Dear Business Owner,
As a business owner, do you ever feel like you own a job rather than a company? Do you ever have the sense that you / your company could be earning so much more than you currently are and working less? If you had an extra 20 to 30+ hours of free time a week, what would you do with all that free time?
These are all great questions and questions probably every business owner asks themselves at one time or another. We hope this booklet will help to answer some of those questions for you and give you hope and what your next step in moving forward will be.
In 1991 Mark Boersma along with three other partners started Synergy Solution, Inc. with a vision to help business owners learn how to develop systems which would give them the freedom they so desire and help them to own a company rather than a job.
In 1993 Mark bought out the other three owners and set out on a journey … and adventure which would change his life forever.
We hope this case study booklet along with some of the secrets for getting one’s business will impact you as much as it has others.
Sincerely,
The
ActionVISION Team / Community
The goal for this booklet is for you to learn from others and how you may be able to apply the same principle / tools and systems to your own business. We will combine testimonies, case studies along with instructions / back stage passes / insights into how each of these companies are benefiting from BOS with the hope of educating and inspiring you to BEcome all you were created to BE.
Yes, of course, we want as business owners to maximize our profitability and do that in the least amount of time, with the least amount of stress and have a balanced life. The first testimony / experience we thought we would share is from a long time ActionVISION client. Alan Stein became a client of Synergy over 20 years ago.
The dream of owning a company, at times, becomes a nightmare when the problems / challenges often seem to come faster than those solutions. Imagine having a system which ideally prevents situations from ever becoming problems and/or being able to solve current and future problems faster.
When we apply the “3 Steps To Anything” to any problem we’ll discover the value of having our own customized BOS ~ Business Operating System.
If you haven’t had your 30 minute gift strategy session for sure do that right now. All you have to do is take a 3 minute personality survey and a certified BOS consultant will give you a call and schedule an appointment.
Step 1a ~ Examination - 30 Minute Strategy Session
What is your biggest challenge / problem?
What would your life be like if you were to solve this challenge / problem?
Why We Share
We consider it both a privilege and an opportunity to share case studies from our clients. When we study what other businesses do, what causes them success we can learn from them. This also helps our clients grow their business through the vast connections / many networks that we have around the country.
We hope you enjoy and benefit from the following case study
Case Study #1: Dreamscape Creations ~ Luke Miller
Luke is 20 years old, is Amish and is one of the owners for Dreamscape Creations which is a most interesting construction company which started in 2024. This is an email that he sent to his ActionVISION coaching team. If you’re a seasoned business owner you’ll see the genius of what Luke writes.
Luke doesn’t have any college training and is not an analytic personality type. He’s a double expressive. Mark shared that in over 30 years of coaching he’s never seen anything like this and asked Luke how he was able to do this.
Luke gave a lot of credit to his ActionVISION coaching team, the tools, systems and networks. Luke also said that Coffee Connections through Life Masteries Institute (LMI) was also most helpful in many ways. Luke also said “The Accounting Dashboard” implemented through Compass Accounting also provided help as well.
Kenny Bontrager, a business partner of Luke is also on ActionVISION which Kenny said helped him to better understand how to set up some of the most powerful analytics / technology Mark has ever seen in 30+ years of coaching.
See … ActionVISION isn’t just about designing a most amazing custom BOS ~ Business Operating System for you but it’s getting in the trenches with you with tools and resources to help you achieve more in two years than many companies will accomplish in decades.
And that’s not all. Through our vast worldwide networks and reach we want to help you connect with other like minded businesses where you can help them and they can help you.
“TogetherwecanaccomplishFARmore
Synergy / ActionVISION does between 15 and 25 podcasts a week and we have access to a database of over 17 million. We partner with both for profit and non-profit organizations for the mutual benefit of everyone.
If you are a construction company or any type of company who wants to partner with a construction company / other companies in building then Kenny and Luke would be happy to have a conversation with you.
Call or text Nora Fry at 260-350-8014. Nora is Dreamscape’s ActionVISION Account Executive and will help you to determine if / how you might be able to partner with Dreamscape Creations and/or if they might be able to share some of their systems with you. The normal variance is a +4%. Dreamscapes was +55%.
What are their secrets? They subscribe to Tom Kunz’s famous quote …
“Trust the integrity of the system!”
Most companies struggle with tracking their sales closing ratio. Luke and Kenny tracked both their unit sales closing ratio … AND … their $’s / dollar sales closing ratios!
What does this mean for them? The average sales closing ratio for most companies is 10% in unit sales. If we’re generating leads over the internet, that can be as low as 1% to 3%.
Dreamscape Creations is almost 600% better than the average which is crazy amazing! The 33% instantly reveals that on their higher end quotes they have a much lower sales closing ratio. Still far higher than the average, but not nearly as high as they need it to be to take their business from $835,000 to $2,500,000 in year three of business.
What do they need to do to improve that?
● 1. Tighten up their sales skills and disciplines.
○ ActionVISION Solution ~ They have started to attend a daily 5:30 am Top Gun Sales Training group.
● 2. From The 5/30 Grid / DNA for BUSINESS [Box 13: Why Prospects Are Lost]
○ ActionVISION Solutions ~ They will work with their E-VA’s (Executive Virtual Assistants) who are certified through Life Masteries Institute (LMI) to connect with any prospect which doesn’t move forward and find out why.
○ [Box 12: Feed Successes into 1, 2 and 3] ~ Work with E-VA’s to capture success stories.
When we have a strong customized BOS, we’re able to have all five areas / pipelines and do some amazing things for the mutual benefit of our clients which brings value to everyone.
Kenny and Luke both share how they benefited from the plan, systems, tools and the coaching to help them generate most of their business from referrals and networking.
Imagine what Dreamscapes Creations
business will be, every year going forward, after only two years in business, when you have systems, tools and know-how to generate 60% of one’s business from referrals and 34% coming from networking.
The first dimension in business is $100,000 in sales.
Dimension 2 is $250,000, dimension 3 is $500,000.
Dimension 4 is $1,000,000.
Dimension 5 is $2,500,000.
Dimension 6 is $5,000,000.
Dimension 7 is $10,000,000.
Most businesses can take years or even decades to crack the code of making a dimensional jump. How did Luke and Kenny almost make 4 dimensional jumps in two years?
When our businesses jump to “the next dimension” we as business owners need to learn to think differently. Many of the “rules” change as we advance to higher dimensions. The accounting rules change, organization, systems, marketing, sales and servicing rules all change. How we hire, on-board, train and develop our employees all changes.
If we don’t understand these rules … BEFORE our business takes the jump we are at great risk of our business losing money, in spite of additional sales and/or we as business owners working a LOT more hours and/or
there is even a possibility that we could go out of business. Without question, we will increase our stress unnecessarily which will impact our marriage, children, family … all areas of life.
It’s interesting … isn’t it … how we as business owners hate those around us who procrastinate and we know we shouldn’t procrastinate, but we often do. And then … we wonder why we end up where we are in business, in not having sales, not having profit, not having free time in having the challenges / problems that we do.
If we don’t learn to think differently … before our business gets into the situation that it does … well … not to be harsh … but we kind of deserve to have whatever pain from whatever challenges / problems we face.
Did you take Step 1a, do the 3 minute personality survey on line and then do the 30 minute gift strategy session? If not, why not?
Over 50% of businesses will go out of business in the first five years. We think we’re smarter than those who go out of business … and … maybe we are, or maybe we’re not. Maybe it’s just that we’re fortunate based on the industry we are in, the marketplace we are in or some other factor.
Let’s just decide that we’re going to stop procrastinating right now!
I COMMIT to not procrastinate starting today. ___/___/_____
Now … let’s be honest with ourselves. Often when we procrastinate … put things off, we don’t think we’re procrastinating at the time. We have a “good reason” in our mind as to why we don’t do things we need to be DOING today. It’s not until later or worse yet … never … do realize that we’re procrastinating. Even though we’re smart … At times we’re not so smart. We don’t connect the dots well as to why we have the problems we do.
Remember … we never get a bill for our procrastination … so it’s very hard to learn something when we don’t even know we made a mistake … that we missed an opportunity that we never took.
This leads us to Step 1b, the Business / Life X-Ray. A few years ago a business owner did the X-Ray and at the end of the review was asked if he had any questions / thoughts. This was the conversation that followed …
“Yea … I do. I’m really ticked off!”
“Why are you upset?”
“A year ago I invested over $40,000 to have a company come in and analyze my business and I learned far more from your $285 X-Ray than I did the $40,000.”
“Ouch … that hurts. We’re sorry that we need to know you a year ago as well. We would have saved you a lot of money.”
Step 1b ~ Examination - Business / Life X-Ray
Don’t take $1,000 of your time to make a $285 decision. That’s not too smart. And remember, if you put off doing the X-Ray for even a week or even a day, you’ll never get a bill … or even know what that cost you.
The average sales closing ratio for most businesses is 10%. Kenny’s and Luke’s business is almost six times that. Why?
Like most things in business, our sales closing ratio is a combination of a number of different things.
One of the most important pieces to having a high sales closing ratio is “Where are leads come from.”
Did you know about the Natural Law of the “The Cluster Principle.”
It’s [Box 7: Ask For Referrals] and it’s not unusual that everyone of our clients will know between 3 and 9 other people they could refer to use over the next 6 to 12 months. It would be nice to be able to “just ask for referrals” but unfortunately it’s not that easy.
There are specific ways to ask for referrals and systems we need to build which generate referrals from current and past clients.
Luke and Kenny have these systems. With additional coaching, mentoring and fine tuning systems Luke and Kenny will be able to improve their sales closing ratio potentially as high as 80%. If they are able to do this, they could double their sales with no additional work, leads or financial investment. It’s learning to work smarter, not harder.
So … people will often ask “What’s the next step after X-Ray?” and the answer is … “We don’t know what your next step is, until after the X-Ray is completed.” Why? There are no two human beings the same and the same thing is true with businesses as well.
For some business owners the X-Ray is all they need and they are “off to the races.” For other business owners, we’ll recommend that they join a virtual or live Coffee Connection mastermind group. There are over 100 free white papers so we may recommend a few of those.
For some business owners, it’s clear from the results of their X-Ray that they are ready for ActionVISION so we’ll invite them to join that community. ActionVISION is not for everyone which is why we’ll never invite someone into ActionVISION without first doing an X-Ray.
Over the 30+ years we’ve been in business, we have created a rock solid 3 step process to help determine if and/or how we can best help a business
owner not only solve their challenges / problems, but to help them “Reach beyond their dreams and goals in every area of their lives.”
When we do the X-Ray or one of the other five assessments, we gain clarity … we SEE things which will help us determine the best course of action. There are a million things you probably want to do as a business owner, two million things that others want you to do and ten million things you could be doing.
What’s hard … is that all those things could be good things. Today, in business, we can’t accept the good things we need to figure out the great things and that is what the X-Ray will help you to do.
The better the Examination, the better the Solutions will be. The better the solutions, the easier it will be to Implement things properly. The better the Implementation, the better the engine in our business will be which will help us to earn more, work less, have less stress and improve our life balance.
We all know that having an abundance of money and time doesn't buy happiness, the lack of either does create a lot of issues.
If you are invited into ActionVISION because that is the best solution for you and you’re ready for it, it will change your life and the life of all those around you.
(1) For those who go on ActionVISION, on average they will have a 30% increase in work productivity.
What does that mean? Well … for example if you are working, let’s say 50 hours a week, it would mean that you could work 35 hours a week and get done what used to take you 50 hours a week. Or … maybe you need / want to earn more money, you could drop your hours to 40 hours a week and increase your income by 10%.
(2) For those who go
ActionVISION, over 95% will follow through.
on
Step 3: Implementation … taking action … Stopping procrastination doing things that we “know” we should do, but haven’t done in the past is what ActionVISION is amazing at doing.
Have you ever said “I know what to do, I’m just not doing it.”? There is some truth in that, but not the full truth. The full truth is that if we’re NOT doing anything that we “know” we should do, it’s for one of three reasons.
● 1. We don’t know the TRUE BENEFITS of taking the action.
● 2. We don’t know the TRUE COSTS of NOT taking the action.
● 3. We don’t feel that we have the bandwidth to take the actions.
The X-Ray and ActionVISION help us to have the confidence we need to do the best things, the great things … not just the good things.
(3) On average … Some are more, some are less, but on average for those who go on ActionVISION, they will often double their income and will see a: +4% correlation between their efforts and their results.
What does this mean? For Luke and Kenny they saw a 55% positive variance between their efforts and their results.
Step 3 ~ Custom ActionVISION Plan & Coaching
Whatever business you have … whatever challenges / problems you are facing, when we have our own custom BOS and a great team of amazing people who have the knowledge, the wisdom and care about the success for you and every team member, we can … “Accomplish far more together than we ever could on our own.
There are three elements within the BOS and all three interconnect with one another In coaching, we’ll learn some parts of each of the three separately. But we’ll always look to blend all three elements together into something magical for you and your business.
Natural Laws are like the “Law Of Gravity” and we have discovered over 500 of them over the last 30+ years.
You, your vision, each and every team member along with every client and everyone you know has potential for amazing success.
Think of “Natural Laws ~ DNA for LIFE” of being oil in your property. It’s great to have oil … if you have the knowledge “Personality Masteries ~ DNA for People” of how to drill it and the equipment “The 5/30 Grid ~
DNA for BUSINESS” to finish the job. Your ActionVISION coaching team will help you learn the three different elements and then how to best blend them all together to help you achieve the vision for your company.
[ ] - Learn About Ourselves
Self-Awareness ~ How much do we think we know about ourselves? Why do we do the things we do? Why do we think the way we think and respond to others the way we do?
Learning about ourselves deeply is the first step in learning about others. Think of it as chemicals, where mixing chemicals produces different results. Have you ever met someone and “just liked them” or maybe “just didn’t like them?” Why is this?
Understanding our personality and why we do/don’t do the things we do/don’t do will help us understand why others do/don’t respond to us.
If you want to skip the 30 minute gift strategy session and just jump directly to the Business / Life X-Ray to save time and move faster you are free to do that. Once you complete the X-Ray there are many possible solutions, some of which have no cost and others that you’ll want to invest into if those solutions will help you achieve your WOW income goal.
Regardless of whatever solution is best for you, here are a few things we hope will help you immediately in growing and BEcoming all you were created to BE.
As we become more self aware of who we are and how we can improve how we communicate and listen based on our personality and the personalities of those we connect with, the more we’ll earn, the less we’ll work the less stress we will have and the greater life balance that we have. And we’ll have more energy to pursue those things we are most passionate about.
When we blend the DNA for PEOPLE, with the DNA for BUSINESS, with the DNA for LIFE, we SEE things we’ve never seen before which gives us the ability to THINK & DO things very differently than we’ve ever done.
Making A Dimensional Break
One of the 500+ Natural Laws is The NEXT Dimension principle. Do you ever get frustrated? Challenging situations / problems in business can create frustration. When we learn to think differently, we make better decisions faster. We learn how to turn frustrating moments into dimensional breakthroughs.
There are 3 elements to frustration.
1. How hard we WORK.
2. How much we CARE.
3. Our level of EXPECTATION.
a. Ourselves
b. Systems
c. Others
So, our natural response to frustration is to reduce the pain of frustration, so we work less, care less, and lower our expectations, which reduces the pain in the short term. But, in the long term, we become stuck.
If we understand The NEXT Dimension principle, we know we’re in a dimensional GAP. If we don’t break through our frustration, we can get stuck in that GAP, which is where negative stress, pressure, anxiety, and even anger can build up.
Talk to your certified BOS consultant about any of these concepts and how they can help you see greater success.
Iterations to Success
If you are on ActionVISION, once you think you have an understanding of the above then cover “Iterations to Success” with your ActionVISION coaching team. Remember … to have the life we want to have, we need to learn to think differently. This concept helps us to “kill stuff” faster. We have all seen whatever success we have in life due in large part to our personality … i.e. how we think. But our strengths will often hold us back as well.
If on ActionVISION, talk with your ActionVISION coaching team about the 10 videos on The Secret About Time and then the 7 T’s To Stewardship 1 Time // 2 Talents // 3. Treasure // 4. Trust // 5. Truth // 6. Temple // 7. Thought
Thoughts / Ideas / Insights / Action I Will Take
Case Study #2: Hiring ~ Jonathan Petersheim
Jonathan, like most business owners, was having challenges in hiring great employees. What Jonathan learned from his ActionVISION coaching and The 5/30 Grid is that there is a precise science to not only hiring but on-boarding, training, mentoring and helping each team member become a high producing member of the team.
Jonathan, like most business owners, was having challenges in hiring. Not only was it a challenge to hire employees but it was even harder to get them ramped up to productivity.
Jonathan’s ActionVISION team used the 3 DNA’s which Jonathan is building to grow his business to be used for hiring and recruiting. The 20 minute ActionVISION interview connects with the applicant at the deepest core of who they are. It is almost guaranteed the applicant will say …
Using the 3 DNA’s & The 5/30 Grid helps to insure that we have the proper quantity and quality of employees to fulfill the needs of our clients, be profitable and not be over stressed / worked?
What did you enjoy and/or benefit from
the booklet?
Like anything amazing, we are often overwhelmed in a good way. The challenge we have is following though with all the ideas for even the best things from the booklet.
By writing things down, it helps us to lock things into our mind that we REALLY do need to take action on.
What would be one suggestion you would give on how the booklet can be improved?
By taking a few minutes to do this, not only will you help us to improve this booklet for others in the future, but you will also get far more from the booklet yourself. Why? If you share these things with us, we can help “fill in missing gaps” to help you get the very most from this booklet.
Go to this website / QR Code to share how you have benefited from this booklet. Please also share your story, ideas, thoughts and suggestions on what other topics you would like to see booklets created for … AND … possible NEXT Steps.
Community Events
Coffee Connection
LIVE: First Saturday of every month
• 8 AM – Amish segment
• 10 AM – Open to all 7720 W 200 N, Shipshewana, IN
Breakfast provided: RSVP: Elaine 574-312-5318
Weekly Virtual Meeting (30 minutes)
Rosanna 630-649-4059
Phone / Zoom Meetings www.RavingFan.net
Tue. 4 pm (et) // Thu. 6:30 am (et)
Zoom: www.RavingFan.net
Zoom Phone Number is: 312-626-6799
Meeting ID: 874 9858 7993
“What is your BIGGEST Challenge?” Thanks
Monthly brainstorming/discussions on:
● Gaining more free time & life balance
● Aligning employees with your vision
● Scaling up without risking business or family life
● Handling problem employees, clients, or family members
Share FREE 3-minute personality survey with others: > https://synergytools net/md3/SurveyLink aspx
To Our Sponsors
