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.
20
215
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.
0
50
