Morgan Legge

Community Member

Convert.com

At Convert, we don’t have a hierarchy! Instead, we run on an operating system called Holacracy. This means we take on roles based on interest and expertise in order to adapt Convert.com to changing business needs. Here is a sampling of my accomplishments: 

🌐OPERATIONS
▸Engineered our bootstrapped transition from a traditional hierarchy, which our founder didn’t like working at, to a self-organized company, via Holacracy. We’re fueled by transparency and agency, and he now loves coming to work!

▸Designed a blind application process that eliminated bias related to gender, sexual orientation, religion, social class, level of education, citizenship or refugee status, age, accent, or marital status.
Coached Converters to a 25% increase in consistently providing constructive peer feedback.
 
▸Empowered Converters through 1:1’s and group coaching on; feedback, setting expectations, creating boundaries, failing out loud, and saying "no."

▸Spearheaded our carbon reduction and conscious business strategy 2016-2022  

▸Drafted and implemented our “Non-Aligned Customers Policy” which allows us to live our conscious business values by not engaging with companies that don’t align.

🎯SALES & SUCCESS
▸Process improvements to customer support to improve handoffs and resolution times by 25%.

▸Designed and taught internal training on our sales funnels, demos, and active listening

▸Coached BDRs on social selling techniques which resulted in a 15% improvement in conversions.

🌍MARKETING:
▸Pre-pandemic I promoted "distributed authority" as the best way forward for remote companies

▸Shared knowledge on podcasts and spoke in person on topics such as; remote work, communication, transparency, psychological safety, holacracy, hiring, self-management, and leadership.

▸Architect and host of Convert’s webinars; Agency Accelerator, “Show & Tell” and “Conversion Conversations”. A series of events for the A/B Testing community.

Head of Organizational Change

Brand30

California Closets

▪ Designed functional custom closet solutions for busy professionals.
▪ Coordinated the pre-production with in house technical experts.
▪ Managed the onsite installation.

Design Sales Consultant

Robert Arthur King Architect

▪ Mentored and managed an internal team of designers. 
▪ Coaching on topics such as; FF&E specification, construction methods, and ADA requirements.
▪ My training resulted in decreased field errors and  increased profit margin.

Senior Interior Designer

AltiSales

▪ Outbound appointment setting as a nearshore contractor for Citrix ShareFile 
▪ Completed cold-calling and lead qualification training

Sales Development Representative

Home Comfort Group

▪ Designed and trained new hires on inbound processes and Salesforce setup.
▪ Implemented process improvements to increase our call quality and decrease resolution time

Senior Customer Service Agent

The Great Indoors

▪ Built and aligned multi-disciplinary teams under difficult circumstances
▪ Oversaw the timely installation of projects due to my PM Skills.
▪ Gained rock-solid currency with both designers and contractors through my commitment to design integrity and my knowledge of construction methods, building codes and ADA Standards.
▪ My training resulted in decreased field errors and  increased profit margin.

Design Project Manager

Mansfield Plumbing Products

Vignette design for; Barrett, Enso & Essence
https://www.mansfieldplumbing.com/product-category/bathroom-collections/

Interior Designer, Vignettes

Spacesmith

▪ Performed extensive Programming and Test Fits including blocking and stacking plans 
▪ Showed clients how to optimize space in existing leases or how to shed square footage to balance budgets.
▪ Analyzed usage for leasing and employee relocation options for non-profit, state and corporate clients.

Interior Designer

Robert Arthur King Architect P.C.

▪ Created detailed budgets, multi-phase SOWs, and complex RFPs from designs
▪ Leveraged the input of tradespeople for accuracy which aided the bidding and construction process and resulted in an efficient schedule which reduced costs.

Junior Interior Designer

👋🏻 Hi, I’m Morgan, 

Master generalist here with a knack for viewing complex problems with fresh eyes. I actively listen to guide people to discover what they already know and find unexpected solutions in the process.

Whether that’s coaching professionals to self-manage their leadership journey, setting business strategies, or implementing organizational change. 

👂🏻Better listening with an arsenal of simple yet effective questions is the key to unlocking it all. 🗝️

➡️ Fall in love with the problem, not the solution ⬅️
This is at the heart of everything I do.

I care about...

👂🏻EFFECTIVE 1:1 LEADERSHIP COACHING:
Empower yourself to get exponentially better at the hardest part of your job, leadership: strategic thinking, communication, setting expectations, creating boundaries, failing out loud, and saying "no."

🧩VALUES DRIVEN ORG CHANGE:
Reduced our turnover by 60% by architecting a hiring funnel that attracted hired, onboarded, and retained values-aligned talent. 

🏆RESOURCEFUL BUYER'S GUIDE:
Providing information while building relationships so prospects are equipped to make the best decision to solve their experimentation problem (which may or may not be Convert!)

Let’s work together!
🔗in bio

Winning CV Executive Search 

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CDD Executor

Hi There, I help start-ups and small businesses to have clarity in with their accounting, finance and forecasting to make better informed business decisions, I have over 10 years experience in accounting and finance and a Top Rated Plus freelancer on Upwork.

I also coach individuals on how to succeed on Upwork and get clients and how to be productive working remotely. for the last 4 years of my life I have been working remotely and travelling.

I love to see small businesses grow with healthy financial systems in place to make better decisions based on insightful information. To open up new possibilities in managing cash flow, budgets and forecasts. My passion is all about helping people, teams and organizations figure out where they are, where they want to be, in terms of their finances and then helping them get there.

I am proficient in the below applications

Accounting - Xero, Quickbooks Online, MYOB, Wave, Zoho, FreshBooks, Movex, Accpac
Dashboards/Forecast/Budgets/Analytics - Futrli, Power BI, Spotlight, Malartu, Jirav, Tableau
Inventory - Cin7, DEAR, MRP Easy, Simpro
HRM & Payroll - Gusto, Charlie HR, Employment Hero, Deputy, Deel
Docs & Bill Management - Bill.com, Receipt Bank, Expensify, Hubdoc, Auto Entry
Firm/Practice Manager  -XPM, Go Proposal
CRM - Accelo, HubSpot

For free Consultation, Coaching call or just a friendly Chat, Book a call with me here.

https://calendly.com/marlon-jansz-tfa/30minutes

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The Battle

Morgan Legge

Marlon Jansz ACMA,CGMA

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