Detailed Breakdown
Data, Tools & Applied AI

This is the horizontal capability that runs through everything else.
Work typically includes:
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Data discovery and cleaning around ledgers, customers and operations
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Design of practical metrics and packs that leadership can actually use
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Diagnostic tools, models and simulators that support sales and portfolio work
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Prototyping of internal tools that automate repetitive analysis and reporting
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Integration of LLMs and other AI into research, drafting, outreach and triage
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Guardrails so judgement, governance and politics stay with humans
We use data and AI to compress time and increase leverage for small teams, so they can perform at a level usually associated with much larger organisations.
Commercial Architecture & Growth Strategy

This is where we decide how the business grows and why that plan holds up.
Inside a company it is easy to accumulate activity without a clear growth thesis. Different leaders carry different mental models, investors see a different story again, and teams try to cover everything.
Commercial architecture work pulls this together:
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Define target markets, segments and use cases in plain language
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Clarify the propositions and pricing that underpin the economics
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Map how value moves from market to revenue and margin
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Identify where effort leaks out of the system and where it compounds
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Set a simple scorecard so leadership can see if the thesis is working
Outputs tend to include a growth map, a small number of strategic moves, and the basic rules that other functions use to design their own plans.
Narrative, Brand & IP Systems

Once the commercial architecture is clear, the story must carry the weight.
Too many firms talk in categories and buzzwords. The ones that win anchor their story in real problems, hard edges and distinctive ways of working.
This capability covers:
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Brand positioning that fits your actual strengths and buyers’ reality
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Core narrative and messaging stack for each priority segment
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Named IP, frameworks and diagnostic tools that earn serious conversations
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Editorial line and content architecture that teams can publish against for years
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Event and thought-leadership patterns that support sales activity
We treat narrative and IP as part of the operating system. They shape pricing power, deal quality and partner alignment, rather than being an isolated “marketing” exercise.
Demand & Revenue Systems (Marketing & Sales)

Marketing and sales only make sense when viewed as a single revenue system.
Work here focuses on how you create demand, progress opportunities and convert that effort into reliable revenue.
Typical elements:
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Design of routes to market: direct, partner, platform, channel mixes
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Demand generation strategy that fits your buyers and deal sizes
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Campaign frameworks that can be repeated and tuned
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Sales motions and processes aligned to how buyers decide and buy
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Qualification, pipeline and forecasting that leadership can trust
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Sales enablement, playbooks and tools that shorten ramp-up time
The aim is a joined-up system where marketing, sales and account management enjoy the same picture of reality and pull in the same direction.
Customer & Product Experience

Retention, expansion and advocacy are where strong models compound.
This capability looks at what happens after the deal is signed:
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Onboarding flows that set the right expectations and support adoption
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Service and support patterns that protect relationships at scale
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Feedback and insight loops into product and proposition development
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Renewal, expansion and pricing routines that reflect actual value delivered
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Customer-level scorecards that surface risk and opportunity early
The work often involves simple changes to roles, handoffs and information flows that transform how customers experience the organisation.
Operations, Org Design & Shared Services

Growth creates strain. Operations decides whether that strain becomes a break or an upgrade.
Drawing on experience setting up shared services, KYC operations and cross-border teams, this capability covers:
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Organisational design that separates founder work, leadership work and execution
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Role definitions and reporting lines that support current and next-phase growth
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Core processes across sales, marketing, service and operations, documented at the right level
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Governance rhythms that give leadership real visibility without drowning teams
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Shared service and BPO style models where centralised capability is needed
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Technology choices and implementations that support the commercial system
The outcome is an organisation that can handle higher volume with more consistency and less reliance on a few heroic individuals.
Please hover over the table cells to see how each service shows up in different types of engagement.
Or, if you prefer, you can switch to our 90s arcade view for a more playful way to explore the same capabilities: Here
| Growth Strategy | Marketing Strategy | Marketing Plan | Go-to-Market | Sales Strategy | Sales Planning | Key Account Management & ABM | Organizational Transformation | ||
|---|---|---|---|---|---|---|---|---|---|
| Marketing Strategy & Planning | Define the overall business objectives | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ |
| Conduct primary market research | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Conduct secondary market research | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Analyze market research findings | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop market definition | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Define target audience segments | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop buyer personas | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Determine target audience needs and pain points | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop unique value proposition | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Determine pricing strategy | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop messaging and branding guidelines | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Determine channels for reaching target market | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Design specific marketing tactics | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop action plans for each marketing tactic | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Define key performance indicators (KPIs) | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Develop budget and allocate resources for marketing plan | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Support execution of marketing tactics | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Monitor / measure the effectiveness of marketing activities | ✔️ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Refine and optimize marketing strategy and tactics based on results ongoing | ✔️ | ✔️ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Go-to-Market | Product Intelligence | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ |
| Launch Planning | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Sales Enablement | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Marketing Communications | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Channel Management | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Performance Tracking | ✔️ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | |
| Sales Optimization | Sales Goals | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ |
| Sales Strategies | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | |
| Sales Objectives | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | |
| Sales process development | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | |
| Sales Management Framework | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | |
| Sales Reporting | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | ⛌ | |
| Sales Activity Planning | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Tactical implementation plan | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Targets/KPIs | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Territory/Profile Segmentation/Allocation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Resource review, assessment and allocation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Enablement | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Sales Budgeting | ✔️ | ⛌ | ⛌ | ⛌ | ✔️ | ✔️ | ⛌ | ⛌ | |
| Monitor, measure and optimise the effectiveness of sales activities | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | ⛌ | |
| Key Account Management & ABM | Key account selection and prioritization | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ |
| Key account research and analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key Account Profiling | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key account goal setting | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key Account Development Plan | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key Account Performance Management | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key Account Resource Allocation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Key Account Budgeting | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Monitor, measure and optimise the effectiveness of KAM activities | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | ⛌ | |
| Organizational Design, Process, and Workforce | Stakeholder Identification and Mapping | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ |
| Stakeholder Interviews and Surveys | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Stakeholder Expectations and Requirements Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Workforce Capability Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Current Organizational Processes Documentation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Structure Efficiency Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Structure Best Practices Comparison | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Workforce Skills and Competency Assessment | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Assessment of Workforce Alignment with Organizational Goals | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Structure Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Process Engineering | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Policy Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Governance Mechanism Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Change Management Plan Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Organizational Change Staff Communication and Training | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Ongoing change Management Support and Coaching | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Capabilities | Data Inventory and Mapping | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ |
| Data Quality Assessment | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Usage Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Privacy and Security Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Requirements Definition | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Governance Strategy Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Management Strategy Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Analytics Strategy Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Architecture Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Privacy and Security Policy Development | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Management Process Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Analytics Framework Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Analytics Platform Implementation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data-Driven Decision Making Framework Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data-Driven Decision Making Training and Support | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Communication and Reporting Design | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Visualization and Communication Platform Implementation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Data Visualization and Communication Training and Support | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Facilitating Technology | Current Tech Infrastructure Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ |
| Current Workflow Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Current Tech Efficiency Analysis | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Workflow / Tech Mapping | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Tech Infrastructure Optimization Recommendations | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Best Practices Tech Comparison | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Tech Customisations/Configurations Recommendation | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Tech Implementation Support | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| User Adoption Support and Training | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Performance Monitoring and Measurement | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ | |
| Optimise based on monitoring and measurement results | ✔️ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ⛌ | ✔️ |