MyExcelia
 
 
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Even if you believe it's hard to pinpoint your value…

Prove Your Client Impact with real financial ROI that’s easy for clients to understand

 
 
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Bolster your business case with financial ROI to secure new business, expand existing business and establish yourself as the expert.

Gain Immediate Access Upon Payment!

 
 

5 Automated ROI Reports

6 LIVE Learning Sessions

7 CCE Units

 

 

Showing the impact of your work can be complicated.

 

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You find it hard to convert client results like “improved collaboration” or “more effective communication” into meaningful metrics that bring clarity and get attention.

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You feel overwhelmed with the idea of data and you want a simplified way to collect and present ROI that gets you noticed and allows you to focus on what you do best.

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You know you’re missing out on expanding client work because you don’t have a clear business case that makes it obvious why clients should invest more with you.

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You notice the flood of competition in the marketplace and want a practical and professional way to elevate your reputation and stand out from the crowd.

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You worry about the impact of technology, data, analytics and AI in your profession and you want to get ahead of the curve and establish yourself as the leader in innovation.
 

The ROI Starter Pack is the fastest way to get started turning client results into proof of impact including real, financial ROI.

 
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“I was able to secure an extension of a current client for 6 months. The SVP I spoke with LOVED that I would measure ROI. Showing I was an ROI coach made such a difference! I know I gained another client based on having it. This has yielded over $200k of new business and ROI continues to be a mainstay of my business.”

– DEBORA McLAUGHLIN, CEO, THE RENEGADE LEADER

 
 

The ROI Starter Pack helps you establish head-turning authority.

 
Prove Your Value

Differentiate yourself from other coaches and position yourself as someone who brings “real, financial ROI” to client engagements.

Have Confidence in Your Data

Translate “soft skill” improvements into quantifiable outcomes that pave the way for an indisputable return on investment.

Proudly Present Your ROI

Stand a cut above with an elegant ROI report. Forget trying to organize data and present it in a beautiful and compelling way-- our automated system creates your beautiful ROI report for you!

Expand Your Client Work

Utilize the success of your 1:1 engagements to expand your work. You’ll gain access to an entire set of materials to help you grow your work from 1 to many within your corporate accounts.

Speak with Clarity

Communicate your impact in terms that executives understand. You’ll learn how to articulate your client results in straightforward terms that help you avoid creating confusion.

Save Time and Effort

Don’t let endless data collection drag you down. Our automated system will compile comprehensive evidence-based reports on your behalf while you do what you love most: fulfilling client engagements.

 

 

 
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About Lisa Ann Edwards

“Lisa is the industry expert at measuring the ROI of coaching. She is the first person we call when our clients need this work done. She’s a great teacher and makes measurement of ROI easy to understand. By measuring our impact, we will promote legitimacy, accountability and professionalism within coaching.”

– DR. BRIAN UNDERHILL, CEO COACHSOURCE

Lisa Ann Edwards is an award-winning executive coach who possesses a unique skill-set — cultivating excellence in others while delivering tangible results. Her specialized ability to provide measurable return on investment for clients has demonstrated upwards of 251% ROI, and lifted employee engagement nearly 20%.

As a globally respected collaborator, author, speaker, and educator, Lisa has developed an automated system, MyExcelia.com to track and measure the ROI of coaching, leadership development and consulting. Lisa’s organization is one of the few select entrepreneurial businesses supported by an official Advisor from ZuckerbergMedia. Lisa’s client ROI projects include Microsoft, Amazon, Google, Gates Foundation, Pinterest, Gusto, The Federal Reserve, Nationwide Insurance, TELUS, BNY Mellon and many more.

A featured speaker at universities and professional associations around the world, Lisa has presented to noteworthy audiences including: Columbia University, International Coaching Federation’s tour of India, Executive Leadership of Training Magazine’s tour of China, the World Business and Executive Coach Summit’s (WBECS) Conference, The Conference Board and International Coach Federation Global Conference, and more. Lisa has trained more than 10,000 coaches how to measure, evaluate, and demonstrate the monetary impact of coaching and has authored, co-authored or contributed to over 15 publications, translated into more than 4 languages.

A former head of Global Talent Management for a Bill Gates’ privately owned business, Lisa has changed the landscape of coaching as a result of her diverse background in science, business, and psychology. Research driven, her graduate degree in Experimental Psychology nurtured a meaningful foundation for study and analysis of human behavior.

“As the Faculty Director of Columbia University’s Executive Coaching Program, we believe that business acumen is as important as core coaching competencies to operate effectively in the specialty area of executive coaching. Lisa Ann Edwards’ module on the ROI of Coaching is essential for equipping our professional coaches with both a methodology and the tools necessary to strategically embed assessment, measurement, and evaluation into high-impact coaching engagements.“

– DR. TERRENCE MALTBIA, ASSOCIATE PROFESSOR COLUMBIA UNIVERSITY

 

 
 

The ROI Starter Pack is for you if:

You work with growth-driven businesses and you want to showcase client success with hard-to-ignore results.

You know you need data, but you feel overwhelmed by the work.

You worry about others who claim to get ROI, and you want to set yourself apart as the obvious choice.

You want to speak with clarity, confidence and authority.

You want to further enhance your position as BEST IN CLASS.

You’ve always wanted to commission your own research study of client effectiveness but lacked the time or resources.

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Real-Life ROI

“We achieved a 601% ROI and more than $975,000 in new revenue for a client who engaged us to design and deliver an empowerment coaching program for women leaders! I have long-mentioned ROI in all my conversations with clients and potential clients. Now, with the launch of MyExcelia, the process is even more accessible and turnkey.”

— Kathleen A. Marron, JD, PCC
    CEO | Master Certified Executive Coach | Attorney | Author, The Marron Alliance

“My clients’ growth can be traced to tangible and intangible business impacts they bring. Coaching leaders is more than building their confidence and skills. It is about meeting and exceeding their business goals. The MyExcelia ROI process is accessible, simple, elegant yet powerful! Its simplicity makes the adoption of ROI metrics in my coaching practice sustainable.”

— Miryam Chavarría Romero, CEO, Phoenix Leadership Coaching

“Speaking in ROI metrics sets me apart. I feel more confident when speaking to prospects about the value of coaching. The ROI framework has given them their "proof" that they are progressing and ROI metrics resonate with my business owner clients.”

— Christine Paquette, CEO, Bridge Dynamics

“My client extended their contract because of my ROI metrics. I really don’t want to be a check-the-box solution provider; I wanted to create impact for my clients. To be able to demonstrate how this work matters in a bigger way is huge.”

— GAYLE LANTZ, CEO, WORKMATTERS

 
 
 

Your ROI Options

The ROI Starter Pack is a NEW program, never offered before. At the heart of the program is an automated ROI system that takes the heavy burden of data collection and report generation off of your shoulders. 

But, you won’t be left trying to figure out the technology all on your own.

The program is supported by LIVE in-depth onboarding, supplemental training and support sessions with Lisa where you can ask questions, learn from others and build your confidence in proving the impact of your work to build your business.

 

Choose from 2 options:

 


The ROI Starter Pack GOLD Edition

Access to MyExcelia, the first-of-its-kind automated ROI system includes short tutorials, cheatsheets, conversation guides, marketing materials and more.
5 Set-up links to MyExcelia to generate midpoint reports and final ROI reports, each for 5 coaching clients to use over the next 24-months.
1, 90-Minute LIVE MyExcelia Onboarding Session with Lisa.
Access to the Private Online Community
1, 90-Minute LIVE How to Sell ROI training session with Lisa.
4, 60-Minute LIVE How to Upsell from 1 to Many training session with Lisa.
Access to the year-long Coaching ROI Research Study report and insights.
2, 60-Minute LIVE The Money Talk™ Demo and Practice Sessions with Lisa.
3, 60-Minute LIVE Implementation Sessions with Lisa.
3, 60-Minute LIVE Q&A Sessions with Lisa.
12-Month Program
LIVE Kick-off October 28, 2020
8-9:30am PT | 11-12:3pm ET | 4-5:30pm UK

Schedule-At-A-Glance


The ROI Starter Pack

Access to MyExcelia, the first-of-its-kind automated ROI system includes short tutorials, cheatsheets, conversation guides, marketing materials and more.
1 Set-up link to MyExcelia to generate your first midpoint report and final ROI report, for 1 coaching client.
1, 90-Minute LIVE MyExcelia Onboarding Session with Lisa.
Access to the Private Online Community
1, 90-Minute LIVE How to Sell ROI training session with Lisa.
4, 60-Minute LIVE How to Upsell from 1 to Many training session with Lisa.
6-Month Program
LIVE Kick-off October 28, 2020
8-9:30am PT | 11-12:3pm ET | 4-5:30pm UK

Schedule-At-A-Glance

OUR RISK-FREE PROMISE

We pledge to provide you with the finest ROI technology, training, materials and support. If you have a problem, we will solve it. Refund it. Provide you with more support. Whatever it takes.
Just contact support@myexcelia.com.

 

 
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More Real-Life ROI

“I was able to show my client a $234k gain from a twenty-six person workshop. My clients are executives and leaders, and when they engage, they want a clear picture of the impact of coaching. They’re able to use this information and feedback to illustrate their successes with stakeholders and other key decision-makers.”

— ILDIKO ORAVECZ, COACH, CONSULTANT, AND AMAZON #1 BEST-SELLING AUTHOR

“Henley Leadership Group has been providing leader development at all levels of the organization for over twenty-five years. While we have produced great results for our clients, we have been challenged to articulate the net return to the business of our coaching. Lisa Ann Edwards has solved that problem for us. She is clear about the ROI that coaching brings to the corporate bottom line. It is rare that you have a business consultant that also understands the world of coaching.”

— CAROL ZIZZO, COO, HENLEY LEADERSHIP GROUP

“My client reinvested in our program in the following year. After being in business for several years and having client after client ask us, ‘How do you know your program gets results?’ We finally bit the bullet and decided we needed to prove it. My client was stunned with the results and the level of return that we got.”

— MITCH SHEPARD, CEO, WIRL AND HUMIN INC.

 

Schedule-At-A-Glance

The ROI Starter Pack LIVE Sessions

The ROI Starter Pack program is perfect for you if you’re just getting started with ROI, your business or you only have a few clients. The program is supported by the LIVE sessions described below.

October 28, 2020
LIVE MyExcelia Onboarding Session
1, 90-minute session • 8-9:30am PT | 11-12:30pm ET | 4-5:30pm UK

Get started with ROI!

In this session, you’ll learn what to expect from the program, how to get started in leveraging the automated ROI technology. You’ll also learn The Money Talk™ and how to bring it to life in coaching conversations, immediately.

Learn:
   • What to expect on your ROI journey
   • How to get started with the automated ROI system, MyExcelia
   • The Money Talk™ provided with examples

November 18, 2020
LIVE How to Sell ROI Session
1, 90-minute session • 8-9:30am PT | 11-12:30pm ET | 4-5:30pm UK

Ever find that you get tongue-tied trying to explain what you do and the results your clients achieve?

In this session, you’ll learn what to say and how to say it when it comes to selling with ROI metrics so that you can more easily win new business, keep or expand existing business and gain recognition for your work.

Learn how to:
   • Craft your ROI message to gain access for a meeting
   • Adjust your message for each audience group
   • Describe how ROI measurement works

Materials:
• Case Study Template in Word
• PowerPoint Template for ROI Presentation

December 2, 2020    |    January 6, 2021    |    February 3, 2021    |    March 3, 2021
LIVE How to Upsell from One to Many
4, 60-minute Sessions • 8-9am PT | 11am-Noon ET | 4-5pm UK

Have you ever felt you could grow your business within an organization if you just had the resources and materials ready at your fingertips?

With this training, you’ll never miss an opportunity again.

In this session, you’ll learn how to grow your 1:1 engagement from one to many by leveraging a content-rich set of materials. This training is a practical, tactical application about the mechanics of expanding your client engagements with an emphasis on selling and implementing.

Learn how to:
• Position your client ROI success to gain access and interest with decision makers
• Present and sell a group or leadership coaching program
• Implement a group or leadership coaching program with ease

Materials:
Included are 25 cheat sheets, tools, templates, learning content and conversation guides to expand and implement a group or leadership coaching program that covers the selling process as well as implementation. Materials, which are all customizable and can be used in your own brand, include:

• Pricing Worksheet
• Proposal Template
• Case Study Template
• 5 Training PowerPoint Presentations
• A Peer Coaching Model
• Participant Materials
• Executive Debrief Template
• And more…

 

The ROI Starter Pack Gold Edition LIVE Sessions

The ROI Starter Pack Gold Edition is ideal if you have been in business for awhile, have many clients and are committed to fully elevating your business.

With The ROI Starter Pack Gold Edition, you gain access to everything described in THE ROI Starter Pack, plus additional LIVE Sessions as well as access to our year-long Coaching ROI research study. Below is a description of the LIVE Sessions exclusive to Gold participants, only.

JANUARY 14, 2021    |    MARCH 11,2021    |    JUNE 10, 2021
LIVE Implementation Sessions (GOLD participants only)
3, 60-minute sessions • 8-9am PT | 11am-Noon ET

Learn from others in the program who share their experience of the program and how they are putting ROI metrics to use. You’ll learn from each others’ challenges and successes!

FEBRUARY 11, 2021    |    MAY 13, 2021    |    AUGUST 12, 2021
LIVE Q+A Sessions (GOLD participants only)
3, 60-minute sessions • 8-9am PT | 11am-Noon ET

Have your questions answered live and in-the-moment by Lisa. Bring your most common stumbling blocks to hear best practices for overcoming obstacles or to gain clarity about practical steps you can take.

DECEMBER 10, 2020    |    APRIL 8, 2021
LIVE Money Talk Demo and Practice Sessions (GOLD participants only)
2, 60-minute Sessions • 8-9am PT | 11am-Noon ET

The cornerstone of ROI data is The Money Talk. To enhance your understanding of the Money Talk tutorials in the MyExcelia learning portal, and to ensure success in implementation, these two sessions will help you build confidence with The Money Talk and deepen your experience with the all-important Money Talk.

 

All LIVE Sessions will be recorded and placed in the learning portal.

Still not sure?

 

What Are Industry Insiders Saying?

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“Lisa Edwards is the real deal on ROI. I have tapped her wealth of knowledge and experience in this area extensively as I have taught coaching at Columbia University. The participants have used her thinking in their own internal and external practices. Many features of Lisa’s thinking are actionable and one of her gifts is helping those of us who have less experience and analytical skills to use our own less sophisticated approaches for measuring our impact as coaches and as managers of coaching programs. She is simply a very competent teacher as well: introducing concepts and practices that can be understood analytically, but also intuitively and so not overwhelming for those of us with limited time and resources. You will gain from her programs…of any length.”

– JOHN P. SCHUSTER, COLUMBIA UNIVERSITY FACULTY

 
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“Bringing clarity to complexity is a gift in communications that is part natural talent and part diligent practice. I’ve watched a master at work, coach practitioner, Lisa Ann Edwards. She has tenaciously focused on building the approach, tools and processes for coaching to measure the return on investment from coaching interventions. Her results with organizations of various sizes and stage of maturity, from all over the globe, makes the idea simple, practical and relevant for any level and focus of coaching. I met LisaAnn through some collaborative work at the International Coach Federation helping all of us to understand how to bridge what is seen as “soft skills” into “hard metrics.” I followed her career and more important her thinking and application ever since and I am the beneficiary of her stellar thought leadership in this area of measuring effectiveness and the positive impact of coaching in organizations.”

– JANET HARVEY, FORMER ICF BOARD PRESIDENT

 
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“Our training vision is developing highly skilled coaches, and we believe it is of utmost importance that our coaches have a process and methodology that results in ROI metrics for the individual clients and companies they work with. Lisa has made this process possible and as a skilled and articulate communicator, she provides concepts and practices that our coaches can implement that results in demonstrating ROI. We are grateful beyond words for the legitimacy and professionalism that Lisa adds to the coaching profession.”

– MARY VERSTRATE, PCC, PRESIDENT, CENTER FOR COACHING EXCELLENCE

 

Your Frequently Asked Questions, Answered.

I can’t attend some of the live sessions. Will there be a recording?

We understand that not everyone will be able to attend each session. We record every session and make the recording available in the learning portal following the session. You can view the recording as many times as you like.

What are my payment choices?

For the The ROI Starter Pack, you may select the pay-in-full option ($1,499) or the 6-month payment option ($275/month). For The ROI Starter Pack GOLD Edition, you may select the pay-in-full option ($3,499) or the 12-month payment option ($320/month).

What is the length of the program and how big is the time commitment?

You gain access to the program after submitting your payment. You’ll be able to immediately watch the tutorials for the MyExcelia ROI system, download and review all of the example reports, cheatsheets, conversations guides and marketing materials. The content for the LIVE training sessions (How to Sell ROI and How to Upsell from 1 to Many) will be provided at the time of each training session so that you are equipped with everything you need to know and supported with answers to your questions, before you begin to utilize the materials. The ROI Starter Pack is a 6-month program; the ROI Starter Pack GOLD Edition is a 12-month program. The amount of time you should commit to the program is entirely up to you, but do plan to invest 10 hours for a minimum amount of success.

Am I certified when I complete the program?

The program is intended to support you in advancing in the professionalization and growth of your business. When you have completed your first ROI report and want to bring ROI to future engagements, you may utilize any of the marketing materials provided in the learning portal to sell ROI measurement in future engagements and to elevate your reputation.

 
 

What are you waiting for?

Get started today with the ROI Starter Pack to win new business, keep or grow existing business and get known for your work!

Win New Business - Grow Existing Business - Gain Recognition

 
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