Strategy consulting firms · Buyer persona
Write down who sponsors the work, who vets it and who signs, before writing a word.
A buyer persona for a strategy firm describes the people around one decision: the sponsor who feels the problem, those who test the firm and the one who signs. GullySales builds a card for each type of sponsor the partners work with, using the firm's own engagements.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

What buyer persona means
A buyer persona is a plain description of the kind of customer who actually buys from you. It includes what they search, what worries them and who else they ask before deciding. GullySales builds this from real enquiries and past sales rather than a generic template, then uses it to write every page and advert.
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Sales and marketing for strategy consulting firms, the overview.
Last updated 18 Oct 2026.
For strategy consulting firms
Where it usually goes wrong, and what we would do.
“The sponsor and the signatory differ”
A promoter may want the work while a CFO, an investor director or a family elder holds the signature. Material for the sponsor talks about the decision. Material for the signatory talks about scope, cost control and what arrives at the end of the first step.
“Family groups and funded companies behave differently”
A family group weighs the view of elders and the effect on relatives. A funded company answers to investors who want a plan by a board date. One card for both describes neither, so each type gets its own.
“Vetting happens by quiet enquiry”
The buyer asks a banker, an auditor or a peer how the firm thinks and whether the partner speaks plainly. The persona therefore lists the people consulted and the material they would be shown.
“The fear is a report nobody uses”
Behind the decision sits a worry about paying for a deck that stays on a shelf. A card that records this fear points the description of the first step towards a defined output and a clear next phase.
What we do
What we deliver for strategy consulting firms.
Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.
A sponsor card for each type
Separate cards for the family promoter, the funded-company CEO and the investor on a board, built from past engagements.
Result: Each card names what starts the search and what the person fears.
A map of vetting and signing
Who else reads, tests or signs, and what each of them is shown.
Result: The partners know who must be convinced besides the sponsor.
A list of the buyer's words
The terms buyers used for their problem in first meetings, set beside the terms the firm uses.
Result: Pages are written in the buyer's words.
A check against lost proposals
Proposals that did not proceed, reviewed against the card to find who was missing from the conversation.
Result: The card is corrected by what actually happened.
How the result is measured
- Enquiry match to persona
- Conversion rate by persona
- Content aligned to persona
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for these strategy consulting firms.
- Boutique firms led by former corporate strategy heads
- Market entry and diversification advisers for manufacturing groups
- Growth strategy firms working with family-owned businesses
- Firms advising private equity and venture-backed companies
- Sector specialists in healthcare, education or real estate strategy
- Corporate strategy practices attached to chartered accountancy firms
- Independent advisers who sit on boards as strategy members
- Strategy teams within larger management consulting firms
How it works
How the buyer persona work runs
The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.
- 1
Understand the current view
We start with how your team currently describes the customer, since the gap between belief and reality is often the finding itself.
- 2
Audit past enquiries and sales
We look at recent enquiries and closed deals to see who actually bought, not who was assumed to buy.
- 3
Interview customers and staff
Short, structured conversations surface the real language, worries and triggers behind a purchase.
- 4
Build the personas
Findings are written into short, usable persona documents rather than a long report.
- 5
Apply to your marketing
We show exactly where each persona should change a page, an ad or a script you already have.
Where this fits
Three pieces of sales work, in this order.
This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2 · you are here
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How do you build a card without interviewing clients?
Is a card a fact about all promoters?
How many cards do we need?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
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Everything else we would do for you.
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