Services Overview
Website Creation, Hosting & Maintenance
Services include:
- Custom website design (modern, responsive, SEO-ready)
- Full site development (code or no-code)
- Cloudflare domain, security, and CDN
- Professional email + embedded scheduling
- Ongoing updates, maintenance, and performance tuning
Deliverables: production-ready website, admin portal, and monthly site health reports.
Discuss your website →CRM Design, Setup & Automation
Supported CRMs: HubSpot, Salesforce, Zoho, Monday CRM, ServiceTitan, GoHighLevel, and more.
Services include:
- CRM implementation & customization
- Automated lead forms, calendars, and pipelines
- Integrations with website + Google Ads / Meta Ads
- Automated emails, SMS, follow-ups, and workflows
- Sales pipeline dashboards & reporting
- Migration from spreadsheets or legacy CRMs
Deliverables: fully built CRM, end-to-end automated lifecycle, and user training materials.
Review your CRM →Intranet & Internal Systems
Services include:
- Intranet setup (SharePoint, Notion, Confluence, or custom portals)
- Employee dashboards & internal homepages
- SOP / document management and search
- Single sign-on (SSO) & user management design
- Internal calendars, announcements, and task boards
System Admin & Technical Support
Services include:
- Microsoft 365 & Google Workspace setup
- User onboarding/offboarding & permissions
- Email security, MFA, and compliance configuration
- Software selection and integration support
- Remote helpdesk & troubleshooting
- Hardware recommendations & setup (optional)
Modern Data Infrastructure
Services include:
- Snowflake warehouse setup & optimization
- Data modeling (star schema / dimensional)
- Automated pipelines using dbt, Airbyte, ADF, Power Automate, Fivetran
- Real-time integrations from CRM, ERP, POS, accounting, marketing, and web
Deliverables: all business data centralized, automated refreshes, and monitoring / alerting.
Plan your data stack →Power BI Dashboards & Reporting
Dashboards include:
- Executive overview (Revenue, GP, Cost, TTM, Forecast vs Plan)
- Sales & CRM (pipeline, lead sources, rep performance)
- Marketing (CAC, ROAS, funnels, attribution)
- Operations & logistics (inventory, fulfillment, cycle times)
- Industry-specific dashboards for contractors, healthcare, retail, manufacturing, and more
Reporting automation: scheduled emails, embedded CRM dashboards, mobile apps, and RLS/security.
Build your dashboards →Process Optimization & Automation
Examples:
- Invoice → payment → accounting sync
- Lead → quote → job → close workflows
- Automated customer follow-ups & task creation
- Lead routing by ZIP or service area
- Auto-tagging & categorization in CRM
- Slack/Teams notifications from key business events
Analytics Consulting & Fractional Leadership
Services include:
- Monthly analytics strategy sessions
- Full analytics roadmap creation
- Data governance and documentation
- Custom metric definitions & KPI alignment
- Training & hiring support for internal staff
End-to-End Tech Stack Setup
Complete package includes:
- Website + domain + hosting
- CRM + automations
- Intranet + knowledge base
- Email + workspace setup
- Data warehouse + ETL/ELT pipelines
- Power BI dashboards & reporting automation
- Ongoing support, admin, and continuous improvement
Optional Add-On Services
Options include:
- Photography (products, team, branding)
- Marketing strategy & funnel optimization
- AI chatbot setup for customer service
- Custom API integrations & databases
- Cybersecurity basics (MFA, backups, password policies)
Not sure which services you need? Start with a strategy call and we’ll map out a phased plan that meets you where you are today and builds toward a modern, fully connected tech stack.