How Does Performance Strategies
Accelerate My Business Performance?
We help your business grow through improved focus, crystal clear goal setting, inspirational leadership, enhanced operational efficiency, personal development, increased profitability, and better financial management. We provide direction, accountability and a sounding board for our clients to make better decisions and impactful changes inside their businesses. Our clients gain team engagement and alignment on both vision and goals that translates into real business results for their companies.
Services
What Our Clients Are Saying About Us
We started our company right before the bottom fell out of the economy. Over a period of 20 months, our overhead was rising faster than our income – we were going in the wrong direction! In a nutshell, a short six months after hiring Jay as our Business Coach, our company is really skyrocketing. We’ve hit home runs during our normally slowest months, and we’re hiring several new employees! I can’t say enough about Performance Strategies.
Dr. Rod Kurthy, Founder
Evolve Dental Technologies, Inc.
Lisa at Performance Strategies has been a great business coach. She helped us identify, refine, and align our business goals, and then provided planning assistance and resources to help us formulate a plan to reach those goals. We were a "target-rich environment" with many opportunities for improvement. She was able to explain, revise and reinforce the concepts we needed in order to get us moving in the right direction.
Don Julien, CEO
Softech & Associates
It doesn’t matter what type of business it is, Jay has the unique, insightful ability to be creative in any area. More importantly, I know Jay wants my business to succeed as much, if not more than I do. It is obvious that he genuinely cares about his clients and will do what it takes to help anyone succeed in their business.
Becky Grant
Automotive Services Corp
Performance Strategies was the “shot in the arm” we needed when my business partner and I joined forces. Our coach Jay was the missing link that helped us make an impact on specific areas of our business (sales, prospects, accounting, and operations). Our business increased by 33% in our first year. We recommend Performance Strategies to any start-up or existing business that has hit a plateau in their growth.
Trish Beaulieu
Dezign Matters Creative Group, Inc.
After completing the StrategyCLUB program with Performance Strategies, I would recommend it to any business owner- big or small. I was given strategies, ideas, and motivation that will help build my business in the future and I know I have access to a group of team members always there to support me. The homework, introspective work, goal development, and financial analysis were all extremely valuable and worth so much more than what you pay for this program.
Alycia
Bella Luna Photography
We are Performance Strategies, LLC
Performance Strategies is a team of highly experienced, committed, positive and successful professionals who work together to support small and mid-sized business in Orange County, CA, and beyond. What makes our firm unique is our combined depth of experience in business, including expertise in sales, marketing, operations, strategic planning, change management, leadership & team building, productivity and business process. We provide direction and accountability for our clients to make real changes inside their businesses. Whether you’re just starting out or nearing your exit, our team of experienced professionals is here to guide you to where you want to be.

Meet The Team

Will Robertson
Will Robertson
Founder / CEO
Field or Industry Specialty:
Corporate speaker, coach and trainer, business and executive team building
Years of Experience:
44
Services Offered:
Executive and Business Coaching / Sales and Management Training / Corporate Speaking
Mr. Robertson is a nationally acclaimed corporate speaker, coach and trainer, specializing in business and executive team building. His presentations focus on Team Building, Management, Sales, CRM and Distributor topics. Presentation formats include webinars, 30 to 45-minute talks, keynote, ½ day, 1 day or multi-days for larger groups.
Titles:
- Business Trending in Corporate America
- Managing Change (Managers / Staff)
- Managing the Box (Managers)
- Leading with Purpose – Team Coordination
- CRM Performance (CRM / Corporate Sales)
- Selling Below the Price Line ™ (Sales, CRM)
Mr. Robertson is the author of Selling Below the Price Line™, one of America’s TOP retail and direct sales training programs. His company, Performance Strategies, Inc. is a team of 14 topic matter experts supporting leadership team building for management, sales, and CRM. He has authored programs titled “Selling Below the Price Line”, “Winning in a Competitive Environment” “Success on Your Terms,” “Achievement by Design,” “The Science of the Sale,” “Selling Your Competitive Edge,” and has written articles for industry magazines and publications. Consider booking Will Robertson for your next conference, awards event, New Year kickoff or new product rollout. Will Robertson brings a confident delivery and a powerful motivational and instructional message to your teams.
If you are a business owner, operator or executive seeking higher performance with better results consider Will Robertson as your performance coach. To learn more about coaching options in person, online or by phone call Mr. Robertson at 562-577-7000 for a no-cost interview. You can team up to improve communications, time and task management, set priorities and create strategic action plans for their achievement. Coaching can be weekly or monthly as needed with only a 90-day commitment required to get started.

Jay McDowell
Jay McDowell
President, MBA, CExP
Field or Industry Specialty:
Certified Business Coach / Certified Strategic Planning Coach / Exit Planning
Years of Experience:
30 Years Corporate America, Logistics / Supply Chain, 17 years as a Coach
Services Offered:
Business Coaching and Exit Planning
Certifications, awards, etc:
MBA, Certified Business Coach, Certified Strategic Planning Coach, CExP - Certified Exit Planner
I started my Coaching business more than 19 years ago, leaving a highly successful career as an EVP of Logistics and Supply Chain for the nations leading home healthcare provider. I have become one of the top coaches in Southern California by delivering proven results in every aspect of running a business …including revenue & profit growth, cost management, advertising and building high performing teams.
My diverse experience from 30 years of “Corporate America” for fortune 100 companies, combined with my passion for coaching people, gives me the understanding of knowing the direct challenges and opportunities that exist for small, mid-size and large organizations in both urban and rural areas. I’m amazed at how many business owners think they have to work longer and harder than anyone on their team – it doesn’t have to be that way!
I am uniquely positioned to mentor business owners on the courage, faith and commitment it takes to be a business owner. Plus, as your coach, I will help you build an entrepreneurial knowledge base, and teach you successful strategies, both business and personal, that will improve the way you think, how you lead, and create short and long-term goals for your business and personal life.
Your first step is to schedule a Complimentary Coaching and Diagnostic Session and share with me where you’ve been with your business, where your business is currently, and where you want it to go. From there, we can work on ideas to help you achieve the results that are most important to you. All you need to do is call (949) 422-1167 or click the link Business Health Check to get started.
I guarantee to find my fee in 13 weeks or less, or I will coach you for free until I do.
Testimonials
Benefit Equity, INC.
Jay McDowell has coached myself, my executive team and staff for more than 5 years. In that time, he has successfully identified our areas of improvement and concentrated his efforts to strengthen our operations, accounting and finance departments.
One of Jay’s strengths is the ability to cut through the noise of the past and lay out a new course or direction that is easy to understand. His Fortune 500 company background has set himself up to bring proven business concepts to small business.
From a leadership perspective, Jay helped me to gain confidence and direction on shifting the day-to-day management of the business from my CEO to myself as President.
I cannot say enough about the way Jay presents ideas, listens to your concerns and organizes the process of reevaluating how you do business. In the end, Jay will learn what needs to change in your business for you to succeed and continue to grow. The question is, did you learn and grow from his guidance in order to make those changes stick.
I highly recommend Jay as a business coach for anyone seeking guidance and expertise in running a successful business
Michael Gorelick, APR
President
Benefit Equity, Inc.

Sue Koch
Sue Koch
Author, Speaker, Career and Life Design Coach
Sue’s “Sexy Second Act” as a Career and Life Design Coach began when she left Corporate America. She is a poster child for what many people, especially Baby Boomers, are doing to create new careers that combine Passion, Purpose, and a Paycheck®.
Sue discovered coaching through participation in a personal growth seminar. Working with a coach helped her successfully navigate her career transition to found the coaching business she loves.
Her background includes a successful and rewarding career in project management and training management. Three Squares Coaching and Consulting was created out of her personal journey through a mid-life career transition.
This experience, combined with an extensive coaching background, gives her an in-depth insight into how her clients can face any career or life transition with curiosity, courage, and confidence.
Sue helps her clients find their own paths to leading integrated and deeply fulfilling lives by assisting them in the following ways:
- Discover what they are passionate about
- Design an empowering job fit strategy that aligns with their passions
- Develop a sense of personal entrepreneurship and career ownership
- Rediscover meaning in their professional and personal lives
- See new possibilities for designing a Sexy Second Act Career and Life that includes Passion, Purpose and a Paycheck!

Sherly Yadegar
Sherly Yadegar
Sr. Partner & Executive Business Coach
Field or Industry Specialty:
Strategic Planning, Leadership
Years of Experience:
25yr+
Services Offered:
- Strategic Planning
- Business Coaching
- Executive Coaching
- Leadership and Organizational Development
Certifications, awards, etc:
Over 25 years of experience in management consulting and coaching delivering significant value to clients large and small across industries. She added value by offering and implementing strategies that resulted in significant growth, competitive advantage, and operational improvement.
She held executive level positions at premier organizations such as Accenture, A.T. Kearny, and others.
Her expertise are in Strategic Planning and strategies that result in business growth, and performance improvement.
She is known as a trusted advisor and coach by her clients. She is passionate and committed to work with clients to deliver value and success.





