Roadmap To Revenue Foundations Programme

Roadmap to revenue foundations is an online 1:1 programme to help you put simple foundations in place so your business feels easier to manage. Once you are more organised you will see your business grow. 

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.

What is the Roadmap to Revenue Foundations Programme

Roadmap to Revenue Foundations is a one to one programme designed to help business owners put the right foundations in place so their business feels steadier, clearer and easier to run.

This work is for capable people who are good at what they do, but know that behind the scenes things are being held together by memory, inboxes and effort rather than clear systems and structure.

The focus isn’t on growth for growth’s sake.
It’s about creating calm, practical foundations across your sales, marketing and systems so your business can properly support the life you want to live.

How the programme works

Step one: Discovery Call

Every client begins with an Discovery Call.

Once you book, you’ll receive a simple questionnaire asking about:

• Your business name and website address
• How long have you been in business?
• How do most people currently find or hear about you?
• What feels hardest or most frustrating about your marketing right now?
• What would you like to be different six months from now?
• Have you tried anything already to improve this?

This helps me come to our discovery call with a clearer understanding of your business.

After reviewing your answers, I will send you a calendar link to book your 30 minutes free discovery call, we will cover:

• Your ideal client and target audience.
• The systems and processes you currently have in place.
• The Marketing assets you are using to attract clients. 
• How you manage sales, marketing and follow up.
• The tools you’re using in your business.
• Your mindset.
• Your why.

If Roadmap to Revenue Foundations feels like the right next step, I’ll talk you through how the programme could support you. You can then decide if you would like to move forward and work with me.

Delivery of the Programme

The programme is delivered over four weeks, with:

• one two-hour session per week
• four sessions in total

Sessions are live on Zoom and recorded for you to keep.

What we work on together

I have a bank of foundations modules covering areas such as:

This is not about doing everything at once. We focus on what will make the biggest difference for you right now.

Business clarity and focus

Getting clear on what you are building, who it is for, what matters now, and what can wait.

Brand foundations and visual identity

Creating a practical brand guide covering colours, fonts, imagery, digital assets, and how to brief others with confidence.

Sales foundations and follow up

Putting simple sales stages and follow up in place so conversations are visible and nothing relies on memory.

Marketing foundations and messaging

Clarifying what you say, how you say it, and how to explain your work without overthinking or jargon.

Marketing strategy for attracting the right clients

Deciding how you will show up, where to focus your effort, and how to attract clients who are a good fit.

HubSpot setup for sales and marketing activity

Using HubSpot to create landing pages, emails and newsletters that support sales and ongoing communication.

HubSpot CRM and contact management

Organising contacts, lists and records so relationships are clear and follow up is easy.

Systems and simple processes

Putting light systems in place for enquiries, onboarding, delivery and day to day organisation.

Tools that support the work

Setting up and using tools like HubSpot and ChatGPT in ways that genuinely support your business, not complicate it.

Offers and pricing

Shaping clear offers and pricing that reflect your capacity, values and income needs.

Money foundations and finance setup

Creating visibility around income, expenses and cash flow without overwhelm.

Customer journey and retention

Making sure the experience from first contact to repeat work feels clear, human and consistent.

Based on your discovery call, We’ll select the most important modules for your business at this stage. These are the areas that will have the biggest impact on how your business feels and functions right now.

The work is practical, focused and tailored. We concentrate on what matters most, rather than trying to fix everything at once.

If in the future you’d like support with additional modules or accountability support, we can look at further work together at that point.

What’s included

As part of the programme, you’ll receive:

• Four live, recorded Zoom sessions
• Practical worksheets and resources to keep
• Clear actions and decisions made together during sessions
• A personalised foundations plan you can continue to use

This is hands on work. We put things in place together so they actually stick.

Is this right for you?

Roadmap to Revenue Foundations is a good fit if:

• You’re good at what you do but things feel heavier than they should
• You want clearer foundations across sales, marketing and systems
• You’re ready for a calmer, more sustainable way of working
• You value practical, one to one support rather than generic advice

You don’t need to have everything figured out.
You just need to want your business to feel steadier and easier to manage.