Live · 18:02i
27
17
Open actions i
£368k–£1.2m
Opportunity identified i
£24k
Spend flagged waste i
Business State
i2025 actualsSignificant upside — the marketing fundamentals need building before growth can compound.
Turnover 2025
£2,293,432
Training Revenue
£1,637,501
Security Revenue
£655,931
Avg Deal Value
£7,122
Training Margin
64%
Paid Search Spend ’25
£23,749
Revenue by service
Turnover trajectory → 2030
Social presence · audit
Recommendations Queue
i17 openii
▸
Set marketing KPIs and measure ROI
save 15%–30%
critical
▸
Fix the website’s UX & credibility faults
+10%–25%
critical
▸
Go-to-market analyses for new services
+£250,000–£750,000
high
▸
Restart paid search — properly this time
save £12,000–£18,000
high
▸
Cert-revalidation upsell engine
+£6,000–£22,000
high
▸
Add people, proof and sector pages to the site
+12%–30%
high
▸
Build a retained duty-of-care offering
+10%–30%
high
▸
Put a marketing resource in place
+10%–25%
high
▸
Systematise testimonials & referrals (Win/Ask)
+10%–25%
high
▸
Build Nigel’s personal brand as proof
+10%–25%
high
▸
Tighten BMG CRM data & reporting
+10%–20%
high
▸
Create a Brand ID and fix consistency
+5.0%–15%
high
▸
Restart segmented email nurture
+5.0%–12%
high
▸
ABM outreach to transformational accounts
+£100,000–£450,000
medium
▸
SEO/AEO content on customers’ real worries
+8.0%–20%
medium
▸
Alumni & certification retention programme
+8.0%–20%
medium
▸
Remove the WooCommerce shop
+2.0%–5.0%
medium
▸
Concentrate channels: LinkedIn + YouTube
+3.0%–8.0%
medium
Deployed Agents
i7 activeCO
COMPASS · Strategy & Analytics
Strategy & ROI Agent
running task
iOwns the growth roadmap to £6.5–7m, sets KPIs and measures marketing ROI across every channel.
Last action
08:30Built the first KPI framework — marketing ROI is currently measured on £0 of spend. Mapped 2025 turnover (£2.29m) against the 2027 target (£3.5m).
Recent workings
08:30Flagged: no marketing ROI is being tracked against objectives or KPIs.
08:05Modelled the gap to 2030: £2.29m → £6.5–7m needs ~£60k/month consistent training sales.
17:10Identified ‘offline/referral’ as the largest source of opportunities & sales — under-instrumented.
Next: Draft the category-level sales plan breaking the £3.5m target by service & segment.
BE
BEACON · Website
Website & UX Agent
awaiting approval
iSE
SENTRY · Brand
Brand & Messaging Agent
active
iRA
RADAR · Paid Search & Social
Paid & Social Channels Agent
awaiting approval
iNU
NURTURE · Email & CRM
Email & CRM Agent
running task
iLO
LOYALTY · Customer Retention
Retention & Upsell Agent
idle
iSC
SCOUT · New Services & Growth
Growth & New Services Agent
active
iEngine Is Asking
i5The engine improves as it learns. Answer these open questions and the queue sharpens — recommendations gain confidence and projected impact.
What is your ‘Direct’ website traffic actually made up of? It’s your biggest source but bounces at ~75%.
Direct is the largest traffic source yet bounces very high while seemingly converting well — until we know what it is, we can’t optimise the biggest lever on the site.
Sharpens: Set marketing KPIs and measure ROI · Fix the website’s UX & credibility faults
Offline referrals typing the URLEmail/Whatsapp linksReturning customersNot sure
Can we get direct admin access to the Google Ads account?
Access wasn’t available at audit time — RADAR needs it to rebuild paid search with proper tracking before any restart.
Sharpens: Restart paid search — properly this time
YesNoNeed to request it
Any idea why email is such a high-bounce traffic source? It’s unusual for professional services.
An abnormally high email bounce rate suggests a list-quality or rendering problem that would undermine the whole nurture restart.
Sharpens: Restart segmented email nurture · Tighten BMG CRM data & reporting
Old listRendering/links issueSpam-flaggedNot sure
The 1,000 cold contacts imported in 2022 — do we have consent to email them, and any record of outcomes?
Re-engaging a 1k list is high-value, but only if it’s permissioned. We need the consent status before NURTURE can use it.
Sharpens: Restart segmented email nurture
ConsentedNot consentedUnknown
How should we segment targets, given deals range from ~£2k pen-tests to six-figure security tasks?
The £7,122 average hides huge variance. Segmenting by service & value lets COMPASS break the £3.5m target into a real, channel-specific plan.
Sharpens: Set marketing KPIs and measure ROI · ABM outreach to transformational accounts
By service lineBy verticalBy deal size bandNot sure
Work Log
i618 Jun, 09:02
BEACON flagged HEFAT page duplicate images + About page faults; UX pass proposed.
BEACON — Website & UX Agent · pending
18 Jun, 08:48
RADAR recommended restarting paid search with tight targeting + LinkedIn retargeting.
RADAR — Paid & Social Channels Agent · pending
18 Jun, 08:30
COMPASS building KPI framework + sales plan against the £3.5m (2027) target.
COMPASS — Strategy & ROI Agent · in-progress
18 Jun, 08:15
NURTURE auditing BMG CRM data hygiene and proposing an industry/sector field on leads.
NURTURE — Email & CRM Agent · in-progress
17 Jun, 15:25
Decision logged: deactivate Facebook & Instagram; concentrate on LinkedIn + YouTube.
Operator · done
16 Jun, 16:00
1k cold contacts (2022) found with no conversion data — re-permission required.
NURTURE — Email & CRM Agent · flagged
Spend & ROI
i£24k flaggedGoogle Ads (Paid Search)
£23,749 spend → £8,366 sales in 2025. ROI-negative (~£15.4k net loss). Currently paused.
£24k/yr
wasteNo Fluff — social media agency
Produced a content plan not tied to marketing strategy or KPIs. Spend to confirm.
—
reviewPlus Your Business — Google Ads / tracking setup
Set up Google tracking & ads + legacy CRM (since replaced by BMG Tracker); telemarketing yielded 2 meetings, 0 sales. Spend to confirm.
—
reviewFour Lakes — website agency
Built the WordPress/Elementor site, which has multiple UX & loading issues. Spend to confirm.
—
reviewOne Resource — virtual PA
Spend to confirm.
—
okFractional CMO + marketing manager (proposed)
Audit-recommended: ~2-3 days/month fractional CMO + part-time manager to own delivery. Budget to agree.
—
high leverage