Client Stories

Over the years, the members of the sagacious GOAT team have helped professional services businesses in many ways, including:

Leading a global change programme and rebrand which brought 14 operating companies into one, shifting the price point and helping 45,000 employees feel an affinity with the brand and the company’s strategic direction.

Supporting an accountancy firm in achieving full brand unification and evolution in just 3.5 months (see below for more detail).

Introducing a firms first cross-sector sales and marketing campaign based on commissioned primary research, which achieved its 12-month target of €100m within 6 months.

Launching an innovative transportation proposition to market, which secures early engagement across many stakeholders in the development or redevelopment of a transportation hub to ensure better returns and a wider, more sustainable urban impact. This campaign won awards and helped secure over €5m in instructions.

Spearheading an award-winning digital transformation campaign that generated 166 marketing qualified leads that resulted in £2.2m in pipeline value for a property business.

Delivering a content-led marketing campaign that generated 350 marketing qualified leads for a professional services firm.
Leading on a thought leadership campaign for an accountancy firm that secured over 20 million digital impressions.

Directing over 180 videos for professional services firms to help share their insights and showcase their subject matter experts.

Developing and delivering a B2B podcast series for a firm that ranked as the number two Business podcast and number three investment podcast in the UK in the Apple Podcast Charts.

Leading a global change programme
Spearheading an award-winning digital transformation campaign that generated 166 marketing qualified leads that resulted in £2.2m in pipeline value for a property business.
Full brand unification
Supporting an accountancy firm in achieving full brand unification and evolution in just 3.5 months (see below for more detail).
Cross-sector sales and marketing campaign
Introducing a firms first cross-sector sales and marketing campaign based on commissioned primary research, which achieved its 12-month target of €100m within 6 months.
Secured over €5m in instructions
Launching an innovative transportation proposition to market, which secures early engagement across many stakeholders in the development or redevelopment of a transportation hub to ensure better returns and a wider, more sustainable urban impact. This campaign won awards and helped secure over €5m in instructions.

Marketing qualified leads
Leading a global change programme and rebrand which brought 14 operating companies into one, shifting the price point and helping 45,000 employees feel an affinity with the brand and the company’s strategic direction.

Million digital impressions
Delivering a content-led marketing campaign that generated 350 marketing qualified leads for a professional services firm.
Leading on a thought leadership campaign for an accountancy firm that secured over 20 million digital impressions.

Videos for professional services firms
Directing over 180 videos for professional services firms to help share their insights and showcase their subject matter experts.
Number
2
Business podcast
Developing and delivering a B2B podcast series for a firm that ranked as the number two Business podcast and number three investment podcast in the UK in the Apple Podcast Charts.

BKL's Brand Unification: Part 1

When Juliet Shaw stepped into her role as Chief Growth Officer at top 35 UK accountancy business BKL, she inherited something many leaders will recognise: a huge opportunity wrapped in an equally daunting challenge.
 
These included a post-merger landscape with multiple brands, gaps in the go-to-market strategy and limited internal experience for what needed to be done.
 
Her non-negotiables for the brand unification programme were to move at pace, bring the whole organisation along on the journey and win hearts and minds, not just implement change.
 
In just 3.5 months, BKL Had achieved this. Watch how we supported them to do so in our two-part video chat with Juliet.

“We’ve achieved more in three and a half months [working together] than I have in any other three-and-a-half-month period in my career.”

- Juliet Shaw, Chief Growth Officer at BKL

BKL's Brand Unification: Part 2

“We started working with Sagacious Goat for a one-off brand evolution project post-merger, but our working relationship soon became much more involved.

“Sarah and Dan are an absolute pleasure to work with; they were personable yet professional and had a good understanding of our business sector. They helped support our marketing and business development team through a time of flux and at a point in time that we were scaling very quickly.

“Specifically, from a tax perspective, Sarah and Dan helped us co-ordinate an insightful, timely and strategic response to the Autumn Budget in a way that we have never previously achieved as a firm.

“Sagacious Goat would be an asset to any firm, and I would recommend them without hesitation.”
Emma Brown
Head of Tax Operations at BKL
“Sarah was a key partner in developing and driving our go-to-market strategy including customer outreach, gaining share of voice in the market and leading campaigns to support our growth objectives. Whether facilitating stronger alignment between sales and marketing or acting as a go-to-peer for areas identified for personal development, her passion is clear as well as her commitment to delivering to a high standard - creative, a challenger and a lot of fun in the process too.”
Simon Gleeson
Partner at Blick Rothenberg
As Sector MD in Arcadis, Sarah provided me with first class advice and support in marketing our sector and services, as well as helping shape strategy around routes to market. She always had new and fresh ideas, as well as an almost encyclopaedic knowledge of the business enabling us to connect internally as well as externally.
Paul Adams
“When stripped back to its most basic form, effective communication involves the transfer of information, thoughts or ideas from a sender to a receiver. This is where Dan excels. He knows how to create high-quality, thought-leading, engaging content, and he understands the subtleties of how to tailor the content to a wide variety of audiences to ensure it resonates and stimulates a reaction. He doesn’t deliver marketing and communications to simply tick an 'output' box, he is focused on the more challenging measurement – the outcome.”
Gary Gaskarth

Meet
the goats

So, who are the team behind sagacious GOAT?
Click on our team bio to find out more.
Telephone:  0330 043 3603
 
E-mail: hello@sagaciousgoat.com
Located in
London | Bristol
Sarah Donnelly
Co-Founder
Dan Gray
Co-Founder
Louise Searley
Business Development & Talent Director
Copyright 2026 Sagacious Goat
Goat
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