Case study. Portman Tech

A rebrand with no route to market. A plan built on evidence.

IT and communications for financial servicesLondon

01The challenge

Portman Tech provides unified communications and IT support to financial institutions, insurers and service businesses. After a rebrand and a repositioning of its core services, it needed to reintroduce itself to the market.

  • Strong expertise and a solid client base, but no structured go-to-market strategy.
  • Potential customers did not know who Portman Tech was.
  • Limited visibility of the metrics needed for growth decisions.
  • A crowded market in which its differences were not clear.

02What we did

Diagnosis first. Then a plan the team could run.

Diagnose

A workshop with leadership covering target markets, the sales funnel, revenue levers, barriers to growth and the service offer.

Define

A go-to-market strategy combining market analysis, audience segmentation and message positioning, supported by benchmarking and data insight.

Plan

A six-month roadmap to educate the market, engage the right audience and convert new business, with projections for years one and two.

Deliver

Portman Tech then engaged us to run the strategy, covering execution, channel budgets, performance analysis and lead tracking.

03What happened next

Portman Tech moved from guesswork to decisions based on data, and from separate activities to one integrated plan for growing its client base.

“A critical look at our objectives, and more importantly, a proposed way forward.”
Isaac Izzet, Managing Director, Portman Tech

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