No-Nonsense Leadership

Founder

Ready to scale up your business, or, started and things not going according to plan?

You need impactful technology leadership

After a successful career in Financial Services, helping many organisations scale up reliably, I wanted to carve out a new career that could cost-effectively extend these skills to a broader audience.

Coming from a world where the big 4 consultancies dominate, I learnt a lot.

→ Frameworks are great for achieving consistent results
→ Using big consultancies is cost-prohibitive for many
→ Finding experienced leaders is often challenging

So I started providing what I called at the time "retained consultancy"

Over the years, the terminology has changed with the times.

→ Retained Consultancy
→ Strategic leadership
→ Advisory services
→ Pay as you go
→ On Demand
→ Fractional

And then it dawned on me → These are just "how" I deliver, not "what" or to "who"

Understanding this changed everything!

So now, as No-Nonsense Leadership I do this

I deliver Strategic Technology Leadership (IT Director, CTO, CIO, CISO, CTrO)

To businesses in their growth stage (Scale-up, SME and Enterprise)

Through Contract, Fractional or outcome-based engagements

But what does that look like?

Here is the list of things I have done for clients over 25 years.

Disaster Recovery and Business Continuity
R&D Claims and Documentation
AI & LLM implementations
IT Service Management
Technology Leadership
Digital Transformation
Strategic Leadership
Program Leadership
Project Delivery
Audit and Risk
Due Diligence
IT Strategy
Data Rooms
Cost Reduction
Project Leadership
Information Security
Executive Leadership
Technical Architecture
Engineering Leadership
Technical Debt Reduction
Governance and Compliance
Mergers and Acquisitions (M&A)
Process Re-Engineering and Process Optimisation

and more!

So, if your business wants to scale up, and needs an Impactful Technology Leader, drop me a DM and lets have a chat about how I can help.

Fractional Technology Leader

Unlock Your Full Potential with Strategic Executive Coaching

→  Is your career stuck on autopilot
→  Are you looking to make a positive change
→  Maybe you want to start a portfolio / fractional career
→  Or your existing solopreneur journey is not working out

Well the good news is I am here to help!

• 𝗙𝗼𝗿 𝗝𝗼𝗯 𝗦𝗲𝗲𝗸𝗲𝗿𝘀: Navigate the complexities of ATS and transactional recruitment to secure your dream role.

• 𝗙𝗼𝗿 𝗦𝗲𝗻𝗶𝗼𝗿 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀: Smoothly transition into a portfolio or fractional career that maximizes your expertise and freedom.

• 𝗙𝗼𝗿 𝗡𝗲𝘄 𝗟𝗲𝗮𝗱𝗲𝗿𝘀: Acquire critical skills quickly to become an effective leader in your new role.

• 𝗙𝗼𝗿 𝗦𝗼𝗹𝗼𝗽𝗿𝗲𝗻𝗲𝘂𝗿𝘀: Get the skills you need to drive a business that targets the right people and wins

𝗦𝗼 𝘄𝗵𝘆 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗺𝗲?
• 𝗛𝗮𝗻𝗱𝘀 𝗼𝗻: I don't offer theoretical advice or mentoring - I am here to get you to the answer and help you progress quickly
  
• 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘀𝗲𝗱 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: Tailored coaching that aligns with your personal and professional goals.
  
• 𝗢𝘂𝘁𝗰𝗼𝗺𝗲-𝗙𝗼𝗰𝘂𝘀𝗲𝗱: Practical, actionable advice that leads to real-world success.

Through a mix of one-on-one sessions, strategic insights, and supportive feedback, I will help you navigate your professional challenges and opportunities with clarity and confidence. 

𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴 𝗙𝗼𝗿𝗺𝗮𝘁𝘀 𝘁𝗼 𝗦𝘂𝗶𝘁 𝗘𝘃𝗲𝗿𝘆 𝗡𝗲𝗲𝗱:

• 𝗢𝗻𝗲-𝗼𝗻-𝗢𝗻𝗲 𝗖𝗼𝗮𝗰𝗵𝗶𝗻𝗴: For personalized guidance and deep dives into your specific challenges.

• 𝗚𝗿𝗼𝘂𝗽 𝗪𝗼𝗿𝗸𝘀𝗵𝗼𝗽𝘀: Collaborate and learn with peers in similar professional stages.

• 𝗢𝗻-𝗗𝗲𝗺𝗮𝗻𝗱 𝗔𝗱𝘃𝗶𝗰𝗲: Access support when you need it, helping you to make strategic decisions quickly and effectively.

𝗥𝗲𝗮𝗱𝘆 𝘁𝗼 𝗦𝘁𝗲𝗽 𝗨𝗽?

Drop me a message or schedule a call, and let's discuss how I can help you transform your professional life.

Executive Coach

Quollify 

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝗡𝗼-𝗡𝗼𝗻𝘀𝗲𝗻𝘀𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽

My role - Deliver technology architecture & support 1bn users worldwide.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽
• Led the development & execution the tech strategy, ensuring alignment with Quollify's business objectives
• Drove innovation, using cutting-edge technologies that provided a competitive edge
• Played a pivotal role in strategic decision-making, using tech trends to guide the company towards achieving its vision of supporting 1 billion users.

𝗔𝗜 𝗮𝗻𝗱 𝗠𝗮𝗰𝗵𝗶𝗻𝗲 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴
• Led a small team of global AI Engineers to create a LLM based search capability
• Utilised data science experts to implement data mining and business intelligence models
• Created a Machine Learning algorithm that was leveraged to present relevant content on demand

𝗗𝗲𝘃𝗢𝗽𝘀 & 𝗔𝗴𝗶𝗹𝗲 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻
• Directed the delivery of a scalable, serverless architecture using AWS Lambda, optimizing for operational excellence and rapid scalability.

𝗖𝗵𝗮𝗻𝗴𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 & 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲
• Led change management initiatives, through significant technological evolutions with a focus on maximizing adoption.
• Ensured robustness, from AWS CloudFormation for infrastructure management to employing Amazon CloudWatch for comprehensive monitoring, maintaining high availability and performance standards.

𝗖𝘆𝗯𝗲𝗿𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 & 𝗖𝗼𝗺𝗽𝗹𝗶𝗮𝗻𝗰𝗲 𝗢𝘃𝗲𝗿𝘀𝗶𝗴𝗵𝘁
• Established digital security, overseeing comprehensive cybersecurity strategies that safeguard company data and built trust among stakeholders and users.
• Championed best practices in IT governance, risk management, and compliance, ensuring the integrity and resilience of our technology ecosystem.

Chief Technology Officer

B2C2

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘼𝙙𝙖𝙥𝙩-𝙄𝙌

Led an engineering team to enhance B2C2's use of Salesforce, addressing critical needs for improved client interaction and investment tracking.

Directed the project from initial enhancements through blueprinting and delivery of recommended changes, all through an Agile framework.

Crafted and executed solutions to crucial pain points, including lead generation visibility, data segmentation, and streamlined client onboarding processes.

The use of Salesforce expertise enabled the automation of follow-up tasks and the establishment of a robust data structure to support complex client relationships.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:
• Facilitated business and technical discovery workshops to establish pain points and strategic needs
• Led the architecture team in the creation of process and technology designs
• Worked closely with the executive team in establish a robust plan for delivery
• Led the delivery team (technology and business) in executing the plan

𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗜𝗺𝗽𝗮𝗰𝘁:
• 𝗟𝗲𝗮𝗱 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 & 𝗦𝗲𝗴𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻: Improved visibility and targeting of lead generation efforts, significantly increasing lead conversion rates (circa 15% improvement).
  
• 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻: Automated critical follow-up tasks, reducing manual entry by 50% and speeding up client onboarding by 30%.
  
• 𝗖𝗹𝗶𝗲𝗻𝘁 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Enabled a 360-degree view of client interactions, enhancing relationship management and personalized service delivery.

Digital Transformation Officer

Eliot Partnership

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘼𝙙𝙖𝙥𝙩-𝙄𝙌

Led Eliot Partnership's Digital Transformation, leveraging Salesforce Expertise with Sales Cloud to redefine operational processes and technology support.

Led the transformation activities from discovery and design through to delivery utilising Agile methodologies

Delivered efficient and scalable business processes and a new operating platform based on Salesforce that integrated business development (sales) and research tracking (operations).

Rolled the resulting platform out worldwide to a user base of 200 staff.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀
• Streamlined engagement processes into a single platform, enhancing data integrity and system efficiency.
• Established a scalable, future-proof Salesforce architecture, ready for iterative enhancements.
• Delivered advanced reporting and dashboards for actionable management insights.

𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗜𝗺𝗽𝗮𝗰𝘁
• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Increased by 40% through streamlined processes and system consolidation.
  
• 𝗔𝗱𝗺𝗶𝗻𝗶𝘀𝘁𝗿𝗮𝘁𝗶𝗼𝗻 𝗥𝗲𝗱𝘂𝗰𝘁𝗶𝗼𝗻: Cut time spent on system administration by 50%, allowing staff to focus on core activities.
  
• 𝗦𝗰𝗮𝗹𝗮𝗯𝗶𝗹𝗶𝘁𝘆: Enhanced system scalability by 100%, preparing Eliot Partnership for future growth without the need for system changes.
  
• 𝗟𝗲𝗴𝗮𝗰𝘆 𝗦𝘆𝘀𝘁𝗲𝗺𝘀: Removed 3 legacy platforms, simplifying the IT landscape and reducing maintenance overheads.

Transformation Director

Adapt IQ

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝗡𝗼-𝗡𝗼𝗻𝘀𝗲𝗻𝘀𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽

𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗲𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗹𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘁𝗼 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀

At Adapt IQ, a leading Salesforce Summit partner, I steered the Financial Services Practice with a strategic vision that not only embraced but thrived on innovation and digital transformation. 

Guiding clients through their technology strategies, leveraging Salesforce's comprehensive suite - Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, Pardot, and Customer 360 - to drive unprecedented growth and efficiency.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:

• 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗖𝗹𝗶𝗲𝗻𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Led 15 high-value projects, generating £2.1 million in revenue. Approach centred on understanding and fulfilling the unique needs of each client, ensuring a consistently high level of satisfaction.

• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽 𝗮𝗻𝗱 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: Led standardisation of project delivery methodologies, achieving a 90% reduction in project delivery risks. This initiative bolstered Adapt IQ's reputation for reliability and also established a new benchmark for governance and operational efficiency in the industry.

• 𝗗𝗲𝘃 𝗧𝗲𝗮𝗺 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Built and mentored a team of 100+ Salesforce experts across three regions, fostering a culture of excellence, innovation, and continuous improvement. My leadership ensured our team's alignment with industry best practices and emerging trends, driving forward our mission to unlock our clients' full potential through Salesforce.

• 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻: Played a pivotal role in delivering digital transformation projects, utilising Salesforce to reimagine how our clients engage with their customers, and drive growth. My strategic oversight ensured that digital initiatives were not just about technology adoption but about creating real business value.

Chief Information Officer (Financial Services Practice)

The Works Stores Ltd

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘼𝙙𝙖𝙥𝙩-𝙄𝙌

Led the engineering team to deliver Web Chat Enablement for retail giant The Works, a project aimed at boosting customer engagement efficiency via chat functionality on their e-commerce platform. 

This initiative was a cornerstone in developing a broader call deflection strategy, including bots and interactive knowledge capabilities for enhanced self-service.

Most importantly, this was delivered in under 3 months with an entirely outsourced engineering team.

𝗞𝗲𝘆 𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀
• Orchestrated the project from initial consultation through to the successful deployment of Chat functionality, aligning with The Works' strategic vision for customer service excellence.
  
• Managed a dedicated team to configure and integrate web chat capabilities, ensuring a seamless pre-chat capture of customer details, optimizing service agent interactions.
  
• Guided the embedding of chat functionalities into The Works' website and spearheaded comprehensive testing to guarantee operational effectiveness.
  
• Conducted 'Train the Trainer' sessions, empowering The Works' customer service team with the skills to leverage the new chat tool effectively within the Service Cloud Console.

𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀

• Enhanced customer engagement through the deployment of intuitive chat functionalities, leading to improved customer service experiences.
  
• Streamlined the service agents' workflow, enabling more effective and personalized customer interactions.
  
• Facilitated real-time data capture and customer insights, laying the groundwork for a sophisticated call deflection strategy.

Digital Project Manager

Western Union

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘾𝙤𝙣𝙨𝙡𝙚𝙖𝙜𝙪𝙚

As the leader of Western Union's ambitious digital transformation, I led the programme that reshaped the global financial giant's operational and technological landscape. 

With the challenge of unifying six standalone Salesforce orgs into a single global platform, this 12-month multi-million-pound initiative was a testament to the art of the possible setting Western Union on a path of continued innovation and leadership in the global financial sector.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻:
• 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Led extensive discovery and presentation phases, engaging with stakeholders and engineering teams to align visions and secure buy-in.
  
• 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Directed a team of 25 engineers, orchestrating the design and execution phases with precision and adaptability to meet the project's ambitious scope and timelines.
  
• 𝗚𝗹𝗼𝗯𝗮𝗹 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻: Fostered partnerships with global technology allies, leveraging their strengths to augment our transformation capabilities and ensure a robust, scalable solution.
  
• 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗨𝗻𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻: Redefined and standardised global processes, ensuring seamless operational harmony and efficiency across international borders.

𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗖𝗹𝗶𝗲𝗻𝘁 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:
• 𝗨𝗻𝗶𝗳𝗶𝗲𝗱 𝗣𝗹𝗮𝘁𝗳𝗼𝗿𝗺: Successfully consolidated 6 disparate systems into one globally unified platform, setting a new standard for operational efficiency and data integrity at Western Union.
  
• 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝗱 𝗔𝗴𝗶𝗹𝗶𝘁𝘆: Empowered Western Union with a scalable and flexible digital foundation, ready to adapt to the ever-evolving demands of the global financial landscape.
  
• 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗥𝗲𝘄𝗮𝗿𝗱: We achieved a 50% reduction in global license spend and a 30% decrease in operating overheads, which underpins the project's financial viability and long-term sustainability.

CONSLEAGUE CONSULTING LTD

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝗡𝗼-𝗡𝗼𝗻𝘀𝗲𝗻𝘀𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽

My role encompassed a broad set of responsibilities critical to the organization's information security position and its alignment with global standards. 

Leading the management team in developing and implementing a comprehensive security framework, my focus was on achieving ISO 27001 compliance, a testament to our unwavering commitment to data protection and security excellence.

This journey, achieved in under 9 months, was not just about meeting a benchmark but elevating our security practices to enhance client trust and confidence.

𝗞𝗲𝘆 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀:
• 𝗜𝗦𝗢 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝘀 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝘆 𝗔𝗰𝗿𝗼𝘀𝘀 𝗖𝗼𝗻𝘁𝗶𝗻𝗲𝗻𝘁𝘀: Implementing ISO 27001 standards across two continents presented unique logistical and regulatory challenges. My approach involved a coordination of policies and procedures that were sensitive to regional variations yet maintained the integrity of our global security position.

• 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗮𝗻𝗱 𝗥𝗼𝗹𝗹𝗼𝘂𝘁: Delivering ISO27001 is about far more than creating good looking policies.  Rolling out a training regime globally and associated monitoring protocols ensured that we not only looked compliant, but were proven to be compliant under scrutiny.

• 𝗕𝗼𝗹𝘀𝘁𝗲𝗿𝗶𝗻𝗴 𝗖𝗹𝗶𝗲𝗻𝘁 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲: Client trust hinges on robust security measures. By achieving ISO 27001 compliance, we not only solidified our commitment to security but also provided our clients with the assurance they needed to entrust us with their most sensitive data.

• 𝗦𝘁𝗮𝗻𝗱𝗮𝗿𝗱𝗶𝘇𝗶𝗻𝗴 𝗥𝗙𝗜 𝗮𝗻𝗱 𝗥𝗙𝗣 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗲𝘀: Creating standardized responses to information security inquiries streamlined our communication and demonstrated our security prowess. This initiative not only improved efficiency but also reinforced our market position as a leader in information security.

Chief Information Security Officer

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝗡𝗼-𝗡𝗼𝗻𝘀𝗲𝗻𝘀𝗲 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽

As the UK's fastest-growing SF Partner, the challenge was obvious, achieve scale while continuing to deliver unparalleled customer success. 

𝗦𝗰𝗮𝗹𝗶𝗻𝗴 𝗳𝗼𝗿 𝗦𝘂𝗰𝗰𝗲𝘀𝘀:
Brought on board to steer Consleague through a critical growth phase, my mandate was clear, facilitate scalable growth without compromising on the quality of service. 

This required a blended approach that used proven expertise to achieve outcomes.

𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗜𝗻𝗶𝘁𝗶𝗮𝘁𝗶𝘃𝗲𝘀:

• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲: Directed the delivery of over 45 client projects, contributing to £9 million in revenue. This was underpinned by a commitment to client satisfaction, as seen in our 5-star customer ratings.
  
• 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗔𝗴𝗶𝗹𝗶𝘁𝘆: Championed a culture of innovation across the organization resulting in operational agility and a reputation for proactive, collaborative risk management.
  
• 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Led a dedicated team in identifying and resolving process bottlenecks that realized a 40% improvement in delivery timelines, translating to client satisfaction and project success.

𝗢𝘃𝗲𝗿𝗰𝗼𝗺𝗶𝗻𝗴 𝗚𝗿𝗼𝘄𝘁𝗵 𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀:

• 𝗖𝗮𝗽𝗮𝗰𝗶𝘁𝘆 𝗮𝗻𝗱 𝗗𝗲𝗺𝗮𝗻𝗱 𝗠𝗼𝗱𝗲𝗹𝗹𝗶𝗻𝗴: Implemented strategies to ensure the right mix of skills and resources to meet growing demands.
  
• 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Oversaw technology transformations, ensuring the team was equipped with the best tools to drive productivity and innovation.
  
• 𝗧𝗲𝗮𝗺 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁: Led by example in team restructuring, training, and mentoring, promoting a culture of excellence and continuous improvement.
  
• 𝗖𝗹𝗶𝗲𝗻𝘁 𝗟𝗲𝗮𝗱𝗲𝗿𝘀𝗵𝗶𝗽: Managed the end-to-end client journey, from initial sales discussions to successful project delivery, ensuring a seamless, high-quality service experience.

Chief Operating Officer

JBR Capital

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘾𝙤𝙣𝙨𝙡𝙚𝙖𝙜𝙪𝙚

As the Digital Transformation Officer for JBR Capital, a leading provider of high-end vehicle finance, I was parachuted into a critical situation where the incumbent technology partner had not met the project's objectives. 

With no handover and against tight deadlines, I led a dedicated team of 15 engineers to turn around a pivotal project to revolutionise JBR Capital's underwriting process.

𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗢𝗯𝗷𝗲𝗰𝘁𝗶𝘃𝗲:
The mission was to reduce "refer to underwriting" events by at least 50%, by implementing a fully automated rules engine within Salesforce. This engine would leverage real-time data to assess the likelihood of default, ensuring only the most complex cases were escalated to underwriters.

𝗖𝗵𝗮𝗹𝗹𝗲𝗻𝗴𝗲𝘀 𝗮𝗻𝗱 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝗼𝗻:
• Took charge amidst project setbacks, quickly identifying gaps and redefining success metrics in collaboration with business stakeholders.
  
• Spearheaded the development of a bespoke rules engine inside Salesforce, eliminating reliance on hundreds of manual spreadsheets and SharePoint assets.
  
• Streamlined operations, enhancing data quality & significantly reducing error rates.

𝗜𝗺𝗽𝗮𝗰𝘁𝗳𝘂𝗹 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:
• 𝗨𝗻𝗱𝗲𝗿𝘄𝗿𝗶𝘁𝗲𝗿 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Freed up underwriters to concentrate on more value-added tasks such as reviewing experiences and developing new product features.
  
• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝘁𝗿𝗲𝗮𝗺𝗹𝗶𝗻𝗶𝗻𝗴: Achieved a more than 50% reduction in cases referred to underwriting, directly improving process efficiency and decision speed.
  
• 𝗗𝗮𝘁𝗮 𝗜𝗻𝘁𝗲𝗴𝗿𝗶𝘁𝘆: Elevated data quality and minimized error rates, fostering a more reliable and agile operational framework.

This transformative journey, completed in just 7 months, not only rescued the project from failure but also set new operational standards for JBR Capital, positioning the company for future innovation and growth in the competitive finance sector.

Treatt

ℹ️ 𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝘃𝗶𝗮 𝘾𝙤𝙣𝙨𝙡𝙚𝙖𝙜𝙪𝙚

As the Global Transformation Director for RC Treatt, a renowned global supplier of flavour, fragrance, and cosmetic ingredients, I led a ground-breaking digital transformation initiative. 

This extensive project spanned 17 months, bringing together a team of 50 technical experts to revolutionize RC Treatt's technological and operational landscape across three continents.

𝗔𝗰𝗵𝗶𝗲𝘃𝗲𝗺𝗲𝗻𝘁𝘀:
• 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Successfully rolled out Sales Cloud, Service Cloud, and Pardot globally, unifying sales, marketing, operations, manufacturing, and customer care onto a single platform for seamless interaction and enhanced customer engagement.
  
• 𝗕𝗲𝘀𝗽𝗼𝗸𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀: Developed and implemented a bespoke stock management platform and pricing engine using AWS, tailored specifically to RC Treatt's unique business needs, ensuring precise inventory control and dynamic pricing capabilities.
  
• 𝗗𝗮𝘁𝗮 𝗜𝗻𝘁𝗲𝗴𝗿𝗮𝘁𝗶𝗼𝗻: Achieved comprehensive integration of Salesforce with existing data lakes using SSIS, enhancing data accessibility and reliability for informed decision-making.
  
• 𝗘𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲 𝗠𝗜𝗦: Delivered a globally trusted executive Management Information System, providing key insights and analytics to support strategic decisions and operational excellence.

𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:
• 𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗔𝗿𝗰𝗵𝗶𝘁𝗲𝗰𝘁𝘂𝗿𝗲 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻: Established a robust and scalable technical architecture, enabling agility and future growth.
  
• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝗰𝘆: Streamlined business processes across the board, achieving significant efficiency gains in customer engagement and internal workflows.
  
• 𝗧𝗲𝗮𝗺 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Reorganized team structures to better align with the new digital-first approach, fostering innovation and collaboration.

Global Digital Transformation Officer

→  Are you in a traditional role trading time for money?
→  Frustrated that 50% of the time isn't adding value?
→  Worried about having a single source of income?
→  Wish you could work more flexibly & balanced?

You are not alone!


𝗙𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝗮𝗹 𝗖𝗼𝗻𝘀𝘂𝗹𝘁𝗶𝗻𝗴 is taking the talent markets by storm and for good reason.


→  Get paid based on value not time - increasing your earning capability
→  Work with multiple clients in parallel - reducing single income risk
→  Work flexibly from anywhere - achieving work-life balance


Hi, I'm Dan and I've been running a successful Fractional Consulting business for over 10 years.

In that time I have worked with over 100 clients around the world

And it has helped me to achieve

→  A Perfect Work-life balance
→  Financial Independence
→  Career satisfaction
→  Income security

Now, alongside my Fractional Consulting and Coaching business →  I'm on a mission

To help others enter the world of Fractional Consulting
Let's be clear, this is not a standard employment
You will be running a business serving clients
And to achieve that successfully you need
A wide range of skills and processes
That will set you up for success

But

If you have entrepreneurial drive and are motivated to break the time vs money model
I can help you get to market in 7 weeks - or your money back
If you want to know more, let's have a confidential chat
Book a free 30 minute consultation with me
And find out how I can help you today
What have you got to lose
Your future career
Is waiting for

You

From 9-to-5 to Freedom: My Journey to Becoming a Fractional Consultant

Ever feel stuck in the daily grind? → I did too. 
Here’s how I found my path to freedom and fulfilment.

𝗧𝗵𝗲 𝗗𝗮𝗶𝗹𝘆 𝗚𝗿𝗶𝗻𝗱
12 years ago, I was in a 9-to-5 job
I worked hard and climbed the corporate ladder

But something was missing

I felt like I was just going through the motions every day

𝗧𝗵𝗲 𝗥𝗲𝗮𝗹𝗶𝘀𝗮𝘁𝗶𝗼𝗻
One evening, I realised I needed a change. 
I wanted to use my skills in a meaningful way. 

I wanted control over my time and the freedom to choose my projects. 

That’s when I discovered consulting (we didn't call it fractional back then!)

𝗧𝗵𝗲 𝗟𝗲𝗮𝗽
Taking the leap wasn’t easy
There were doubts, but I pushed through

𝗜 𝗹𝗲𝗮𝗿𝗻𝗲𝗱 𝘁𝗼
→ Focus on My Strengths: I honed in on what I was good at.
→ Network Strategically: I built relationships with like-minded professionals.
→ Simplify My Offers: I created clear services that met specific needs.

𝗧𝗵𝗲 𝗧𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻
Switching to fractional consulting changed everything. 

Now, I work with amazing clients
choose exciting projects
balance work with my personal life. 

The freedom and fulfilment I’ve found are incredible.

𝗝𝗼𝗶𝗻 𝗠𝘆 𝗝𝗼𝘂𝗿𝗻𝗲𝘆
I share what I’ve learned to help others looking for change. 

𝗙𝗼𝗹𝗹𝗼𝘄 𝗺𝗲 𝗳𝗼𝗿:
• Personal Stories: Insights from my journey.
• Practical Tips: Advice on building your consulting business.
• Community Support: Connect with professionals seeking freedom and impact.

I’d love to hear your stories, too. What’s one thing you’ve done to take control of your career? Share in the comments!

P.S. Know someone who might enjoy this? Tag them or share this post. Let’s build a community together! 😉

Dan Gwalter

From interim contractor to thriving solo entrepreneur - A mindset shift

How The Fractional Formula helped Ryan get leads within 4 weeks.


→ When Ryan's testimonial landed in my mailbox
→ I got a little bit emotional, to say the least
→ I love what I do and know the impact
→ But seeing it written down is ace
→ So thank you so much Ryan
→ Your words made my day

Background—Ryan joined the Fractional Formula in May, and as a result of his work, he is now seeing a marked increase in his lead flow and relevant engagement. With his diary starting to fill up, Ryan was only too pleased to leave a mid-term testimonial.

🧠 𝗣𝗿𝗶𝗰𝗶𝗻𝗴 𝗕𝗮𝘀𝗲𝗱 𝗼𝗻 𝗩𝗮𝗹𝘂𝗲

"I have learnt to shift from time-based pricing to value-based pricing, enhancing my profitability"


🏢 𝗠𝗶𝗻𝗱𝘀𝗲𝘁 𝗦𝗵𝗶𝗳𝘁

"I no longer think like an interim contractor, instead I know I am running a successful solo business."


🎯 𝗖𝗹𝗶𝗲𝗻𝘁 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆

"Mastering client attraction, nurturing, and closing has been core to my strategy."


📚 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲𝗱 𝗟𝗲𝗮𝗿𝗻𝗶𝗻𝗴

"Each week builds on the last with practical homework to prepare you for launch"


🤝 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗦𝗲𝘀𝘀𝗶𝗼𝗻𝘀

"Group sessions challenge your thinking and offer invaluable peer insights."


💬 𝗖𝗼𝗻𝘁𝗶𝗻𝘂𝗼𝘂𝘀 𝗦𝘂𝗽𝗽𝗼𝗿𝘁

"Dan's availability on Slack and 1:1 sessions ensures you’re never alone. For instance, when I needed a banner reviewed, Dan provided an improved version within hours."


💡 𝗨𝗻𝗹𝗶𝗺𝗶𝘁𝗲𝗱 𝟭-𝟮-𝟭 𝗧𝗶𝗺𝗲

"The value of personalized support alone is double the cost of the program"


🚀 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗲𝗿

"If you’re serious about going solo or finding limited opportunities, the Fractional Formula is a game-changer."


💥 𝗠𝗼𝗿𝗲 𝗧𝗵𝗮𝗻 𝗝𝘂𝘀𝘁 𝗮 𝗣𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗲

"This program will significantly increase your chances of success. It’s not just a learning program; it’s a transformative experience."



📢 Don’t miss out the next cohort starts June 26, 2024. 

𝗗𝗠 𝗦𝘁𝗮𝗿𝘁 𝗳𝗼𝗿 𝗮 𝗳𝗿𝗲𝗲 𝟯𝟬-𝗺𝗶𝗻𝘂𝘁𝗲 𝗰𝗼𝗻𝘀𝘂𝗹𝘁𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝘁𝗼 𝘀𝗲𝗰𝘂𝗿𝗲 𝘆𝗼𝘂𝗿 𝘀𝗽𝗼𝘁 𝗻𝗼𝘄!

Fractional Formula - Testimonial

🚀 Exciting Opportunity Alert! 🚀

🔹 Looking for Job Leads for Bhagwat Shah 🔹

Hi Everyone,

I'm reaching out on behalf of my friend, Bhagwat Shah 

He is a Senior Project Manager with over 20 years of experience in IT and finance. 

Bhagwat is great at leading big projects, improving operations, and boosting profits.

Key Highlights of Bhagwat’s Career:

• 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗩𝗶𝘀𝗶𝗼𝗻𝗮𝗿𝘆: Solving complex problems with scalable solutions.
• 𝗢𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗘𝘅𝗰𝗲𝗹𝗹𝗲𝗻𝗰𝗲: Aligning tech initiatives with business goals.
• 𝗤𝘂𝗮𝗻𝘁𝗶𝗳𝗶𝗮𝗯𝗹𝗲 𝗜𝗺𝗽𝗮𝗰𝘁: Managing large budgets and leading big teams.
• 𝗦𝘁𝗮𝗸𝗲𝗵𝗼𝗹𝗱𝗲𝗿 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁: Navigating corporate landscapes and fostering teamwork.
• 𝗙𝘂𝘁𝘂𝗿𝗲-𝗳𝗼𝗰𝘂𝘀𝗲𝗱: Always learning and adapting to new methods.

Bhagwat has worked at top companies like IBM, American Express, and JBR Capital. 

He’s now looking for new opportunities.

If you know any recruiters or job openings that suit Bhagwat's skills, 

please let him know or connect with me.

I appreciate your help!

#ProjectManagement #ITLeadership #JobOpportunities #Networking #CareerTransition

Best regards,

Dan

Let's ditch the 9-5 and focus on value-led work instead.

Ever felt trapped in the 9-to-5 grind, knowing you have so much more to offer? 🤔

Imagine a career where you:

💡 Work on projects that excite you
🫱🏻‍🫲🏻 Choose clients that inspire you 
⚖️ Balance work and life on your terms

I’ve been there, and I found the way out → Fractional Consulting. 

It’s not just a buzzword; it’s a career revolution.

Here’s a glimpse into what’s possible:

🔍 𝗙𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 & 𝗙𝗿𝗲𝗲𝗱𝗼𝗺: No more office politics or rigid schedules. Work from wherever, whenever. Your expertise, your rules.

🌐 𝗗𝗶𝘃𝗲𝗿𝘀𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝗶𝗲𝘀: One day, you're strategising with a tech startup; the next, you're refining operations for a healthcare firm. The variety keeps you sharp and passionate.

💸 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲: Say goodbye to trading time for money. Your value and impact determine your income, not the hours you clock in.

But it’s not just about the perks. It’s about creating a life that aligns with your values and ambitions. That’s what the Fractional Formula is all about.

📢 Are you curious to learn more? Leave a comment or send me a message. Let's transform your career together.

P.S. If you know someone stuck in the grind, tag them! They might thank you for it later. 😉

How I turned my business around with 4 simple tips (when I had zero clients)

In 2022 my referrals dried up

I just couldn't land clients no matter what

I started to panic - what if this kills my business

But I got lucky - a great business coach helped

He gave me 4 tips that saved my business

And I am giving them to you today

TL;DR

1. Keep it simple
2. Forget Virality
3. Go to Them
4. Go Low Risk

Why do these tips work?

→ One offer works because it removes friction
→ Virality doesn't work because it attracts the wrong attention
→ Engaging with your ICP works because it opens conversations
→ Low risk offers work because they give immediate value and open doors


Put them altogether and you have something amazing

→ Prospects that understand what you do
→ Content that shows your credibility
→ Engagement that paves the way
→ A pipeline of work forever

So what are you waiting for - if your not landing consistent clients what have you got to lose?

PS. If you are stuck and don't know where to begin → Drop me a DM and maybe my experience can help you find a way forward.

7 Tips for Finding Clients

Success does not happen overnight → Give yourself a break

It's a journey, not a destination.

→ You see other people succeeding
→ And assume that it's easy
→ It never starts easy

🔥 𝗚𝗶𝘃𝗲 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮 𝗯𝗿𝗲𝗮𝗸 - 𝗶𝘁 𝘄𝗶𝗹𝗹 𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝘁𝗶𝗺𝗲

→ You see other people's content
→ And think they've nailed it
→ We are all still learning

🔥 𝗚𝗶𝘃𝗲 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮 𝗯𝗿𝗲𝗮𝗸 - 𝗶𝘁 𝘄𝗶𝗹𝗹 𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝘁𝗶𝗺𝗲

→ You read about some big client wins
→ And assume we are all winning
→ We lose much more often

🔥 𝗚𝗶𝘃𝗲 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮 𝗯𝗿𝗲𝗮𝗸 - 𝗶𝘁 𝘄𝗶𝗹𝗹 𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝘁𝗶𝗺𝗲

So, from me to you

→ We test content ideas daily
→ Not every idea is a good one
→ Not every opportunity is won
→ We doubt ourselves regularly
→ We seek validation from others
→ We wonder if we are doing it right
→ We hope that this is the idea that wins

🔥 𝗚𝗶𝘃𝗲 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳 𝗮 𝗯𝗿𝗲𝗮𝗸 - 𝗶𝘁 𝘄𝗶𝗹𝗹 𝗰𝗼𝗺𝗲 𝘄𝗶𝘁𝗵 𝘁𝗶𝗺𝗲

Remember, it's about going easy on yourself and learning to relax. 

You are on your own unique journey, and success will come in its own time. 

Keep pushing forward, stay patient, and most importantly, be kind to yourself.

📢 If you are stuck and starting to doubt your own process → drop me a DM, let's have a chat (free no sales!)

See how one of my current cohort achieved 4,900% R.O.I on the fractional formula in just 5 weeks!

So you've heard about the Fractional Formula and what it does for you

But you're hesitant about committing → and that's a good thing

I want you to do your research before you jump in feet first

Be certain that this program will help you achieve your goals

So here's a great case study from the current cohort


→ Meet David, an experienced CTO
→ Posting on LinkedIn for months to no avail
→ Enrolled in the Fractional Formula and learnt fast
→ Secured his first client at the end of week 6 of the program

→ The best part → He followed the process
→ The better part → contract value of c£300k ARR
→ The awesome part → that's c4,900% return on investment!

But it gets better

→ David now has me for a full 12 months as his mentor
→ The things he has learnt will be repeated over and over
→ And as a result, he will create a strong pipeline of clients


⬇️ 𝗛𝗲𝗿𝗲'𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗴𝗿𝗮𝗺𝗺𝗲 𝗱𝗲𝘁𝗮𝗶𝗹𝘀

🚀 7 Weeks of intensive training in small groups

🚀 Unlimited 1-2-1 time with me throughout

🚀 12 months of extended support and 1-2-1's

🚀 Money back guarantee if your not happy

🚀 Flexible payment terms available on request


This programme is designed to help you create your business to succeed from the start → with my support as your mentor throughout year 1

Want to know more? 

⭐ The next cohorts are filling up fast

➡️ June 13th - 2 places remaining
➡️ June 26th - 5 places remaining


📢 𝗪𝗵𝗮𝘁 𝗮𝗿𝗲 𝘆𝗼𝘂 𝘄𝗮𝗶𝘁𝗶𝗻𝗴 𝗳𝗼𝗿 - 𝗗𝗠 "𝗦𝘁𝗮𝗿𝘁" 𝗳𝗼𝗿 𝗮 𝗳𝗿𝗲𝗲 𝗻𝗼 𝗼𝗯𝗹𝗶𝗴𝗮𝘁𝗶𝗼𝗻 𝗰𝗵𝗮𝘁.


PS. The hardest step is the first one - after that, it's just one foot in front of the other!

Most fractional consultants rely on their old job titles to attract clients. Focusing on the value 𝘆𝗼𝘂 create instead will transform 𝘆𝗼𝘂𝗿 success → overnight.

Many fractional consultants make the same mistake: 
→ They go to market with their former job title
→ But the truth is, as a fractional
→ Your job title is irrelevant

The value you create gets you noticed and turns interest into clients


Companies aren’t looking for titles → they’re looking for solutions. 

→ What results do you deliver? 
→ What problems do you solve? 


You need to answer these questions to stand out in the fractional consulting space

For example, instead of saying → I’m a Fractional CTO
Try →  I help companies streamline their tech operations, reduce costs, and drive innovation

This shift focuses on the value you bring, not your title


Focusing on value allows potential clients to see the tangible benefits of working with you.

→ It’s this value that builds trust and credibility
→ Leading to many successful engagements
→ Have you fallen into the job title trap 
→ Let’s discuss how to change that


📢 𝗪𝗵𝗮𝘁 𝘃𝗮𝗹𝘂𝗲 𝗱𝗼 𝘆𝗼𝘂 𝗯𝗿𝗶𝗻𝗴 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀? → 𝘁𝗲𝗹𝗹 𝗺𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗗𝗠'𝘀


#FractionalConsulting #ValueCreation #NurtureYourClients

How do you ensure your clients are delighted → here's my basic recipe for success.

Delivering consistent value is key to retaining clients. Here’s how you can ensure you’re always providing value:

1. 𝗦𝘁𝗮𝘆 𝗨𝗽𝗱𝗮𝘁𝗲𝗱: Keep up with industry trends and innovations.
2. 𝗦𝗲𝗲𝗸 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸: Regularly ask for client feedback and act on it.
3. 𝗚𝗼 𝗔𝗯𝗼𝘃𝗲 𝗮𝗻𝗱 𝗕𝗲𝘆𝗼𝗻𝗱: Look for additional ways to support your clients’ success.

Here's my go to approach that helps me create and maintain a great relationship.

𝗙𝗢𝗥 𝗠𝗬 𝗙𝗥𝗔𝗖𝗧𝗜𝗢𝗡𝗔𝗟 𝗖𝗟𝗜𝗘𝗡𝗧𝗦
• Be attentive and Responsive
• Structured onboarding
• Regular check-ins
• Feedback loops

𝗙𝗢𝗥 𝗠𝗬 𝗖𝗢𝗔𝗖𝗛𝗜𝗡𝗚 𝗖𝗟𝗜𝗘𝗡𝗧𝗦
• Go above and beyond at all times
• Treat their success as a personal achievement
• Give everything to ensure these clients succeed
• Cohort clients own me throughout the programme!


For me personally, it's not rocket science


→ Create a strong first impression
→ Maintain that throughout the engagement
→ Listen and act promptly on feedback


📢 𝗪𝗵𝗮𝘁’𝘀 𝘆𝗼𝘂𝗿 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗳𝗼𝗿 𝗱𝗲𝗹𝗶𝘃𝗲𝗿𝗶𝗻𝗴 𝗰𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁 𝘃𝗮𝗹𝘂𝗲? - 𝘁𝗲𝗹𝗹 𝗺𝗲 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀

PS. with a new cohort starting tonight at 7.30pm → I am really looking forward to putting this into action again!

I stopped chasing impressions and closed 3 mid-ticket clients this week (here's how)
PS. it wasn't rocket science - I promise.


You post and you count the impressions

You return and you count your comments

Someone said that the algorithm changed

You panic, try lots of new things and despair


But the answer is in front of your eyes
↳ Reach <> Revenue

Even when organic reach was a huge factor
↳ It didn't create revenue for you

Even when your engagement was off the scale
↳ The real work had to happen elsewhere

Take it from me → Big numbers of
↳ Impressions
↳ Comments
↳ Likes etc

Are irrelevant unless you are selling a product that has low value


If you are offering a product or service
And only need to achieve < 10 sales per month
Then I have to suggest that its a mid or high ticket offer

And to attract clients for this type of offering
You don't need a huge following
You need a compelling offer
That addresses a pain
One so intolerable
Your ideal client
Want's to talk
To you now


So here's my midweek thought for you


This week my impressions are on the floor
My engagement is as low as I have ever seen it

But, I have closed three mid-ticket clients and one high-ticket client this week

So do yourself a favour - just forget about the algorithms for a moment

→ Is your offer clear to your ideal customer?
→ Does it address an intolerable pain?
→ Does it give an answer they need?
→ Are you talking to those people?
→ Outside of the LinkedIn feed?

📢 If you're answering no to those questions - drop me a DM - let's have a chat

Most Solopreneurs think a Calendly link is a sales funnel (and it’s costing them clients)

Let’s chat about Calendly links → They’re great, right? 
↳ A simple, efficient way to book meetings without the back-and-forth email drama. 

But here’s the thing – a Calendly link alone does not make a sales funnel.

I see it all the time
↳ Solopreneurs relying on a Calendly link as their primary tool for capturing leads and driving sales. 

𝗦𝗽𝗼𝗶𝗹𝗲𝗿 𝗮𝗹𝗲𝗿𝘁 – 𝗶𝘁’𝘀 𝗻𝗼𝘁 𝗲𝗻𝗼𝘂𝗴𝗵!

Why? - Because a Calendly link is just a tool. 
→ It doesn't nurture relationships, 
→ It doesn't qualify leads
→ It doesn't build trust

It’s the equivalent of handing out your business card and expecting clients to come pouring in.

Here’s what you need instead:

𝗘𝗻𝗴𝗮𝗴𝗶𝗻𝗴 𝗖𝗼𝗻𝘁𝗲𝗻𝘁: Share your expertise, tell your story, and provide value. Content builds trust and positions you as an authority in your niche.

𝗟𝗲𝗮𝗱 𝗠𝗮𝗴𝗻𝗲𝘁𝘀: Offer something valuable in exchange for contact information. This could be an eBook, a webinar, or a free consultation.

𝗘𝗺𝗮𝗶𝗹 𝗦𝗲𝗾𝘂𝗲𝗻𝗰𝗲𝘀: Develop a series of emails to nurture your leads. Please make sure to teach them about your services, share success stories, and guide them to book a meeting.

𝗦𝗼𝗰𝗶𝗮𝗹 𝗣𝗿𝗼𝗼𝗳: Showcase testimonials, case studies, and client success stories. People want to see that you’ve delivered results for others.

𝗖𝗮𝗹𝗹𝘀 𝘁𝗼 𝗔𝗰𝘁𝗶𝗼𝗻: Don’t just drop a link – guide your audience on what to do next. Invite them to a discovery call, suggest they download your latest guide or ask them to join your webinar.

𝗥𝗲𝗺𝗲𝗺𝗯𝗲𝗿, 𝘆𝗼𝘂𝗿 𝗖𝗮𝗹𝗲𝗻𝗱𝗹𝘆 𝗹𝗶𝗻𝗸 𝗶𝘀 𝗷𝘂𝘀𝘁 𝘁𝗵𝗲 𝗹𝗮𝘀𝘁 𝘀𝘁𝗲𝗽 𝗶𝗻 𝗮 𝘄𝗲𝗹𝗹-𝗼𝗶𝗹𝗲𝗱 𝗺𝗮𝗰𝗵𝗶𝗻𝗲. 
It’s where the booking happens, not where the relationship starts.

If you rely solely on a Calendly link, you’re missing out on the crucial steps that turn interest into investment.

𝗕𝘂𝗶𝗹𝗱 𝗮 𝗳𝘂𝗻𝗻𝗲𝗹, 𝗻𝗼𝘁 𝗷𝘂𝘀𝘁 𝗮 𝗹𝗶𝗻𝗸. 𝗬𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝘄𝗶𝗹𝗹 𝘁𝗵𝗮𝗻𝗸 𝘆𝗼𝘂 𝗳𝗼𝗿 𝗶𝘁.


📢 What are your thoughts on using Calendly in your sales process? 
↳ Tell me in the comments (please)

#Solopreneur #SalesStrategy #LeadGeneration #BusinessGrowth #NoNonsenseLeadership

Harsh Truth → If your not working to grow your pipeline → your headed for disaster
Even if you have clients today

You win a new client (yay)

And everything else stops (boo)

You go straight into delivery mode

But pausing biz development activities

Means your pipeline starts to dry up

And when this engagement ends

You have to start BD over again

And it takes time to build up


Long story short, if you don't continually build pipeline
↳ Your business will cycle through feast and famine
↳ This undermines your confidence to succeed
↳ Creating huge stress and pressure on you
↳ Eventually, you give up and consider
↳ A perm role may be easier for you

And that's the truth that 1,000 face every year

When you're an employee → recruiters do your business development
When you're a solopreneur → it's all on you


So how do you win?

The answer is to continue to build your pipeline always
→ Continue to identify and engage with prospects
→ Continue to engage and nurture leads
→ Continue to propose and win clients

𝗛𝗮𝗿𝘀𝗵 𝗧𝗿𝘂𝘁𝗵 → 𝘆𝗼𝘂 𝘄𝗶𝗹𝗹 𝘀𝗽𝗲𝗻𝗱 𝗮𝘁 𝗹𝗲𝗮𝘀𝘁 𝟯𝟬% 𝗼𝗳 𝗺𝘆 𝘁𝗶𝗺𝗲 𝗶𝗻 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝗶𝗲𝘀

Stay proactive and strategic in your approach, and you'll transform your cycle from feast or famine to consistent growth and stability. 

Keep pushing forward!

📢 If you are struggling to find time for BD and want to see how I do it efficiently, → Drop me a DM for a non-sales chat!

PS. How do you balance your time to keep your pipeline healthy?

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