--- title: "Quadra Consulting: Sales and Strategy Review | Lockview" description: How Belfast consultancy Lockview reviewed sales, data, reporting and forecasting at Quadra Consulting and reshaped how its directors work. image: https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png --- [![Lockview Business Solutions](https://www.lockview.co.uk/hubfs/Blue%20on%20white%20logo%20landscape%20transparent-2.png)](https://www.lockview.co.uk/en/?hsLang=en) [Home](https://www.lockview.co.uk/en/?hsLang=en)Services [All services](https://www.lockview.co.uk/services?hsLang=en)[Business and sales consultancy](https://www.lockview.co.uk/sales-consultancy?hsLang=en)[HubSpot onboarding](https://www.lockview.co.uk/hubspot-onboarding?hsLang=en)[HubSpot optimisation](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) Case studies [All case studies](https://www.lockview.co.uk/case-studies?hsLang=en)[NI Chamber](https://www.lockview.co.uk/case-studies/ni-chamber?hsLang=en)[Vyta](https://www.lockview.co.uk/case-studies/vyta?hsLang=en)[Quadra Consulting](https://www.lockview.co.uk/case-studies/quadra-consulting?hsLang=en)[Todd’s Leap](https://www.lockview.co.uk/case-studies/todds-leap?hsLang=en)[Silotank](https://www.lockview.co.uk/case-studies/silotank?hsLang=en)[carbonfit](https://www.lockview.co.uk/case-studies/carbonfit?hsLang=en) [Blog](https://www.lockview.co.uk/blog?hsLang=en)[Contact](https://www.lockview.co.uk/contact?hsLang=en) [← All case studies](https://www.lockview.co.uk/case-studies?hsLang=en) ![Quadra Consulting logo](https://www.lockview.co.uk/hubfs/Quadra%20logo-1.png) Quadra Consulting · Sales and strategy review # A clear view of the business’s sales processes, record keeping and forecasting Lockview carried out a business overview of sales and strategy at Quadra Consulting. The review covered how the team sold, how information was recorded and how client and prospect data fed into reporting and forecasting. The starting point ### Growth without a clear sales picture Sales activity, client data and forecasting were not joined up. The fix ### A full sales and strategy review Every step from first contact to forecast examined and improved. The result ### Sharper focus for the directors New ways of working and a clearer business development strategy. The challenge ## Connecting sales activity to the numbers Quadra's work centres on ISO standards, compliance advice and training. The directors wanted to grow, but needed a clearer view of how sales actually happened and what the pipeline really looked like. Information on current clients and prospects was held in different ways. That made reporting harder to trust and forecasting harder to plan around. ### What the review looked at - How the team sold. - How sales information was recorded. - How client and prospect data was held. - How that data fed reporting and forecasting. - How the directors worked together on growth. What we did ## Review, recommend, then change how the directors work 1. 1 #### Review the sales approach Adrian looked at how Quadra won work, from first conversations through to proposals. 2. 2 #### Review the data How information on clients and prospects was recorded, stored and kept up to date. 3. 3 #### Link data to reporting How that information fed reporting and forecasting, and where the gaps were. 4. 4 #### New ways of working Recommendations to the management team and new ways of working developed with the directors. The outcome ## A clearer focus on business development The review gave Quadra's directors an independent view of how the business sold and how its information supported decisions. With better-structured data on clients and prospects and new ways of working at director level, business development discussions became more focused and better connected to the numbers. > “We found Lockview’s assistance invaluable in helping us to focus clearly on our business development strategy. I would have no hesitation in recommending Lockview.” Gavin Kane, Managing Director, Quadra Consulting Where next ### Need an outside view? Get an honest review of how your business sells. [Business and sales consultancy →](https://www.lockview.co.uk/sales-consultancy?hsLang=en) ### Data all over the place? Bring clients and prospects into one CRM. [HubSpot onboarding →](https://www.lockview.co.uk/hubspot-onboarding?hsLang=en) ### Forecasts you can't trust? Fix the reporting you already have. [HubSpot optimisation →](https://www.lockview.co.uk/hubspot-optimisation?hsLang=en) ## Want a clear view of how your business sells? Talk through your sales process, your data and what your directors need to see. [Book a conversation](https://www.lockview.co.uk/contact?hsLang=en) ### Lockview Business Solutions Business and sales consultancy, HubSpot onboarding and optimisation, and independent support for business owners. Based in Belfast, supporting businesses across Ireland and the UK. ### HubSpot Platinum Partner ![HubSpot Solutions Partner Program Platinum badge](https://www.lockview.co.uk/hs-fs/hubfs/SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png?width=140&height=140&name=SolutionPartnerTierBadges_FINAL_PLATINUM_TEAL.png) ### Contact Lockview [028 9600 9275](tel:+442896009275) [Send an enquiry](https://www.lockview.co.uk/contact?hsLang=en) [Book a call with Adrian](https://meetings.hubspot.com/adrian327) [Read our HubSpot reviews](https://ecosystem.hubspot.com/marketplace/solutions/lockview) © 2026 Lockview Business Solutions Ltd.