Sales & Marketing Strategy Day · Led by Paul Green

Start with a clear plan.

Find where your enquiries stall. Give marketing and sales a practical route to better qualification, follow-up and handover.

£3,500 + VAT · paid upfront

Discuss your Strategy Day See what you take away

A standalone strategic service. No obligation to buy consultancy or implementation afterwards.

The decision before the build

A shared plan. Not another dashboard to argue with.

You are already investing in enquiries. The question is what happens next: who responds, how buyers are qualified, where follow-up stops and whether sales gets the context to take over.

Work directly with Paul to analyse that journey, identify conversion gaps and map practical solutions. The focus is the commercial process, not buying software for its own sake.

This is for established businesses with enquiry flow and sales and marketing colleagues who need clarity on what to improve, who owns it and how to move forward.

The Sales & Marketing Flight Plan®

Understand the route before choosing the tools.

Paul’s Flight Plan® method follows the journey from initial interest to a useful human conversation. Takeoff, Cruise, Landing: plain questions about what your buyers need at each stage.

01 / Takeoff

Capture the interest.

Where do enquiries come from, what response do buyers receive and what helps them start a conversation?

02 / Cruise

Keep it moving.

How do you qualify and follow up? Who is ready to talk, who needs more information and who is not a fit?

03 / Landing

Make the handover human.

Who takes over, with what context, and how does a qualified enquiry move towards an appointment or sale?

Preparation and agenda

Bring the real journey. Including the awkward bits.

Preparation centres on your objectives, current enquiry sources, follow-up process and the people responsible. Bring the performance information and examples you already have, where available, so the discussion starts with your business rather than a generic template.

Involve the colleagues who understand marketing, sales and implementation. Where information is missing, that is part of the picture to clarify, not a reason to invent a baseline.

Analyse the current journey
Trace enquiry handling, qualification, follow-up and the handover to sales.
Map the conversion gaps
Identify where the journey stalls and where ownership or context is lost.
Map practical solutions
Work through changes to the process, conversations and systems around your team.
Set the implementation direction
Define the priorities and responsibilities that shape your Implementation Blueprint.

Your detailed Implementation Blueprint

A plan your team can put to work.

The Blueprint brings the analysis, conversion-gap map and practical solutions together in a usable implementation plan. It is a strategic output in its own right, not a proposal you have to buy more work to unlock.

Use it to guide your own team, appoint a supplier, work with Paul through consultancy or commission managed WhatsApp implementation. You decide what happens next.

Read the buyer brief

Priorities: The conversion gaps to address and the order in which to tackle them.
Deliverables: The practical changes and agreed outputs needed to put the plan into action.
Responsibilities: Who owns each part of the work, including your team and any appointed suppliers.
Timelines: The delivery sequence, dependencies and decisions that affect the route ahead.
Deadlines: Agreed dates for the actions and deliverables in the implementation plan.

A contained first decision

Choose how you begin. Strategy comes first either way.

Start with the standalone Strategy Day, or commit to a wider engagement from the outset. Strategic discovery is the standard opening phase of every engagement; purchasing it separately is your choice.

Standalone starting point

Sales & Marketing Strategy Day

£3,500 + VAT

Paid upfront. No subsequent service payments required.

Flight Plan® analysis and conversion-gap mapping
Practical solutions and a detailed Implementation Blueprint
Your team can implement independently

Total commitment: £3,500 + VAT

Discuss your Strategy Day

Strategy + advisory support

Strategic Consultancy

£2,500 + VAT/month

Initial 90-day commitment, then rolling monthly. Your team implements; Paul provides strategic direction, challenge and accountability.

Opening payment: £6,000 + VAT
Months two and three: £2,500 + VAT each month
Total initial commitment: £11,000 + VAT

Explore consultancy

Strategy + managed delivery

Managed WhatsApp Implementation

From £4,000 + VAT/month

A fixed initial three-month engagement to build and manage the agreed WATI/Astra WhatsApp scope. Intended to conclude with handover to your team.

Opening payment: From £7,500 + VAT
Months two and three: From £4,000 + VAT each month
Total initial commitment: From £15,500 + VAT

Explore managed implementation

The strategy fee is included in the opening payment, not waived. Consultancy starts with £3,500 strategy + £2,500 for month one. Managed implementation starts from £3,500 strategy + £4,000 for month one. All figures exclude VAT.

Already paid for the Strategy Day? If you proceed using that Blueprint, we do not charge the strategy fee again. Consultancy and managed implementation are alternative routes, not retainers stacked by default.

Software subscriptions and messaging or AI usage charges are additional. We confirm the recommended setup and associated costs before you commit to implementation. Any further managed work requires a separately agreed scope and investment; ongoing consultancy after handover is optional.

Led by Paul

Good systems make room for human judgement.

Paul is a former airline pilot. His approach keeps the flight plan, ownership and handover clear, rather than expecting software to make every decision.

Meet Paul

Does the Strategy Day include a system build?

No. It is a strategic service covering analysis, conversion-gap identification, solution mapping and your Implementation Blueprint. Implementation is a separate decision: your team or appointed suppliers can deliver it, with optional consultancy or managed WhatsApp implementation from Client Funnels.

What about our CRM and other systems?

Strategy identifies how the journey needs to work alongside your existing systems and who owns the dependencies. Managed implementation covers the agreed WATI/Astra WhatsApp systems, not CRM implementation or maintenance, API integrations, Zapier workflows or other external systems. Your team or appointed technical provider owns that work.

Will we need software before the Strategy Day?

The starting point is your enquiry-handling process, not a software purchase. WATI and Astra are our preferred platforms for WhatsApp and conversational AI. The recommended setup is confirmed during discovery, with software subscriptions and messaging or AI usage charges separate from our fees. Associated costs are confirmed before you commit to implementation.

Does the plan guarantee more sales?

No. The work is designed to improve enquiry handling, qualification and follow-up, with clear priorities and responsibilities. Commercial results also depend on lead quality, your offer, your team’s execution and the sales process.

Your next step

Tell us where the journey gets stuck.

Share your organisation, current enquiry flow and what you want to improve. Start with a conversation about fit, before commissioning the Strategy Day.