Case Studies

My Recent

Client Case Studies

- Company names not included below, due to client confidentiality.

I mentored and coached the Managing Director over 18 months together with his management team to improve company structure, and team reporting. I developed a new successful customer strategy for the business, including visiting and presenting to distributors and customers across Europe.

Implemented new marketing and website improvements, and advised on employing new key members of staff in multiple departments.

As a result of my consultancy services this company has successfully improved their monthly profit, streamlined their overheads and grown sales to new sectors.

The business owners required guidance and direction on how to approach, correspond and deal with a range of potential national supermarkets and wholesalers for their growing brand.

I worked with their sales director, guiding him on how to identify and target new buyers, helping him to sell to a range of new customers, and secure several new contracts.

Plus worked with the managing director on the company's general business strategy and direction for 2020.

I was asked to advise on the development and launch of a new retail product and brand, guiding the inventor and owner on a range of manufacturing options, improvements and costings, including advice on retail and buyer requirements and a clear guidance on potential markets.

I explained all the positives and negatives involved in importing and setting up this type of business in the UK ensuring the business plan we designed together would create a viable and profitable business.

Are you searching for bespoke business coaching, one2one mentoring, sales advice or sales training

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The managing director of this software business asked me to spend the day with her at their office, to review their current financial situation, and provide a strategy to help reduce overheads and improve cashflow. During the day I provided a number of solutions and showed how to improve the structure and development of the business.

I also had some time to help run a "brain storming" session to generate a range of new ideas for her to present to company's investors.

I was asked if I could spend the morning to help an individual fully prepare for a high level sales job interview the following day.

During our time together I gave the client a "crash course" in selling and helped them create a sales pitch to use in their interview.

The rest of the morning was spent explaining the sales process, and sharing my sales fix formula, which I have developed over the years to help both new and experienced sales staff improve their selling skills. 

This client wanted to quickly increase the profits of their business. I attended their home and reviewed their business accounts for the year identifying areas of improvement straight away. During our half day together, I also examined their current business situation, and growth strategy, and gave a range of new ideas and options they could easily incorporate, that would increase their profit.

I also provided them with a series of new sales techniques to gain more customers in new market sectors.

I worked with this new client over several weeks via Skype to help guide and mentor him in developing his new start-up business. I coached him through his business plan, prioritised tasks and advised on the best ways to get online and get his first sales.


During this process I gave him weekly direction and motivation, together with an experienced objective view to ensure his investment was spent in the right way and at the right time. This saved him a lot of time and money by accessing my wealth of knowledge to move forward faster.

I offer a FREE 20 minute confidential telephone consultation - So please call me directly on 07912 846 492 to find out how I can help your business.

I visited this new client earlier this year to discuss his concerns that his business was not growing quickly enough. After spending the morning learning all about the company’s history, processes and reviewing current financial figures, I identified a number of problems holding them back. As part of my consultancy I provided a summary of the day, and an action list of improvements for them to follow up on.


I was invited back to review their website after improvements had been made, and advised on content for their SEO and social media.

I travelled down to London monthly to spend the day with the founder of this growing business. A few weeks before she had contacted me to ask for advice, so we booked our first meeting and planned to start covering all the topics on her agenda, during our face to face meeting.

The brief was that she wanted guidance and mentoring on prioritising key tasks, advice on which areas of her business to develop, and help with how to work out where to employ new staff.

I also included coaching to help my client develop her leadership skills further.

I put together a bespoke workshop to train a group of staff in new negotiation and cold calling skills to improve their customer interaction.


I provided each attendee with a bespoke sales workshop booklet, and the day was spent re discovering the foundations of sales, working on case studies and learning a whole new range of techniques to help them in their day to day sales life.


Follow up courses have now been booked by the client to offer this workshop to more of its staff.

I was asked for business advice and mentoring to help guide the growth of this established agency into new international markets. I fully reviewed the business and set a clear plan and objectives by team members, of how this was to be achieved – with a time timeline and responsibilities.

I monitored and reviewed the project as it developed monthly, motivating staff and tackling barriers.


This company now operates in 3 new countries.

This client had too much stock and too few sales. The day was spent with the owner and the management team to review everything and help them start building a sensible growth plan.

As with most of my clients and businesses I work with, I gave a range of advice, solutions and new ideas on both the business and sales improvements.

Each business is different so my advice is always tailored to the company I am working for, as many factors need to be taken into consideration before any advice, coaching or guidance can be given.

Over several days I worked with the manufacturing director and their investor as a mentor, to review the business’s running costs. I was asked to consult on the correct retail price for their products within different markets. During these few days I also provided a new 12 month sales and marketing strategy, and advised on actions and objectives needed to be completed.


I was also asked to work with one of the directors monthly to help him complete a full appraisal of their suppliers, to improve their manufacturing costs, plus structured a new sales manager’s job role.

I researched and structured a full sales strategy for this new business, helping the owner to start developing all his ideas.

I had a "hands on" role with this consultancy and helped manage their advertising, website and business growth strategy with monthly meetings and support.