Kelly’s Homemade Ice Cream

A Proven Rock for Your EOS Business: Aligning Your Vision and Story

In the world of EOS, the V/TO isn’t just a document—it’s the strategic engine of your company. But what happens when that engine is humming and your team still isn’t on the same page? That’s a common challenge for growing companies, and it’s a problem that costs you time, money, and momentum. It’s the moment you realize a crucial Rock has been consistently missed.

Kelly’s Homemade Ice Cream, a rapidly scaling Central Florida brand with six shops and more than 35 partner locations, hit this exact roadblock. Despite strong traction, a disconnect from their core values was becoming an operational drag. New employees couldn’t tell the company’s authentic story, and their marketing lacked a cohesive message. This wasn’t a minor communications issue; it was a threat to their corporate culture and a barrier to achieving their next-level revenue goals.

The leadership team, driven by accountability to their Vision, knew they couldn’t afford to push this Rock to the next quarter. They needed an immediate, high-impact solution.

The $10K Investment That Transformed Their Narrative into a Business Asset

Clever Ibis partnered with Kelly’s to not just write a story, but to build a foundational business asset. Our project was structured as a definitive, 90-day Rock to get their marketing and messaging aligned.

1. V/TO-Aligned Narrative Development: We didn’t create a story in a vacuum. We began with a deep dive into their V/TO, clarifying the narrative to directly support their long-term Vision and short-term Rocks. This ensured every dollar was spent on a project with a clear purpose and measurable business impact.
2. Executive Team Workshop: We facilitated a high-stakes, half-day workshop with the leadership team, helping them to collaboratively define and distill their company’s core history. This wasn’t a brainstorming session; it was a strategic alignment exercise that created a single, powerful narrative they could all own.
3. Accountable Communications Toolkit: The project delivered a tangible, actionable toolkit that became an immediate asset for their entire team. This included a concise company history for training manuals, brand messaging for their website and sales materials, and talking points for employee all-hands meetings.

The Measurable Return on Investment

The investment paid for itself quickly. With a clear story, Kelly’s saw immediate improvements in employee engagement and brand consistency. Their new, authentic narrative now serves as a key tool for new employee training, ensuring every hire understands their role in living out the company’s core values. This foundational clarity became the launchpad for future marketing Rocks, moving them from a reactive to a proactive marketing stance.

Is your team struggling to hit your marketing Rocks?

If your leadership team is asking, “What’s our marketing story?” and “How do we get our team to own our core values?”, it’s time for a solution. Don’t let a stalled marketing engine hold back your V/TO.
Let’s schedule a strategic consultation. We’ll show you how a $10,000 project can deliver a powerful, V/TO-aligned narrative that becomes your most valuable business asset.