Your revenue should not stop when you do.

TrinityHawk is embedded revenue leadership for founder-led service businesses. We own the number with you, build the commercial engine, and measure ourselves on what still works after we leave.

£60m+ closed  ·  UK, US and Iceland  ·  Certified HubSpot Solutions Partner

Trusted by founders across the UK, US and Iceland.

Teamup9
Atlas
HyperTribe
Sundra
Cloud Assist
Albida
Cerium
UKSV
Cliquify
CoreDMC
Growth App
Huckletree
Taktikal
Debox Technologies
Funema
Future Worlds
The Team
Teamup9
Atlas
HyperTribe
Sundra
Cloud Assist
Albida
Cerium
UKSV
Cliquify
CoreDMC
Growth App
Huckletree
Taktikal
Debox Technologies
Funema
Future Worlds
The Team

You do not have a delivery problem. You have a revenue engine problem.

The pattern is always the same. You close the deals. You chase the follow-ups. The forecast lives in your head. The CRM is a graveyard. Referrals are the only reliable source of new business. And every time you step back, revenue steps back with you.

That is not a discipline problem and it is not an effort problem. It is an architecture problem. The business was built so that you are the system. Most founder-led service firms hit that ceiling somewhere between £1m and £5m, and then sit there.

We move the credibility from you, and into the business.

That is the actual job. Not a strategy document. Not a training day. Every engagement is measured on one thing: what still works after we leave.

It is also what we have done ourselves. TrinityHawk was founder-led too, and we are building our own commercial engine in public, because we would rather show you the transition than describe it.

Fixed scope. Fixed price. Time-boxed.

No open-ended retainers and no discovery phase that bills for three months before anything changes. You start with a defined piece of work, you see what we actually do, and you decide whether to go further.

Our services

How we help.

Fractional Deal Management

Fractional Deal Management

We embed in your business to build the pipeline, run the deals and close the revenue. Strategy, execution and leadership in one commercial function.

CRM and RevOps Audit

CRM and RevOps Audit

A diagnostic on your toolstack, data and sales process. You get a staged pipeline with rules people will actually follow, and a clear view of what your CRM should be doing. Migration and implementation from a certified HubSpot Solutions Partner, across HubSpot, Reevo and GoHighLevel.

Executive Deal Desk

Executive Deal Desk

Senior review and strategy on the deals that matter, on a day rate. One-to-one sessions with a commercial operator who has closed over £60 million in services and SaaS revenue. For the specific deal you need to win now, not a generic playbook.

Sales Coaching, Advisory and Enablement

Sales Coaching, Advisory and Enablement

We are not trainers. This is advisory and coaching for the people already doing the selling, built around your deals rather than an off-the-shelf curriculum. Most firms overlook it and go elsewhere for it, which is why the capability never sticks.

The pattern is the same everywhere, but the language is not. See how this works for technology and ERP implementation partners, or for agencies and professional services firms.

Why teams consistently rely on us

The commercial
gaps we fix.

Whether you’re an early-stage founder or a business that has stalled, the pattern is the same: a great product and no commercial infrastructure to sell it. We bring the leadership, the plan and the hands-on execution to fix that.

Founder-led sales

Every live deal requires the founder in the room. When capacity is full, the pipeline freezes. We build a sales function that does not depend on one person being in every conversation.

No senior sales leadership

You need commercial judgement, but not the cost, risk, and delay of a full-time senior hire. We embed experienced leadership from day one.

Inconsistent pipeline

If your pipeline is built on memory, spreadsheets, or scattered follow-ups, growth stays unpredictable. We bring structure, visibility, and discipline.

CRM that no one trusts

A CRM should drive decisions, not collect dust. We fix the process underneath it, then make the system work the way your team actually sells.

Strategy without execution

We don't hand you a deck and leave. We stay in the room and help close the deals.

Stalled complex deals

When enterprise deals stall, procurement slows and momentum drops. We help navigate the path from first conversation through to a signed contract.

When you work with TrinityHawk, you’re not hiring one person. You’re bringing in a commercial function that blends senior leadership, hands-on execution, and operational support. Different skill sets. Different levels of seniority. One shared goal: helping your business close better deals and build a revenue engine that lasts.

Meet our experts
Dale Shephard

Dale Shephard

Founder & CRO

TrinityHawk was founded by Dale Shephard to solve a problem he kept seeing: ambitious businesses with great products and no commercial infrastructure to sell them. With clients across the UK, US, and Iceland, and having closed over £60 million in services and SaaS revenue, TrinityHawk is not a solo consultant with a LinkedIn profile. It is an established firm that executes.

Amy Shephard

Amy Shephard

Chief of Staff

Amy ensures the whole operation runs with precision. As Chief of Staff, she manages client relationships, coordinates the team's work, and makes sure every engagement delivers on time and to the standard we have set. She is the operational backbone of TrinityHawk.

Jena Powell

Jena Powell

HubSpot & RevOps Lead

Jena specialises in turning messy commercial systems into revenue machines. As HubSpot and RevOps Lead, she designs CRM architectures, automates sales processes, and builds the reporting frameworks that help leadership actually trust their pipeline data.

Stella Lancaster

Stella Lancaster

B2B Pricing Strategist

Stella works at the intersection of sales and strategy, focusing on how companies package and price their offer. She helps clients move away from guesswork and build pricing models that win deals at better margins.

Testimonials

What our clients say.

Working with Dale and the TrinityHawk team has been a genuinely refreshing experience and one that has made me reflect on what great partnership actually looks like. Dale was introduced through a mutual friend, and we quickly got talking about the sales process and how to use HubSpot to our advantage rather than just another admin tool sitting in the background. That conversation very quickly turned into action. Dale has not only remodelled our HubSpot instance to make it an active and essential ingredient of our sales process, but has integrated other platforms and tools to create something that genuinely works for how we operate. Throughout, what has stood out is his agility and flexibility. There is no bureaucracy, no waiting for decisions to filter through layers, just fast, thoughtful responses and a real willingness to adapt as our needs evolved. That responsiveness is rare, and it made a real difference to how the work progressed. What also stood out was the calibre of people brought to the table. Dale led the engagement throughout, which meant consistent vision and accountability, but he also knew exactly when to bring in the right specialist. Jena's involvement at key points added real depth, and it never felt like we were getting a generalist stretched across too much, quite the opposite. Perhaps most impressive was the breadth of thinking Dale brought to our situation. We came in with a legacy HubSpot instance, monday.com already embedded in the business, and a set of requirements that did not fit neatly into an off-the-shelf answer. Rather than mapping our needs to a pre-packaged solution, Dale took the time to truly understand our business processes, our tech stack, and where we were trying to get to, and built a migration and integration approach that brought everything together in a way that actually made sense for us. It was genuinely holistic, and the result felt harmonious rather than bolted together. For any business looking for a partner who thinks at the enterprise architecture level but operates with the responsiveness of a much smaller team, I would recommend Dale without hesitation.

Laura Lucas
Laura LucasManaging Director, UKSV Creates
Managing Director, UKSV Creates

Common questions

How do I reduce founder dependency in sales?

Founder dependency ends when the three things only the founder does are moved into the business: the relationships, the judgement about which deals are real, and the follow-through. In practice that means a defined pipeline with entry and exit rules, a forecast that lives in a system rather than the founder's head, and someone other than the founder leading the commercial conversation, with the founder free to sit in as the expert, not the salesperson. TrinityHawk does this as an embedded engagement, typically starting with a RevOps audit and moving into fractional deal management once the pipeline is running.

How do I fix my sales pipeline as a founder of a service business?

A pipeline that will not forecast is usually not a pipeline: it is a list of conversations with no shared definition of what moves a deal forward. Fixing it starts with stages defined by buyer behaviour rather than internal optimism, entry and exit rules for each stage, and one owner per deal. Only then does CRM configuration help, which is why so many CRMs sit unused: the tool was asked to record a process that had never been designed.

Who can help a service business owner close more deals?

Options range from sales training, which improves technique, to outsourced SDR agencies, which buy activity at the top of the funnel, to embedded fractional revenue leadership, which works the live deals with you. For a founder-led firm where the founder is still closing everything, the constraint is usually capacity and process rather than technique. TrinityHawk embeds as a fractional CRO and works the deals directly, including an Executive Deal Desk on a day rate for firms that only need senior help on specific deals.

Best HubSpot implementation partner for a small B2B service business

For a small B2B service business the useful test is whether the partner will design the sales process before configuring the CRM. Most implementation failures are process failures wearing a software costume. TrinityHawk is a certified HubSpot Solutions Partner working with founder-led service firms in the UK and US, covering migration, implementation and optimisation, including Pipedrive to HubSpot migrations and HubSpot Revenue Hub. We design the pipeline first and configure second.

Ready to build a commercial engine that delivers?

If your growth depends on one person being in every deal, let’s fix that. Book a call and we’ll tell you if there’s a fit.

Book a call