Turning Professional Insight into Marketable Tools

How a complex theory of relationship dynamics became a clear assessment and framework used across counseling, coaching, and speaking.

Context
This client was a seasoned practitioner and speaker with a deep interest in power dynamics in relationships. Over years of work, he’d developed a sprawling theory touching a dozen psychological models.

The Problem

  • His ideas lived in scattered notes, talks, and conversations

  • The theory was brilliant but convoluted—hard for clients (and even peers) to follow

  • He wanted a tangible tool he could use with couples, teams, and audiences, and potentially license in the future

He knew there was something valuable there, but couldn’t see how to turn the “spaghetti” into something clean and usable.

What We Did

  • Mapped the intellectual landscape. We pulled together his notes, talks, and diagrams and identified the core dimension that actually drove change.

  • Named the essential pattern. We distilled the model into an accessible framework that captured how people habitually relate to power and influence in relationships.

  • Designed an assessment. We translated the framework into a structured questionnaire with scoring logic, profiles, and interpretive guidance.

  • Developed an interpretive report. We created a client-facing report that explains patterns, blind spots, and growth paths in plain, compassionate language.

  • Built use cases. We designed protocols for using the tool in premarital counseling, marriage work, small groups, and workshops.

  • Aligned with his brand. The language, visuals, and examples all reflect his voice and values, not a generic assessment template.

Outcomes

  • The assessment and framework now sit at the center of his practice, giving couples and clients a concrete way to understand themselves and each other.

  • He uses the tool in premarital and marriage counseling, helping clients see patterns that previously felt like “personality clashes.”

  • The framework provides cohesion across his talks, coaching, and writing, making it easier for people to grasp and remember his key ideas.

  • He now has a marketable asset—an assessment and method he can potentially license or train others to use.

We didn’t create a generic instrument. We architected his lived expertise into a tool that deepens impact and opens new business possibilities.