CoCreate Work®
Helping a growing company refocus, realign, and build operations that scale
CoCreate Work
Executive Coaching +
Leadership Development Consulting Firm
CoCreate Work® helps fast-growing companies build strong leaders, healthy cultures, and people systems that scale through executive coaching and leadership and team development. As demand for their work increased, the team found themselves pulled in multiple directions: experimenting with new service offerings, channels, and growth ideas while trying to keep pace with client demand.
They engaged Lattice Co to help them step back, create clarity, and design a focused growth strategy anchored in what they do best: executive coaching, leadership development, and culture design.
The challenge: growth without focus
CoCreate Work® had momentum, but it was fragmented. New service ideas, evolving messaging, and disconnected tools made it difficult to scale with consistency. Leadership needed a clear point of view on what to double down on, what to let go of, and how to build a growth engine that aligned with their long-term vision.
Lattice Co partnered with the leadership team to navigate a strategic pivot, moving away from a broad set of service offerings and back toward their core, highest-impact services.
Our role: building & implementing a focused growth strategy
Strategic Focus & Positioning
- Clarified core offerings
- Created ideal customer profiles and customer personas
- Rebuilt the messaging framework to reflect their core services
- Defined a competitive position rooted in depth, credibility, and outcomes
- Clarified core offerings
- Rebuilt the messaging framework to reflect their core services
- Defined a competitive position rooted in depth, credibility, and outcomes
Go-to-Market
Infrastructure
- Designed a focused sales funnel and pipeline strategy aligned to the pivot
- Generated a pricing strategy and proposal calculator
- Built a capabilities deck and sales assets centered on executive coaching, leadership development, and culture design
- Developed channel and content strategies
- Created ideal customer profiles and customer personas
- Created evidence-based sales statements and an objection-handling guide
Sales Operations & Marketing Impact
- Implemented HubSpot as a centralized CRM
- Migrated the team off multiple third-party systems, reducing cost and complexity
- Built SOPs, sales emails, and automated workflows to support a repeatable sales process
- Project-managed the website redesign to reflect the new positioning
- Oversaw digital ad creation and implementation with external marketing partners
- Led the client testimonial/survey process to capture clear proof points and outcomes
Why It Mattered:
Work That Creates Growth
Growth often creates complexity that requires clarity.
By partnering with Lattice Co, CoCreate Work® was able to make intentional decisions and rebuild its growth strategy around depth rather than breadth.
The result is a business that’s not just growing, it’s scaling.
The Impact
The strategy created immediate clarity and long-term momentum.
CoCreate Work® emerged with:
- A focused, differentiated set of core offerings
- Clear market positioning & messaging that resonates with the right clients
- Streamlined systems that support scale without overwhelm
- A sales and marketing engine aligned to their mission and strengths
Instead of trying to be everything to everyone, the team gained the confidence to lead with what they do best and grow from a focused market position.