Expert Project Manager & Business Consultant
Expert Project Manager & Business Consultant
Expert HR & Operations Management Consultant
Expert HR & Operations Management Consultant
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Helping agencies streamline ops and scale with ClickUp
Helping agencies streamline ops and scale with ClickUp
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I’m a UK-based SaaS Go-To-Market Advisor
I’m a UK-based SaaS Go-To-Market Advisor
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
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Project Manager & Business Consultant
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Brand, Strategy & Growth Partner for scaling businesses
Brand, Strategy & Growth Partner for scaling businesses
Startup Brand Strategy & Funding Enablement
Objective
Build a strong brand, clear positioning and compelling investor narrative to support funding success and long-term growth.
Approach
-Defined brand identity, story and unique value proposition
-Developed a funding-ready business plan aligned with grant criteria
-Identified and shortlisted relevant funding opportunities
-Guided investor pitching and positioning
-Trained founders on how to clearly communicate value and differentiate in competitive markets
Key Deliverables
-Brand positioning and messaging framework
-Unique value proposition (USP)
-Business plan and funding documentation
-Investor pitch guidance and positioning strategy
-Funding opportunity mapping
Impact
-Contributed to securing over £200,000 in grant funding
-Improved investor readiness and clarity of proposition
-Strengthened positioning and long-term growth potential
Note
Due to client confidentiality and NDAs, specific documents and funding materials are not disclosed.
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Luxury Brand Repositioning & Growth Strategy
Overview
A jewellery brand with strong product quality was underperforming due to unclear positioning, low brand perception, and lack of targeted customer strategy.
Objective
-Reposition the brand as a premium luxury offering
-Attract a higher-value customer base
-Increase sales and brand visibility
-Enable sustainable price growth
Approach
1. Brand Repositioning
-Redefined brand identity, tone, and visual direction
-Shifted positioning from generic retail to luxury market
2. Audience & Market Strategy
-Identified ideal customer profile and purchasing behaviour
-Developed targeted messaging aligned with premium buyers
3. Growth & Engagement Strategy
-Designed a new social media and content strategy
-Introduced consistent brand storytelling and visual alignment
4. Customer Retention Focus
-Built engagement approach to increase repeat customers
-Strengthened brand loyalty through experience-led positioning
Key Deliverables
-Brand repositioning strategy
-Visual and messaging direction
-Social media and content strategy
-Audience targeting framework
-Customer engagement approach
Impact
-Significant increase in sales following repositioning
-Successful transition to a higher price point
-Improved brand perception and customer quality
-Features in major publications including Vogue and Vanity Fair
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Impact Events, Communications & Funding Strategy
Objective
Increase visibility, stakeholder engagement and funding for a community-focused organisation, while strengthening brand positioning and credibility.
Approach
-Planned and delivered high-impact events from concept to execution
-Developed communications and social media strategy to drive awareness and engagement
-Created all supporting assets and promotional materials
-Led stakeholder engagement to attract high-profile attendees
-Designed crowdfunding initiatives and supported bid writing
-Strengthened overall brand positioning and public presence
Key Deliverables
-Event strategy and execution plan
-Communications and social media strategy
-Campaign assets and promotional materials
-Stakeholder engagement approach
-Crowdfunding initiatives and funding bids
Impact
-Secured over £500,000 through bids and funding initiatives
-Attracted politicians, community leaders and key stakeholders
-Increased visibility, engagement and community reach
-Contributed to national recognition, including the Prince of Wales Award
Note
Due to client confidentiality and NDAs, specific materials and internal strategies are not disclosed.
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Building a Scalable Education Partnership Model Driving £500k+ in Revenue
Overview
This project focused on designing and scaling a strategic partnership model within the education sector to create apprenticeship pathways while driving commercial growth.
The objective was to align educational institutions with a technology provider in a way that delivered long-term value for both parties, rather than a one-off transactional relationship.
The Challenge
Education institutions often face barriers when adopting new technologies, including cost, integration, and demonstrating long-term value.
At the same time, traditional sales approaches were not sufficient to drive adoption at scale. A more strategic, partnership-led model was required to:
Create meaningful value for institutions
Support skills development through apprenticeships
Enable sustainable commercial growth
Approach
I designed a partnership framework that aligned commercial, educational, and operational value.
This included:
-Structuring partnerships around apprenticeship opportunities, creating a clear and compelling entry point for institutions
-Positioning the offering as a long-term capability investment, not just a product sale
-Designing a repeatable partnership model that could be adapted across multiple institutions
-Tailoring each partnership to reflect the specific priorities and decision-making structures of each organisation
Execution
The model was initially implemented with Manchester College, where we:
-Established apprenticeship pathways linked to immersive technology
-Delivered a VR training environment, including hardware, learning modules, and accreditation
-Created a structured framework that balanced institutional needs with commercial outcomes
Following this, I refined and extended the model to:
-Regent’s College London
-Loughborough University
-Each partnership was adapted to suit the institution while maintaining a consistent underlying structure, enabling scalability without losing relevance.
Impact
-Contributed to over £500,000 in VR system sales across partner institutions
-Established long-term strategic partnerships rather than one-off transactions
-Created a repeatable model for future education partnerships
-Strengthened positioning within the education sector through value-led collaboration
Additional Notes
Due to client confidentiality and NDAs, detailed internal strategies and commercial agreements cannot be shared. This portfolio reflects my approach, structure, and key outcomes.
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11+ Years: Global Accounting & Tax Expertise
11+ Years: Global Accounting & Tax Expertise
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Growth systems, automation, and CRM for service businesses
- $25k+
- Earned
- 1x
- Hired
- 5.0
- Rating
- 2
- Followers
Growth systems, automation, and CRM for service businesses
CRM Architecture & Lifecycle Design
Currently designing a Freshsales-first CRM architecture where lifecycle, segmentation, and automation logic live in one system of truth.
Work includes non-linear deal flows, lifecycle states, tagging frameworks, and automation-safe transitions to support service-based growth without manual intervention.
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System Stability & Ongoing Operations:
Currently overseeing the ongoing operation of growth systems once they are live.
This work focuses on system stability, decision integrity, and ensuring that changes to campaigns, automations, or channels do not create downstream issues in data quality, reporting, or lifecycle flow.
The emphasis is on controlled iteration, clear ownership, and keeping the underlying system reliable as volume and complexity increase.
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Growth Operating System Design:
Designing growth operating systems that unify CRM architecture, lifecycle management, automation, email marketing, and channel strategy into a single decision framework.
Work includes structuring how email, content, social, reputation, and acquisition channels support lifecycle progression and follow-through, rather than operating as disconnected activities.
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Lifecycle-Driven Email Automation
Designing lifecycle-driven email automation where journeys are triggered by system state rather than manual campaigns.
Focus is on timing, suppression, and exit logic across key touchpoints such as follow-ups, onboarding, re-engagement, and renewals, with automation governed centrally rather than embedded in email tools.
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