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Case study 05 · UK software and services scaleup

Deciding what the company is before deciding what to say.

How a scaleup heading into its Series A stopped pitching a different story every time, agreed who it was for, and gave every team one narrative to sell with.

The headline result
30% faster
Ramp-up for new sales hires
1 story
For investors and the Series A
1 roadmap
GTM anchored in one narrative
Industry
B2B software with operations and transport services
The company
A UK scaleup with a strong product and a growing team, preparing for a Series A. Name withheld.
My role
Product Marketing consultant, working with the leadership team
Stage
Pre-Series A
The story at a glance

Problem, solution, result in thirty seconds.

The problem
The brief: fix our messaging before the Series A.
Everyone inside pitched the product differently, and customers couldn't explain it.
Underneath: no agreement on who the product was for, or which strength to lead with.
The solution
Ran a market alignment and ideal customer workshop with leadership.
Turned those decisions into one strategic narrative and messaging hierarchy.
Set the themes GTM, content and leadership decks would all work from.
Delivered a positioning toolkit for the Series A and upcoming launches.
The wins
30% faster
Ramp-up for new sales hires
Before
After
One story
For investor conversations and the Series A
One roadmap
GTM anchored in a single, usable narrative
Chapter 1 · The company

A strong product that had outgrown its pitch.

The company is a UK scaleup that blends software with operations and transport services. It had a strong product and a growing team, and it was preparing for a Series A, with several launches coming up.

As the business had grown, so had the number of ways people described it.

Chapter 2 · The problem

The brief was messaging. The gap was a decision nobody had made.

The ask was to fix the messaging before the Series A. Everyone inside the company pitched the product differently, and customers couldn't explain what the platform did, let alone why it mattered.

But the messaging was a symptom. Underneath, leadership hadn't agreed which customer the product was built for, or which of its strengths it should lead with. Without that decision, any new messaging would just be one more version of the story.

The question changed from “How do we say it better?” to “Who are we for, and what do we lead with?”
What they asked me to fix vs. what actually needed fixing

Every commercial problem sits somewhere on this chain, from choosing the market on the left to what Sales says on the right. Decisions on the left shape everything to their right.

What they asked me to fix
Market→Buyer→Product→Pricing→Positioning→Sales and messaging: say it better
What actually needed fixing
Market: where it is strongest→Buyer: who it is for→Product→Pricing→Positioning→Sales and messaging

When nobody can explain the product, the missing decision is usually who it is for. The messaging could only be fixed after that was agreed.

Chapter 3 · How I built the solution

Four decisions, in order.

I didn't write a word of messaging until leadership had made the decision underneath it.

STEP 1
Agree who it is for
STEP 2
Build one narrative
STEP 3
Set shared themes
STEP 4
Equip the Series A
01

Agree who it is for.

I ran a market alignment and ideal customer profile (ICP) workshop with leadership, to agree which customer the product was built for and where it was strongest.

02

Build one narrative.

I turned those decisions into a strategic narrative and a messaging hierarchy: the one story, and the order in which to tell it.

03

Set shared themes.

I defined the key themes that GTM, content and leadership decks would all work from, so the story stayed the same whoever was telling it.

04

Equip the Series A.

I delivered a positioning toolkit to support the Series A and the upcoming launches, so the founders and the sales team had the same material to work from.

Chapter 4 · What changed

One story. Faster teams.

What changed once everyone was telling the same story.

Time for new sales hires to ramp up
Indexed to 100
Before
100
After
70 (30% faster)

New hires learned one story instead of many.

Investor story
For the Series A
Many pitches→One narrative

Leadership aligned on one narrative for investor conversations.

GTM roadmap
Launch planning
Separate plans→One anchored roadmap

The GTM roadmap was anchored in one agreed, usable story.

Chapter 5 · The lesson

You can't message your way out of an undecided strategy.

The company asked for better messaging. What it needed first was a decision about who it was for. Once leadership made that call, the messaging almost wrote itself, and every team could finally tell the same story.

What this proves: when nobody can explain the product, the missing decision is usually who it is for.
Sound familiar?

If any of these sound like your company, the problem may not be your messaging either.

Everyone on the team describes the product differently.
Customers love the product but can't explain what it does.
You're preparing to raise, and the story keeps changing.

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