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Case study 05 · UK software and services scaleup

Our Series A was months away. Everyone was pitching a different company.

Product, customer and competitor knowledge sat in a few heads, so every pitch was different and new sales hires were slow to sell. Here's how we built one story the whole company could sell with, and cut new-hire ramp-up by 30%.

The wins
30% faster
Faster ramp-up, so new sales hires closed deals sooner
Before
After
Investor-ready
One story the founders, sales team and investors could all repeat
One roadmap
Product, sales and marketing building towards the same buyer
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.
What I had to fix
How to get investor-ready, and move every team from its own pitch to one story buyers can repeat.
Who I worked with
The founders, executive team and VPs, with the Sales team.
Stage
Pre-Series A
Chapter 1 · The problem

We need to show investors repeatable growth. But every team sells the company differently, so no win can be repeated.

Buyer and market context
A UK scaleup blending software with operations and transport services. A strong product, a growing team and a Series A ahead, but as it grew, so did the number of ways people described it.

The Series A was months away, and the company needed to show it could scale sales. But knowledge about the product, customers and competitors sat with a few people. Every pitch was different, investors met a different company in every meeting, and new sales hires took too long to become productive.

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

What they asked for
Get us ready to raise our Series A. Every team pitched a different company, and investors and customers couldn't repeat what we did.
What actually needed fixing
Leadership hadn't agreed who the product was for, or which strength to lead with. Investors can't back a company that can't say what it is.

The question changed from “How do we get investor-ready?” to “Who are we for, and what do we lead with?”

What they asked me to fix
Market→Buyer→Product→Pricing→Positioning→Investors: a different story in every meeting
Where the constraint was fixed
Market: where it is strongest→Buyer: who it is for→Product→Pricing→Positioning→Sales and messaging

This is where the company could have hired more salespeople or bought more sales training. Without a decision about who it was for, more headcount would only have meant more versions of the story.

Chapter 2 · What I did

Decide first. Write second.

I didn't write a word of messaging until leadership had decided who the company was for. Then I turned that decision into one narrative, organised the customer and competitor insight, and gave new hires practical tools to sell from day one.

01
Agree who it is for

Ran a market alignment and ideal customer workshop with leadership to agree the customer and where the product was strongest.

02
Build one narrative

Turned those decisions into one strategic narrative, and the order in which to tell it.

03
Set shared themes

Defined the themes GTM, content and leadership decks all work from, whoever is telling the story.

04
Equip the Series A

Delivered a positioning toolkit for the raise and the launches ahead, for founders and Sales alike.

Chapter 3 · What changed

One story. Faster teams.

What changed once everyone sold the same story.

Before
A different pitch from everyone, customers who couldn't explain the product, separate launch plans and an investor story that kept changing.
→
After
An agreed ideal customer, one story every team tells, and a pitch investors could repeat after one meeting, ready for the Series A and upcoming launches.
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 4 · What this means for you

More headcount won't fix it.

If your business is growing but new sales hires take too long to become productive, or investors hear a different story from each founder, adding people won't solve it. I help you decide who you're for, then turn customer, product and competitor knowledge into one repeatable way to sell.

What the team does differently now
Everyone tells the same story, in the same order.
New sales hires ramp up 30% faster on one narrative.
Investor decks, content and GTM work from the same themes.
Launches are planned from one roadmap, not separate plans.
Why teams bring me in
Before a raise, the hardest question is who you're for.
If this sounds like you

Everyone describes the product differently, customers can't explain what it does, and the story keeps changing as you prepare to raise.

What we'd work on
Ideal customer. Who you're for, agreed by leadership.
Positioning. Category, differentiation and value proposition.
Messaging framework. One-liner, core messages and proof points.
Rollout. A handover so every team tells it the same way.
Closest engagement today
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