CUSTOMER STORY · Source 1 Solutions

Building the commercial foundations for growth

How Merlin5 helped Source 1 Solutions strengthen commercial execution and build a scalable growth platform — in pursuit of 40% revenue growth within two years.

The engagement in numbers

+40%

Revenue growth target

Ambition to grow revenue over two years

6

Pillars delivered

A full commercial transformation programme

118

Countries served

Global technical delivery network supported

About Source 1 Solutions

Source 1 Solutions is a global managed IT, cybersecurity, communications, infrastructure, and technology services provider headquartered in Clearwater, Florida.

Founded in 2011, the company helps organisations modernise technology environments, strengthen security, improve operational resilience, and support business growth through a broad portfolio of managed and professional services.

With headquarters in the United States and Ireland and a technical delivery network spanning 118 countries, Source 1 Solutions supports clients across multiple industries through a combination of highly skilled engineers, strategic technology partnerships, and global service delivery capabilities.

Areas of expertise

  • Managed IT services

  • Cybersecurity

  • Communications

  • Infrastructure

  • Technology & professional services

the problem

The opportunity

Source 1 Solutions had a clear growth ambition. With a strong market position, an expanding solutions portfolio, and a target of delivering 40% revenue growth over two years, the leadership team recognised that sustained growth would require more than increased sales activity.

It required stronger commercial foundations — the kind that could support not just a short-term push, but the next stage of the company's evolution. The focus was on building the sales capability, operating disciplines, leadership accountability, execution consistency, and growth infrastructure to match the ambition.

Source 1 engaged Merlin5 to assess commercial maturity, identify growth opportunities, and build a scalable commercial platform capable of delivering long-term, repeatable results.

THE ApPROach

Diagnostics first, not assumptions

Merlin5 began with rigorous diagnostics — deploying the Growth Assessor, Sales Velocity Analysis, leadership workshops, and commercial diagnostics to build a precise, evidence-based view of Source 1's commercial maturity and growth readiness. The programme then moved deliberately from diagnosis to design to hands-on delivery.

Diagnose. Growth Assessor, Sales Velocity Analysis, and commercial diagnostics to understand where value was being lost.

Design. Leadership workshops to identify the highest-impact growth opportunities and build a prioritised commercial roadmap.

Deliver. Hands-on execution support across process, capability, infrastructure, and talent — building the foundations for 40% growth.

what we used

Growth Assessor™

Sales Velocity Analysis™

Leadership Workshops

Commercial Diagnostics

Customer-Centric Selling

MEDDPICC

Every phase was sequenced deliberately, so execution improvements were built on solid diagnostic foundations and each capability layer reinforced the next — a coherent transformation, not a set of isolated initiatives.

the solution

What Merlin5 delivered

The programme addressed every dimension of Source 1's commercial engine — from sales process and enablement to digital capability, infrastructure, and leadership accountability — organised into six pillars of commercial transformation.

Assessment & sales operating system

A Commercial Growth Assessment established a clear view of maturity, growth opportunities and sales effectiveness — followed by a new Sales Operating System built on Customer-Centric Selling and MEDDPICC, with improved qualification standards, forecasting disciplines and pipeline governance.

Standards, enablement & digital sales

A Sales Standards Playbook, role definitions, onboarding frameworks, competitive battlecards and solution-specific playbooks across the portfolio — plus a dedicated Digital Sales function with its own operating model, KPIs, activity management and structured growth plans.

Commercial infrastructure & talent

Compensation plans, accountability frameworks, reporting improvements, sales-management disciplines and governance structures — alongside recruitment support, capability development, coaching frameworks and leadership enablement to sustain long-term performance.

the outcome

The outcome

The programme provided Source 1 Solutions with a significantly stronger commercial platform — now aligned to its growth ambition and capable of scaling with the business over the long term, with measurable improvements across the full commercial function.

01

Greater clarity

Sharper commercial strategy, clearer accountability, and improved visibility across the sales organisation — a sharper view of where growth comes from and what the organisation is working towards.

02

Stronger execution

Improved sales execution, more consistent standards, and stronger forecasting and pipeline disciplines — teams working the same process, the same way, with forecasts leadership can act on.

03

A scalable foundation

A structured Digital Sales capability, enhanced enablement, and a commercial infrastructure built to support long-term growth — a platform built to carry the ambition, not just this year's number.

A commercial platform engineered to support Source 1's ambition of 40% revenue growth over two years.

Leadership perspective

In their own words

"As we looked to accelerate growth, we knew we needed more than incremental improvements. We needed stronger commercial foundations. Merlin5 helped us evaluate our sales organisation, identify the operational constraints limiting performance, and create a scalable growth blueprint for the future."

"Their work included Sales Velocity Analysis, the Growth Assessor, a complete sales process redesign, sales standards, solution-specific playbooks, leadership enablement, compensation redesign, Digital Inside Sales capability, and talent acquisition. The result was a much clearer operating model, stronger execution disciplines, and a commercial platform capable of supporting our ambition to achieve 40% revenue growth."

"Merlin5 became a genuine growth partner, bringing both strategic insight and hands-on execution support throughout the programme."

Sean Colpoys

President

Source 1 Solutions

Sean led the engagement with Merlin5 as Source 1 Solutions embarked on its most ambitious commercial transformation to date — building the foundations to support 40% revenue growth over two years and establishing a scalable operating model for the long term.

"As we looked to accelerate growth, we knew we needed more than incremental improvements. We needed stronger commercial foundations. Merlin5 helped us evaluate our sales organisation, identify the operational constraints limiting performance, and create a scalable growth blueprint for the future."

"Their work included Sales Velocity Analysis, the Growth Assessor, a complete sales process redesign, sales standards, solution-specific playbooks, leadership enablement, compensation redesign, Digital Inside Sales capability, and talent acquisition. The result was a much clearer operating model, stronger execution disciplines, and a commercial platform capable of supporting our ambition to achieve 40% revenue growth."

"Merlin5 became a genuine growth partner, bringing both strategic insight and hands-on execution support throughout the programme."

Sean Colpoys

President

Source 1 Solutions

Sean led the engagement with Merlin5 as Source 1 Solutions embarked on its most ambitious commercial transformation to date — building the foundations to support 40% revenue growth over two years and establishing a scalable operating model for the long term.

Ready to build your commercial foundations?

Merlin5 partners with mid-market B2B service companies to assess commercial maturity, remove growth constraints, and build the scalable foundations required to achieve ambitious revenue targets.

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