• Even the best team leaders improve

    with a structured and personalized support system to turn high-impact daily leadership practices into measurable business impact and ROI.

    Upwardly Perspective: Business Uplift Through Team Uplift

    Most managers aspire to do their highest work—guiding and developing teams to elevated levels of actualization, effectiveness and value creation for the individuals, the organization, and its customers.

    Their complex challenge is to proactively do it, do it better, do it consistently, and do it in whatever context and circumstance unfolds. Often, stress lures them into a reactive mode instead. They focus on putting out fires, cracking down, micromanaging, or taking over other people's work.

    They're human. This is not just a time, knowledge, skill or process problem. It's a structured interpersonal behavior and feedback challenge. The core needs, pains, and gains are relational for both leaders and their teams.

    These are the hallmarks of a complex system: A network of interdependent relationships, flowing and influencing each other in feedback loops, whose collective behavior can't be predicted just by looking at and maniupulating the individual components. The challenge is cultural, not industrial.

    Critical Gap: Managers lack a practical, personalized, daily way to elevate their team’s capability and agency without feeling overwhelmed.

    Upwardly Approach: A Personalized, Coach-the-Coach Experience

    In response to managers' and teams' unmet relational support needs, Upwardly offers a daily coaching companion for managers. Our purpose is to support team leaders in regularly doing their highest work, with data that connects the dots to show how team uplift is benefiting the business over time, through change and challenges.

    The service bundle includes live guided-inquiry sessions, high-impact team leadership practices, curated content, and a personalized mobile app with setup concierged by the coach (our team or yours). This app extends the human dynamic over time with daily nudges, tracking, coach feedback, and data-backed prompts. It's a lot of support with a light-touch that naturally fits into the flow of a manager's daily reality.

    Think of this support bundle as social scaffolding—a stabilizing meta structure loosely wrapped around managers to help them build up teams and reach new heights. Managers love it (their word), it's sticky, it's effective, and, crucially, it's thrifty with their time. Quality and frequency of attention and presence are the keys, not time.

    Every aspect encourages prosocial encounters and dynamics. Technology is intentionally in a subordinate role to extend human attention and presence, capabilities, and agency, not replace them. We passionately believe that in the tech-obsessed era of AI and always-online, its every leaders' moral and pragmatic imperative to ensure that essential and meaningful human qualities are protected, served and encouraged.

    Upwardly Impact: Higher Functioning Managers and Teams

    With Upwardly support, managers reinforce strategic priorities daily to unsure pull-through over quarters. They notice and recognize team members’ good work and improvements, all while building a meaningful breadcrumb trail for reviews. They build their unique leadership strengths and a strengths-based team. They regularly visualize their impact on the team and business, then adapt appropriately.

    Upwardly experiences can augment and sustain traditional management training or productivity tools you may have. Any priorities, frameworks, processes, skills, knowledge, or practices can be reinforced. It's core value-add is that it functions relationally.

    By reading this far, you're clearly the type of person we'd love to support. Please contact us for a no-pressure conversation about your ambitions and ways Upwardly can help.

  • Use Cases for an Upwardly Experience

    Wherever team excellence is mission-critical, Upwardly offers lift.

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    Sales & Revenue

    Example: "Salesforce Sabotage"

    A harried Sales Manager is squeezed between a VP demanding proof of ROI from a $250k CRM investment and Account Executives quietly rebelling against the administrative friction of adoption and usage (behavior change). Upwardly supports and tracks her shift from fear-based enforcement to human-centric workflow optimization.

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    HR & Customer Support

    Example: "Frontline Burnout Backlash"

    A frontline Customer Support Manager with a team of 25 reps is new to her team leadership role when a product release causes a 30% surge in customer tickets. Upwardly supports and tracks her shift from panicked firefighting and micromanaging to collaborative team coach who preserves retention and customer satisfaction.

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    HR & Corporate People Ops

    Example: "Executive RTO Standoff"

    A high-level HR Director is squeezed between an Executive Team demanding a corporate-wide, mandatory Return-to-Office (RTO) compliance push and department heads reporting massive flight risks. Upwardly supports and illustrates the shift from bureaucratic policy policing to empathetic, data-driven workforce strategy.

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    Engineering & Product

    Example: "Agile Gridlock"

    An Engineering Director faces intense pressure to hit product launch deadlines while balancing a technical peer who hoards resources and a dev team facing burnout. Upwardly supports and highlights the shift from defensive timeline-padding to psychological safety and cross-functional velocity.

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    Data Analytics & Marketing

    Example: "Data Silo Standoff"

    A Business Intelligence Director is caught between a Marketing peer demanding instant, vanity metrics and data scientists fighting a losing battle against data messiness. Upwardly supports and illustrates the shift from political people-pleasing to building an authentic, data-driven organizational culture.

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    Legal, Operations, & Security

    Example: "Compliance Bottleneck"

    A Chief Information Security Officer (CISO) is vilified by commercial peers for slowing down deals with rigorous new data-privacy protocols. Upwardly supports and details the shift from bureaucratic gatekeeping to strategic, revenue-enabling risk management.

  • ROI & Team Elevation Services

    Options to immediately start heightening the impact of your talent & tech.

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    Boost People-Tech ROI

    - Pull-Through Retainers -
    CORE BUSINESS VALUE

    For Execs to maximize the return on tech investments that rely on teams

    OPERATIONAL VALUE

    For managers to ensure daily excellence w/ tech & strategic priorities

    BENEFITS

    • Accelerate Buy-In & Adoption

    • Elevate Quality of Inputs & Outputs

    • Raise Workflow Above Compliance

    • Increase Customer & Retention

    SERVICE BUNDLE

    • Coach-the-Coach Onboarding

    • Targeted, High-Impact Practices

    • Mgr App w/ Daily Nudges & Tracking

    • Data on Priorites Pull-Through

    INVESTMENT

    Payback Example: Selling Time

    Without proper adoption, AEs lose 2.5 hours every week in CRM data entry, fixing errors, or duplicating work.

    The Math: Across 10 AEs, that is 25 hours a week of wasted selling time.

    The Payback: With a Pull-Through Retainer, proper CRM usage patterns (e.g., opportunity hygiene) reclaim that time. Over a 48-week working year, this yields 1,200 hours of pure selling time back to the team—the equivalent of adding more than half of a full-time AE to the roster.

    Upside Potential: If one sales manager with 6 AEs reinforces behaviors to help just one of those AEs close just one more mid-market deal in a pilot, you earn $10,000 to $50,000 in additional revenue. Ignoring any other upside, pilot ROI is 33% - 566%. Imagine the ROI bump on a CRM investment by enabling pull-through across teams.

    Instead of burning cash in idle "shelfware," lost selling time, and wasted action potential every month, managers reinforce what works better and reps move upwardly to hit quota. How high can the ROI on your CRM investment can go? Let's find out.

    Launch a Pilot in Q4!

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    Level-Up Managers

    - Coaching Culture Retainers -
    CORE BUSINESS VALUE

    For Execs to cultivate a strengths-based coaching culture among team leaders

    OPERATIONAL VALUE

    For sales/AE managers to elevate team leadership, effectiveness & success

    BENEFITS

    • Uplevel solo "superstars" into leaders

    • Rachet up engagement & activation

    • Upgrade performance & feedback

    • Up-end burnout & turnover

    SERVICE BUNDLE

    • Individual Strengths Assessments

    • Team Engagement Surveys

    • 1:1 Strengths Coaching Program

    • Mgr App w/ Daily Nudges & Tracking

    INVESTMENT

    Payback Example: Retention

    Without high-level coaching, a new Rep fails to make quota, struggles to apply feedback, and is destined for dismissal.

    The Math: 1 Rep loss costs ~1.5x salary, saps focus, and drags pipeline velocity.

    The Payback: With a Coaching Culture Retainer, effective Rep performance (e.g., quota attainment) converts a loss into a gain. It avoids costs from lost producivity, recruitment, onboarding, and ramp-up time equaling $180,000. That budget is now available for new hires, enablement, and bonuses.

    Upside Potential: If one manager shifts from damaging the culture of safety, trust, and development that teams universally prize, or shifts from being a super-rep or micromanager to a great coach, it quickly brings out more of the best in their team.

    Instead of executives sending mixed signals by telling managers they want a coaching culture while not personally modeling or reinforcing the behaviors in consistent and clearly visible ways, they practice using strengths language and tools in private, high-impact 1:1 executive sessions. Real culture change starts, accelerates, and is multiplied by enthusastic support from leaders.

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    Fire-Up Teams

    - Motivational Activities -
    CORE BUSINESS VALUE

    For Execs to ensure sales initiatives & culture building events are successful

    OPERATIONAL VALUE

    For teams to feel primed to adapt, inspired to perform & open to innovate

    BENEFITS

    • Energize kickoffs (ex: rollouts)

    • Align intentions (ex: sales meetings)

    • Evolve teamwork & collaboration

    • Clarify purpose, problems & solutions

    SERVICES

    • Motivational Talks

    (ex: Burned Out to Fired Up!)

    • Team & Executive Workshops

    (ex: Strengths Selling, Priorities)

    INVESTMENT


    Payback Example: Revenue

    Without a motivational experience to kick off a challenging new initiative, morale drops and productivity slows.

    The Math: 1 delayed lead can defer a high potential sale by weeks—or worse.

    The Payback: With a talk or workshop, proactive behaviors (e.g. lead nurting quality and quantity) get a bump. For a 10-person sales team inspired out of a slump, just one additional closed deal (assuming a deal value of $5,500+) means the event immediately breaks even or generates profit.

    Upside Potential: Instead of sabotaging new revenue programs and systems by ignoring culture factors until problems emerge, teams give input into problem definitions and solutions, increasing adoption, effective usage, and success.

  • Approach & Philosophy

    Whatever your intentions and challenges, these themes will guide how an Upwardly Experience operates.

    Servant-Leader Mindset

    Like a tree trunk, leaders are the central support for branches of an organization. Resources move upwardly, including attention. We use this mindset to raise the quality of leadership at all levels.

    Right-Brain Values Lead

    Humans have a split brain, each half offering starkly different values and capabilities. This trait allows us to choose which value set has final authority. We elevate the wiser, socially attuned, reality-based half to preeminence.

    Positive & Social Psychology

    Noticing how people naturally function well is a resourceful and respectful way to raise creativity and productivity. We invest in talents and pro-social practices, build them into strengths, and use them to flourish.

    Personalized Engagement

    Nothing engages and brings peace of mind like being seen, understood, and valued for our unique qualities and contributions. We uphold individuality as a reliable basis for excellence, teamwork and innovation.

    Renaissance Spirit

    Leadership, team building, and innovation are complex and nuanced. To do them well is a blend of Science, Art, and Philosophy. We use this rich mash-up to inspire new views, creative collaboration, and growth.

    Joie de vivre & Tempo Giusto

    Zest for life is a potent source of intrinsic motivation for action. The "right tempo" for action is superior to bulldozing at top speed by default. We use both in dynamic tension as a useful governor of our energy.

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    What's the impact?

    Participants report quick value and sustained benefits:

    • New habits are so sticky they become the norm
    • Measurable upticks on team engagement and performance
    • Correlations to improved business performance and results
    • Highlights progress and success with data stories
    • Reinforces daily action on business priorities
    • Uplifts teams to reduce burn-out and turnover
    • Activates individual and team strengths
  • Let's Talk.

    Or, contact us directly. We strive to respond the same day.

    Oakland, CA
    Mon - Fri 9am - 5pm PT
    510-629-1973
  • Clarifying Your Needs

    Reflect on a question below (click to expand), then let's discuss how Upwardly can help.

  • Feedback

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    "Burned out to Fired-up!"

    Talk to 300 changemakers:

    "...we were transformed. It was one of the most moving, affirming, and inspiring talks I’ve ever witnessed – precisely the message of hope and agency everyone needed in a world so often overshadowed by crisis. If I were leading any company or conference and needed to truly motivate a team... Frankie Ridolfi would be my first call."

    — Exec. Dir., Climate Ride

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    "Thanks to your Teamwork"

    Talk to biotech Operations team:

    "...Frankie is a gifted orator who naturally captivates his audience. I found myself hanging on every word as he told his incredible story. By the end of Frankie’s talk, there wasn’t a dry eye in the large room and I felt a tremendous renewed sense of purpose. Everyone in the room was clearly moved and inspired."

    — Dir. of Training & Acct. Dev., Vericel