One framework
An integrated commercial and operating framework connecting revenue, delivery, and operations.
1 systemProfessional services organisation · UK
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.

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.
An integrated commercial and operating framework connecting revenue, delivery, and operations.
1 systemStructured operating metrics to track revenue movement, capacity, and the drivers of performance.
Revenue, capacity, driversA disciplined sales and pipeline model: a CRM implementation, account tiering, and RFP processes.
CRM, tiering, RFPsA repeatable market expansion strategy to reduce concentration risk and open new verticals.
New verticalsClear brand positioning, backed by a 90-day content, PR, social, and ABM plan.
90 daysA 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, QBRsRevenue 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.
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.
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