Action Strategies By Design

What Action Strategies By Design does

Action Strategies By Design LLC is a privately held, founder-led boutique consulting practice headquartered in Dallas, Texas, specializing in leadership coaching, team development, and communication training for healthcare organizations, governmental agencies, manufacturing firms, and professional services companies. Founded in 2002 by Julie Chance, the company operates with a headcount of 1-10 and has cumulatively trained more than 7,500 professionals, delivered over 300 workshops, and administered more than 2,500 leadership and team assessments.

The company's core technology stack consists entirely of licensed, Wiley-developed psychometric and 360-degree assessment platforms rather than proprietary technology: the Everything DiSC suite (Workplace, Agile EQ, Productive Conflict, Management, Work of Leaders, Sales) delivered via the Catalyst learning platform, Patrick Lencioni's Five Behaviors of a Cohesive Team model, the PXT Select hiring assessment, the CheckPoint 360 Leadership Assessment, Trust Within Assessments, and a proprietary Flexibility and Trust Survey. Action Strategies By Design holds authorized-partner status across these Wiley brands and licenses the content for resale and facilitation. The Worksmart Manager Modules product extends the offering into microlearning for busy managers.

The business model is professional services combined with assessment licensing. Revenue is generated through customized, quote-based corporate training engagements delivered in-person across the DFW Metroplex and virtually nationally, structured as multi-year contracts. Pricing is not publicly disclosed and is determined through consultation. Lead generation is executed through a content-marketing website, complimentary webinars (including co-branded events with Wiley Workplace Solutions), LinkedIn and Facebook organic social, and direct sales outreach to organizational decision-makers. The company is bootstrapped with no external institutional investment.

Name

Action Strategies By Design

Legal name

Action Strategies By Design LLC

Website

https://action-strategies.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

1–10 employees

Short description

Action Strategies By Design is a Dallas-based, founder-led boutique consulting practice that delivers licensed Wiley leadership and team development assessments (Everything DiSC, Five Behaviors, PXT Select) plus customized training workshops to healthcare, government, manufacturing, and professional services organizations.

Ownership category

akta.pro rank

Product category

Leadership Development Services

NAICS

Professional and Management Development Training (611430), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Corporate & Leadership Development (BPACANAA)

akta.pro secondary industries

Talent Management & Leadership Advisory (Succession, Performance, Culture) (BPACAJAH), Leadership Assessment, 360 Feedback & Development Planning (EDABAAAK), Executive Leadership & C-Suite Development (EDABAAAA)

Keywords

• Leadership development
• Team alignment
• DiSC assessments
• Executive coaching
• Behavioral assessments

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Leadership and Team Development Training Programs: Customized training programs delivered in-person or virtually, including team retreats, offsite facilitation, workshops, and coaching services. Revenue is generated through professional services engagements with organizations seeking to improve leadership effectiveness, team performance, and employee engagement.
2. Assessment Tools and Materials: Sale and facilitation of Everything DiSC profiles, Five Behaviors assessments, PXT Select hiring assessments, and related training materials. Programs include Facilitator Guides, Customizable Participant Handouts, PowerPoint Presentations, Interactive Videos, and Training Reinforcement Tools.
3. Virtual Showcase and Webinar Events: Complimentary webinars hosted to demonstrate Everything DiSC, Five Behaviors, and PXT Select solutions. These events serve as lead generation for longer-term consulting engagements.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

Action Strategies By Design delivers leadership development, team alignment, and executive coaching services for organizations using Wiley's Everything DiSC, Five Behaviors, and PXT Select assessments. The firm facilitates customized workshops and training programs for healthcare, government, manufacturing, and professional services clients, combining validated behavioral assessment tools with senior practitioner-led facilitation.

Product overview

Action Strategies By Design is a leadership training and team development company offering a comprehensive portfolio of assessment tools and training programs. The core offerings include the Everything DiSC suite of products (Workplace, Agile EQ, Productive Conflict, Management, Work of Leaders, and Sales) delivered through the Catalyst learning platform, The Five Behaviors of a Cohesive Team assessment based on Patrick Lencioni's model, and PXT Select for hiring assessment. Additional offerings include the Flexibility and Trust Survey for leadership development, CheckPoint 360 Leadership Assessment, Trust Within Assessments, and Worksmart Manager Modules. The company provides customized leadership development, team alignment, employee engagement, and talent development programs to organizations including healthcare, governmental agencies, manufacturing, and professional services firms.

Differentiator

Problem solved

Functional benefit

Products and services

• Everything DiSC Workplace A foundational DiSC-based assessment and workshop that helps individuals understand their own behavioral style and others' styles to improve workplace communication, collaboration, and team dynamics. Delivered as facilitated workshops for organizations seeking to build self-awareness and interpersonal effectiveness across teams.
• Everything DiSC Agile EQ An emotional intelligence assessment built on the DiSC model that helps individuals navigate workplace emotions and develop agility in responding to changing situations. Delivered as facilitated training for teams and leaders seeking to build emotional agility and adaptability.
• Everything DiSC Productive Conflict A workshop that helps teams and individuals understand their natural responses to conflict and develop skills to engage in productive, healthy disagreement. Delivered as facilitated training for teams seeking to transform conflict into a driver of better decisions and stronger relationships.
• Everything DiSC Management A management training program that teaches managers how to read employees' DiSC styles and adapt their management approach to motivate, direct, and develop each person effectively. Delivered as facilitated workshops for managers across organizations.
• Everything DiSC Work of Leaders A leadership development program that uses the DiSC model to help leaders understand their own leadership behaviors and create a vision, build alignment, and champion execution. Delivered as facilitated workshops for leadership teams and individual leaders.
• Everything DiSC Sales A sales training program that uses DiSC to help salespeople understand their own style and adapt their approach to connect better with customers. Delivered as facilitated workshops for sales teams and customer-facing professionals.
• The Five Behaviors of a Cohesive Team A team development program based on Patrick Lencioni's book that uses Everything DiSC to help teams build trust, master conflict, achieve commitment, embrace accountability, and focus on results. Delivered as facilitated team workshops for intact teams and leadership groups.
• PXT Select Hiring Assessment A pre-employment assessment that measures a candidate's thinking style, behavioral traits, and interests to help organizations make better hiring and selection decisions. Delivered as a hiring tool with optional consulting support for selection and onboarding.
• CheckPoint 360 Leadership Assessment A 360-degree feedback assessment for leaders that gathers feedback from managers, peers, direct reports, and others to provide a comprehensive view of leadership competencies. Delivered as a leadership development tool with follow-up coaching and action planning.
• Flexibility and Trust Survey A team climate survey that measures flexibility and trust within teams to identify areas for development. Delivered as a diagnostic with follow-up facilitation to address findings and improve team functioning.

Quantifiable outcome

• 70% of employee engagement variance among departments is attributable to differences in managers (Gallup research cited)
• +1 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Four partnerships are on record, tiered core.

• Wiley (Everything DiSC)coreTechnology or Integration · 1 January 2002Action Strategies By Design is an authorized Everything DiSC partner, licensed to deliver the full suite of DiSC assessments and training programs including Workplace, Agile EQ, Productive Conflict, Management, Work of Leaders, Sales, and the Catalyst learning platform.
• Wiley (The Five Behaviors of a Cohesive Team)coreTechnology or Integration · 1 January 2002Certified partner for delivering Patrick Lencioni's Five Behaviors team development model, including assessments, facilitation materials, and training programs based on the Five Dysfunctions of a Team framework.
• Wiley (PXT Select)coreTechnology or Integration · 1 January 2002Authorized PXT Select hiring assessment partner, providing access to the innovative candidate selection tool designed to improve hiring effectiveness and reduce turnover.
• Wiley Workplace SolutionscoreGTM or Marketing Partner · 1 January 2002Joint marketing relationship through virtual showcases and webinars. Wiley Workplace Solutions provides webinar infrastructure and promotional support while Action Strategies By Design serves as the authorized local delivery partner.

Scale indicators5 records

Recent moves2 records

Expansion highlights5 records

Broad incumbents

• Korn Ferry: Global organizational consulting firm with a leadership development and executive coaching practice. Comparable end-market (enterprise leadership development) and adjacent assessment/selection capabilities, but at vastly larger scale and broader portfolio.
• Center for Creative Leadership: Nonprofit research-backed leadership development provider offering assessments, executive coaching, and customized programs. Comparable target buyer (leaders and HR decision-makers) and product category (assessment-driven leadership development), but at significantly larger institutional scale.
• Development Dimensions International (DDI): Large global leadership development and hiring assessment provider serving Fortune 500 clients. Comparable because it competes for the same leadership development and selection assessment budgets, but at significantly broader scale and with deeper enterprise delivery capability.
• FranklinCovey: Public training and consulting firm offering The 7 Habits, Leadership Framework, and a portfolio of leadership/team effectiveness programs. Directly comparable content category - leadership development and team performance - delivered at much larger scale.

Direct peers

• Crucial Learning (formerly VitalSmarts): Training and assessment company offering Crucial Conversations, Crucial Influence, and leadership skills courses. Comparable because it sells facilitated, assessment-driven behavior-change programs to organizations - a directly adjacent product category to DiSC and Five Behaviors.
• Wilson Learning: Global training and consulting firm focused on sales, leadership, and employee effectiveness with proprietary assessments. Comparable because it sells customized, assessment-driven training engagements to enterprise and mid-market buyers in the same vertical categories.
• PDP Global (Professional DynaMetric Programs): Behavioral assessment provider offering DiSC-adjacent tools and licensed training programs. Comparable as a competing behavioral-assessment-driven training franchise competing for the same mid-market leadership and team development budgets.
• The Ken Blanchard Companies: Long-established leadership training and development firm built around proprietary Situational Leadership and assessment-based programs. Highly comparable as a training-led, content-licensed model selling customized leadership and team development to enterprise and mid-market buyers.

Others

• The Table Group: Patrick Lencioni's consulting firm and originator of the Five Dysfunctions of a Team model that underpins Wiley's Five Behaviors product. Directly comparable as the upstream content owner whose IP Action Strategies By Design is licensed to deliver.
• Wiley Workplace Solutions: John Wiley & Sons' workplace learning division that owns Everything DiSC, Five Behaviors, PXT Select, and the Catalyst platform. Comparable as the content licensor and GTM partner Action Strategies By Design relies on for webinar co-marketing and product distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Strategies.By.Design
• LinkedInlinkedin.com/company/action-strategies-by-design-llc

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Action Strategies By Design