A membership business for accountants
Customers were leaving four times faster than they were being won. The CRM was a spreadsheet and pricing sat below market.
As managing director, I led the recovery. I repriced the offer, replaced the spreadsheet with a proper CRM and introduced an AI enabled lead generation and conversion engine. I also built a partnership with a sister business and the financial model behind the eventual sale.
EBITDA margin from 7% to 22%. Customer retention from 85% to 94% in 18 months. Sales three times year on year. Subscriptions up 27%. £700k of new revenue for the partner business. The business was sold in June 2026.