Sample document. The firms in it are described by their trade, and every figure is illustrative.

Plan for a precision engineering firm

Winning new customers outside automotive

A six-month plan to add two sectors where the firm's machining and certification already fit.

Prepared for
A precision engineering firm, West Midlands
Prepared by
A growth consultancy
Date
November 2026

Summary

Two customers in automotive account for most of the firm's orders. The plan below adds medical devices and rail, where the firm's tolerances and quality system are already a fit, with a short list of named buyers in each.

Where things stand

Share of orders from the two largest customers
020406080202220232024202520262022: 58%58%2023: 63%63%2024: 67%67%2025: 71%71%2026: 74%74%

Source The firm's order book, financial years 2022 to 2026

Sectors compared

SectorFit with current workTime to first orderPriority
Medical devicesStrong. ISO 13485 is within reach.6 to 9 monthsFirst
RailStrong. Similar parts and volumes.4 to 6 monthsFirst
DefenceGood, but security clearance takes time.12 months or moreLater
Food machineryModerate. Lower margins.3 to 4 monthsWatch

Source Sector review by the consultancy, October 2026

Goals

12
New buyers met
8
Quotes issued
2
Trial orders won
6 months
Plan length

Source Agreed with the managing director, 6 November 2026

The plan by phase

  1. Month 1: proof. We turn three recent jobs into short case pages with drawings and lead times.
  2. Months 2 and 3: introductions. We contact buyers on the list with a one-page capability sheet and a sample part offer.
  3. Months 4 to 6: quotes and trials. Each enquiry gets a quote within three working days and a named contact.

Roles and responsibilities

WhoWhat they doTime each week
Managing directorMeets buyers and signs off quotes2 hours
Quality managerPrepares certification evidence1 hour
ConsultancyRuns outreach, writes case pages, reportsAs agreed

Next steps

Agree the two sectors on a call

Then

  1. We send the first buyer list within a week