Here’s what we do,
and how we do it.

We’re an agency that specializes in growth operations.

[grohth op-uh-rey-shuhns]

Noun

  1. The actions that define how a company does its most important growth functions, by leveraging the right mix or processes, strategy, automation, and tools.

Our process is simple, yet comprehensive.

Step 1: audit of current state

We’ll do a deep dive into your current processes, workflows, and tools, taking note of what’s working — and what isn’t.

  • Current process evaluation, highlighting and prioritizing inefficiencies

  • Disconnects between team effort and value

  • Tool cost compared to usage rates & value

  • Manual, repetitive work

  • Areas of opportunity

Step 2: recommendations

Based on what we learn, we’ll create a detailed plan on how to best improve your team’s internal operations while reducing cost.

  • Full process remapping

  • Interactive flowchart & documentation of proposed shifts

  • Tool consolidation recommendations

  • Tool replacement and/or purchase recommendations

  • Automation opportunity, both for efficiency and quality of work

Step 3: implementation

When you’re ready to roll, we’ll make it as smooth as possible.

  • Rollout of new processes to teams

  • Cost negotiation & purchasing of current and new tools

  • Tool implementation, including custom builds

  • Integrations between tools

  • Development of workflow automations

  • Training & support on new processes and tools, including live trainings, documentation, & custom videos

Step 4: adoption & maintenance

A great process is only as good as the people using it.

  • Successful adoption initiatives

  • Course correction for adjusting teams

  • Team satisfaction measurement

  • Continued sessions for training and best practices

  • As-needed maintenance

  • Adjustments to tools to support needs, including additional custom features and new automations

Areas of expertise

  • We help your business choose the right CRM, negotiate the best price, and implement the ideal custom solution for your teams. By connecting sales, marketing, and account management under one roof, we’re able to deliver an integrated system that works natively for everyone, while elevating transparency, organization, efficiency, and quality of work to an all-time high.

  • Sales and marketing teams have a lot of interwoven processes and tools to manage. We help make it simple. Our expertise includes contact databases, proposal & contract software, virtual calling systems, calendar automation, AI meeting notes, email & LinkedIn outreach, and much more.

  • We help companies retain and grow their most critical customers and accounts. Our expertise includes customer engagement platforms, satisfaction measurement, retention strategy, pre-emptive cancellation indication, and strengthening collaboration with your sales team.

  • We’ll make your marketing dollars go further. Our expertise includes choosing the right tools, organizing and segmenting your audience, planning better campaigns, connecting marketing actions to sales funnels, creating templates, and ensuring compliance.

  • The best teams are organized, transparent, and focused on the things that matter. We’re experts are finding and implementing the system that works best for your team — whether that’s out of the box or requires deep customization. We make life easier for teams by automating repetitive tasks. Managers can track budgets and focus on OKRs/KPIs. Everything is integrated into your existing tech stack.

  • Whether your team is working from home, across different regions, or a hybrid approach, connectivity and transparency are more important than ever. From communication platforms (messaging, calendars, automation) to team management systems (OKR tracking, hiring and HR tools, employee engagement initiatives), we’ve got you covered.

  • We’ll help your team build or refine your external communication strategy and process. This includes press releases, client communications, social media, digital engagement initiatives, events, and more.

  • Rapidly growing companies need to make quick shifts. We can help. Our expertise includes performance tracking systems and processes, long term planning, change management, board meeting management, budget tracking and audit, and much more.

Want more details?