Services That Deliver Results

Process Audit & Optimization

Map workflows, eliminate bottlenecks, design processes that stick

What's Included

• Comprehensive workflow mapping and documentation
• Bottleneck identification and elimination strategies
• Process redesign with clear ownership and accountability
• Implementation support and change management
• Training and documentation for your team

AI Integration Strategy

Find where AI adds real value, implement without the chaos

What's Included

• AI opportunity assessment across your operations
• Tool selection and vendor evaluation
• Pilot program design and implementation
• Integration with existing workflows and systems
• ROI tracking and optimization

Salesforce Cleanup & Optimization

Untangle your Salesforce, fix what's broken, build what's missing

What's Included

• Org health assessment and technical debt identification
• Data cleanup and deduplication strategies
• Workflow automation and process builder optimization
• Custom development (Apex, Lightning components)
• User adoption and training programs

Fractional Ops Leadership

Ongoing ops improvement and project management support

What's Included

• Part-time operations leadership without full-time cost
• Strategic planning and roadmap development
• Team coordination and project management
• Continuous process improvement initiatives
• Cross-functional alignment and communication

Customer Success Operations

Design onboarding, retention playbooks, and health scoring

What's Included

• Customer journey mapping and optimization
• Onboarding program design and automation
• Health scoring models and early warning systems
• Renewal and expansion playbook development
• CS team workflow and tool optimization

Product Operations & Delivery

Discovery, requirements, backlog management, delivery coordination

What's Included

• Product discovery and requirements gathering
• Backlog management and prioritization frameworks
• Sprint planning and delivery coordination
• Stakeholder communication and alignment
• Release management and go-to-market support

Resource Planning & Utilization

Know where your capacity goes with planning and reporting systems

What's Included

• Capacity planning models and forecasting
• Utilization tracking and reporting dashboards
• Resource allocation optimization
• Demand planning and pipeline management
• Time tracking systems and integration

Revenue Operations Alignment

Connect the dots from lead to renewal with optimized Q2C workflows

What's Included

• Quote-to-cash process optimization
• Sales and marketing alignment initiatives
• Pipeline reporting and forecasting improvements
• Handoff process design between teams
• Revenue analytics and dashboard development