Sales Playbook Build
ClientWindow already had a very innovative product and a clear audience - what they didn’t have was a repeatable way to talk about it and sell it.
I worked with the founders to create a custom sales playbook that clarified:
The core value story
- Messaging that actually lands with accountants & finance teams
- Call frameworks that feel human, not scripted
- A structured sales process the whole team can follow
This wasn’t a generic PDF.
We built it around how they sell, who they sell to, and why those buyers care.
The playbook gave the team a clear structure to follow and a consistent way to communicate value in sales conversations.
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Client - Sales Positioning & Channel Growth
Tugger had a solid product and clear value for finance teams, but their positioning and outbound narrative needed tightening to land with accountants and mid-market firms.
Worked directly with the co-founders to sharpen the message, define the sales approach, and develop a repeatable outreach strategy that didn’t rely on guesswork or product demos to “do the talking”.
The result: a clearer sales story, stronger conversations, and a repeatable rhythm for generating demand rather than waiting for inbound.
https://www.canva.com/design/DAGzDzZKy7Y/gSviE-biGA3i7pFVviu3Uw/view?utm_content=DAGzDzZKy7Y&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h4a7af2aa15
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Client Go-to-Market & Sales Activation.
ClientWindow had a strong product but minimal visibility in the UK market.
I worked with the founders to define the sales approach, tighten the story, and open up the right partnership conversations.
We activated presence at key industry events and built relationships that actually led somewhere.
It set the foundations for a pipeline that actually converted - not just vanity noise.
https://www.canva.com/design/DAGi6WKNa7c/IOhWSNseRBUzE209o9ChSg/view?utm_content=DAGi6WKNa7c&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=h6d36e06c7c