Jesus De Sousa
All work

COMMERCIAL GROWTH

Turning SME Strategy into Frontline Commercial Action

Post Office Senior Marketing Manager 2024–2026

High-value local businesses were commercially important to Post Office, but branch confidence and capability to proactively prospect for new SME customers varied considerably.

SME Marketing · Sales Enablement · Local Marketing · Commercial Growth

1,606
Logged prospecting visits
69%
Of logged visits associated with increased deposit volume
68%
Associated with increased deposit value

01The challenge

Where it started.

Turn an SME growth strategy into simple, repeatable actions that could work across a large and varied branch network.

02What I led

What I led.

Led and co-developed the prospecting strategy, toolkit and supporting content.

The toolkit journey

Strategy turned into something branches could actually do.

  1. 01

    Identify

    Spot local business opportunity and understand where prospecting could add most value.

  2. 02

    Equip

    Give branch teams simple tools, guidance and content they could use with confidence.

  3. 03

    Activate

    Support face-to-face visits and local digital activity across the network.

  4. 04

    Measure

    Log activity and track what changed, so the commercial effect could be evaluated.

Good strategy gives people something they can actually do.

From strategy to toolkit

Practical enablement, not another slide deck.

Prospecting guide
Simple steps, prompts and practical guidance to help branches approach local businesses with more confidence.
Personalised marketing tools
Local leaflets, Google review cards and branch-specific marketing materials designed to make outreach easier.
Training & video
Practical prospecting examples covering what prospecting is, how to prepare and how to put it into action.
Digital prospecting
Local social listening, engagement with nearby businesses and community-focused social activity.

Strategic pillars

  1. Face-to-face prospecting

    Building personal connections with potential local business customers.

  2. Digital prospecting

    Using local social channels and digital activity to find and engage prospects.

  3. Showcase success

    Using customer and branch stories to make the value of Post Office services more tangible.

  4. Customer growth

    Turning outreach into stronger local relationships and new commercial opportunities.

Digital prospecting in practice

  1. 01Local social listening
  2. 02Follow and engage with local businesses
  3. 03Celebrate small businesses
  4. 04Profile branch relationships with local businesses
  5. 05Use local events to strengthen digital visibility

Measure what moves

Activity only counts if it can be evaluated.

  • Branch engagement
  • Customer acquisition
  • Video engagement
  • Qualitative feedback
1,606
Logged prospecting visits
69%
Associated with increased deposit volume
68%
Associated with increased deposit value

Association, not attribution. These figures show what moved alongside logged prospecting activity, not proof that prospecting alone caused the increases.

03Impact

What it delivered.

1,606
Logged prospecting visits
69%
Of logged visits associated with increased deposit volume
68%
Associated with increased deposit value

04What I learned

What worked
Frontline teams were more likely to act when the strategy was translated into simple, practical tools and clear behaviours.
What I would improve
Build even more consistent customer-level tracking so the commercial effect of prospecting can be measured more precisely.
What it reinforced
A strategy only creates value when people understand what to do differently because of it.

What people say

He is a confident and articulate marketer with the ability to bring clarity to complex challenges, connecting the dots across teams, and shaping marketing strategies.

Elaine AshburnerSenior Customer Marketing Manager · Post Office

LET’S CONNECT

Let’s talk about what I could bring to your team.

I’m currently exploring senior marketing leadership opportunities where marketing has a meaningful role in shaping customer strategy, commercial growth and the wider business.

London, UK