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.

£2.2m

in pipeline value for a property business

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.

Generating

€ m

in sales

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

Brand strategy that shifted the price point

Secured over

€ m

in instructions

Full brand unification

Drove a brand unification programme for PE-backed, top 35 UK accountancy business BKL. We united multiple brands in a post-merger landscape, identified and addressed gaps in the go-to-market strategy, and took the entire organisation on the journey - at pace. In just 3.5 months, we supported our client to achieve a unified brand.

Watch Video Part 1 Watch Video Part 2

Tax campaign resulting in 20

impressions

Led on an integrated marketing and communications tax-focused thought leadership campaign around the Autumn Budget Announcement. In conjunction with major news outlets including the Financial Times, Sky, The Times and The Telegraph, the campaign secured over 20 million digital impressions.

Built a market leading events programme

Created a market-leading events programme for a law firm that became recognised across the industry as best in class - raising profile, winning work, strengthening senior relationships, and opening access to influential market leaders.

Developed Number 2 ranked business podcast

Developed and delivered 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.

Drove client engagement up by

Created a successful client relationship management programme which included sales enablement tools centred around horizon-scanning themes, rolled-out to the entire UK business and targeted specific clients which drove engagement, and supported business development.

Introduced Marketing Technology to inform reporting

Introduced marketing technology for an accountancy firm, aligning new platforms to existing systems and processes to enable insight-led marketing. The programme improved campaign performance, strengthened reporting and decision-making, and ensured the business could better measure and demonstrate marketing ROI.

Built profile online for an entire firm

Created and implemented a digital profile-building programme for an accountancy firm, helping senior people raise their visibility, strengthen credibility, and stay front of mind with key clients, sectors, and target markets through more strategic and consistent online presence.

Aligned Marketing, Comms & Sales teams for success

Aligned Marketing, Communications and BD teams across a complex matrix organisation around a single global growth strategy, creating shared commercial objectives, clearer ways of working and stronger collaboration across regions, sectors and service lines.

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

Client Stories

BKL's Brand Unification: Part 1

“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.”

BKL's Brand Unification: Part 2

Meet
the goats

Client Stories

BKL's Brand Unification: Part 1

“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.”

BKL's Brand Unification: Part 2

Meet the goats

Meet
the goats