B2B MARKETING STRATEGY AND SYSTEMS REVIEW
The growth diagnostic
Work out where to focus your marketing - and what to fix first.
A fixed-fee first project to assess your market position, identify one clear growth priority and review the systems supporting your marketing.
You get a written recommendation with practical next steps, ready to use with your team, your agency or me.
You get a written recommendation with practical next steps, ready to use with your team, your agency or me.
We'll discuss what you need and whether the diagnostic fits. The project scope, fee and timing are agreed before work begins.
A useful starting point when the next move isn't clear
01
You're spending, but can't see what's working.
Marketing activity is happening, but the reporting doesn't give you a clear basis for decising what to continue, change or stop.
Marketing activity is happening, but the reporting doesn't give you a clear basis for decising what to continue, change or stop.
02
You need a sharper view of your customers.
You have a broad audience in mind, but aren't sure which customers to prioritise, how to reach them or what gives them a reason to choose you.
You have a broad audience in mind, but aren't sure which customers to prioritise, how to reach them or what gives them a reason to choose you.
03
Your systems make progress harder.
Customer information sits in different places, the CRM only tells part of the story, or routine work takes too much manual effort.
Customer information sits in different places, the CRM only tells part of the story, or routine work takes too much manual effort.
The growth diagnostic examines how these areas connect and recommends where to focus first.
What you'll walk away with
Three written outputs, with the reasoning behind the recommendations and clear next steps.
A market read.
Where you sit in your vertical today, and what you're genuinely known for - trusted, cheap, or something else. The honest version, not the flattering one.
One focused go-to-market recommendation.
The customers worth winning, the real reason they'll buy, and where to concentrate effort. One clear direction beats ten vague options.
A tech-stack verdict.
What's working, what's holding you back, and the first thing to fix - so you stop paying for tools that aren’t earning their place.
Fixed fee, agreed in writing before anything starts. What it is depends on scope - the size of the business, how many people I need to talk to, and how tangled the stack is. That's what the first call is for.
How it works
A 20-minute introduction.
We discuss your business, what you want to achieve and whether the diagnostic is the right starting point.
If it fits, I put together a scope, fixed fee and proposed schedule.
If it fits, I put together a scope, fixed fee and proposed schedule.
A focused kick-off.
Once the proposal is agreed, we confirm the priorities, review the information you already have and arrange access to the relevant systems and people.
I review the evidence.
I examine your market, positioning, current marketing and systems within the agreed scope.
Where included, I speak with the people closest to your customers and those using the tools day to day. Any additional customer research is agreed upfront.
Where included, I speak with the people closest to your customers and those using the tools day to day. Any additional customer research is agreed upfront.
We work through the findings.
You'll recieve the written assessment and recommendations, and we review them together.
We cover the main priority, the reasoning behind it, what to do first and what still needs testing.
We cover the main priority, the reasoning behind it, what to do first and what still needs testing.
Who it’s for
B2B businesses with an established offer that need a clearer basis for their next marketing decisions.
It is particularly useful when you're reviewing your positioning, deciding where to invest, or trying to understand whether the main obstacle is your approach, your systems or both.
You may have an internal marketing team or agency already. The diagnostic gives everyone a focused recommendation to work from.
It is particularly useful when you're reviewing your positioning, deciding where to invest, or trying to understand whether the main obstacle is your approach, your systems or both.
You may have an internal marketing team or agency already. The diagnostic gives everyone a focused recommendation to work from.
Already know what needs doing?
If you have a clear brief and need help delivering it, we can discuss the project directly.
Why work with me
I'm Patrick, an independent B2B marketing consultant working across customer research, strategy, CRM and practical delivery.
Most recently, I led digital strategy at Knauf, a global building products manufacturer. My experience includes businesses where purchases take time and involve several decision-makers.
I bring that implementation experience into the diagnostic, considering the work, systems and team capacity needed to put a recommendation into practice.
You work directly with me throughout the project.
Most recently, I led digital strategy at Knauf, a global building products manufacturer. My experience includes businesses where purchases take time and involve several decision-makers.
I bring that implementation experience into the diagnostic, considering the work, systems and team capacity needed to put a recommendation into practice.
You work directly with me throughout the project.
What happens afterwards
The plan is yours to use with your own team, your agency or another partner.
If you want my help putting it into practice, we can agree a separate project or ongoing fractional support. The scope and cost of that work are agreed separately.
There's no obligation to commission further work.
If you want my help putting it into practice, we can agree a separate project or ongoing fractional support. The scope and cost of that work are agreed separately.
There's no obligation to commission further work.
Questions about the growth diagnostic
How much does it cost?
The diagnostic has a fixed fee based on the agreed scope.
The main factors are the areas being reviewed, the systems involved and the amount of research and team input required. You receive the scope and fee in writing before deciding whether to proceed.
The quoted fee covers the agreed work. Any additional work would need a separate agreement.
The main factors are the areas being reviewed, the systems involved and the amount of research and team input required. You receive the scope and fee in writing before deciding whether to proceed.
The quoted fee covers the agreed work. Any additional work would need a separate agreement.
How long does it take?
The project is planned over weeks, with the delivery date agreed before work begins.
The schedule depends on the scope, access to information and availability of anyone involved in the research. Your proposal sets out the timing and what is needed from your team.
The schedule depends on the scope, access to information and availability of anyone involved in the research. Your proposal sets out the timing and what is needed from your team.
What do you need from us?
Existing material such as your website, recent campaigns, marketing reports and relevant CRM information.
I may also need time with people who speak to customers or manage your marketing systems. We agree who needs to be involved and how much time is required during scoping.
You can start with what you already have.
I may also need time with people who speak to customers or manage your marketing systems. We agree who needs to be involved and how much time is required during scoping.
You can start with what you already have.
Does it include customer interviews?
That depends on the question we need to answer.
We agree upfront whether the project will use existing customer research, conversations with your team or direct customer interviews. The proposal makes the research scope clear.
We agree upfront whether the project will use existing customer research, conversations with your team or direct customer interviews. The proposal makes the research scope clear.
Do I have to keep working with you afterwards?
No. You can use the recommendations with your own team or another partner.
If you want help with implementation, we can discuss it separately.
If you want help with implementation, we can discuss it separately.
What if we already know what’s wrong?
You may be ready to move straight into a project.
Tell me what you need on the introductory call. We can decide whether a diagnostic would add value or whether it makes more sense to scope the work directly.
Tell me what you need on the introductory call. We can decide whether a diagnostic would add value or whether it makes more sense to scope the work directly.
Can you work alongside our marketing team or agency?
Yes. Their knowledge of your customers, previous activity and systems is useful input.
We agree how they’ll be involved and make the recommendations clear enough for the people responsible for delivering them.
We agree how they’ll be involved and make the recommendations clear enough for the people responsible for delivering them.
Let's work out the right next step.
Book a 20-minute introductory call to discuss your business, what you want to achieve and where you need help.
We’ll decide whether a Growth Diagnostic is a useful starting point.
We’ll decide whether a Growth Diagnostic is a useful starting point.
