Services

Success isn’t just about what gets done—it’s about how people come together to make it happen.

Our work is grounded in three essential forces that drive meaningful change:

Strategic Questioning

Ask the right questions to uncover opportunities and spark breakthrough insights.

Human-Centric Workplaces

Build cultures of trust and connection where people feel valued and empowered.

Storytelling

Turn ideas into momentum by creating authentic connections that inspire meaningful action.

Transform Organizations

Uncover insights, foster collaboration, and align strategy with action to take your organization to the next level.

Strategic Advisory & Diagnostics

  • Deep-dive organizational assessments that reveal opportunities and breakthrough insights
  • Workshops and retreats that energize teams and spark innovation

  • Strategic planning sessions that turn big ideas into actionable roadmaps
  • Strategies that align vision, people, and goals to create impact
  • Custom research projects that answer your most pressing questions provide the insights you need to make key decisions.

Case-Based Workshops

  • Immersive learning experiences using real-world scenarios to build problem-solving muscle
  • Interactive sessions that strengthen collaboration, improve communication, and energize teams
  • Custom case studies that capture your organization’s critical learnings and best practices
  • Facilitated discussions that challenge assumptions and uncover new possibilities

Inspire Leadership

Step into your power as a leader and create environments where people thrive.

Coaching and Advising

  • One-on-one coaching to help you lead with clarity, confidence, and authenticity.
  • Strategic advisory sessions to navigate complex challenges, transitions, and high-stakes decisions with confidence.
  • Leadership story development to strengthen your voice, presence, and ability to inspire.
  • Gain clarity on what success means to you and align your actions with your values.
  • Build strategies to integrate personal and professional goals, achieving meaningful work-life fulfillment.
  • Hone your communication and decision-making skills to inspire and influence others while strengthening your leadership presence.
  • Expand your leadership toolkit with practical strategies to motivate teams, tackle challenges, and thrive in the future of work.

Team Development

  • Strengthen team cohesion by fostering authentic connections, especially in remote and hybrid work environments.

  • Develop clear, aligned communication practices that inspire bold action and drive shared goals.
  • Use strategic questions to spark meaningful conversations, uncover new opportunities, and challenge assumptions.
  • Cultivate environments where every team member feels valued and empowered to contribute their best ideas.
  • Align team behaviors with organizational values to create a culture of trust, respect, and shared purpose
  • Create spaces for curiosity, dialogue, and connection, to move your team beyond surface-level interactions to work together with greater purpose and impact.

Amplify Influence

Share your story, expand your impact, and build movements that matter.

Strategic Content Development

  • Compelling case studies and articles that showcase your insights and expertise
  • Thought leadership strategies that establish credibility and drive engagement
  • White papers and research reports that position you as an industry leader
  • Custom content that captures your unique voice and perspective

Platform Building

  • Speaking and workshop programs that energize and inspire audiences
  • Community-building initiatives that create lasting connection
  • Content strategies that amplify your message and expand your reach
  • Publication roadmaps that turn your ideas into influential content

Latest Insights

Testimonials

I worked with Kate Lee when she joined our company’s senior leadership team as a Managing Director in 2019. Her multi-layered expertise positively impacted our firm’s success immediately, and she never slowed down!

Her expertise threaded confidently from developing comprehensive marketing strategies through executive coaching initiatives, strategic management, and operations. She skillfully leveraged her thoughtful leadership across the organization to ensure alignment.

When working with clients, Kate quickly uncovers the entry point for solutions while simultaneously building strong relationships with leaders. She connects easily, offers ideas for shifting priorities, and her follow-up is the best of the best.

When I have the opportunity to assemble a team for client projects again, Kate will always be my top choice.

Pam Delehey, Managing Director & Practice Leader, ZRG Consulting Solutions, A Division of ZRG Partners

Kate collaborated with us to support our rebrand and marketing growth strategy for 2024. Working with her is an absolute pleasure; she’s easy to talk to, flexible in her approach, and brings a wealth of knowledge to the advice that she gives, and her expertise of the market is incredibly detailed. We will continue working with her in the future and highly recommend her.

Holly Marriott, Founder and CEO, Eighteen O Four

There’s no challenge that Kate can’t overcome. She has an incredible talent for helping companies and individuals define the details that matter to their goals and growth.

I was feeling burnt out, dragged down, exhausted. Kate made a simple statement, “burnt out is a result of your culture.” That statement slapped me in the face; maybe there was even a punch. As the leader of my organization, it was a wake-up call. It was powerful information. It caused me to take action and talk to the team. Guess what – they were feeling burnout too! Based on this, we hit pause. We took a time out. We dug deep to figure out what was causing the entire team to feel this way and made changes. Six months later, we are in a completely different mental space, which means we are able to be the calming agent our clients need.

Amy Irvine, Owner/Principal, Rooted Planning Group

We all know that people don’t leave a company; they leave a manager, but they will stay for a leader. Leaders understand that their number one “customer” is the team, but we can all get lost in our own world, and we need someone to help us look in the mirror from time to time. Kate is the person.

With Kate’s dynamic and caring coaching style, I’ve reached goals and insights I hadn’t thought possible. In every session, she has helped me to zone in on the most important aspects of my personal and work goals, overcome obstacles, and move to do something about it. Kate is genuine, energizing, easy to laugh with, encouraging, and thought-provoking. I can’t say enough in just a few words. I’ll forever be grateful for every coaching session with Kate.

Kate’s strengths lie in masterfully guiding you through a personal dialogue by asking the right (and sometimes difficult) questions and then objectively supporting you in building strategies to address priorities. What results is a tailor-made plan that’s driven by you and supported by a judgement-free, resourceful partner. Her thoughtful and flexible approach, with just the right amount of challenge, has allowed me to put into motion a solid plan for achieving my career and personal development goals.

Kate has been a tremendous help to me in my transition through the sale of my business and launching me on a new path. She has helped me clarify my goals and narrow down specific action items and focus areas each time we speak. Kate is kind, friendly, and insightful. I am certain I could not have gotten through this transition time without her guidance.

Kate was my coach during a time in my life when everything was turned upside down. I left my corporate position after 20 years, sold our house, and moved from New England after 30 years. After the moving dust settled, I was overwhelmed with finding my purpose and balance again. Kate’s keen ability to listen and ask insightful questions while keeping me focused on my goals and actions was masterful. She gently uncovered my quiet voice that had thought about writing a book. I am happy to report that the book I thought about writing for 10 years has been written and published. I am very appreciative of Kate’s coaching expertise and highly recommend her as a partner in your journey of fulfillment.

Kate is a really good listener and a thoughtful coach. She quickly understood the complex circumstances I was facing in the organization. Together, we methodically assessed the contextual issues and my strengths, and together, we came up with solutions that impacted my work positively and profoundly. It was a gift to work with Kate. I learned so much more than I expected, and I always looked forward to our sessions together.

Kate is more than a coach. Kate’s personality and how she works with her clients fosters a working relationship that feels like you are working through problems or processes with a friend who is invested in your success. I would not be where I am today if I had not worked with Kate.

Katie Weiler, Founder and President, Viable Gear

Kate has an amazing ability to coach, encourage, energize, and achieve results for her clients. She’s done it for me on numerous occasions. A few years ago, she gave me the confidence to shape and craft my dream job within an organization I had worked for several years. With her guidance, I proposed and moved into that new role. She supported me in building out the role and navigating relationships to drive success for the organization and me. Then, life happened: I got married, moved to a new house, new location, had two tough pregnancies and a growing family. Kate was there for me through it all and then helped me realize that my “dream job” doesn’t have to be static. It can ebb and flow as my life does. While I loved my work and coworkers, aspects of my job were putting undue stress on me and my family. From there, she supported me through the decision, confidence, and steps to transition into a new role at a new organization. It’s been a relief and a blessing (and a bump in pay!). Every time I work with Kate, I feel refreshed and eager to take that next step toward making my life even better. She helps me realize my own potential and resiliency. She helps me see the “ands” instead of the “buts.” She is supportive, positive, truthful, and caring. Kate is an amazing person to have in your corner. I can’t recommend her highly enough. If you haven’t worked with her yet – do it! You won’t regret it.

Ready to take the next step?

Ready to take the next step?