From Start-Up to Scale-Up

Man with ipad

How We Helped Shepherd

We worked with Shepherd to clearly define what they do and how this is important for their customers. Our overall aim was to help Shepherd secure investment and to scale up.

Transformational Project

With our eye on the big picture we proposed changes to help Shepherd shape their future.

Value Proposition Development

We delivered clear messaging and a consistent Value Proposition.

Inbound Marketing & ABM

Provided strategy for Inbound and Account Based Marketing. Implemented HubSpot.


Shepherd are the leading specialists in property performance management. Their tech delivers real-time analytics of a property’s health and reduces its carbon footprint and operating costs.

Shepherd launched with a bold goal to transform the way properties are maintained and managed. They knew that to accelerate growth and hit their ambitious sales targets they needed consider their overall proposition and put some strategic thought into action.

London skyline with icons to illustrate Shepherd sensors

Getting the
Strategy Right

Shepherd needed to get clear on their messaging. Together we broke down exactly what drives their target customers. We took a deep look at exactly what value Shepherd offers to them. This led into developing a powerful value proposition to target key decision makers in Shepherd’s priority markets.

Then, we identified two customer-centric marketing strategies that would enable Shepherd to hit their goals. An inbound strategy was vital to drive awareness, build a database, engage the right people, and generate sales qualified leads. Equally, a highly targeted Account Based Marketing strategy was needed to build relationships with key people in key places.

“Perfectly Picked have been on a journey with us in the last 18 months.

They bring so much more than marketing know-how. They can see the big picture, but they also get stuck in and make things happen.”

Stephen Chadwick
CEO, Shepherd
A laptop with the Shepherd website homepage on it

Bringing the
Strategy to Life

To bring these strategies to life we needed a CRM powerhouse with plenty of flexible marketing automation.

We introduced Shepherd to HubSpot. HubSpot helps us deliver highly targeted, personalised content at the right moment to Shepherd’s target audience.

We used Hubspot to manage the launch of Shepherd’s sponsorship of Raconteur giving them visibility of leads and readership that they’ve never had before.


Our work with Shepherd has been to help them clearly articulate what they have on offer, to the right people and at the right moment.

Allowing them to scale up, create sustainable growth, and turn the company into a credible long-term player.”

Ruth Davies
Client Marketing Lead, Perfectly Picked
Logo of the Tech and Innovation Awards 2020

Seeing the

Our work with Shepherd continues. We are instrumental in shaping and delivering their go-to-market strategy.

We provide full marketing support to Shepherd which has included helping them win the Insurance Choice Technology Partner Award two years in a row and two Insurance Times Innovation & Technology Awards in late 2020.

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