Governance for
Regulated UK Sales Teams
Two fixed-scope engagements: one for outbound message control, one for pipeline decision discipline. Delivered with clear scope, defined handover, and measured reporting.
Our Engagements
Outbound Governance Install
Controls what your team says to the market
7–14 days · Fixed scope · Up to 10 assets · UK only
- Message Risk Report
- Approved Language Pack
- Manager QA Checklist
- Outbound Log Standard
- Handover Briefing
CDP 30-Day Pilot
Controls how your team makes and records pipeline decisions
30 days · 5–10 operators · 16 sessions · UK only
- CRM governance fields
- Operator training programme
- Manager oversight cadence
- Measurement framework
Who We Serve
- Sales teams in regulated UK sectors: financial advice, insurance, wealth management, mortgage, pensions
- Firms where outbound hasn’t been reviewed for message risk
- Teams where pipeline decisions lack documentation, evidence, or deadline discipline
- Managers who review pipelines using narrative instead of data
Which Engagement Is Right?
The Outbound Governance Install governs what your team says. The CDP 30-Day Pilot governs how pipeline decisions are made and recorded. Most teams start with outbound. Some need both.