Private equity
If you are looking at a portfolio rather than a single business, say so — the engagement runs differently and the comparison across assets is the point.
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Start with a call, not a form
Thirty minutes is usually enough to tell whether there is anything here worth doing. If there is not, we will say so on the call.
Get in touch
Tell us what the business does, roughly how many enquiries a month it handles, and what made you look. That is enough for a first call.
What happens next. A thirty-minute call, then a written fixed quote within two working days if it looks like a fit. No proposal deck, no procurement dance.
Useful to include
- The trade
- What you sell and to whom.
- Scale
- Turnover band, headcount, number of sites.
- Systems
- What you use for CRM, quoting, jobs and accounts — or that you do not.
- The symptom
- What made you look. Usually it is lost tenders, slow quoting, or a website that produces nothing.
Also
Existing suppliers
We work alongside incumbent agencies and IT providers routinely. The report names what is working, which is occasionally awkward and always more useful.
Not ready yet
If the honest position is that the basics need fixing first, ask anyway. A ten-minute answer costs nothing and we would rather be useful than booked.