How it works
From a 30-minute call to a sales function that runs without you
Every engagement starts with a free Clarity Call, then follows three stages: a Profit Lever Workshop to find what's holding growth back, a 30-Day Installation to put the fixes in place, and fractional commercial leadership to embed them. You can stop after any stage.
Book a Clarity CallBringing it all together
Most businesses already have the pieces: a website, marketing, customers, opportunities and systems. The trouble is they work separately. We join them into one sales engine, so the gains on each Profit Lever compound.
On a phone, swipe sideways to see the whole picture.
From chaos to rhythm
It isn't about doing more. It's about doing what matters, consistently.
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First · 30 minutes, free
Clarity Call
A conversation about how sales works in your business today, where it's getting stuck and what you want it to achieve. It isn't a pitch. By the end, we'll both know whether there's a real commercial problem we can help with.
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Clarity
Profit Lever Workshop
A facilitated session with you and your leadership team, usually half a day to a full day depending on the complexity of the business, on site or remotely. You leave with a diagnostic report and a prioritised action plan.
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Structure
30-Day Installation
We turn the top priorities into working practice within 30 days: pipeline stages, CRM, follow-up, dashboards and a weekly sales rhythm.
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Rhythm
Fractional Commercial Leadership
We run the new way of working alongside your team while training them to run it: pipeline reviews, coaching and KPI management. Support reduces as your team takes ownership.
Built with you, not for you.
Inside the Profit Lever Workshop
We benchmark your commercial operation against best-in-class practice across three frameworks, then agree the few changes most likely to make the biggest difference. The workshop stands on its own: you can implement the plan internally or ask us to help.
1.1 × 1.1 × 1.1 × 1.1 = 1.46. Small gains on all four levers beat a big push on one.
The 4 Profit Levers
Lead generation, sales conversion, transaction value and repeat value. Small gains across all four compound.
The 5 Critical Enablers
Strategy, tools and systems, training and support, leadership, and daily rhythm. The foundations that make predictable growth possible.
The 6 Performance Areas
Purpose, people, product, process, platform and performance. Where commercial work is done every day.
Want to know which lever to pull first?
It starts with a 30-minute Clarity Call. No pitch, no obligation.
What the 30-Day Installation can include
- Pipeline stages and qualification rules that match how your customers buy
- A CRM set up as a management tool, not a contact list, with every opportunity carrying an agreed next step
- Follow-up and nurture for quotes, enquiries, show leads and dormant contacts
- Dashboards showing pipeline, conversion and forecast
- A weekly sales rhythm: priorities, pipeline review and accountability
The emphasis is implementation, not a report on a shelf.
The Synergy Sales Engine
What gets installed: four parts built around your existing team. It's tailored to each business; it isn't a fixed technology package.
Commercial leadership
Senior ownership of pipeline, forecast and execution, without a full-time Sales Director
Structure and systems
Process, qualification, CRM and dashboards your team trusts
Sales Co-Pilot support
Research, outreach, follow-up, scheduling and CRM upkeep, so salespeople and engineers spend their time with customers
Sales rhythm
A regular cadence of daily priorities, weekly pipeline reviews and monthly performance reviews
Capability, not dependency
Built to run without us
The aim is not to become a permanent fixture. It's to leave you with a sales engine your own team can run, improve and hand on to new people.
You can do it yourselves
The Profit Lever Workshop gives you a clear, prioritised plan. Some businesses take it and implement it internally, and that's fine.
Most choose help with the hard part
In practice, most ask us to lead the installation and then stay on to oversee, support and develop it while it beds in.
Either way, the goal is independence
We train your people, document the process and coach your managers to run the rhythm. Our involvement reduces over time, by design.
What it looks like in practice
Two recent results, and the turnaround behind the approach.
Average monthly pump revenue for a UK process equipment supplier, after a decision to lead with one product line, with the website, training and messaging built around it.
Sales pipeline built from a standing start for a supplier of refurbished dairy processing equipment, with a new website, customer case studies and targeted campaigns.
The UK turnaround: under £10m to £25m+ →See situations we often see →
What we're not
Not a lead-generation agency
More leads into a weak process can make things worse.
Not a CRM reseller
The CRM is infrastructure, not the product.
Not an outsourced salesperson
We build your team's capability rather than becoming another person on the payroll.
Frequently asked questions
What is a fractional commercial director?
An experienced commercial leader who works in your business part-time, taking ownership of sales strategy, pipeline and performance without the cost and commitment of a full-time hire.
How is this different from hiring a Sales Director?
A full-time Sales Director is a large fixed cost and a long recruitment process, and often inherits the same loose system. We build the system first, so any future hire walks into a structure that works. When you're ready to recruit, we can help define the role and draw on a wide industry network.
Do we need a new CRM?
Not necessarily. We start from what you have and only recommend changes where the current set-up genuinely holds you back.
Will we become dependent on you?
No, and that's deliberate. We train your team, document the process and coach your managers to run the sales rhythm themselves. Support is usually more intensive at first and reduces as your team takes ownership.
Will you sell for us?
No. Your salespeople and engineers keep the customer relationships. We build the structure, systems and support that let them sell more effectively.
Can we just do the workshop?
Yes. It's designed to be useful on its own, whether you implement the plan internally or ask us to help.
How long is the Profit Lever Workshop?
Usually half a day to a full day, depending on the complexity of the business. It can run on site or remotely.
Where do you work?
Across the UK and Ireland, with a mix of on-site and remote work to suit the business.
How long does it take to see a difference?
The installation runs for 30 days, and most of the structure is in place by the end of it. Results then build as the new rhythm takes hold.
Start with a conversation
A 30-minute Clarity Call shows where sales is getting stuck and whether a Profit Lever Workshop would be worthwhile.
Book a Clarity CallNot ready to talk? Try the 5-minute Revenue Gap Diagnostic