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Leadership

Jeff Cole

Executive VP of Business Development

Jeff has spent the majority of his 30-year career building and leading sales organizations in the legal services space. His prior experience includes senior U.S. and international roles at Consilio, Equivalent Data, and IKON Office Solutions.

His focus? Building and developing a team of sales professionals who are relentless in providing a world-class customer experience. Not surprisingly, Level Legal’s commitment to the customer and strong leadership team drew him to the organization.

Jeff surrounds himself with the best people in the legal services industry: people who lift up others in their organization, people who constantly strive to achieve crazy goals that others would only dream of, and ultimately, people who are obsessed with creating a customer experience that places their organization’s brand above all others.

Speaking of crazy goals, when Jeff is not working you’re likely to find him training for Ironman competitions. You will never find him eating okra.

Culture Index Profile: Persuader

We don’t sell solutions. We give peace of mind.

We keep things moving toward the finish line, all with technical expertise and artful grace.
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Our Framework

Understand.

During this phase, we work to step away from any assumptions and guesses about what our customers needs, and let our research findings inform our decision-making. We learn more about our customers, their problems, wants, and needs, and the environment or context in which they will use the solution we offer.

Our Framework

Define.

During the Define phase, we analyze our research findings from the Understand phase and determine what is the most important problem to solve — and why. This step defines the goal. Then we can give a clear problem statement, describing what our customers’ needs are that we are trying to solve, making sure that we heard and defined their problem correctly.

Our Framework

Solve.

This phase is an important part of the discipline in our process. People often settle for the first solution, but the most obvious solution is often not the right one. During the Solve phase, we brainstorm collaboratively with multiple stakeholders to generate many unique solutions. We then analyze our potential solutions and make choices about which are the best to pursue based on learnings in the Understand phase.

Our Framework

Build and Test.

This phase is critical in developing the right solution to our customers’ problem. An organized approach to testing can help avoid rework and create exceptional outcomes. Starting small and testing the solution, we iterate quickly, before deploying solutions across the entire project.

Our Framework

Act.

During this phase, the hard work of prior phases comes to life in our customers’ best solution. The research, collaboration, and testing performed prior to project kick-off ensure optimal results.

Our Framework

Feedback.

At the project completion, we convene all stakeholders to discuss what went well, what could have been better, and how we might improve going forward. We call these meetings “Retrospectives,” and we perform them internally as a project team, and with our external customers. The Retrospective is one of the most powerful, meaningful tools in our framework.

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