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Marketsoft Advisory

We help your leadership team see what’s possible and build the plan to get there. Strategic consulting, opportunity assessment, transformation roadmaps, and executive facilitation. The starting point when you know something needs to change but haven’t defined what.

Talk to us about this Book a free chat

Sound familiar?

  • We know something needs to change, but we’re not sure what.
Four colleagues at a whiteboard mapping growth: target customers, opportunities and next steps, with one writing while the others follow along.

Where you are now

You know something needs to change. The hard part is deciding what, and where to start.

What you probably already have

  • A leadership team that wants growth, or wants to know why it has stalled
  • Data, systems and teams that grew up separately
  • Ideas and priorities from every part of the organisation
  • A board asking for a clear plan

What gets in the way

  • Too many possible priorities, and no agreed order
  • Projects that start, stall and start again
  • Teams that see the problem differently
  • Nobody with the time to step back and plan

Our approach

Get the foundations right, make the change, then keep improving.

Most work moves through three stages. You can start with whichever one you need.

  1. Prepare

    Get the foundations right. Understand where you are, where you’re going and what needs to change.

    • An opportunity assessment of where data, processes, technology and governance are holding you back
    • Agreeing the questions your leadership team needs answered
    • Workshops with the people who run the work day to day

  2. Transform

    Bring data, technology, people and processes together to turn plans into meaningful change.

    • A transformation roadmap that sets out what to fix first
    • Executive facilitation to agree the plan and who owns each part
    • Strategic advice as the first priorities get under way

  3. Succeed

    Build stronger, more connected and capable organisations, ready for whatever comes next.

    • Regular reviews of progress against the roadmap
    • Re-setting priorities as things change
    • Advice for your leadership team when new questions come up

Products and packaged services

Built for this kind of work.

All products and packaged services

Client stories

Where we’ve done this before.

  • A national charity

    Started as campaign support, expanded into cross-divisional data strategy connecting fundraising, retail, community services, and supporter engagement.

In their words

What our clients say.

  • “The team at Marketsoft have added real value to our enterprise. Agile, hardworking, and solutions focused. Smart but relatable. Most worthy of high praise. They have my respect.”

    Malcolm Pittendrigh National Director, Salvos Funerals

  • “Marketsoft has made an indelible imprint on my business. It has given me insights into my business that I previously wasn’t aware of - both good and bad. It has offered up solutions and helped to implement them in quick time. These are people I trust.”

    Michael Schreck Owner / Director, Third Party Capital

Start here

Start with a conversation.

Who leads this work

Talk to Michael Mocatta and Daniel Cummins.

You won’t get passed between departments. You work directly with the people who understand the detail.