Raquel Castillo, MBA of The Online Integrator: Running Traction
Raquel Castillo, MBA and Matt Wilhelmi – Episode 1
Raquel Castillo, a fractional integrator, joins Matt Wilhelmi for an exciting episode where we get some highlights from Raquel’s background and hear about her approach to solving a software development company’s traction issues.
Raquel’s background as a COO. Graduated with her MBA but they needed help with their branding. They had a great product. No structure. No processes. No Operations. No Inventory. All chaos.
She asked the owner if she could get to work. She was employee 6. Within 18 months, she grew the company to over 30 employees with distinct departments.
Matt talks how impactful implementing the L10 meetings are. Gets everyone motivated, engaged, and moving in the same direction.
Raquel explains how she was able to shift from a full time COO for a manufacturing company into a fractional integrator for multiple companies. She credits time blocking and her executive functioning skills. She also says that accountability is needed for anything to get done.
The Case Study: Texas Based Software Development Company. I was brought in to create a pitch deck for investors because they needed more funding.
They were already on EOS for 2-3 years One Leader became suddenly disengaged Not completing to do items Scorecard numbers weren’t going well, if they were even updated Attendance started to suffer too.
Raquel’s approach: Starts with accountability. Who’s the integrator? Are they wearing too many hats? Try to understand the why. What’s going on with that leader? Do they need additional support?
Attempt to connect and see if there’s something bigger going on.
Raquel provides a secret to sales scorecards that’s true in just about any organization, yet many miss.
Raquel Castillo, MBA and Matt Wilhelmi – Episode 2
Raquel Castillo, a fractional integrator for those organizations running on the EOS Platform joins Matt Wilhelmi of Strategic Voyages Business Consultants on another insightful episode where they dive into some cautionary tales. They answer the question of “What happens if a person on the leadership team isn’t held accountable?” Raquel draws on her experience growing a manufacturing company from 8 employees to over 30 within 18 months to provide some context to this question. Raquel talks about curbing burnout with a special technique called the Clarity Break. She also gives a rather strong opinion on Annual Performance Reviews that you’re not going to want to miss. Matt calls her out and they share their differing viewpoints on this. Matt describes this phenomenon of employee feedback and accountability as a very narrow path with disaster looming on either side if a wrong step is taken. You’re not going to want to miss this heavy hitting episode!
Raquel Castillo, MBA and Matt Wilhelmi – Episode 3
Raquel Castillo, fractional integrator for organizations running on the EOS Platform, has an MBA from Texas A&M, and she grew a manufacturing company from 6 employees to over 30 in just 18 months!
In this episode, Raquel expertly helps our presented case study, a Texas based software company, by answering the question of, “how do we get everyone to win here?”
Raquel talks through several approaches. She discusses the power of framework and experience which reassess where this person is with a tool she’s adapted from the 6 types of Working Geniuses. She details the differences between a dreamer or a visionary and a tenacious sales person. They’re very different skill sets!
She also talks through a Traction tool; The People Analyzer. From this process, you put context to a three-pronged metric: The GWC. Does this person get it? Do they want it? Do they have the capacity for it? Raquel believes it’s a great way to get real. When you ask someone “do you want it?” She explains that it’s a more structured approach to identifying the organization’s’ needs and then seeing if the team can rise to those expectations and needs.
Matt talks about the importance of talking to people and being real. Then, Raquel details the three options for leaders who aren’t getting it, wanting it, or have the capacity for the role.
Matt talks about the compounding issues that result from a poor person-job-fit. Increased propensity for burnout is just one. He then tells a story about the power of creating space for people to just vent.
Raquel also shared her love for the people side of the business and gave an excellent piece of advice on how to conduct one on one conversations with respect and integrity.
