Insight CXO Mission: Help coachable CEOs and their teams inspire leadership, accelerate growth, and crush the competition.
Company Description: We bring clarity and alignment to strategy, people, and execution in measurable sprints across the organization – from the management team on down. Our goal is to help you achieve your growth goals while creating a healthy and scalable organization.
Core clients: 1) Companies with stalled sales growth; 2) High-growth companies with infrastructure struggling to keep up with growth.
Insight CXO utilizes our experience and proven frameworks from Scaling Up™ (People, Strategy, Execution & Cash) along with the ‘Rockefeller Habits’ to help CEOs and their teams scale and grow. Using The Scaling Up Process™ to help your team discover The Breakaway Move™ (your core strategy to help separate you from the pack), we guarantee a completed plan that:
- Creates a strategy to Scale & Grow designed to double the business in three years or less.
- Facilitates full company buy-in and ALIGNMENT in 6 months.
- Ignites dashboard-driven RESULTS.
Partner Background: Both Robert Fish and Gary Frey have a lot of experience in scaling companies we’ve run as well as in working with CEOs of companies that typically range from $5 million to $250 million in annual sales. The Scaling Up framework that Insight CXO uses is the same proven framework that Robert and his co-founders used when they launched AvidXChange. (It is still the framework that AvidXChange uses to this day in the midst of their meteoric success.)
Robert is founder of Insight CXO, a firm committed to helping CEOs and Entrepreneurs create winning cultures through alignment and accountability, industry dominating growth strategies and frameworks for consistent execution and results. This is accomplished by using a unique mix of coaching, entrepreneurial experience, and consulting leveraging the Gazelles 4 Decisions™ and Rockefeller Habits, as the proven foundational tools to help entrepreneurs and their teams scale and grow. In 2016, Robert authored The BreakAway Move, a book helping companies accelerate growth.
Robert’s own success provides a blueprint to help other companies successfully scale up. Two of his startups have each won multiple awards such as Inc 5000, Charlotte, NC Fast 50 and Best Places to Work. Self-funded Integra Staffing reached 9MM in revenue in 5 years and venture funded AvidXchange has grown to over 1,000 employees. He is a member of the Entrepreneurs’ Organization including past Chapter President, Chairman Ameritus of Charlotte Works a role appointed by the Mayor, and co-founder of The Diversity Forum.
Gary Frey loves helping coachable CEOs and their management teams scale up their businesses. His career path has focused on situations requiring leadership in new market development, turnarounds, start-overs, or a fresh approach to sales, marketing, brand development, and/or elevating the customer experience across a number of industries. He has served as president of four successful companies, including Bizjournals.com, a business news portal which he helped transform from a three-person organization to a $100 million company. He has held executive positions in two Fortune 100 companies, Bank of America and First Union.
Katie Smoot is our People and Process Expert. Her passion is finding and fixing company’s points of pain so they are able to work effectively and scale as a team. Katie’s foundation is with Bank of America, where she earned her Six Sigma Greenbelt, and a Design for Six Sigma (DFSS) Black Belt and coached many bank executives through cost-saving projects. This is where she built the excitement for process and project management and the expertise to leverage these toolsets across various businesses to bring tactical results. Katie has worked at all levels in the business world, from Admin to Director of Business Operations in charge of over $600M in yearly Initiative funding. Her experience spans across operational risk, audit and compliance, technology, human resources and business services. She understands what it takes to run a business and has a proven track record of success.
Katie also volunteers with GCSPCA and is training to become a Guardian ad Litem to advocate for foster children through court proceedings.
Nina Hinson comes to us after a successful 13-year career at Bank of America, with an extensive background in Operational Risk Management, as well as Financial Planning/Forecasting. She earned a Design For Six Sigma (DFSS) Greenbelt certification for her involvement in a multi-year initiative, focused on the development of the Six Sigma Productivity Measurement and Reporting process. Her Finance background is centered around Direct Expense forecasting/planning, and executing month-end close processes. From designing and implementing new enterprise-wide reporting processes, to being a key player in an enterprise-wide data transformation initiative, Nina has proven to understand the complexities of a multi-billion dollar organization.
In her spare time, Nina enjoys hiking, skiing, and the outdoors. She also has a passion for helping children and supports various charitable organizations such as Children International, and the Children’s Attention Home (in Rock Hill, SC).