
free DISCOVERY CALL
DIAGNOSIS
BUILD
ON-GOING SUPPORT
free 60 min DISCOVERY CALL
The Introduction
Before any commitment or cost, we have a proper conversation about where your business is and what's holding it back. No commitment, no hard sell — just an honest look at where your business is and what would make the biggest commercial difference.
Step 1: You talk, I listen. Walk me through your business — what's working, what's not, and where you want to get to.
Step 2: I give you honest feedback. What the biggest opportunities are, and what's worth fixing first.
Step 3: You decide. No pressure, no hard sell. If working together makes sense, we'll talk about next steps.
DIAGNOSIS
The Commercial Audit
This gives leadership an honest, evidence-based view of where commercial performance is breaking down — and a prioritised action plan. Most businesses find the audit alone surfaces enough to justify the investment several times over.
CRM data and pipeline audit
Win/loss pattern analysis
Quoting process review
Contract renewal risk assessment
Tech stack and workflow review
Leadership reporting gap analysis
Prioritised action plan
Commercial impact estimates
Potential deliverables:
BUILD
The Sales Operations Engine
The audit findings get implemented over 3-6 months. We rebuild commercial infrastructure around how the business actually sells — not software defaults. Everything's handed over with documentation and training so it runs independently.
CRM rebuild and data clean-up
Sales process design and documentation
Pipeline management framework
Quoting standardisation
Contract retention process
Leadership reporting dashboards
Sales playbook and enablement
Tech stack rationalisation
AI-enabled workflow automation
Team training and handover
Cross-functional alignment
Potential deliverables:
ON-GOING SUPPORT
The Fractional Sales Operations
Senior sales ops expertise without the full-time hire. We keep operations running and improving as you evolve. Ideal after a build engagement or for businesses with foundations needing ongoing oversight.
Monthly pipeline review and governance
CRM health monitoring
Reporting and dashboard updates
New hire onboarding support
Strategic commercial advisory
Need-based projects management
Potential deliverables:
