Communication – Case Study

Resolving a Communication Breakdown Recovered $25K Monthly and Cut Meeting Time by 85%

The owner of an office supply company and a key account executive were experiencing extreme tension. Communication had become emotionally charged, creating a toxic work environment and lost revenue.

a telephone on a red surface

PROBLEM

  • Conversations between the owner and account executive became circular, vague, and emotionally reactive.
  • Communication often escalated into frustration, with little resolution or follow-through.
  • Tasks were dropped, priorities were unclear, and tensions bled into the broader team.
  • Revenue was slipping due to missed opportunities and inefficient account management.

PROBLEM

  • Conversations between the owner and account executive became circular, vague, and emotionally reactive.
  • Communication often escalated into frustration, with little resolution or follow-through.
  • Tasks were dropped, priorities were unclear, and tensions bled into the broader team.
  • Revenue was slipping due to missed opportunities and inefficient account management.
  • Observed real-time conversations and conducted separate interviews with both parties to uncover the root cause of the issues.
  • Identified that the executive lacked direct access to operations, forcing him to go through the owner for basic information. This “broken telephone” communication led to delays, frustration, and confusion.
  • The owner was burdened with operational issues and was often dragged into the executive’s requests, which exacerbated stress and added to the misalignment.
  • The monetary dispute was a symptom of deeper misalignments around roles, expectations, and authority.
  • Realized that the owner lacked visibility into the executive’s daily activities, fueling frustration and a sense of being overwhelmed.

DISCOVERY

  • Observed real-time conversations and conducted separate interviews with both parties to uncover the root cause of the issues.
  • Identified that the executive lacked direct access to operations, forcing him to go through the owner for basic information. This “broken telephone” communication led to delays, frustration, and confusion.
  • The owner was burdened with operational issues and was often dragged into the executive’s requests, which exacerbated stress and added to the misalignment.
  • The monetary dispute was a symptom of deeper misalignments around roles, expectations, and authority.
  • Realized that the owner lacked visibility into the executive’s daily activities, fueling frustration and a sense of being overwhelmed.

DISCOVERY

SOLUTION

  • Resolve the monetary dispute, ensuring alignment between the executive and owner on financial expectations.
  • Eliminate the communication bottleneck by ensuring direct access between the executive and operations, without needing the owner as an intermediary.
  • Establish a clear communication framework that delivers timely and relevant information, minimizing unnecessary escalations.
  • Clarify roles and responsibilities to ensure both the executive and owner understand their respective financial and operational expectations.
  • Foster a consistent and productive communication channel between the executive and the owner to streamline decision-making and align priorities.

SOLUTION

  • Resolve the monetary dispute, ensuring alignment between the executive and owner on financial expectations.
  • Eliminate the communication bottleneck by ensuring direct access between the executive and operations, without needing the owner as an intermediary.
  • Establish a clear communication framework that delivers timely and relevant information, minimizing unnecessary escalations.
  • Clarify roles and responsibilities to ensure both the executive and owner understand their respective financial and operational expectations.
  • Foster a consistent and productive communication channel between the executive and the owner to streamline decision-making and align priorities.
  • Facilitated a resolution for the monetary dispute, ensuring both the executive and the owner were on the same page regarding financial expectations and authority.
  • Eliminated the broken communication loop by appointing an operations liaison to bridge the gap between the executive and operations.
  • Clarified roles and responsibilities to ensure the executive had direct access to operations without relying on the owner as an intermediary.
  • Introduced a structured communication framework to ensure the executive received the necessary information in a timely manner, reducing the need for constant escalation.
  • Established a 15-minute daily check-in to create a consistent, productive communication channel between the executive and the owner, ensuring both parties were aligned on priorities and responsibilities.

IMPLEMENTATION

IMPLEMENTATION

  • Facilitated a resolution for the monetary dispute, ensuring both the executive and the owner were on the same page regarding financial expectations and authority.
  • Eliminated the broken communication loop by appointing an operations liaison to bridge the gap between the executive and operations.
  • Clarified roles and responsibilities to ensure the executive had direct access to operations without relying on the owner as an intermediary.
  • Introduced a structured communication framework to ensure the executive received the necessary information in a timely manner, reducing the need for constant escalation.
  • Established a 15-minute daily check-in to create a consistent, productive communication channel between the executive and the owner, ensuring both parties were aligned on priorities and responsibilities.

RESULTS

  • Communication time was reduced from over 1.5 hours to just 15 minutes daily, freeing up valuable time for productive work.
  • The executive gained direct access to operations, enabling faster decision-making and reducing dependency on the owner.
  • The monetary dispute was resolved, eliminating friction and allowing both parties to focus on business growth.
  • With clarified roles and responsibilities, both the owner and executive were aligned on expectations, leading to improved efficiency.
  • A consistent communication flow enhanced collaboration and minimized miscommunication, ensuring alignment between the owner and executive.
  • Monthly revenue of $25,000 was restored, helping the business regain momentum.

RESULTS

  • Communication time was reduced from over 1.5 hours to just 15 minutes daily, freeing up valuable time for productive work.
  • The executive gained direct access to operations, enabling faster decision-making and reducing dependency on the owner.
  • The monetary dispute was resolved, eliminating friction and allowing both parties to focus on business growth.
  • With clarified roles and responsibilities, both the owner and executive were aligned on expectations, leading to improved efficiency.
  • A consistent communication flow enhanced collaboration and minimized miscommunication, ensuring alignment between the owner and executive.
  • Monthly revenue of $25,000 was restored, helping the business regain momentum.
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