For organizations ready to streamline and automate operations.
✔️ Everything in Foundation Strategy
✔️ CRM optimization or implementation guidance (Odoo, HubSpot, HighLevel, custom CRM, etc.)
✔️ Workflow automation design
✔️ Data structure & reporting strategy
✔️ AI workflow opportunities assessment
✔️ Vendor selection advisory
✔️ 120-day execution roadmap
✔️ 2 strategic advisory sessions per month