Business systems that match your real-world workflow.
We assess your systems, automations, and integrations against how your business actually runs, then lay out a clear plan to close the gap.
Best for sales, ops, and service teams buried in manual work or confusing flows · Typical engagement: 3-8 weeks
What you get
Outcomes you can expect from an engagement.
- A clear map of your current systems, data flows, and failure points.
- Prioritized findings on architecture, automations, and data quality.
- Recommendations for integrations with billing, email, support, and internal tools.
- A practical roadmap you can execute with us or your own team.
A good fit if…
When this service tends to deliver the most value.
- Teams buried in spreadsheets, manual updates, or duplicate tools.
- Organizations whose systems were adopted, then abandoned because they never fit.
- Leaders who want clean, actionable data.
How we work
A typical engagement from first call to launch.
- 01Current-state process mapping and identification of bottlenecks.
- 02Design of entities, relationships, and fields that reflect your business.
- 03Gap analysis and a prioritized roadmap, with optional implementation.
- 04Documentation and handoff so your team can act on the findings.
Typical stack
Common tools and platforms we use for this type of work.
ZohoHubSpotCustom SystemsAPIs & Webhooks
Client impact
From scattered spreadsheets to a single source of truth.
We tend to get called in when teams are drowning in spreadsheets, ad-hoc tools, and no clear path forward. We tend to find out that teams actually are doing things adhoc, so in conforming to best practice where possible, and customizing where not, we get a pragmatic syste built for the business.
- Large-scale Automation: Automated dozens of manual processes across HubSpot and Zoho One instances, significantly increasing cross-org efficiency.
- Financial Integration: Built a critical sales-to-QuickBooks integration, replacing 8 hours of clerical work per week.
- System Consolidation: Merged three disconnected systems into a single source of truth, eliminating duplicate entry and reporting conflicts.