SERVICES
Services
Process, AI, and organization —
improved together.
Three ways to work with us. Each one covers processes, AI, and organization together. Here's what each involves, how long it takes, how it works, and what is not included.
We recommend starting with the Diagnostic.
In 3–4 weeks, we map your processes, tools, and organization, and decide what to do over the next 90 days. If you then need hands-on support, move on to the 90-day program; if you need a sounding board for decisions, move on to the advisory. We never start with a company-wide transformation.
HOW IT WORKS
From the first call to results
After the Diagnostic, you're free to choose the 90-day program, the advisory, or neither. You don't need to go through every step.
Sales DX & Organization Diagnostic
We map your processes, tools, and organization end to end, and decide what to do over the next 90 days. It's the most efficient place to start.
- Who it's for
- Companies of all kinds — those that have adopted SaaS but aren't getting full value from it, whose sales depend on a few individuals, whose web and ad marketing isn't bringing in enough leads, or whose DX direction hasn't reached the front line.
- Duration
- 3–4 weeks
- How it works
- ListenWe talk with leadership, sales managers, and frontline staff.MapWe map how you go from first contact to closed deal (including digital marketing such as web, ads, and social media), the tools you use, your organization, and your meetings.PinpointWe identify dependence on individuals, double entry, rework, and anything else blocking change.DecideWe merge process, tool, and organization issues into one priority list and build a 90-day plan.
- Not included
- System development, CRM configuration, API integration, security audits, tax and legal work, maintenance, HR and compensation system design, and labor issues.
90-Day DX & AI Implementation Program
We narrow the focus to one or two issues and work alongside you until the new way of working is in daily use. Instead of a company-wide transformation from day one, we build one success story in 90 days.
- Who it's for
- Companies that have set priorities through the Diagnostic — or that know their issues but can't move forward internally.
- Duration
- 3 months
- How it works
- FocusChoose one or two priorities and design the roles of the project team.TryRun a small pilot and set internal rules for how tools are used.ExpandCheck adoption and frontline feedback, and rethink how meetings and decisions work.EmbedDevelop internal change leaders and confirm the impact on business metrics.
- Example outcomes
- Half the time to prepare sales proposalsWeb and ad inquiries that turn into sales meetingsSales meetings shift from reporting to decisionsProject owners propose the next improvement themselves
- Not included
- Same as the Diagnostic. Hands-on development and configuration are handled with outside specialists.
* Example outcomes are typical improvement patterns, not past results.
Management, DX & Organization Advisory
An ongoing sounding board for leadership decisions. Of the three options, this is where organizational and management topics fit most naturally.
- Who it's for
- Leaders who want someone to think decisions through with; companies that want IT vendors' proposals evaluated; companies reviewing management as they grow or go through a generational transition.
- Frequency
- About twice a month
- Topics
- Thinking partner for leadershipPrioritizing DX and AI initiativesEvaluating IT vendor proposalsDigital marketing (web, ads, social media): direction and budgetOrganization structure and developing managersOrganizing to partner with global companies
FIT
Does this sound like you?
The more of these apply, the more likely we can help. If we don't think we're a good fit, we'll say so at the first conversation.
You've adopted SaaS, but people on the front line aren't using it
Only the CEO and a few veterans see the whole picture of how work gets done
A business succession is coming, and you need to pass on operations and know-how
The organization has grown, and management practices haven't kept up
You've set a DX direction, but it hasn't reached the front line
You're considering partnerships with overseas or large companies
No one in-house can judge vendors' proposals
You want help deciding where to start
Let's start with a 30-minute conversation.
Online and free. No sales pitch, and no obligation to sign anything. If we're not the right fit for you, we'll tell you honestly.
Book a free 30-minute call