CUSTOMER STORY · BPP

Understanding what will drive the next phase of growth

How Merlin5 helped BPP identify the commercial priorities, growth opportunities, and operating model changes most likely to improve performance at scale.

The ambition

4

Questions

The strategic questions leadership set out to answer

Clarity

The objective

Confidence in where to focus effort and investment

Roadmap

The output

A prioritised path, not a list of recommendations

About BPP

BPP is one of the UK's leading professional education providers, delivering qualifications, training, and learning solutions across law, accountancy, finance, technology, healthcare, and professional services.

Operating across multiple markets and customer segments, BPP continues to invest in the people, processes, technology, and capabilities required to support future growth.

Like many successful organisations, there was no shortage of opportunities. The challenge was knowing where to focus.

Areas of expertise

  • Law

  • Accountancy & Finance

  • Technology

  • Healthcare

  • Professional Services

the problem

Clarity before change

Before committing significant resources to transformation initiatives, BPP wanted a clearer understanding of commercial maturity, growth readiness, and future operating requirements. The leadership team was asking four questions: which initiatives would genuinely improve sales productivity? Where was growth being constrained? What capabilities would be required to support future scale? And which investments would create the greatest commercial return?

Many organisations start transformation programmes by deciding what to change — jumping straight to solutions before understanding the problem. BPP chose to first understand what would create the greatest commercial impact, focusing on commercial maturity, performance drivers, growth constraints, and investment priorities.

The objective was simple: create greater confidence in where future effort, investment, and leadership attention should be focused — because successful transformation starts with clarity.

THE ApPROach

Creating clarity before creating change

Merlin5 worked alongside the leadership teams to build a detailed understanding of how effectively the commercial organisation was operating — and where future investment would create the greatest return.

The objective was not to create another transformation programme. It was to create clarity — on what was working, on what was slowing growth, and on which actions would create the greatest commercial impact.

Rather than starting with solutions, Merlin5 combined evidence-led diagnostics with practitioner experience to understand commercial maturity, performance drivers, and investment priorities across the organisation.

what we used

Growth Assessor™

Sales Velocity Analysis

Leadership Workshops

Voice of Customer

Commercial Benchmarking

Sales Effectiveness

Revenue Diagnostics

CRM & Technology Reviews

Because successful transformation starts with clarity — understanding the problem before deciding what to change.

the solution

Opportunities across the revenue engine

The work identified opportunities across multiple areas of the revenue engine. Most importantly, it helped leadership teams understand which opportunities were likely to create the greatest return — and delivered a prioritised roadmap rather than a long list of disconnected recommendations.

Sales productivity & lead management

Opportunities to improve effectiveness, focus and conversion performance — alongside better lead prioritisation, routing and engagement across the commercial organisation.

Commercial visibility & operating model

Opportunities to strengthen reporting, forecasting and decision-making — and to improve consistency, accountability and execution discipline across the operating model.

Capability & revenue growth

Opportunities to strengthen leadership, coaching and performance management — accelerating growth through improved execution and operating effectiveness.

the outcome

Something more valuable than a set of recommendations

The programme provided BPP with confidence — a clear view of commercial maturity, the performance drivers behind growth, and a prioritised roadmap for where to act first.

01

Where to focus

Confidence in identifying the right areas for leadership attention and commercial effort — built on a clear view of commercial maturity and greater visibility into performance drivers.

02

Where to invest

Confidence in directing resources to the initiatives most likely to create meaningful return — with stronger leadership alignment around priorities and better investment decisions.

03

Greatest return

Confidence in which initiatives would create the greatest commercial impact, and how the organisation needed to evolve — a future-state revenue blueprint for scalable growth.

Most importantly, BPP gained a clearer understanding of what would create the greatest commercial impact and how to build a stronger, more scalable revenue engine.

Leadership perspective

In their own words

"Merlin5 played an important role in helping us assess and strengthen the commercial foundations of our sales organisation. Their evidence-led approach helped us identify opportunities to improve sales execution, pipeline quality, operating discipline, and overall commercial effectiveness."

"They combined deep practitioner experience with practical recommendations that enabled us to move quickly from diagnosis to action. The outputs provided a clear blueprint for improving execution consistency, supporting future growth, and building a more scalable commercial organisation."

"Their ability to balance strategic thinking with practical implementation ensured the recommendations were both commercially relevant and achievable."

Marc Serra

Chief Strategy & Transformation Officer

BPP

Marc led the engagement with Merlin5 as BPP set out to understand its commercial priorities and build the foundations for its next phase of growth as a TDR Capital-backed business.

"Merlin5 played an important role in helping us assess and strengthen the commercial foundations of our sales organisation. Their evidence-led approach helped us identify opportunities to improve sales execution, pipeline quality, operating discipline, and overall commercial effectiveness."

"They combined deep practitioner experience with practical recommendations that enabled us to move quickly from diagnosis to action. The outputs provided a clear blueprint for improving execution consistency, supporting future growth, and building a more scalable commercial organisation."

"Their ability to balance strategic thinking with practical implementation ensured the recommendations were both commercially relevant and achievable."

Marc Serra

Chief Strategy & Transformation Officer

BPP

Marc led the engagement with Merlin5 as BPP set out to understand its commercial priorities and build the foundations for its next phase of growth as a TDR Capital-backed business.

Find out what will drive your next phase of growth

The Growth Assessor™ establishes what is limiting growth across sales, marketing, operations, finance and leadership — and models the commercial impact of acting against your own sales velocity. Two hours from your team, three weeks end to end.

Merlin5 is a sales transformation and commercial growth consultancy built by experienced sales and revenue leaders.

Merlin5 is a sales transformation and commercial growth consultancy built by experienced sales and revenue leaders.

© 2026 Merlin5

© 2026 Merlin5