This is a short testimonial-style excerpt from a YouTube video (Roger Sitkins) describing how an organization addressed misalignment by partnering with Sitkins. The speaker describes strategic planning and a one-page business planning process that produced organizational clarity, role-level accountability, and a quartered focus on Sitkins concepts (blue/green/red zones). Reported results: overall total income growth of 20% year-over-year and net income growth of 550% year-over-year in 2025. The speaker frames these as early successes after six months of partnership and emphasizes continued work on sales culture and customer-centric service.
Questions this video answers
20% year over year.
550% year over year in 2025.
Blue zone, green zone, red zone (operating primarily in blue and green).
Chapters
Had a great team. They all worked their, their tails off and, but I think we were just rolling in different directions, which created that effect of just spinning in the ocean. And so we, when I, when I came on board, we spent a lot of time doing some, some soul searching and some strategic planning around, you know, how can we get this everybody rolling in the same direction and making progress as an organization? And, and that's really where we came to realization. We wanted to partner with Sitkins, but one thing that, like I said, you know, creating that clarity as an organization has really allowed us to focus on doing the right things within each role. So our focus in 2025, frankly, is clarity and accountability around how everyone within the organization contributes to our success. And we've gotten into a quarter focus of different Sitkins concepts that we'll have throughout 2025. Our first quarter focus was blue zone, green zone, red zone, making sure that we're operating in the blue and green zone as much as possible with all of our teams. And I think that's really positioned us well to see success early in 2025. Again, we've got a long ways to go, but we've seen overall total income growth of 20% year over year. In 2025, our net income has grown 550% year over year. So we spent a lot of time working on our business, both the internal aspects of it, but then the external aspects of sales and service. And as we started our partnership with Sitkins, we of course went down the one page business planning route and said, what is it going to take to really move the needle for our agency and so identify those critical success factors for us, which was developing a sales culture with accountable advisors, but then a customer centric service culture that allows us to retain the clients that we want to retain as well. And so being very intentional about developing clarity. And I think that's been a success of ours over the last six months, especially since we've partnered with Sitkins.