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Strategy Case Studies

Wooden Chess Pieces

Strategic Planning & Funder Pitch Prep for a Regional Series B Startup​

Led a deep-dive strategy review with the founders to clarify growth priorities after a period of rapid scaling. Identified key gaps in customer acquisition strategy and product-market fit in Tier 2 cities. Outcome: Reframed 3-year strategic plan, realigned cross-functional goals, and delivered an investor-facing deck that secured follow-on funding.

Meeting Room

Board-ready Strategy document for a Family-owned Foundation​

Partnered with the President and core team to craft a clear, concise Board deck that communicated long-term strategic roadmap and priorities. Helped translate data-driven insights on gaps in programming & effenciencies vs benchmarks into a compelling story.

Earth with Data Connections

Market Entry Strategy & Investor Narrative for a Scaling Tech Company

Worked with a high-growth tech company exploring expansion into a new region. Facilitated strategy sessions to assess market fit, prioritize entry points, and identify partnership opportunities to initiate conversations. Developed a clear 12-month market entry roadmap, along with an investor-facing narrative tailored for stakeholders in the new region.

Conference

CEO Thought Partnership to prepare for a Company-wide Annual Strategic Review​

Helped the CEO prepare for the company's annual strategic review meeting, providing thought partnership on key areas e.g. operational excellence, moving from being founder led to team led, digital transformation.​

Pouring Sand

Programme Design & Pitch Deck for a Nonprofit​

Designed a scalable programme to improve the branding and impact of a non-profit based in the UK, with clear funding and implementation pathways. Delivered a high-impact pitch deck to support early conversations with funders and strategic partners.

Coaching & Leadership Storytelling

Chess

Executive Presence Coaching for a High-Potential Leader in a Tech Startup​

Worked 1:1 with a Head of Product to shape her leadership narrative ahead of a regional leadership promotion. Focused on executive presence, speaking with clarity in high-stakes meetings, and telling a “value creation story” around her team's work. Outcome: Promotion and selection for CEO succession track.

Handshake

Storytelling for Sales & Influence – Group Coaching for Mid-Level Leaders

Curated a 6-week small group coaching experience focused on narrative thinking, personal branding, and translating technical work into business impact. Participants reported increased confidence in sales conversations and cross-functional visibility.

Working Together

Career Coaching & Thought Leadership Support for Emerging Women Leaders

​Designed and led 1:1 coaching sessions helping women leaders develop their own leadership style, IP, and thought leadership content. Focused on finding their unique voice and becoming visible contributors within their organisations and industries.

Drawing on Glass

Coaching for Founders​

Led multiple workshops and 1:1 support to help early-stage founders build pitch decks and elevator pitches, crafting the right story for their business ideas - articulating their purpose while getting the key components right on the solution design and business model.

Virtual Team Meeting

Business Storytelling & Presentation Building Training for a Professional Services Firm​

Designed and led a training series for talent at a boutique consulting firm to grow into their roles as Project Leaders, mastering the art of storylining and delivery for impactful presentations in-person and online.

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