Skip to content

Roadmap To Revenue Programme

Website Image-24

Where you are right now

You want your business to feel steadier behind the scenes, with clearer foundations across your sales and marketing.You’re ready for more structure, less mental load, and a calmer way of managing how work comes in and gets followed up.

When sales and marketing feel heavier than they should

Many capable business owners reach a point where sales and marketing start to feel more complicated and harder to manage than expected.

Not because they are doing nothing, but because the foundations underneath aren’t quite clear or joined up.

You might recognise some of this:

  • Unclear offers
    You know what you do, but find it hard to clearly describe your offer, who it’s for, or the problem it solves.

  • Too many directions at once
    You’re unsure where to focus your sales and marketing efforts, which leads to scattered activity and wasted energy.

  • Messy systems behind the scenes
    Spreadsheets everywhere, contacts in different places, a sales pipeline you don’t fully trust, and concerns about keeping things compliant.

  • LinkedIn uncertainty
    You show up on LinkedIn, but feel unclear about how to use it in a way that feels natural and actually supports your business.

  • Inconsistent messaging
    Your marketing doesn’t quite sound like you yet, and your message feels fragmented rather than clear and cohesive.

  • The wrong enquiries
    You attract interest, but not always from the right people, or things feel inconsistent because there’s no clear structure behind it.

  • Missed follow ups
    Opportunities slip by because relationships aren’t being nurtured or followed up in a consistent, manageable way.

  • Too many tools, not enough clarity
    You have access to tools like HubSpot, LinkedIn or ChatGPT, but aren’t confident you’re using them in a way that actually helps.

  • Time and energy drain
    Sales and marketing tasks take longer than they should, pulling you away from the work you enjoy most.

  • A sense of being stuck
    Not because nothing is working, but because everything feels reactive rather than steady and intentional.

  • Difficulty showing up visually
    You want to market more consistently, but rely on stock images because you don’t yet have a library of images that feel like you.

None of this means you’re doing anything wrong.

It usually means your business has grown to a point where it needs clearer foundations across sales, marketing and systems.

That’s exactly the work Roadmap to Revenue Foundations is designed to support.

Work With Me

Website Images (800 x 800 px)-4

What’s included in Roadmap to Revenue Foundations

Roadmap to Revenue Foundations is a one to one online programme designed to help people running a business put practical systems and processes and sales and marketing foundations in place.

This work is for capable people who are good at what they do, but want clearer structure behind the scenes so systems and processes and sales and marketing feel steadier and easier to manage.

The programme is delivered live, one to one, and shaped around your business and how you work.

Sessions are hands on and practical, I work with you over one month to put everything in place that is needed to get you to where you want to be. 

Together, we focus on the foundations that support your business day to day.

This includes:

  • clarifying your offer and how you talk about it

  • putting simple structure around sales and follow up

  • creating clearer, more consistent marketing foundations

  • making sense of tools like HubSpot, LinkedIn and ChatGPT in a way that feels supportive rather than overwhelming

  • working on a more confident mindset that you will carry forward with you after the programme.

  • we will look at your financial goals and talk about your finance admin platform.
You won’t need every module, and that’s completely fine. At the start of the programme, we’ll take time to understand your business properly and agree which areas will be most useful for you, so our work together is focused and relevant
This is not about doing more or chasing results quickly.

It’s about building solid foundations so your sales and marketing feel organised, confident and sustainable over time.

  • Building Your Marketing & Sales Strategy

    Initial Consultation: Understanding your business goals, audience, offers and challenges.

    Foundation of a Great Marketing And Sales Strategy: Setting goals, identifying your audience, being clear on your offer and aligning your brand.    

    Offer: Understand what you offer is and the service you are providing to your ideal client. Get clear on what problem you are solving. 

  • Getting Started with  HubSpot & Chat GPT

    Why HubSpot Free Works for Small Businesses: Overview of what the free version includes and how to maximise it.  

    CRM Configuration: Organising and segmenting your contacts for effective communication and lead nurturing.

    Chat GPT: Set Up or Review Your Account. Customise, Update, and Unlock Its Full Potential.

     

  • Digital Asset Library Essentials

    What Is a Digital Asset Library?: Why it’s critical for marketing success.  

    Digital Asset Library Audit (with Gary Davies Photography): How to assess and organise your current assets.  

    Creating Your Personal Digital Portfolio: Best practices for custom imagery and video creation.  

  • Content Marketing with HubSpot 

    Planning Content That Converts: Using blogs, email, newsletters and social media effectively.  

    Using AI for Content Creation: Tools and tips to create engaging content quickly. 

     Incorporating Personal Images & Videos: Showcasing your unique story visually.  

  • Lead Generation and Nurturing

    Attracting Leads with HubSpot Free Tools: Forms, landing pages, and CTAs.  

    Creating Lead Magnets Using Personalised Assets: How unique visuals and videos increase conversions.  

    Building Relationships on LinkedIn: Your ideal clients are on LinkedIn, make it easy for them to find you and start conversations.

    Automating Follow-Ups: Using workflows and sequences in the free HubSpot CRM.  

     

  • Email Marketing That Stands Out

    Designing Emails with a Personal Touch: Why your digital portfolio matters in email campaigns.  

    AI-Powered Email Writing: Streamlining your email marketing process.  

    Measuring Success: Analytics using HubSpot Free.  


     

  • Social Media Marketing with Branding

    Make Sure You Stand Out: Using Canva templates on social media that include your branding, to help your stand out.   

    Authentic Content: Incorporating your personal photos and videos into social campaigns.  

    Scheduling Tools: Scheduling and monitoring posts on LinkedIn. 

     

  • Analytics and Continuous Improvement

    HubSpot Free Dashboards: Tracking what’s working.  

    AI-Driven Insights: Understanding campaign data and adjusting strategies.  

    Audit Your Digital Portfolio: Regular updates to keep visuals fresh and relevant.  

     

     

     

"What Our Clients Say About Working With Me"

"Real Stories of Success: Discover How We’ve Helped Business Owners Streamline Processes, Save Time, and Achieve Growth with HubSpot."

Jose has worked with us at Humber HR People to support and advise on our sales and marketing plans, particularly Hubspot. She is knowledgeable, efficient and a pleasure to work with. Jose has made a real difference in a very short space of time, and I hope we can continue to work with her in the future. Highly recommended.

Kate Van Der Sluis, Managing Director, Humber HR People

 

Thanks to Jose for setting me up with HubSpot and compiling my email list.

Today’s the first day so I’m just finding my way around it but Jose has reassured me that she’s only a call away til I get up and running.

All of the communication has been slick and timely, your relaxed way of sharing information has been right at my level, thank you

Debbie Elder, Owner of the Weightless Company

Jose has supported me with the implementation of a CRM system to enable me to grow my own 'owned' data outside of social media. Jose is very task focused, gets on with the job and works at pace. She knows her stuff when it comes to building an outbound strategy and has been really helpful. Thanks Jose!

Chris Howe, Your Results Coach

"Working with Jose has been effortless. Her calm, clear, and friendly approach made sales feel refreshing and un-pushy, which was a huge relief for me as a novice. We learned how to get better leads, develop a strong pipeline, and implement a clear sales and marketing strategy. Jose provided invaluable tools and takeaways that set us on the path to growth, attracting the clients we desire. Her passion and professionalism made our weekly meetings enjoyable and insightful. I highly recommend Jose to anyone looking to grow their business and improve their sales process."

Vinetta Brew, Here To Grow Cosmetics & Homecare Labs

As a business owner I am pleased to have had the opportunity to work with.

Jose introduced us to the world of sales and marketing in such an accessible way that it immediately made a positive impact on our business.

Jose helped us to put all elements for sales and marketing together and made it relevant to our sector. I whole-heartedly recommend Jose as a sales and marketing coach and cannot wait to work with her again soon.

Henry Brew, Here To Grow Cosmetics & Homecare Labs.

Where do I start?! I've been blown away by Jose's knowledge during my Sales & Marketing sessions with her, it's been an absolute game changer for me.

I've gradually picked up terminology and learned elements about sales & marketing over the years but Jose has been able to explain the concepts in a way that made me truly understand them.

I've seen big changes already in my progress after starting to implement the plan we created and I'm looking forward to learning more!

Laura Kendallsmith, Laura Kendallsmith Garden Design.

Roadmap to Revenue Foundations
practical sales and marketing foundations for your business

£999

My Roadmap to Revenue Course is Designed to Simplify Your Marketing, sales, systems and processes and Maximise Growth, with Personalised Support Every Step of the Way

  • Worksheets & Templates
    Ready-to-use resources to make implementing your strategy straightforward and effective.

  • Lifetime Access to Materials
    Revisit the course content, templates, and videos anytime to support your growth as your business evolves.

  • How To Videos 
    Comprehensive video training so you can learn and implement strategies at your own pace.

     

Book A Call

Frequently asked questions

"Your Questions Answered: Everything You Need to Know About Our How To Market Your Business Using HubSpot and AI"

Who is this programme for?

Roadmap to Revenue Foundations is for people who are running a business and are good at what they do, but want clearer sales and marketing foundations behind the scenes.

It’s designed for solo business owners, freelancers, consultants, coaches and small teams who feel their business is being held together by memory, inboxes and effort rather than simple structure.

This programme is particularly helpful if:

  • sales and marketing feel heavier or more complicated than they should

  • you want clearer systems for contacts, follow up and communication

  • you know tools like HubSpot could help, but don’t feel confident using them yet

  • you’re ready for a calmer, more sustainable way of managing how work comes in

It’s suitable whether you are just starting out or have been self employed for years and want things to feel steadier and more manageable.

I feel like I should already have this sorted. Is this programme still right for me?

Yes, absolutely.

Most people who come to this work are good at what they do and have been running their business for a while. They’re not starting from nothing. They’ve simply reached a point where holding everything together by memory, inboxes and effort no longer feels sustainable.

This programme exists because it’s very common to focus on the work first and the foundations later. That doesn’t mean you’re behind or have done anything wrong. It usually means your business has grown and now needs clearer structure.

Roadmap to Revenue Foundations is about meeting you where you are and building from there, without judgement or pressure.

 

Do I need to be using HubSpot already?

No.

Some people come into the programme already using HubSpot but not fully trusting or understanding it. Others are completely new to it. Both are fine.

If HubSpot is the right tool for your business, we’ll look at setting it up or simplifying it in a way that feels clear and manageable. If it’s not the right fit yet, we’ll talk that through too.

The focus is always on foundations first, not forcing a particular tool.

How practical is the programme?

Very practical.

This is hands on, one to one support. We work with your real business, your real systems and your real constraints.

You won’t be given generic frameworks or left with lots of homework. We take time to put things in place properly, talk decisions through, and make changes together so they actually stick.

The aim is to leave you feeling clearer and lighter, not more overwhelmed.

 

How much time will I need to commit?

This programme is designed to fit around real working lives.

Sessions are structured and focused, and we only work on what’s genuinely helpful right now. There’s no expectation to do everything at once or to overhaul your entire business.

Most people find that putting the right foundations in place actually saves time and mental energy very quickly, because they stop rethinking and redoing the same things.

 

What if I’m already busy and things are working, just not very smoothly?

That’s exactly the point many people come to this work.

Things are working, but they feel fragile.
You’re busy, but it feels heavier than it should.
You’re managing, but you don’t fully trust what’s happening behind the scenes.

Roadmap to Revenue Foundations is designed for this in between stage. It helps you move from coping to feeling steady, without disrupting what’s already working.

Book A Discovery Call With Me Today To Find Out More

I am here to answer all your questions, review where you are right now, and explore how I can help you improve your systems and processes to achieve your business goals. Book your free 30-minute discovery call today to get started!