Priddey Marketing

Priddey Marketing Logo White
Linkedin-in Envelope
Priddey Marketing Logo White
Linkedin-in Facebook Icon-twitter-x Envelope

Marketing Direction for Sales Growth

/ CASE STUDIES / By

Background

The MGroup Corporate Finance team is a proactive full-service buy, sell and funding boutique for business owners and shareholders who care about what happens.

The friendly team, based in Oxfordshire, know that buying or selling a business is rarely straightforward and always emotional. They go out of their way to provide a tailored service based on the needs of their clients, match buyers and sellers, offer a range of alternative (as well as traditional) options, and guide leaders before, during and even after the entire process.

Geoff Pinder and Mark Crossfield - MGroup Corporate Finance Partners
Geoff Pinder and Mark Crossfield

Objective

When the two Partners (Mark Crossfield and Geoff Pinder) approached our CEO Su, MGroup Corporate Finance were looking for marketing direction, insight and guidance on how to raise their profile, attract new clients and ensure everyone in the team was involved and engaged in the marketing process.

Approach

We decided that the best first step was to run a half-day team workshop to share knowledge and agree a general direction.

’You quickly grasped our needs and offering –  but didn’t jump to conclusions.’

As this was successful, Priddey was then engaged on a 3-month contract to

  1. create a bespoke marketing plan to provide marketing focus (our six-step plan programme)
  2. show how to implement one of the strategies.

To keep momentum and energy moving forward, Priddey was then engaged on a rolling 3-month programme to aid implementation, deliver tactical support where needed, help deal with challenges and discuss ideas. This was delivered through a mix of online and in-person meetings.

As the strategies developed and other implementation resource came on board; Su stepped into a lighter-touch mentoring and ‘NED’ role; providing online mentoring to the marketing implementors, online strategic marketing support to the partners and in-person marketing direction at team meetings.  

Result

The whole team at MGroup Corporate Finance are now very clear about their ideal client profiles plus the key marketing activities to attract and engage with their target market.

‘We are definitely thinking more strategically’

Marketing direction and sales growth deliverables:

  • Clarity about ideal clients has led to smoother decision-making and qualification of leads.
  • Clarity about marketing strategy and tactics has also led to quicker decision-making and more confident delegation of marketing activities. Roles have become more defined along with expected responsibilities and authority to act.
  • More meaningful tracking has been introduced into the marketing activity, to enhance the evaluation of marketing effectiveness.
  • Enhancements to the sales process and pipeline recording mean that the organisation is increasingly generating meaningful metrics for ongoing improvement and growth.
  • Of the three agreed marketing strategies, one is operational (and constantly being refined) and the other two are being rolled out. Within this are resources such as templated marketing and sales collateral, a shared diary of activity and ongoing communication tools.
  • Activity is beginning to generate better quality referrals.

Thanks for your support over the last year or so. Your involvement to date has been transformative in advancing our focus and marketing efforts.

Mark Crossfield