One spine.
Six tools, max.
We design and implement operational infrastructure built around how your business actually runs — CRM, AI assistants, integrations, process redesign — so your team stops fighting the stack.
Best for: businesses that have outgrown their current tools and processes.
4 phases. One spine. No retainer.
We catalogue every tool, every login, every shadow spreadsheet. We talk to the people whose lives are made worse by the current setup.
What we actually build.
CRM Re-engineering
Built around your sales motion, not Salesforce's marketing copy.
Source-of-truth Migration
Consolidate scattered data into one searchable spine.
Tool Consolidation
Six SaaS subscriptions → one well-configured stack.
AI Assistant Integration
Receptionist, copilots, internal Q&A — wired to your data.
Process Redesign
Tribal knowledge turned into operational SOPs.
Reporting Layer
Live dashboards your team will actually open on Monday morning.
Sectors we've operated on.
Service Firms
Where every consultant manages their own pipeline in their own way.
Multi-location Retail
When inventory, staffing, and POS live in three different worlds.
Health & Allied
Bookings, billing, recalls — finally on one rail.
B2B Operations
When ops, finance, and CS each built their own version of the truth.
Three steps. No surprises.
Design
Fixed · 3 weeks
- Full systems audit
- Architecture blueprint
- Migration plan
- Walk-away friendly
Build
6–10 weeks · phased
- Full implementation
- Phased migration
- Team training
- Documentation
Operate
Optional retainer
- Quarterly tune-ups
- Priority Slack
- New integrations
- Cancel any month