We held a capsule panel discussion with industry experts Andy Culligan - Co-founder and CEO of Purple Path, Julia Blake - Founder and director at Blake Consultants, and Jon Davis - Head of Content at Capsule CRM, about what’s holding firms back in 2026, the systems that help win clients more consistently, and retention tactics that protect revenue.
The conversation is particularly relevant for small business owners and function leaders in understanding what they should prioritise when working on their growth plan.
Key points covered include:
- What’s really holding firms back in 2026
- Smart systems to win clients more consistently
- Retention strategies that reduce churn
