• Uplift Business by Uplifting Teams

    Prove it with success data, concierged for team leaders

    Teamwork is the Ultimate Competitive Advantage

    Whatever ambitions you set, strategies you choose, or challenges you face, it's the quality of how people connect, communicate, collaborate and create that most influences how well work gets done and success is realized.

    It follows that investing in a coaching culture is the ultimate way to elevate teamwork. When championed by executives, activated by first-line team leaders, and supported systemically, a coaching culture turns reactive managers into responsive team whisperers whose modeling ripples. Uplift business by uplifting teams.

    The question is: How well does your organization champion, activate and systemically support a coaching culture?

    We invite you to contact us about your ambitions and how Upwardly helps.

  • How It Works:

    "Social Scaffolding"

    Upwardly helps manager to reinforce strategic priorities daily to ensure pull-through over quarters. They notice and recognize team members’ improvements and adaptions, all while laying a meaningful breadcrumb trail for reviews. They hone their unique leadership strengths profile and build strengths-based teams. They see how their daily practices elevate the team and impact business, and they adapt appropriately.

    From the executive view, Upwardly aligns and prompts bottom-up daily leadership practices in teams with top-down leadership priorities of the organization, and reinforces them while activating the best qualities of each individual. Our integrative approach enables pull-through for executives by ensuring daily action on long-term priorities; important wins over urgent. It enables regular development of team leaders and their people right in the flow of daily work; pragmatism wins over dogma.

  • What You Get

    Coaching + Web/App + Data

    Get a bundle of support with everything team leaders need and nothing they don't:

    • Coaching on high-impact leadership practices +
    • Companion app with daily prompts & evolution tracking +
    • Shareable success data & stories

    In addition to reinforcing strategic priorities and individuals' unique strengths, Upwardly can also augment and sustain existing management training or productivity tools.

    Any priorities, frameworks, processes, skills, knowledge, or practices can be reinforced through team leaders. A core value is that it functions relationally, not mechanistically, which is what truly engages and motivates people.

  • Use Cases for Upwardly

    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.

  • What's Your Use Case?

    Tell us where you need Upwardly support.

    We'll follow up promptly.

  • The Experience

    A Sense of What to Expect

    1

    Set-up

    Sponsors' priorities and participant contact info is gathered by the Upwardly team.

    Select team leaders are invited to participate in Upwardly. It is offered opt-in as an investment in their development & success.

    Pilot participants are welcomed by their coach in an email with a link to schedule a video call. They schedule a cadence, usually biweekly.

    2

    Ramp-Up

    Over ~12 weeks, participants are coached on using high-impact self- and team-leadership practices, tracking their team engagement, recognizing team members for improvements, and noting the impacts.

    Coaches assist with clarifying priorities with timeframes to reinforce, and/or* applying participants' top strengths to team leadership and coaching.

    When each participant is ready, their coach concierges and introduces the personalized companion app and reminders.

    *The specific flow of coaching focus is influenced by the retainer selected and the individual manager's needs.

    3

    Upward Spiral

    Having experienced positive impacts on themselves and their team, participants start to share success data and stories.

    Participants continue being coached to sustain and evolve their daily leadership practices.

    Coaches introduce personalized, data-driven feedback, practices, and questions via companion app.

    Live coaching cadence tapers off as participants approach the top of S-shaped adoption curve.

    Participants increasingly get personalized coaching support via the app: prompts, feedback, practices library, and sharable success data and stories. Coaching influence remains high while financial investment drops (ROI inflection upwardly).

    Upwardly team gauges the potential for valuable insights and correlations by mashing team uplift data and business data (ex: impact and ROI data).

  • 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 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 evolves.

    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
  • Prep for Our Conversation

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

  • 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

  • Let's Talk.

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

    Oakland, CA
    Mon - Fri 9am - 5pm PT
    510-629-1973