Enhancing ClientWindow's UK Accounting Tech Presence
Andy Gleeson
Testimonial
"We engaged G7 to help ClientWindow build our presence in the UK accounting tech space, and it proved to be a great decision. Andy has a fantastic network and reputation in the sector, and his experience in sales and partnership development was clear from day one. He approaches every piece of work with intent – whether that’s developing our sales playbook, supporting at key industry events, or opening doors to strategic partners. Andy balances strategic thinking with hands-on delivery, and his work laid solid foundations for our next phase of growth."
— Dan Cattermole, Co-Founder, ClientWindow
Context
ClientWindow is a communication platform that helps professional services firms manage client conversations across tools like WhatsApp, Teams, and email — improving responsiveness, visibility, and compliance. As a fast-moving SaaS company, they wanted to increase visibility in the UK accounting ecosystem, build trusted partnerships, and establish a scalable commercial foundation.
Challenge
ClientWindow needed to:
Build credibility in a competitive and relationship-driven market
Clarify roles and processes within the sales function
Strengthen market messaging and positioning
Develop relationships with relevant vendors, networks, and industry bodies
Solution
G7 provided a blend of strategic support and hands-on execution across three core workstreams:
1. Sales Enablement Foundations
Defined sales roles and responsibilities, including salary benchmarking.
Sourced CRM expertise and scoped implementation requirements.
Developed a tailored sales playbook with messaging, qualification, and closing structure.
2. Partnership Development
Introduced ClientWindow to relevant vendors, networks, and industry associations.
Unlocked webinar and event collaboration opportunities.
Opened warm partner and ecosystem conversations across the accounting tech landscape.
3. Market Visibility & Positioning
Supported presence at key industry events including DAS and Accountex.
Identified speaking, webinar, and podcast opportunities to build awareness.
Aligned messaging to support GTM execution and investor readiness.
Impact
ClientWindow increased its visibility in the UK accounting sector and established meaningful ecosystem relationships. With a clearer sales foundation, improved messaging, and stronger industry presence, the business is now positioned to scale commercial activity with confidence and direction.
Skills & Capabilities Applied
Go-To-Market Strategy · Sales Enablement · Partnership Development · Ecosystem Navigation · Messaging & Positioning
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Posted Oct 29, 2025
G7 enhanced ClientWindow's UK presence in accounting tech through strategic sales and partnership development.
