Eleven companies that backed a hunch and went first — and what it was worth.

In every one of them, the leaders had a new idea and no way to test it before betting real money on it. Each company ran well. What it couldn’t see alone was the new territory.

Four of these stories are told in full in Change the Frame, the free field guide.

We helped each one work out what business it was really in, then built the new idea into something its leaders could walk through, argue with, and test before they built it. Across all our engagements, not only the eleven here, and counted conservatively, that work adds up to $3.2 billion in documented client value over 30 years of Mike’s work Source ↗.

At a glance

Find the one that sounds like you.

Mid-2000s · iPay Technologies

iPay fixed the employee experience first. Revenue went from $13M to $58M.

Mid-2000s · Storyminers · Mike led · hired by the CEO and CFO $13M → $58M · subscribers 1.0M → 1.8M Read the story

iPay was the first online bill-payment company to reach profitability and hold it, which meant there was nobody to copy. It was growing fast, in a small town, hiring people out of much larger markets.

Everyone expected us to start with the customer experience. We started with the employees. If the people closest to the customer can't feel the company's promise, the customer never will.

That mattered more here than it usually does, because iPay sat between three sets of people whose motivations pulled apart: the banks, the billers, and the account holders. We diagrammed how the company actually ran, extended the brand into the building itself as well as the screens, and designed the future employee and customer experiences together, down to the key moments and the scripts. Then we coached the executives and the operating teams through becoming it.

Decisions that used to wait for a manager got made on the front line. Subscribers went from one million to 1.8 million. Revenue went from $13 million to $58 million. In 2010, iPay sold for $300 million; the sale had many drivers, and we don’t count it in our numbers.

People who joined a small-town company got careers without having to move.

iPay’s one-page statement of what the business is for, annotated in a working sessioniPay reason for being, Storyminers working session
$13M → $58M · subscribers 1.0M → 1.8M. Source ↗

“We couldn't have grown profitably and comfortably without Storyminers.”— Mike Bowers, co-founder, iPay Technologies Source ↗

2013–2014 · Transitions Optical

Transitions was selling something no one could see.

2013–2014 · Storyminers · Mike led · hired by the marketing director Prototype walked before a dollar of construction Read the story

Transitions made lenses that darken in sunlight, and sold them wholesale. The customer met the product as a line on an order form: a promise about something that would happen later, outdoors, after they had already paid.

Nobody should have to buy the lenses to find out what the lenses do.

So we designed a store that didn't exist anywhere in the industry: a retail experience built to do three jobs at once: sell, train the people who sell, and test what the company should offer next. We laid out where every service would sit on the floor plan, designed the space and the interactive fixtures, specified the technology behind them, and then walked the leadership team through the working prototype with the demos running, before a dollar went into construction or leasing.

They could see it. So could their optical partners, who finally had a way to show instead of tell.

A wholesale supplier now had a retail business it could show. Transitions’ own projection put the Store of the Future at up to $500 million a year in added revenue over the following decade. The store never opened: Transitions was acquired before it could be built.

A Storyminers storyboard frame from the Transitions Optical engagement: a customer trying on frames at the style-matching screen while a store rep looks onStoryminers storyboard for Transitions Optical, 2013
Prototype walked before a dollar of construction · the company’s own projection: up to $500M a year. Source ↗

“[Storyminers] developed experiences designed to turn heads, and the underlying capabilities our businesses needed to deliver them.”— Renee Himel, VP of Marketing and Customer Experience, Transitions Optical Source ↗

2018 · Maier America

Maier sold rotary joints. Its customers were buying something else.

2018 · Storyminers · Mike led · hired by Maier’s US President Fifteen-plus new services on the roadmap Read the story

Maier America is the U.S. arm of a fourth-generation German manufacturer: precision hardware, sold to engineers, in an industry where the parts conversation is a price conversation.

We spent time with their people and their customers' people. Nobody stays up at night thinking about a rotary joint. They stay up thinking about the line going down, the promise they made to their own customer, and the call they'll have to make if it breaks.

So Maier wrote down what it was actually for:

“Maier America exists to keep pressure in our clients' systems, but off of their people — so that everyone can keep their promises more easily.”

Same product, same people, entirely different job. But a sentence like that is worth nothing without something behind it, so we sketched more than fifteen new services they could sell, with the team rather than for them: predictive maintenance, smart parts, uptime sold as a service. We built the customer personas with them too, and mapped who owes what to whom (our name for that map is a Promise Map). Then Mike took it to their international sales meeting.

A multinational team came away able to say the same thing in their own words, in more than one language.

Fifteen-plus new services on the roadmap · one sentence a multinational team could say in its own languages.

“Mike helped us find our Reason for Being and showed our multinational team how to become more customer-focused.”— Rob Kuehl, CEO, Maier America Source ↗

Three more below, or book a free hour with Mike now. No pitch.

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2025 · ShineWell Health

ShineWell Health had everything in the founder's head and nothing on paper.

2025 · Storyminers · Mike led · hired by the founder and CEO In eight weeks: a founder’s brief their first hires could run from Read the story

ShineWell Health is building support for people going through cancer, and for the people caring for them. When we started, the founder had a swirl of ideas and no document that held them.

The obvious move is a business plan. We designed the emotional arc of the journey first (diagnosis, treatment, whatever comes after) and mapped the services onto it afterward. The hardest parts of a cancer journey aren't medical. They're logistical, emotional and deeply personal. Most people don't need more information. They need the right question at the right moment, and one trusted human walking with them.

We used AI throughout, to get more passes at the thinking. A focus group that included a cancer survivor and her caregiver gave us the turning points no research summary would have.

In eight weeks, the founder got their brief: core messaging, fifteen players in the field compared, five personas, a tiered pricing model, and a future story tying it together: enough that their first hires could start running instead of interviewing the founder for a month.

What they got wasn't only a plan. It was the conviction to build it.

In eight weeks: a founder’s brief their first hires could run from.

“He brought leading-edge tools, including AI, to help us get to the crux of the matter faster.”— Founder, ShineWell Health Source ↗

1999–2001 · McDonald's

McDonald’s: mobile ordering, designed eight years before the smartphone.

1999–2001 · before Storyminers: Mike’s work at IBM · Mike led the experience design Designed in 1999 · standard by the 2020s Read the story

The brief was lunchtime throughput at the drive-thru. Twenty-five percent more cars.

We came back with a different question: what if the restaurant knew your order before the car arrived?

There was no way to do that. Smartphones were eight years off. So we designed it around a phone in the customer's pocket anyway, and built it out far enough that people could poke holes in it — storyboards of the future customer experience, press releases written from the future, capacity math, financial models, and job descriptions for crew whose jobs didn't exist yet. Mobile-first ordering. Multiple pick-up lanes. Predictive cooking. Receipts printed to match the screens the sandwich makers were reading.

Our own projections said no existing restaurant could support it. They were right, for twenty years, while the rest of the world built the missing parts. What McDonald’s had at the end of 2001: the storyboards, the proof cases, the capacity math, and the role descriptions for a drive-thru the technology couldn’t yet support.

We can’t claim McDonald’s growth, and we won’t. What we can show is the 1999 design next to today’s drive-thru: mobile-first ordering, multiple pick-up lanes, predictive cooking, designed eight years before the smartphone existed. About 95% of U.S. restaurants now have a drive-thru, it brings in well over half of all sales, and the format works remarkably like the one we drew.

A car at a modern drive-thru laneImage generated by AI · Leonardo.ai
Designed in 1999 · standard by the 2020s. Source ↗
2020–2026 · FullCircle

FullCircle: a museum network that couldn’t be built, so we built it online.

2020–2026 · not a client: a nonprofit Mike co-founded and ran · with co-founder and benefactor Julia Michaels $1M in recurring revenue identified · $400k+ in expenses cut Read the story

Julia Michaels, a journalist in Rio de Janeiro, knew Merced Guimarães, whose house in the city’s old port district stood on a mass grave from the slave trade; Merced had turned her home into a memorial institute. Julia told her to build a destination museum there. Merced said no: the same trade ran through every port on the Black Atlantic, and one museum couldn’t hold that. It needed a network, and nobody is going to visit a dozen museums on four continents.

Mike said it could be done virtually, which changes who the story is for: a network of buildings reaches whoever can afford the airfare; a virtual one reaches anyone. Within a year FullCircle existed. Mike co-founded it with Julia, ran it as executive director, then joined the board. Two boards, a talent pipeline with HBCUs, a funding model rebuilt from one donor to four sources, a working demonstration, and a short film made entirely with AI, so donors could see what nobody could yet point at.

Then a rule ended it. A 501(c)(3) has to broaden its funding base by its fifth year, and most of FullCircle’s still came from a founder. The board chose to close deliberately rather than drift, and designed the ending like everything else: the Sankofa quilt commissioned for FullCircle is on permanent display at the Roots 101 museum in Louisville, and the platform wireframes went to the Figma community under an open license, so the next people to try this start where we finished.

Connecting the African diaspora through storyImage generated by AI · Leonardo.ai
$1M in recurring revenue identified · $400k+ in expenses cut · closed on purpose in year five. Source ↗

“Mike is a superb visionary, communicator and business strategist. FullCircle would simply not exist without him.”— Julia Michaels, co-founder, FullCircle Source ↗

More stories

More stories, told short.

Each in the same three beats: the problem, what we did, what changed. Every number has its Source mark.

Alternative Apparel: a $40 million T-shirt maker, $70 million five years later.

The problem. The founder-led company wanted to grow wholesale and retail at once and believed its customer was the buyer with the purchase order.

What we did. In working sessions we found the real customer was the person who wears the shirt. Nothing about the shirts changed; the company around them did.

What changed. Sales went from $40 million to $70 million over the five years that followed.

Source ↗

LeasePlan: 6,500 people, one leadership team pulling apart, one framework adopted in 27 countries within 18 months.

The problem. The Dutch vehicle-leasing company ran more than 1.3 million vehicles in over 30 countries. Its director of customer experience had a clear charter to build one way of designing and managing the customer’s experience that every country could adopt, and no clout to make it happen. Department by department, operations, finance, credit, maintenance, sales, each head wanted to run and optimize the business from their own seat.

What we did. Instead of arguing over what each department wanted, we looked at how each of those wants would show up in front of a customer, and how the customer would see it and feel about it. The framework was built from their own requirements: a business that is easier to run, more profitable, and that customers stay with.

What changed. It was adopted in 27 countries within 18 months. The lesson holds everywhere: everyone can get more of what they want, because good design was never about winning.

Source ↗

Collins Project Management: a family firm that could not say its own value; six months later, the second-largest job in its history.

The problem. The construction project-management firm could not get clients to see what a firm like theirs would add.

What we did. We pulled the first meetings up from the to-do list and made them the offer: a project team charter with goals, anti-goals (what everyone agrees not to do), and how everyone would communicate. Because it was built on each client’s own culture, the client’s whole organization ran better, not just the project. The leadership team learned to talk about that value without losing the humility they had earned over decades: they asked the questions that let prospects find the value themselves.

What changed. Everybody on the same page, less risk, projects finishing sooner. Within six months the repositioning won the second-largest engagement in the firm’s history.

“We’ve been struggling with this for five years. You got it in one hour.”— Joe Collins, President, Collins Project Management

Source ↗

Cognixion, 2023: the customer experience for a first-of-its-kind medical headset; its FDA Breakthrough Device case was built on that work.

The problem. The company was preparing its first non-invasive clinical product, a headset that lets people who cannot speak or move communicate without surgery, and needed a design its research, operations, sales, engineering, finance, and leadership teams could all stand behind.

What we did. I designed the whole customer experience for it, across those six departments, so the product would be one people wanted, could afford, and the company could make money on and grow beyond. That went past how the product feels to use, into the roles the company would need and the requirements that fed Cognixion’s case for the FDA’s Breakthrough Device program.

What changed. The designation was granted that year. The same groundwork later carried into its work pairing the headset with Apple’s Vision Pro.

Source ↗

Vanta: an English school that bet on buildings when everyone went online; the first two centers opened on schedule and on budget.

The problem. Vanta teaches working professionals and students English for real-world use, and while most schools were moving online it went the other way: city centers where students come to practice, work on projects, and learn from each other. In 2012 it had a leadership team of about six and six weeks to get the first centers right.

What we did. We designed how a prospect becomes a student, from the first message to the layout of the rooms to the tool that customizes a brochure to each student’s interests.

What changed. The first two centers opened, in England and Mexico, on schedule and on budget, and the design was then repeated city by city.

Source ↗

The pattern

What they all had in common: a new idea, and no way to test it.

This is for companies that run well and are about to do something they’ve never done. Vision for unknown territory is a different skill from running a business well. In every story above, the picture changed first: what business they were really in, who they were really for. Then the new thing got built out far enough to commit to.

The value rarely lands in only one place: customers, employees, partners, franchisees, an entire industry format. The $3.2 billion at the top of this page counts only what clients actually got, at the low end, with sale prices left out Source ↗.

Some of our best work is unnamed at the client’s request. There’s a European commodity trading company we can describe but never name, where the work came down to three questions: what is this company actually for, who gets to decide what, and which jobs belong to people and which to machines. A few more companies have products that aren’t public yet; when they launch, you’ll hear it from them. Your company can stay off a page like this one too.

Storyminers · Founded 2002 · mike@storyminers.com · +1 404.229.5809|Ideas · Sources · How we use AI · Worldview · Legal