Bo Yancey

About Bo Yancey

I help law firms and the businesses that serve them align their vision and mission with their revenue, profit and client objectives. I do this by providing: Understanding of the business model and its drivers Analytic and decision support framework Pricing strategy Practice analysis Alignment strategies: bringing together: Values Mission Vision Leadership Compensation strategies, aligned with stated vision and goals Leadership coaching, including: Effective delegation, Accountability, Change management Time management. Clients that work with me end up with: A coherent mission and value statement that drives and aligns the financial and business goals with employee objectives, job descriptions, and accountabilities A usable and analytically suitable profitability model A coherent pricing strategy An aligned organization in terms of employee expectations, management style, goals, and feedback I worked with law firms for 20 years. I understand law firm analytics and the business of law, but that by itself doesn’t always get the job done. While those metrics are often tricky to measure, they still can be easier than things like organizational alignment and a strong culture. When I was ready to change careers, I found intangibles to be just as important as hard metrics. Upon reflection, I found that my passion is for both. In fact, the “soft” metrics are actually not soft at all! They are the true building blocks of success for any organization. My greatest professional satisfaction has come from helping clients understand their options, providing context, and showing ways to improve. Fortunately, with FocalPoint\'s time-tested library of assets, I use a proven framework from which to focus on operational and performance metrics as well as cultural ones. My experience makes me unique in the ability to pull these things together. HOW I WORK: Step 1 – Strategy Dicsussion It starts with a conversation. I listen to your goals and challenges, ask questions, and we decide if it makes sense to continue the conversation. This call can be booked below Step 2 - Business Review We discuss your goals, and objectives, as well as root causes of any problems. We\'ll discuss outcomes of success, and what that will mean for the business and its principals. Step 3 - Planning We will identify the best ways to work together. Step 4 - Execution We will deliver against objectives and individual tasks READY TO TALK? Reach out to me directly here on LinkedIn, at b••••••@focalpointcoaching.com, or schedule a call https://calendly.com/byancey

Experience

1. Senior Client Experience Director

   Intapp

   Feb 2025 — Present

Education

• The College of William and Mary - The Mason School of Business

  MBA

• University of Virginia

  Bachelor of Arts - BA

Skills

• Crm
• Mergers & Acquisitions
• Program Management
• Team Leadership
• Leadership
• Professional Services
• New Business Development
• Management
• Financial Analysis
• Strategy
• Analytics
• Project Management
• Customer Satisfaction
• Customer Service
• Coaching
• Sales
• Business Intelligence
• Talent Management
• Business Analysis
• Strategic Planning
• Consulting
• Saas
• Customer Relationship Management (Crm)