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Frequently asked questions

How quickly can you identify where we’re losing revenue?

Within the first 5–7 days, I analyse your funnel, CRM, acquisition channels and operational workflows to pinpoint revenue leaks. This includes lead handling, conversion friction, segmentation gaps and inefficient processes. You receive a clear, quantified report of where revenue is being lost and how much it’s costing.

What measurable impact can you deliver in the first 90 days?

Typically: increased conversion rates, faster sales velocity, improved pipeline visibility, lower operational costs and better channel performance. I prioritise revenue-impact actions: quick wins plus foundational fixes, so leadership sees financial outcomes within the quarter, not after long-term projects.

How do you calculate the revenue uplift or cost savings from your work?

I forecast uplift using baseline performance, conversion benchmarks, unit economics and cost-reduction modelling. Savings come from automation, integration and budget reallocation. All improvements are tied to measurable KPIs so you see the financial return clearly.

How do you ensure your recommendations are commercially sound, not just marketing-driven?

Every recommendation is tied to revenue, margins, operational efficiency or cost reduction. I prioritise business impact over marketing vanity metrics. If something won’t move the P&L, it won’t be proposed.

What’s your process for diagnosing what’s blocking our growth?

I use a structured diagnostic: strategy → systems → data → processes → people → execution. This reveals misalignment, inefficiencies, bottlenecks and opportunities. The outcome is a revenue-focused roadmap based on what will generate impact fastest.

How do you prioritise what to fix first?

I combine effort vs. impact analysis, revenue urgency, dependency mapping and operational risk. Priority always goes to changes that unlock revenue fastest or remove the biggest blocks to scaling.

How do you work with CEOs or leadership teams who have limited time?

I provide concise executive updates, clear decision frameworks and no-nonsense communication. You get clarity, no long decks, no jargon, no noise.

Can you work alongside our current marketing or sales team without disrupting operations?

Yes. I integrate into your existing structure, clarify roles, remove friction and strengthen collaboration. My goal is to empower teams, not replace them.

What does your onboarding process look like for a £5M–£20M business?

It includes stakeholder interviews, systems access, a full audit, KPI alignment, risk assessment and a 90-day revenue plan. Fast, structured and outcome-driven.

How do you ensure ROI from your involvement?

Every action ladder links to revenue generation, operational efficiency or cost reduction. You receive ROI tracking and transparent reporting.

How do you handle situations where the company lacks basic systems or documentation?

I create the structure: processes, documentation, SOPs, dashboards and workflows. No chaos required from your side.

How do you make sure your work scales with us as we grow?

I design systems that handle volume: scalable automation, CRM architecture, clean data flows and processes that don’t break.

Can you help us build KPIs, dashboards or a reporting structure?

Yes. I create dashboards that provide actionable insights, not clutter. Ideal for CEOs wanting clarity.

How do you approach marketing automation in a way that impacts revenue directly?

By focusing on lifecycle value, velocity, retention and sales enablement: not generic nurture flows.

What’s your experience with HubSpot, Make, Zapier or API integrations?

Advanced. I design and implement end-to-end systems, workflows, scoring, routing and data architecture.

Can you fix issues with lead qualification, routing or nurturing?

Yes. I create criteria, scoring, automation and routing logic to reduce leakage and accelerate sales.

Do you specialise in B2B, B2C or hybrid funnels?

I’m experienced in all three, especially complex buying cycles.