Why I Want You Leading the Next Phase of This Company

Why I Want You Leading the Next Phase of This Company
Leah,
You have been part of building this company for more than a decade. This presentation outlines some ideas for how your leadership can play an even greater role in helping guide where we go next as we continue building the next chapter of the company together.
A Brief Look Back
Our business has evolved significantly over the past 16 years.
1
2009
Founded as Recruit Hospital Executives, Inc.
2
2013
Renamed Ascend HR Corp
3
2014
Leah joined the company

4
2016
First HR Maximizer client
5
2018
HR Maximizer Inc. established as a separate business

Over the past 12 years, Leah has helped:
Build HR Maximizer
From the ground up
Client Relationships
Support long-term client relationships
Internal Operations
Help shape how the company operates
President
Serve as President of HR Maximizer
Her leadership has been a major part of the company's success.
Where the Business Stands Today
The company now operates across three major areas. The next phase of growth requires expanded leadership support.
HR Maximizer Inc.
Recruitment marketing platform
Primarily healthcare-focused
Long-term recurring clients
Ascend HR Corp
Marketing, recruiting media, advertising, and consulting services
Clients across multiple industries
Media & Creative Production
Video production and advertising campaigns
Leadership Structure Going Forward
The goal is two senior leaders supporting the organization.
Founder & Chief Innovation Officer
Rollis Fontenot
Strategy and innovation
Advertising and media direction
Sales and partnerships
Major client relationships
Leadership Partner
Leah
Client success leadership
Operational oversight
HR Maximizer growth
Strategic representation
Leah's Core Leadership Pillars
Client Success Leadership
Strengthening relationships with key clients and ensuring consistent service delivery.
HR Maximizer Growth
Continuing to steward and grow the HR Maximizer platform and its client base.
Operational Leadership
Supporting internal coordination and workflow as the organization scales.
Strategic Representation
Representing the company in industry environments and developing relationships.
HR Maximizer Leadership
Title
President, HR Maximizer Inc.
Long-Term Goal
Expand HR Maximizer and return it to stronger growth levels.
Key Focus Areas
Stewardship of HR Maximizer clients
Growth of the HR Maximizer platform
Participation in healthcare HR conferences
Strengthening relationships with HR leaders
Identifying expansion opportunities with existing clients
Ascend HR Corp Leadership
Expanded leadership role within Ascend HR Corp. This role strengthens our ability to scale the company while maintaining strong service levels.
Client Success Leadership
Leading and elevating the client experience across accounts.
Operational Coordination
Coordinating across projects to keep the organization running smoothly.
Client Reporting & Strategic Reviews
Guiding reporting processes and strategic check-ins with clients.
Service Expansion
Identifying opportunities to expand services with existing clients.
Client Relationship Approach
The goal is not to replace existing relationships — the goal is to add additional leadership support.
Many of our current clients have long-standing relationships with Rollis. Clients should experience:
More Strategic Support
Better Coordination
Additional Leadership Attention
Not reduced founder involvement.
Client Relationship Strategy
Leah will gradually increase involvement where it strengthens the client experience.
Founder-Led Relationships
Remain important and will be maintained.
Legacy Community Health
CHCP
Master Spas leadership
Shared Leadership Relationships
Growing involvement with Leah's support.
Harris Health
Future clients
New accounts going forward
Where Leah Can Add Immediate Value
Client Follow-Up Leadership
Ensuring action items and deliverables stay organized and on schedule.
Quarterly Strategy Discussions
Helping guide campaign reviews and planning conversations.
Industry Networking
Attending conferences and developing relationships.
Operational Coordination
Helping ensure internal teams stay aligned across projects.
Business Growth Opportunity
Several areas of the business have strong growth potential. To support this growth, the company needs expanded leadership capacity.
HR Maximizer
Could realistically double within the next 12–24 months.
Ascend HR Corp
Expanding into additional industries beyond healthcare.
Major Clients
Accounts such as Master Spas are scaling significantly.
Leadership Development Timeline
Goal: Rebuild toward full leadership capacity as the company grows.
1
Phase 1
Expanded participation in client meetings and operational coordination.
2
Phase 2
Increased industry representation and HR Maximizer growth initiatives.
3
Phase 3
Greater involvement in strategic planning and partnership opportunities.
4
Phase 4
Fully integrated leadership role across HR Maximizer and Ascend.
Creative Brand Transition
Rollis Fontenot Inc will transition to a new creative brand identity. This change does not affect Ascend HR Corp or HR Maximizer.
Current Entity
Rollis Fontenot Inc
New Brand
Refract Films
Purpose of the Change
Establish a stronger creative production identity
Separate production branding from consulting and marketing services
Provide a clearer public-facing brand for video and campaign work
Ascend HR Corp Brand Evolution
Our company has evolved significantly since its founding. The name Ascend HR Corp does not reflect the full scope of the company today.
1
2009
Recruit Hospital Executives, Inc.
2
2013
Ascend HR Corp
3
2014
Leah joined the company
4
Today
Video production, advertising campaigns, recruitment marketing, and strategic marketing services across multiple industries
Ascend Brand Transition Strategy
The recommended approach is a staged transition that protects existing contracts, banking relationships, and operational continuity while allowing the brand to evolve.
01
Step 1 — Launch a DBA
Launch a new brand as a DBA under Ascend HR Corp. Benefits: minimal disruption, faster rollout, and allows testing of the new brand identity.
02
Step 2 — Evaluate Full Rename
Evaluate a full legal rename later if appropriate, once the new brand has been established.
Leah's Role in Completing the Project
Most of the research and groundwork for the brand evolution has already been completed — the project is approximately 85 percent complete.
Work Already Done
Extensive name research
Availability checks
Initial brand direction work
Leah's Ownership of the Final Stage
Reviewing final naming options
Helping determine the DBA launch strategy
Supporting rollout planning
Aligning messaging across the organization
The goal would be to bring the project across the finish line.
What Success Looks Like in 12 Months
Expanded Leadership Capacity
Across the entire company.
Stronger Client Support
Improved coordination and service delivery.
HR Maximizer Growth
Meaningful progress toward growth targets.
Industry Relationships
Additional partnerships and connections developed.
Clearer Brand Structure
Across all areas of the business.
The Vision
A company built on strong relationships and high-quality work. Two senior leaders guiding growth. A structure that allows the organization to scale while maintaining the close client relationships that built the business.
Strong Relationships
High-Quality Work
Two Senior Leaders
Scalable Structure
Next Steps
01
Review Ideas & Feedback Together
Discuss these concepts and align on priorities.
02
Identify Areas of Leadership Priority
Determine where to focus first for the greatest impact.
03
Define Initial Responsibilities
Establish clear ownership and accountability.
04
Begin Phase 1
Start implementing the first phase of expanded leadership.