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WorkCase study · GTM strategy

Professional services organisation · UK

From revenue decline to predictable growth in two months.

An established professional services organisation was losing revenue and couldn't see why. Demand still existed. Margins had tightened, the pipeline had no structure, and client engagement had turned reactive. In two months we designed one commercial and operating framework across revenue, delivery, and operations, and built the six workstreams that make it run.

6

Headline resultInterconnected workstreams, in two months.

Sector
Professional services
Service
Part-time CMO
Markets
UK
A team around a boardroom table with laptops
2
Months, the length of the engagement.
6
Interconnected workstreams delivered.
1
Integrated management system spanning revenue, pipeline, marketing, and delivery.
90
Days of content, PR, social, and ABM planned behind the new positioning.

The challenge

An established professional services organisation had sustained revenue decline and no clear view of the causes.

Demand still existed, but margins had tightened, pipeline activity had no structure, and client engagement had become reactive.

Leadership was deciding without reliable forward-looking data, and performance leaned on individual effort rather than repeatable systems. The business needed to know what was happening, why, and a practical framework to restore control, predictability, and momentum.

Six interconnected workstreams.

One framework

An integrated commercial and operating framework connecting revenue, delivery, and operations.

1 system

Operating metrics

Structured operating metrics to track revenue movement, capacity, and the drivers of performance.

Revenue, capacity, drivers

Sales and pipeline discipline

A disciplined sales and pipeline model: a CRM implementation, account tiering, and RFP processes.

CRM, tiering, RFPs

Market expansion

A repeatable market expansion strategy to reduce concentration risk and open new verticals.

New verticals

Positioning and the 90-day plan

Clear brand positioning, backed by a 90-day content, PR, social, and ABM plan.

90 days

Customer success and the organisation

A proactive customer success model with lifecycle playbooks, health checks, and QBR templates, plus organisational design, capability planning, and leadership decision-making frameworks.

Playbooks, health checks, QBRs

What changed

Revenue that's stable, growing, and visible, with clear pipeline control.

Proactive customer engagement in place of reactive, with the playbooks to keep it that way.

Leadership equipped with forward-looking data: full visibility into revenue trajectory and capacity planning.

A 30-minute call, then a plan in four weeks.

Bring your numbers and the markets you're weighing. We leave the call with a view on where you'd win first and a quote for the plan.

Let's talk

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