Insights & Resources

Ideas that hold up in commercial practice.

Commentary on the commercial decisions that determine whether growth is profitable, repeatable and durable \u2014 written for owners, executives and sales leaders.

Thought Leadership

Articles and commentary

Resource Library

Tools, templates and assessments

Practical material for commercial planning. Items marked in development are being built and are not yet available \u2014 the library is structured so new tools and paid digital products can be added without redesigning this page.

Checklist

The Commercial Growth Readiness Checklist

A structured set of questions covering revenue planning, sales process, market coverage, pricing and commercial capability. Use it to identify where performance is most constrained before committing to a programme of work.

For: Owners, CEOs and commercial leaders

Free

Template

Revenue Growth Planning Template

A working template for breaking revenue into segments, accounts and coverage decisions, with the assumptions and constraints recorded alongside the target.

For: Commercial leaders building an annual revenue plan

In development

Free

Guide

Pipeline Health Review Guide

How to read a pipeline honestly: stage definitions, exit criteria, ageing signals and the review questions that surface risk early.

For: Sales leaders and managers

In development

Free

Calculator

Customer Profitability Calculator

A structured calculator for viewing margin by customer and product, including the cost-to-serve factors that usually sit outside the gross margin line.

For: Finance and commercial teams

In development

Paid product — planned

Template

Channel Partner Scorecard

A one-page scorecard for quarterly distributor reviews: commercial results, coverage, capability and joint commitments in a single view.

For: Channel and distribution managers

In development

Free

Self-assessment

Commercial Capability Assessment

A structured assessment of the commercial capability that exists in a team today, mapped against what the growth plan will require.

For: Sales leaders and HR partners

In development

Paid product — planned

Lead Resource

The Commercial Growth Readiness Checklist

A structured set of questions covering revenue planning, sales process, market coverage, pricing and commercial capability. Use it to identify where performance is most constrained before committing to a programme of work.

  • Revenue planning and pipeline coverage
  • Sales process, conversion and forecast reliability
  • Pricing discipline and margin protection
  • Commercial capability and accountability

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