Two complementary practices built around the same objective: helping B2B firms make better commercial decisions.
Forecasting and commercial insight provide a clearer view of performance and future direction. Commercial leadership advisory helps management teams act on that evidence through sharper priorities, stronger accountability and more effective leadership. Each stream can be engaged independently or combined.
Stream 01
B2B Forecasting & Commercial Insight
Commercial analysis and forecasting for B2B firms that want to understand what is changing, why it matters and what it may mean for future revenue.
Engagements are practical and proportionate, turning existing sales, enquiry and pipeline data into clearer insight, transparent forecasts and management-ready recommendations.
Commercial Data Review
£1,500
one-off
A focused commercial diagnostic of your sales, enquiry or pipeline data, designed to identify headline patterns, performance differences and the areas where deeper analysis may create value.
Includes
—Review of data structure, completeness and analytical suitability
—Trend analysis across the available history
—Initial customer, product, sector or team segmentation
—Headline observations on performance variation
—Early assessment of where useful commercial or forecasting signals may sit
—Clear explanation of limitations, assumptions and recommended next steps
Deliverables
—Concise management-ready findings report
—Prioritised recommendations
—60-minute findings and discussion session
Ideal for
B2B firms seeking an evidence-led diagnostic before committing to a deeper forecasting or analytical engagement.
A deeper engagement combining commercial performance analysis with a practical forecast model, supported by historical backtesting and transparent assumptions.
Includes
—Detailed customer, product, sector or team analysis
—Review of likely commercial performance drivers
—Analysis of important trends, relationships and leading indicators
—Practical forecast model designed around the available data
—Historical backtesting to assess forecast credibility
—Challenge and refinement of key assumptions
—Management-ready implications and recommended actions
Deliverables
—Detailed commercial insight report
—Practical forecast model
—Assumptions and limitations summary
—Management findings presentation
—Recommended actions and next steps
Ideal for
B2B firms seeking stronger planning support, clearer forecast direction and a better evidence base for commercial decisions.
Experienced advisory and fractional commercial leadership for founders and management teams seeking stronger direction, leadership rhythm and commercial accountability.
The work combines practical operating experience with structured attention to leadership, culture, retention and team effectiveness. The emphasis is always on helping the business make decisions, establish priorities and build sustainable commercial capability.
Leadership Essentials
£2,000
per month
A structured monthly advisory rhythm bringing experienced commercial leadership and an independent sounding board to founder-led or developing management teams.
Includes
—One 90-minute leadership advisory session each month
—Review of commercial direction, priorities and key decisions
—Review of team focus, accountability and leadership rhythm
—Independent challenge on important commercial assumptions
—Agreed email support between sessions
—Concise actions and priorities summary after each session
Advisory support only. This package does not include direct line management, regular Board attendance or extensive project delivery.
Ideal for
Founder-led or early-stage commercial teams seeking experienced guidance, challenge and greater management discipline.
A closer fractional partnership combining commercial direction with structured work on leadership rhythm, accountability and team effectiveness.
Includes
—Two structured leadership working sessions each month
—Commercial strategy, pipeline and performance review
—Support setting priorities, measures and ownership
—Leadership and team development plan
—Hands-on guidance on agreed commercial decisions and initiatives
—Quarterly progress and priorities review
—Agreed support between scheduled sessions
Exact meeting duration, stakeholder involvement and project support will be agreed before commencement. Direct line management and extensive delivery work are outside the standard scope unless specifically agreed.
An embedded fractional commercial leadership engagement for established B2B firms scaling revenue, management capability and leadership capacity in parallel.
Includes
—Weekly agreed working rhythm
—Fractional commercial direction and management support
—Commercial planning, performance and pipeline oversight
—Leadership development and coaching
—Team effectiveness, accountability and retention support
—Agreed Board-level reporting and participation
—Periodic review of priorities, progress and organisational requirements
The engagement will be defined in agreed days or hours per month. Direct management responsibility, on-site attendance, Board participation, travel and major project delivery will be confirmed within a written scope before commencement.
Ideal for
Established B2B firms moving beyond founder-led commercial management or requiring experienced leadership capacity during a period of scale or change.
Each engagement starts with a focused introductory discussion covering the business, the decisions or challenges involved and the level of support required. Prices shown are indicative and may be adjusted where the scope, data condition, time commitment or travel requirements differ materially.
Whether the priority is understanding what your data is signalling or strengthening the commercial leadership around it, the first step is a focused introductory conversation.
