Marketing audit & roadmap
Led by our expert CMOs: a clear-eyed review of your positioning, channels and activity, and how well marketing feeds your pipeline.
You get: a prioritised marketing roadmap.
Services
Four ways to build a GTM engine that scales.
Start with a GTM workshop to get clear on where you are. Then keep us on to deliver the plan, coach your sales leaders, or take the admin off your desk. Every service also works on its own.
01 · GTM workshop
One workshop. One clear plan. A team that's aligned.
For founders who know their product or service is good, but aren't sure who to focus on, what to say, or what to do first.
In one structured, in-person session we get to the truth of where you are today, and you leave with a plan the whole team has bought into.
From£3,000
Book a callWhat we cover
- Who to sell to. Your ideal client profile (ICP), plus suitable (SCP) and unsuitable (UCP) client profiles, so you know who to chase and who to walk away from.
- Why they buy. The value drivers your best clients actually care about, captured from client and prospect conversations rather than guesswork.
- Where you really are. Your position on the product-market fit scale, and what that means for how hard to push for growth.
- What happens next. The core objectives the team commits to, with clear owners and a timeline.
- 1Discovery callWe map your current state of play: customers, pipeline, team and goals.
- 23-hour workshopAn in-person, structured session with your founders and key team members.
- 3GTM reportA full written report with a timed execution plan to a scalable GTM engine.
- 4Optional: deliver it with usMove straight into advisory services to put the plan into action.
Example: Weve Security. A discovery call, then a 3-hour workshop in Dublin, gave this seed-funded team one GTM plan and a full report with timeline. They're now delivering it with us on a monthly retainer.
Read the case study02 · Advisory services
Senior support, month by month, until the plan is delivered.
A plan only matters if it gets delivered. On a monthly retainer, we work alongside you and your team to put your roadmap into action, and bring in our expert CROs and CMOs when sales or marketing needs to step up.
Most clients start with a workshop, but you can also come to us with a plan you already have.
From£1,500/ month
Book a callWhat's included
- Implementation of your GTM, marketing, systems or AI roadmap
- Regular working sessions with the founder and team
- Expert CROs and CMOs brought in when sales or marketing needs to step up
- Progress tracked against the agreed plan
What a month with us might include
SalesRebuilding your sales stages and running weekly pipeline reviews in your CRM
MarketingRewriting your website and outbound messaging around your new ICP
TeamWriting the role and interview plan for your first dedicated sales hire
AIRolling out AI tools for prospect research and call preparation
Example: The Media House. We defined the ideal customer profile with the founder, refined the messaging, and built a playbook that reshaped the team, resources and execution plan. The business is now a high-profit engine that's scaling.
Read the case studySpecialist workshops & advisory
Need to go deeper on one area?
These focused engagements are priced to your scope. Each one ends with a practical roadmap that can move straight into advisory services.
GTM systems & process audit
A look under the bonnet of your CRM, data, tooling, sales stages and handoffs, and the reporting you run the business on.
You get: a roadmap to connected systems and processes.
AI strategy & use case workshop
Find the AI use cases across GTM and operations that will genuinely move your business, prioritised by value and effort.
You get: a detailed AI roll-out plan.
Investor & PE advisory
An operator's view of the go-to-market for investors: GTM due diligence on deals, commercial value creation plans, and support for portfolio companies.
You get: an honest view of the GTM behind the numbers.
03 · 1-1 sales leadership coaching
Coaching for the people leading your sales team.
Executive coaching for founders and sales leaders who are building and running a sales team, from someone who has done it, from frontline rep to leading a business through exit.
Delivered in partnership with SentientPro. Your licence to their coaching platform gives you sales training, roleplay and coaching tools to keep practising between sessions.
From£500/ month
Book a call
In partnership with
What's included
- Regular 1-1 coaching sessions with Sam
- Pipeline, forecasting and deal strategy reviews
- Support hiring, structuring and leading your team
- Selling into large enterprises
- A licence to the SentientPro coaching platform
Typical coaching topics
- Running a forecast you can trust
- Unblocking a stalled enterprise deal
- Setting targets and territories
- Coaching reps who are off target
- Presenting sales to the board
“When I transitioned from full-time employment to self-employment, I was stepping into completely new territory. Sam has been an incredible mentor throughout this journey. He truly listens, giving me the time and space to make decisions while also knowing when to challenge me to move forward. Beyond his mentoring approach, Sam’s financial expertise is second to none.”
Jo BirdFounder, JustJoBird“... his impact on my professional growth and strategic approach is extraordinary. Sam brings a rare combination of deep industry knowledge, investor knowledge, strategic insight, and unwavering commitment to developing others ... If you are looking for someone who genuinely cares about their client's success and can deliver actionable strategies to get there, I highly recommend Sam.”
David MartinVP of Sales04 · Admin specialist
More than a VA. A right hand for founders.
Led by co-founder Grace Wheeler, our admin specialists take the operational load off your desk, so you can spend your time on customers and growth.
Book the hours you need, when you need them, from a one-off project to ongoing weekly support.
From£20/ hour
Ask about admin supportManaged travel & expenses
Booking, itineraries and expense handling, done for you.
For example: booking a team trip to a client workshop, then reconciling every receipt afterwards.
QuickBooks data quality
Clean, well-managed financial data you can trust.
For example: a monthly tidy-up so your accountant gets clean books at year end.
UK government filings
Basic filings such as confirmation statements, handled on time.
For example: tracking your Companies House deadlines so nothing is missed.
Process & efficiency projects
Strategic projects that help your organisation run smoother.
For example: documenting how new clients are onboarded, so anyone on the team can do it.
Client results
What it looks like in practice.
Not sure where to start?
Book a free 30-minute intro call and we'll recommend the right first step for you.
Pick a time in our calendar