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Consulting Services for Enterprise Technology Buyers

Unlock your CRM, CX and AI Potential for Profitable Growth

Don’t navigate CRM, CX and AI decisions alone. We provide deeply researched, independent advisory to de-risk your investments and turn technology into measurable business outcomes.

Unlock your CRM, CX and AI potential for profitable growth

Does this sound familiar?

Your CRM adoption is low and the system isn't helping your teams

You need a new system, but you don't want to pick something that's obsolete tomorrow

Your IT landscape is overly complex and killing business agility

Your transformation is stalled - or never properly started

You want to use AI, but don't know where to start or what is worth funding

What you get

Practical outcomes, not slides

Clear priorities, tied to business outcomes

A decision path you can execute (not a "strategy deck" that dies on your Sharepoint)

Reduced vendor risk and implementation regret

Faster time-to-value via the right process and the right system choices

Get Unstuck, Fast (Power Hour)

For a specific CRM/CX/AI challenge when you don’t want a long engagement. Walk away with actionable clarity.
Unleash your CRM (6-week momentum reset)

When adoption is low and the CRM isn’t working. Identify potentials, fix what’s blocking usage, rebuild momentum fast.


Software Selection (lightweight & de-risked)

Select the right CRM for sales/service/marketing without burning your team in a months-long beauty contest.


AI Readiness Check

Identify the best processes to start with based on business priorities and risk profile—so “AI” becomes a plan, not a slogan.

IT Architecture Review and Roadmapping

Simplify an overly complicated/outdated landscape, reduce complexity, improve agility, and define future-state options.
CRM Process Design

Modern, user-loved processes designed with decades of process design + enterprise architecture experience.

Fractional CX Director

Leadership to drive CRM/CX initiatives end-to-end (strategy → delivery → operating model), including building/operating/migrating systems where needed.

How we work

A proven path to decisions and delivery

Diagnose quickly

Align on outcomes and decision criteria

Execute the plan

Make it stick

Ready to de-risk your next CRM/CX/AI move?