Challenge · solution · result · anonymised
Proof, before you hand over the keys
Trusting someone with your CRM and your data is a big ask, so here's the evidence. A few real pieces of work, told plainly as the challenge, what I did, and what changed. Details are anonymised; I'm happy to talk specifics on a call.
Find your revenue leaksBringing a dead database back to life
Challenge
More than 60% of a valuable contact database had gone stale under GDPR. It sat there as a liability rather than an asset, and nobody trusted it enough to use it.
Solution
Rather than delete it, I built an enrichment and re-permissioning programme that refreshed records, restored consent and quietly re-established regular contact. I set up recurring data-quality checks to keep it healthy, including after diagnosing and repairing a nasty 142-record data corruption.
Result
A database that went from write-off to working asset, feeding pipeline again instead of gathering dust, and a data-quality routine that keeps it clean without anyone having to think about it.
A forecast the board could actually trust
Challenge
Leadership couldn't see where key targets sat in a long, complex buying journey. Standard CRM reporting didn't show it, so the forecast was really an educated guess, and reporting swallowed an evening of spreadsheet work every month.
Solution
I built a cumulative flow reporting model, borrowed from agile delivery, and led the migration of reporting into one place. It showed exactly where every important deal sat, and how the whole pipeline was moving over time.
Result
A single source of truth for an eight-figure, long-cycle pipeline, and a board pack that comes straight from the system. Decisions made on numbers, not hunches.
Turning technical expertise into inbound pipeline
Challenge
A team with deep technical expertise wasn't turning any of it into commercial conversations. The knowledge was there; the pipeline wasn't.
Solution
I designed and shipped a suite of free calculators and tools that put that expertise directly in front of the right buyers, scoping the logic, driving the build, and setting up the part of the website that houses them.
Result
Qualified conversations arriving every month, generated by the tools rather than chased by the team. Expertise finally doing commercial work.
What these have in common
Every one of them started as a mess someone had learned to live with, and ended as a system that quietly does its job. That's the pattern: I make the commercial machinery reliable, then hand it back so it keeps working without me.