Phase 2 · Strategy & Planning · From Idea to Executable Plan
Pipeline Management & Forecasting
A pipeline that is not actively managed is not a pipeline. It is a list of people you once hoped might buy from you.
Pipeline management and forecasting is the discipline of keeping every opportunity moving, identifying which deals are genuinely live and which are stalling, and building the revenue visibility that allows the business to plan, resource, and invest with confidence. We design the pipeline review cadence, the deal health scoring, and the forecasting model that gives leadership real commercial clarity.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The sales manager whose pipeline is full but revenue is flat
The pipeline looks healthy from the outside but the same opportunities have been sitting in the same stage for weeks. The team is maintaining the appearance of a pipeline rather than actively managing one.
Scenario 2
The leadership team that cannot produce a reliable revenue forecast
Every quarterly forecast is wrong — sometimes high, sometimes low. The board is losing confidence in the team's ability to predict, and decisions about hiring and investment are being made on unreliable data.
Scenario 3
The business where deals regularly die silently without explanation
Opportunities disappear from the pipeline without a lost deal record, a reason, or a post-mortem. The same patterns keep repeating because nobody is diagnosing why.
The Impact It Creates
The Moment You Will Feel the Difference.
Reliable monthly and quarterly revenue forecast from clean pipeline data
Stalled deals identified early and actioned before they are lost
Predictable revenue that enables confident investment in hiring and growth
Deal pattern analysis that eliminates recurring reasons for loss
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- Pipeline health scoring model
- Weekly pipeline review framework and agenda
- Deal stage exit criteria and stall identification triggers
- Revenue forecasting model — weighted and scenario-based
- Lost deal analysis framework and win/loss review process
- Pipeline reporting dashboard for leadership
The Outcome
Where You Will Be on the Other Side.
Revenue becomes predictable. The leadership team makes growth investments based on evidence rather than hope, the sales manager coaches deals rather than counts them, and the pipeline reflects commercial reality rather than optimistic fiction.
Primary Focus
Installing the pipeline management discipline and forecasting model that makes revenue predictable and investable.
KPI Measurement
- Forecast accuracy rate
- Pipeline velocity
- Stage-conversion rate by deal type
- Average deal age by stage
- Win rate and deal close rate
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“Predictable revenue is not luck — it is a managed outcome. We build the management infrastructure that gives you confidence in your numbers every single month.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2