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Case Study |
Industry: Renewable Energy / Solar Installation | SME
Challenge Type: Business Start Up | Strategic Planning | Cash Flow Management
Service: Business Mentoring | Strategic Business Planning
Project Snapshot
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Detail |
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Client Type |
Limited Company (Two Directors) |
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Sector |
Renewable Energy - Solar PV Installation |
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Location |
East of England |
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Service Delivered |
Business Mentoring |
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Session Duration |
Two sessions over 6 months |
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Tools/Methods Implemented |
Cash flow template, Metricool |
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Business Progress |
Pre-revenue to MCS accredited |
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ROI |
£ three figure burn rate to £ six figure tender pipeline |
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Time to Capability |
Same-day implementation |
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Follow-Up |
Director transitioning full-time |
Key Takeaways
- Beyond Touch’s cash flow framework gave directors visibility over £ three figure monthly burn rate
- Metricool recommendation generated "traffic through the roof" replacing ineffective marketing
- Same-day implementation meant directors could act immediately rather than wait six months
- Beyond Touch partnership guidance protected founders whilst enabling expansion
- Within six months, business moved from subcontracting to £ six figure client wins
- Directors chose proper accreditation with Beyond Touch validation

Background
When a renewable energy company approached Beyond Touch, they'd been trading three months. The directors had spent over a year securing MCS accreditation. They'd turned down profitable work they couldn't legally certify whilst competitors cut corners.
One director managed admin whilst working full time. The other handled technical delivery whilst running his electrical contracting business. They used Xero and HubSpot but had no forward plan, no budget, zero trading data.
The business model reflected their values. Whilst competitors promised five-figure installations over the phone without site visits, these directors insisted on proper surveys. When a customer in Croydon wanted batteries installed in the loft, they explained weight loads and fire risks rather than taking the money. One competitor had quoted the same customer without mentioning that loft installations would soon be illegal.
This approach cost them. They'd formed the company over a year before Beyond Touch met them, but couldn't trade until accreditation completed. During that period, they watched competitors operate without proper certification, undercutting on price, installing to lower standards. The directors didn't waver. They'd rather wait than compromise.
Challenge
Cash Flow Uncertainty
Fixed costs: £ three figures monthly. Beyond that? Guesswork. Their accountant suggested waiting six months for data. Working capital presented daily challenges with 25% deposits and 30-day trade accounts.
The synchronisation challenge was real. Order materials too early, you're exposed if the customer delays. Order too late, you miss installation windows. The 25% deposit barely covered materials for a standard installation. If a customer wanted batteries, the deposit didn't touch the actual cost. Trade accounts helped, but only if you managed the calendar perfectly. Miss a payment window because a customer's bank transfer delays? You're paying interest or damaging supplier relationships.
Marketing Without Method
Marketing person posting three hours monthly. No strategy, no competitive analysis. The trap: need customers to advertise, need advertising to get customers.
Partnership Risk
Roofing subcontractor disappeared before their first direct installation. A plumber wanted equal shares. How to structure without overextending?
Ethics Versus Speed
Construction Line Gold fast-tracking offered: two weeks, £ four figure AI-assisted. They chose three-to-six months proper route. Business-wise irrational. Ethically consistent.
Solution
Beyond Touch’s Financial Framework
Grae at Beyond Touch introduced the British Business Bank template immediately. Beyond Touch walked through populating sales assumptions. “You don’t need to wait six months,” Grae explained. Update monthly, see evolution in real time.
The template wasn’t just spreadsheet cells. It forced thinking about the business model itself. What are we actually selling? At what price? With what margin? How many can we realistically install per month given current capacity? What happens if we hire someone? When does that make financial sense? The directors had been operating on gut feel. Now they had structure.
Metricool Intelligence
For the community interest company Grae runs, this exact approach enables board meetings where actual performance gets compared to planned performance monthly. Directors can see patterns: oh, we consistently under-estimate installation time. Or: our materials costs are running 8% over budget, we need to renegotiate with suppliers. That level of operational insight wasn’t possible without the framework Beyond Touch provided.
Beyond Touch demonstrated Metricool live. Competitive analysis made their marketing person “a genius.” Directors contacted her within hours. She’d never heard of it. Became a power user immediately.
The competitive analysis changed everything. Before, they’d been posting content hoping it worked. After, they could see their biggest local competitor got maximum engagement from posts about specific project types, using particular hashtags, on Thursday mornings. That wasn’t guesswork. That was data.
The heat map function revealed their audience was most active on LinkedIn at different times than on Instagram. Posting the same content to both platforms at the same time? Inefficient. The marketing person could now schedule the same post to go out at optimal times for each platform. Small change, measurable impact.
Partnership Structures
Beyond Touch introduced earning agreements starting at single figure %. For heating and plumbing, Beyond Touch structured: plumber two figure % of that arm, directors two figure % each.
Referral Ethics
Beyond Touch clarified: contact original company, propose referral fee, establish guidelines. Taking referrals secretly poisons your sales channel.
Timeline
Session 1: Beyond Touch introduced financial framework, demonstrated Metricool, addressed partnership risk, and validated ethics-led decisions
Week 1: Marketing person contacted; forecast populated
Two Months: Traffic surge; £ six figure tenders entered pipeline
Session 2 (6 Months): MCS accredited; direct leads established
Ongoing: Expansion roadmap; director preparing full-time transition
Outcome
Immediate Capability
The template became a planning tool within days. By Session 2: “100% it does. We’re having a very different conversation.”
Financial Impact
Within six months: church installation, £ six figure tender, £ five figure installation, multiple completions. Novelty plants generated unprecedented engagement.
The church project represented more than revenue. It demonstrated capability to handle complex installations on listed buildings. The directors deliberately underpriced it, but not recklessly. They knew their costs, knew their margin, and chose to reduce profit whilst maintaining professional standards. That’s strategic thinking, not desperation pricing. The project would generate referrals within the religious community and provide portfolio evidence for similar work.
The £ six figure tender opportunity emerged directly from their networking strategy. At an expo, they’d given away branded plants in terracotta pots. A marketing professional with 15 years experience approached them: “We’ve never thought of this.” That contact led to the tender. The plant cost? Under two pounds. The potential contract value? £ six figures. Return on investment: approximately 70,000%. Though they hadn’t won the tender yet, being invited to tender represented validation.
The Facebook-generated £ five figure installation came from someone’s throwaway post in a local group. One director responded professionally, offered a quote, followed up properly. That’s not luck. That’s consistent execution of business development fundamentals. The installation was scheduled, deposit paid, materials ordered. Real revenue, not pipeline fantasy.
Strategic Decisions
Proper route over shortcuts, appropriate partnership equity, ethical referrals, service diversification, and corporate responsibility.
The Construction Line Gold decision exemplified their maturity. Fast-tracking was tempting. Two weeks versus six months? £ four figure for instant credibility? But they recognised the difference between credentials and capability. If a housing developer asked about their modern slavery policy, did they want to say “someone wrote that for us” or “we developed that ourselves and here’s why it matters”? They chose genuine understanding over paper qualifications. Beyond Touch validated that choice whilst helping them manage the cash flow implications of waiting.
Marketing Transformation
Metricool replaced guesswork with monthly reporting. After the October expo: “traffic through the roof.” Competitive analysis revealed what worked and when.
Vision
By Session 2: group structure articulated. Director preparing full-time transition. Accountant confirmed viability.
The group structure vision wasn’t fantasy. They’d thought through the mechanics. The company as the core, MCS-accredited and generating steady revenue. Heating and Plumbing as the expansion vehicle, bringing in the plumber at 50% of that arm whilst founders retained 25% each. Construction leveraging the partner’s existing building firm. Potentially a discreet VIP service using vetted professionals, playing to their backgrounds and networks.
The director’s planned transition from full time employement to full-time business leadership was financially grounded, not wishful thinking. The accountant had confirmed: if current trajectory continues, the business can support him by May or June. That’s six months from Session 2. Not next year. Not eventually. Six months. That’s the difference between having a plan and having hope.
Client Reflection
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Context |
Quote |
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Session 1 - values-led decision making |
"It's important we do this right. That makes sense." |
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On Metricool’s potential |
"I'm not technical, but that's potentially massive." |
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Session 2 - progress and momentum |
"100%. We're having a different conversation. Real positive strides." |
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On quality over speed |
"We decided to do things properly. That cost us money." |
Frequently Asked Questions
Q: How quickly can Beyond Touch show results for renewable energy startups?
A: This case study demonstrates Beyond Touch delivers immediate implementation with sustained impact. Directors implemented tools same-day and contacted their marketing person within hours. By six months, they moved from subcontracting to £ five figures direct wins whilst securing key approvals. Beyond Touch focuses on capability transfer—clients get frameworks they use independently.
Q: What’s the cost comparison with traditional consultancy?
A: Traditional consultancy often involves lengthy diagnostics, extensive reporting, and ongoing dependencies. Beyond Touch provides immediate tool access (British Business Bank template, Metricool demonstrations) and practical frameworks clients deploy independently. Directors made sophisticated decisions about partnerships, financial planning, and market positioning without consultancy dependency.
Q: What technical knowledge is needed for Beyond Touch’s business planning?
A: None. One director described himself as “not technical,” yet implemented Xero, HubDoc, and cash flow forecasting with Beyond Touch guidance. Beyond Touch uses accessible tools with clear explanation rather than requiring technical expertise. Directors went from no forward plan to running sophisticated scenarios within weeks.
Q: Will Beyond Touch’s approach work for rapid growth businesses?
A: Yes. This case study shows Beyond Touch’s framework addresses growth challenges: the cash flow tool helped plan scaling; partnership guidance enabled service expansion evaluation without overextending; and the directors clarified timing decisions—when to hire staff and when one could leave his career.
Q: Can you achieve proper accreditation without shortcuts through Beyond Touch?
A: Yes. The directors faced pressure to shortcut accreditation. Beyond Touch validated proper pursuit whilst managing cash flow implications. Visibility over a £ three figure burn rate enabled informed timing decisions. They chose the proper Construction Line route knowing they had a plan and revenue streams developing.
Running a Renewable Energy Business Without Clear Financial Visibility?
If your startup faces similar challenges managing cash flow, planning for growth, or building market presence whilst maintaining standards, Beyond Touch’s business mentoring provides strategic frameworks and practical tools.
These directors transformed their trajectory in six months through focused guidance and immediate implementation.
Products & Services Reference
Products Used in This Case Study:
- Power Hour - Intensive 1:1 mentoring session providing immediate, practical AI implementation guidance
Services Demonstrated:
- Business Mentoring - Focused guidance building client capability whilst addressing strategic challenges
- Strategic Business Planning - Actionable financial plans, market strategies, and growth roadmaps using proven frameworks
- Business Start Up - Supporting early-stage businesses through the critical first years where most fail
- Business Process Improvement - Identifying operational inefficiencies and implementing practical solutions improving cash flow













