We start with an informal discussion to understand:

• Your business and commercial structure

• Current challenges or frustrations

• Areas where performance, visibility, or process could be improved

• What success would look like for you

This initial conversation is designed to determine whether there is a good fit and where I can add the most value.

Following the initial call, I carry out a focused discovery phase to gain a clearer understanding of how the business currently operates.

This may include reviewing:

• Sales processes and workflows

• CRM structure and reporting

• Pricing and margin visibility

• Pipeline management and forecasting

• Commercial data and reporting accuracy

• Alignment between sales, operations, and finance

The purpose of this stage is to identify:

• Areas creating inefficiency or margin leakage

• Gaps in structure, process, or visibility

• Immediate opportunities for improvement

• The level of support required

This creates a clear picture of the current state of the business before any recommendations are made.

Following the discovery phase, I provide a formal proposal outlining:

• Recommended areas of focus

• Scope of work

• Priorities and deliverables

• Project timelines

• Estimated investment

This ensures complete clarity on:

• What support will be delivered

• What outcomes are expected

• How the project will be approached

No generic consultancy reports. No unnecessary complexity. Just practical recommendations and a clear path forward.

Once agreed, I work alongside the business to implement the required improvements.

Depending on the project, this may involve:

• Improving sales processes and conversion

• Strengthening pricing and margin visibility

• CRM optimisation and reporting improvements

• Commercial process alignment

• Building scalable sales structures and reporting

My approach is collaborative, practical, and focused on delivering measurable commercial impact without disrupting day-to-day operations.