Case Studies
What this looks like in the real world.
All client names are anonymised. The situations, the work, and the outcomes are real.
Services Firm: Pipeline to £2.1M
Situation The founding partner was the entire commercial function — no CRM, no defined process, no pipeline visibility. Every deal lived in one person's head and calendar.
Outcome £2.1M of structured pipeline built in 90 days. First non-partner-led proposal sent successfully. Business now ready to make its first commercial hire.
SaaS Founder: No Holiday in 3 Years
Situation Founder was personally involved in every deal over £10k. Pipeline stalled every time he travelled. Two sales reps couldn't close independently.
Outcome Within 9 months, the founder was off 80% of sales calls. First unassisted close by a rep within 12 weeks. Forecast accuracy improved from 'guesswork' to within 18% on a rolling quarter.
Revenue Rebuild Before Series A
Situation Revenue was growing but the underlying metrics were inconsistent and the sales process had no defensible logic. Investors were asking questions the team couldn't answer well.
Outcome Series A closed at a higher valuation than the initial target. Revenue processes documented, pipeline data clean, and a commercial narrative that investors could actually interrogate.
Pipeline for a Referral-Driven Business
Situation The business had grown exclusively on referrals and reputation. The founders wanted to grow but had no pipeline generation process and no experience of outbound sales.
Outcome A functioning outbound process generating 8–12 qualified opportunities per month within 16 weeks. First non-referral client closed inside that period.