Field notes · 4 minute read
What a mandate commits us to, in practice
Commitments you can verify while the mandate runs.
Field notes.
How a fully managed engagement works in practice: the decisions we take on your behalf, what reaches your team and how progress is reported.
The mandates behind these notes reached decision-makers at companies like these
Notes from inside a mandate.
Five notes on how a fully managed mandate creates value, drawn from our engagements.
Field notes · 4 minute read
What we change each quarter, and why
A mandate is measured in quarters, each building on the last.
Field notes · 5 minute read
When we decline a mandate, and why we say so early
Every mandate is assessed on fit, ticket size, complexity and timeline.
Field notes · 4 minute read
How to read a coverage report, stage by stage
What each stage of a coverage report shows, and why the counts narrow.
Field notes · 4 minute read
What a target profile contains, and why it is written first
Every dimension graded, and all of it agreed before any approach is made.
How we work
The engagement, stage by stage
Four stages, from first insight to qualified conversation.
What a mandate produces, and what it asks of you.
Your team stays focused on closing business, with every opportunity already matched to your ideal buyer profile.
We act as an extension of your leadership team, deciding with you where to compete and which accounts matter, then carrying that strategy into the market for you. The notes show what that looks like while a mandate runs.
- Opportunities matched to your ideal buyer profile
- Handed to you for discovery, proposal and close
- Nothing to build or staff, unless you ask us to build it in-house
Three commitments that hold on every mandate.
They cover how you already sell, what reaches your team and what you see, each stated so that you can check it for yourself while the mandate is under way.
- 01How you already sell does not changeReferrals, warm networks and partnerships continue; the mandate runs beside them.
- 02Only qualified opportunities reach your teamYour team’s time is kept for serious conversations, and nothing else.
- 03You see every approach and responseReported across all seven steps, from accounts assessed to opportunities qualified.
What happens to a response before it reaches you.
Every response, from a private credit fund to a family office, is assessed by our team before anything moves forward.
The response is read against the target profile agreed at the start. Each dimension is graded ideal, acceptable or out of scope.
Our team confirms the interest is serious before anything moves forward. A response that is not yet ready goes no further.
A defined step is agreed, such as a meeting or an intro call. Only a response with that step in place moves on.
Only then does the opportunity reach you, with the evidence behind it. The rest do not, so your team’s time goes only to serious conversations.
Outcomes our clients have already secured.
Each figure is from one completed mandate and describes work already done.
The standard behind each note.
Every mandate we carry is held to the same measures, whatever the market. Each opportunity is assessed on fit, readiness and next step, and the mandate is sharpened against the evidence each quarter.
Each quarter, what the responses show feeds back into which segments are approached, what is said, which channels are used and how often.
3Criteria every opportunity meets
7Steps tracked and reported
4Levers adjusted each quarter
1,500+Transactions behind the infrastructure
What reaches you, and when.
Every engagement unfolds in four stages, from first insight to qualified conversation, over an example ninety days. Timings vary by mandate.
- Weeks 1 to 2
Assess and align
We agree the ambition, test the mandate for fit and define who matters most.
What reaches youA written target profile, and the criteria a qualified opportunity must meet to be accepted.
- Weeks 3 to 4
Intelligence and architecture
We map where demand is forming and plan how to reach each decision-maker.
What reaches youEarlier sight of who is in market, and a plan for reaching each account’s decision-makers.
- Month 2
Distribution and validation
We go to market on your standards and qualify every response.
What reaches youQualified opportunities, each with its evidence and an agreed next step such as a meeting.
- Month 3, then every quarter
Compounding performance
We adjust segments, messaging, channels and cadence to what works.
What reaches youEvery approach, response and introduction reported, and a sharper mandate each quarter.
More on mandates in practice.
Our thesis, one position at a time
Why conventional demand generation breaks at the high-value tier.
Read the series
Mandate reporting
Every qualified opportunity and introduction, reported as it moves.
See mandate reporting
Who we work with
Established B2B companies where one new client carries significant value.
See who we work withSee the pipeline a mandate builds.
Every account is tracked from first assessment to qualified conversation, and its coverage reported to you at each stage.
Diligence at no cost
We assess whether your market can deliver before any engagement.
A clear answer on fit
If your market cannot deliver, we tell you early, and why.
A draft scope
Where there is alignment, initial drafts for your team to review.