out of their shells to share concerns and frustrations - as well as keep the focus

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Renee Wagner
VP, Global Marketing

You need to do some kind of workshop like this to get ready to scale. Do it yourself if you want, but probably a lot more successful with the experience of our coaches.

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Joel Martin
COO

The company is different than it was a year ago. We are making changes slowly but surely. That is all I can ask as I see better alignment quarter over quarter.

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Sundip Patel
CEO & Co-Founder

We need to make changes, and embrace the change or acknowledge that change is needed; not just repeat what we have been doing and expect a different result.

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Michael Tansley
Chief Financial Officer

As a team we have discussed about what is important for us. We should have also discussed about current challenges to create a path to achieve the goals.

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Prasad Savarapu
Chief Operating Officer

An excellent and valuable workshop that was facilitated skillfully. Encouraged direct dialogue amongst the group to reach a structured outcome.

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John Fernandez
Chief Legal & Compliance Officer

Our coaches get us and push us in the right direction; by letting people vent and be heard and eventually getting everyone's buy-in.

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Thomas Lapham
CEO

Having an outside, knowledgeable facilitator helps the process move forward in a given framework more quickly and successfully

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Michael Tansley
Chief Financial Officer

Super valuable to have an independent advisor/moderator with relevant domain experience to drive to decisions and consensus.

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Jared Stiff
Co-Founder & CTO

I have recommended and told them that our coaches gets a team to think together and make real plans with accountability

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Loren Goodman
CTO

The structure breeds a great degree of trust amongst teammates and keeps everyone focused in a single direction.

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Anthony Capetola
Executive VP

Formalized our thinking and helped us work through unclear aspects of the plan, fill in gaps and assign roles.

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Tom Lapham
CEO

The team at Midstage, is great at facilitating honest conversations on all topics, difficult topics included.

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Bryan Doxford
Chief Strategy Officer

If you want to go further go as a team and to do that you really need to get everyone aligned. Thank you.

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Sundip Patel
CEO & Co-Founder

I would definitely recommend Midstage Institute to a good fitting client looking to grow or improve.

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Ian Weyenberg
Chief Operating Officer

Helps you take a step back, question your strategy, and really determine the best course of action.

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Jake Stone
Chief Revenue Officer & Co-Founder

We made significantly more progress than if we had tried to cover this content by ourselves.

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Lisa Scott
Chief Product & Marketing Officer

The workshop is engaging (never a boring moment!) and we learn so much from our coach!

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Agatha Seow
Director & Co-Founder

excellent facilitation with insightful and subtle course correction when needed

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Mark Lonsway
VP - Client Services

Continued improvement in management and better alignment within the company

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Sanat Patel
Chief Lending Officer

Required if you have a clear vision but need structure and direction.

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Johnny Hou
Founder, CEO

Facilitated an open discussion and helped streamline our thoughts

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Payal Bhatia
SVP - Real Estate Credit

Expert facilitation and insight into how to move the group.

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Chis Berg
Director of Digital Acceleration

Future planning in a structured obtainable way.

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Julie Winocur
VP Corporate Communications