Rethinking ‘business as usual’ by taking a refreshingly direct approach to strategy

Your outsourced chief development officer

Services to support your vision

On-point, actionable and achievable strategies for success

Facilitating strategic goal setting and a constructing a plan to match

Assessing desired client experiences and adjusting product delivery

Creating focus and team consensus while developing a unified strategy

Delivering a fresh perspective on internal and external processes and procedures

Making sure each component of your company is working constructively together

Reducing the number of steps to achieve success

Helping your employees perform at their highest level

Ensuring every action moves your company closer to its long-term goals

Helping to define long-term goals and the steps to achieve them

Working with each division to gain a unified company approach

Assessing and pivoting as industry conditions change

Have helped many different companies achieve their next milestone of achievement

Defining what success looks like early on and what it will take to get there

Helping to steer the ship and providing feedback on any barriers faced

Tenacious in pursuit of company success

On-point, actionable and achievable strategies for success

Facilitating strategic goal setting and constructing a plan to match

Assessing desired client experiences and adjusting product delivery

Creating focus and team consensus while developing a unified strategy

01

Delivering a fresh perspective on internal and external processes and procedures

Making sure each component of your company is working constructively together

Reducing the number of steps to achieve success

Helping your employees perform at their highest level

02
03

Ensuring every action moves your company closer to its long-term goals

Helping to define long-term goals and the steps to achieve them

Working with each division to gain a unified company approach

Assessing and pivoting as industry conditions change

04

Have helped many companies reach their next achievement milestone

Defining what success looks like early on and what it will take to get there

Helping to steer the ship and providing feedback on any barriers faced

Tenacious in pursuit of company success

Josh shakes things up by helping clients solve big problems with outside-the-box, effective solutions.

Josh Ulla | Chief Development Officer

Josh loves helping people. From a young age he searched for opportunities to optimize and grow business and has since jumped head first into developing improved business strategies and procedures for companies ready to make the next leap.

His skill set has been applied to not only energy and tech, but also architecture, legal, animation and a gauntlet of other industries.

He believes that regardless of the business, many of the hurdles are similar and it just takes a steady hand and a thoughtful approach. Everything must be done with purpose, luck is not a strategy.

Born and raised in the heartland of Nova Scotia, he earned his Masters in Geophysics at Carleton University in Ottawa and later worked with ExxonMobil in Houston. Josh spent his earlier years as a longline fisherman out of Norway in the North, Norwegian and Barents Seas.

Clients we’ve had the pleasure to work with

Built a tangible path to meet company goals

Motion Giraffx has an incredible product, the ability to tell a company's story to their partners, investors and most importantly their clients. They are great listeners and creators and always come through for their clients. What was missing at Giraffx was a method to scale, bring their solution to larger contracts and grow their team while sustaining their company's culture.

Approach They had been growing and animating for a long time. We sat down and walked through every aspect of the organization from start to finish. We then polished the parts that were working and built processes and procedures to stitch the company's efforts into a roadmap to success.

Services Research and audit of company history, strategy and goal setting workshops, weekly assessments and planning.

Results Built out a business development team and internal animator structure to allow the CEO to focus on company development and progression which increased sales accordingly.

Clients we’ve had the pleasure to work with

Helped build their business from the ground up

Building spaces that match the wanted experience is their unique touch. They balance both the architectural and building side of bringing their client's concepts to life. As with most small companies, their demand was exceeding their capacity. Not wanting to turn down work, a focus was put on processes and staff along with automating away some of the heavy lifting.

Approach By completing a strengths assessment and developing a client handling procedure, much of the heavy lifting was removed and allowed staff to excel at what they specialized in; design and build. Next, the staffing requirements were assessed, and proper onboarding was developed to sustain company growth while meeting client needs.

Services Careful listening and reflecting on the goals of the company and what each stakeholder viewed success as. After this it was as simple as defining a strategy to get them where they wanted to go since their product was head and shoulders above their competition.

Results Staff onboarding is successfully being applied and the team is growing. Client deliverable times have been reduced and more work is being completed on a daily basis.

Clients we’ve had the pleasure to work with

Refined messaging and elevated branding to attract larger clients

Moss Immigration is a knowledge and process powerhouse when it comes to immigration. They help clients from near and far navigate the complex process of arriving and staying in the United States legally, and they do it incredibly well. In order to take their organization to the next level of growth it was time to update their website and messaging as well as build out a better delineation of responsibilities within the staff. Like most small companies, the business side of their operations was at times neglected due to the team's single focus on achieving their clients' success. By helping to shift a small portion of their focus onto messaging and internal policies, they actually became more efficient and were able to commit more time to their clients' cases.

Approach After a careful study of the present work being done and the existing website, it was clear that some business tidying up would find them great efficiency and success.

Services Advisement on development of a new website, better defined roles within the organization and a corporate reaching strategy for larger clients.

Results Improved efficiency and reduced front-end lifting when gaining new clients.

Clients we’ve had the pleasure to work with

Clients we’ve had the pleasure to work with

Josh Ulla looked at my business as a whole by taking the time to really listen and understand my business.

He was able to look at my workflows and level them up as well as figure out how to capture the new types of clients I want, and develop crisp marketing. I’m so happy with this two-pronged approach because now I feel ready to take on all the new clients I’ll get from working with Josh!

Cara Lackey - Owner, Motion Giraffx

We cannot say enough good about Josh Ulla.

He understands what success in business requires. He offers ideas that work and the knowhow to make those ideas reality.

Graham & Co.

Josh has helped me tremendously in reorganizing my business.

The office flows with greater efficiency.  I wish I had consulted with him 10 years ago.

The Dermatology and Laser Center of Oklahoma

I'm an immigration lawyer and engaged Josh Ulla to help me find new types of clients.

He dynamically helped me look at and develop my brand, figure out how to capture the new types of clients I want, and develop crisp marketing. In addition he took the time to really listen and understand my business to assess and level up my work flows.

Alycia Moss - Owner, Moss Immigration Law

I am retired DoD and Josh helped bridge me and my skills into my growing business

I had the pleasure of working with Josh Ulla on a complex business challenge, and his expertise made all the difference. Josh quickly understood our needs and provided insightful, actionable strategies that helped us streamline operations and increase profitability. His ability to break down complex issues into manageable steps was invaluable, and his guidance was instrumental in helping us achieve our goals. Josh is not just a consultant; he's a true partner in business success. I highly recommend his services to any company looking to grow and optimize their operations.

Terry Hill - Owner, Stoic Solutions Additive Manufacturing

From Operating to Serving in O&G

Working with Josh Ulla was a critical and impactful decision for us as we built a new company. His market insights and innovative approach helped us develop an actionable business plan and fundraising strategy. Josh Ulla is not only knowledgeable but also incredibly dedicated, always going the extra mile to ensure our success. We highly recommend his services to any company looking to elevate their business development efforts.

Eric Bruesewitz - Owner, TAQ Energy

Josh has a Big, Giving Heart that Resonates with Givt

Josh Ulla and I have worked together for many years. His balanced approach to listening and offering suggestions has allowed me to flush out many personnel and product issues and move my company forward. My company is focused around growing generosity and Josh exemplifies our values in all the work he does.

Sjoerd van Oort - Owner/Founder, Givt