STRATEGY. MEET DELIVERY.

The right support.
A clear way forward.

Establish your marketing, improve what’s there or tackle a specific challenge. Explore product marketing, social communications, demand generation and connected systems, with support shaped around your business.

Find your service
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SERVICES & PROJECTS

What needs to
happen next?

Explore 17 packaged projects, three implementation services and two retainer services. Open an offering to see the detail.

8 OFFERINGS

Product Marketing

Understand your market, sharpen the story and equip your team. Positioning, customer insight, competitive differentiation, launches and sales enablement.

Ian’s Pragmatic Institute certifications →
Packaged projectPositioning & Messaging SprintMake your value clear to the people you need to reach.

For B2B SaaS businesses with a defined product and an initial target market that need a clearer, more consistent story. A focused scope covers one product or proposition and one priority audience.

What’s included

  • Positioning brief
  • Value proposition and message hierarchy
  • Messaging framework
  • Example copy and team readout

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectIdeal Customer Profile & Buying Group SprintFocus your marketing on the businesses and people most likely to be a good fit.

For B2B SaaS businesses with a defined proposition that need sharper audience priorities before investing further in messaging, research or campaigns. The core scope covers one proposition and one priority market.

What’s included

  • Ideal customer profile
  • Buying-group map
  • Targeting and qualification framework
  • Evidence gaps and team readout

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectWebsite Messaging & Conversion ReviewMake it easier for the right visitors to understand your value and take the next step.

For B2B SaaS businesses with an existing website that need a focused assessment of their message and enquiry journey. The page set, target audience and main conversion action are agreed before the review.

What’s included

  • Page-by-page messaging review
  • Conversion journey assessment
  • Prioritised recommendations
  • Improvement brief and readout

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectSales Enablement EssentialsGive sales a clear story and practical materials for better buyer conversations.

For B2B SaaS businesses with a defined proposition that need a usable core sales toolkit. The scope covers one agreed offer and buying context, with the materials and review rounds agreed before production.

What’s included

  • Core sales narrative
  • Objection and question guide
  • An agreed set of sales materials
  • Team walkthrough and handover

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectProduct Launch BlueprintBring the audience, message and launch activity together before you go to market.

For B2B SaaS businesses preparing to launch one product, substantial feature or offer into an agreed market. Useful when the team needs coordinated preparation before committing to delivery.

What’s included

  • Launch brief and audience priorities
  • Launch messaging and campaign direction
  • Readiness and asset checklist
  • Launch roadmap and measurement plan

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectCompetitive Positioning & Battlecards SprintTurn competitive insight into practical guidance for positioning and sales conversations.

For B2B SaaS teams with a defined product and target audience that need a focused competitive toolkit. We agree the competitors, comparison criteria and sales situations before research begins.

What’s included

  • Competitive review
  • Differentiation framework
  • An agreed set of battlecards
  • Sales and marketing walkthrough

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectCustomer Story & Case Study SprintTurn a real customer experience into a clear, approved story your team can use.

For B2B SaaS businesses with a willing customer and a story supported by available evidence. Customer participation and permission are agreed before the project starts.

What’s included

  • Story and evidence brief
  • Customer interview and draft
  • Review and approval process
  • Reusable story extracts

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Retained supportCompetitive Intelligence RetainerKeep competitive insight current and turn market changes into useful guidance for your team.

For B2B SaaS teams with a defined market and an agreed competitor set that need a regular, practical view of relevant changes. Start with an existing competitive framework or a Competitive Positioning & Battlecards Sprint.

What’s included

  • Agreed competitor monitoring
  • Regular insight briefing
  • Battlecard and messaging updates
  • Review and recommendations

Retained support with an agreed monthly scope, capacity, fee and review rhythm. Any minimum commitment, notice period and treatment of unused capacity are confirmed before starting.

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3 OFFERINGS

Systems Implementation

Hands-on CRM deployment, marketing automation and connected marketing-to-sales processes, delivered through an agreed bespoke scope.

Bespoke implementationConnected Marketing & Sales AutomationBring CRM and marketing automation together into one coordinated commercial process.

For B2B SaaS businesses that need to connect marketing and sales systems around an agreed end-to-end process. Start with existing tools, a new deployment or a defined combination of both.

Delivery can include

  • An agreed commercial process
  • Configured CRM and automation
  • Connected data and automated handovers
  • End-to-end testing and launch
  • Reporting, documentation and handover

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Bespoke implementationCRM Implementation & ConfigurationDeploy and configure a CRM around the way your commercial team works.

For B2B SaaS businesses deploying a CRM or improving a defined part of an existing setup. Platform suitability, required access and the depth of configuration are confirmed during discovery.

Delivery can include

  • Process and configuration design
  • Platform deployment and setup
  • Data, routing and workflows
  • Testing and reporting
  • User handover and operating guide

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Bespoke implementationMarketing Automation Implementation & ConfigurationDeploy marketing automation that turns agreed journeys into working campaigns and follow-up.

For B2B SaaS teams introducing marketing automation or improving a defined part of an existing platform. The tools, campaigns and journeys included are agreed before implementation.

Delivery can include

  • Journey and platform design
  • Platform deployment and configuration
  • Automated campaigns and nurture
  • Testing, tracking and reporting
  • Launch and team handover

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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3 OFFERINGS

Social & Content

Set up your channels, plan useful communications and keep company news and expertise flowing. Choose a launch project, editorial plan or social communications retainer.

Packaged projectSocial Channels & Communications LaunchSet up your channels, define your communications approach and begin a consistent publishing rhythm.

For B2B SaaS teams establishing or refreshing their social presence. We agree which channels will reach the intended audience, such as LinkedIn, Facebook or Instagram, and define a realistic starting scope.

What’s included

  • Channel strategy and priorities
  • Profile setup and configuration
  • Publishing calendar and initial content
  • News and approval workflow

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectContent & Editorial Planning SprintCreate a practical content plan your team can turn into a consistent publishing programme.

For B2B SaaS teams with an agreed audience and proposition that need a focused editorial plan across named channels and a defined planning period.

What’s included

  • Audience and content priorities
  • Editorial themes and story opportunities
  • Editorial calendar and content briefs
  • Production and approval workflow

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Retained supportSocial Communications RetainerTurn company news and expertise into a regular flow of approved social content.

For B2B SaaS teams that want continuing help to maintain a purposeful social presence across agreed channels. Start with existing profiles or follow a Social Channels & Communications Launch project.

What’s included

  • A regular news-gathering rhythm
  • Rolling calendar and content production
  • Approvals, scheduling and publication
  • Reporting and editorial review

Retained support with an agreed monthly scope, capacity, fee and review rhythm. Any minimum commitment, notice period and treatment of unused capacity are confirmed before starting.

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3 OFFERINGS

Demand Generation & Research

Plan and launch focused campaigns, supported by practical audience research and clear follow-up.

Packaged projectDemand Generation BlueprintTurn your growth priorities into a focused plan for creating sales conversations.

For B2B SaaS businesses with an offer and target market in place that need a coordinated demand-generation approach. Particularly useful before committing to a new programme or expanding activity.

What’s included

  • Audience and offer priorities
  • Campaign and channel plan
  • Follow-up and measurement framework
  • A 90-day activation roadmap

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectCampaign Launch SprintTake one focused campaign from an agreed brief to launch.

For B2B SaaS businesses ready to launch one campaign around a defined offer, priority audience and agreed objective. Best suited to teams with the necessary channels, access and approval owners available.

What’s included

  • An agreed campaign brief
  • Campaign copy and agreed assets
  • Setup, checks and launch
  • Initial reporting and handover

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectTarget Account & Contact Research SprintBuild an evidence-led account and contact list around an agreed targeting brief.

For B2B SaaS businesses with an agreed ideal customer profile and a defined research purpose. Account counts, contact roles, geographies and required fields are confirmed before work begins.

What’s included

  • Research and qualification brief
  • Researched account list
  • Public professional contact research
  • Quality review and structured export

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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5 OFFERINGS

Foundations & Operations

Establish the marketing function, improve its foundations and make the processes, measurement and ways of working more useful.

Packaged projectMarketing Function BlueprintSet up your marketing function with clear responsibilities, resource requirements and a practical 90-day plan.

For businesses establishing marketing for the first time.

What’s included

  • Operating model
  • Audience and messaging direction
  • Systems, processes and resources
  • 90-day establishment roadmap

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectMarketing Foundations ReviewUnderstand what to keep, what to improve and where to focus your existing marketing.

For businesses with marketing underway that needs a clearer direction.

What’s included

  • Foundations assessment
  • Messaging, systems and handover review
  • Prioritised improvement backlog
  • 90-day improvement roadmap

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectLead Management & CRM FoundationsCreate a clearer route from first response to a useful sales conversation.

For B2B SaaS teams with a CRM in place that need clearer lead definitions, handovers and operating rules. The core project covers one agreed lead-management journey and the systems involved in it.

What’s included

  • Lifecycle and qualification model
  • Ownership and handover rules
  • Workflow and data specification
  • Reporting and implementation brief

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectMarketing Measurement EssentialsGive your team a clearer view of what marketing is doing and what to improve.

For B2B SaaS teams with marketing activity underway that need a practical measurement framework and a clearer reporting routine. The scope covers an agreed set of business questions and data sources.

What’s included

  • KPI and decision framework
  • Data and tracking assessment
  • Reporting design and setup brief
  • Review routine and handover

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projectMarketing Workflow & SOP SprintMake repeatable marketing work easier to coordinate, hand over and maintain.

For B2B SaaS marketing teams that need to document and improve a defined set of recurring processes, such as campaign delivery, content approvals, lead handover or reporting.

What’s included

  • Workflow assessment
  • Roles and operating rules
  • SOPs and reusable checklists
  • Team walkthrough and ownership

Scope, timing and fees are agreed before work begins. The full page explains the deliverables and scope boundaries.

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Packaged projects have defined purposes and deliverables. Implementation and retained support have their own agreed scopes. Timing and fees are confirmed before work begins.

BEYOND A PACKAGED PROJECT

Support that fits
your situation.

Some challenges need recurring delivery, ongoing leadership or a different scope. Start with the problem you need to solve.

Fractional marketing

Ongoing marketing expertise and hands-on support, with priorities and capacity agreed around your business.

Discuss fractional support →

Bespoke consultancy

A tailored engagement spanning strategy, product marketing, communications, demand generation or the systems behind delivery.

Discuss your project →
RECURRING DELIVERY

Retained marketing support

Keep social communications flowing or competitive insight current through an agreed monthly programme, with clear capacity and regular reviews.

Explore retainer options →
NOT SURE WHERE TO START?

Let’s work out
your next step.

Tell us what you’re trying to achieve and what is getting in the way. We’ll discuss which kind of support fits.