A leadership development firm with over 20 years of experience, known for helping organisations advance women and build inclusive workplace cultures, offers a blend of live coaching, mentoring, and digital platforms to clients across the UK and U.S.

Project:
Following the acquisition of a U.S.-based provider, the team set out to better understand and improve the customer acquisition journey across both regions. The objective was to align sales practices, gain clarity on buyer behaviour, and build momentum for a more integrated transatlantic sales strategy.

Challenge:
With training and development budgets tightening, the business faced increasing pressure to justify its value to buyers it rarely engaged with directly. Sales and pre-sales teams in the UK and U.S. worked largely in isolation, limiting shared insights and consistency in approach.

Solution:
Teamliness led a customer journey mapping initiative involving in-depth user research, persona creation, and the Jobs to Be Done framework. Remote workshops brought UK and U.S. teams together to map the buyer journey, share practices, and build alignment. These sessions also served as a team-building exercise, strengthening relationships across geographies.

Outcome:
The project resulted in a clearer, shared understanding of how customers discover, evaluate, and buy services. It led to the launch of three new initiatives designed to support buyer decision-making and improved collaboration across international teams. The business is now better positioned to adapt its sales strategy in a more cost-conscious market.

Bugdet range: £4-6K

Service

Sector

Energising transatlantic sales efforts

Online collaborative board

Project approach