About Us

Having implemented many CRM-ERP systems over the years, we've learned that what's most important is having a system that best matches your business' specific needs.

It should be an effective tool for your team, not just a means to have management oversight. Systemizing activity so action is driven by a process, helping the team, rather than adding layers to their workload.

Having the right 'hammer' is way more important than knowing how many times the 'hammer' was swung!

There's little argument that customers want to feel like they know what is going on. In today's super-connected world. They are expecting BOTH an email and SMS text update if your truck/rep/product is going to be late.

Likewise, your staff should have easy access to real-time details on what is happening with any particular order.

It's not expensive to automate this stuff. If you aren't already good at it, contact me ASAP and let's get it fixed. 

Marketing is an entirely different process than sales, where small businesses often struggle with the complexities.

Finding ways to get your brand in front of the right audience AND have them recognize your potential enough to engage is an enormous challenge.

Especially in today's digital world with thousands of competitors clamoring to do the same thing.

Experienced with all facets of Marketing, we can help you avoid costly learning curves.

Finding good people is just the first step.

The days of staff being "happy just to have a job" are long gone. In today's world we need to be active with empowering staff to succeed in their role.

A pay raise is motivating for about 5 weeks, and then the gratitude is gone. So it's very important to also be constantly improving the work environment.

Having a fresh set of ears to hear the concerns and help resolve problems will keep team performance high.   

Change is hard.

Running a business is hard.

Corporations will frequently bring in outside expertise teams to assist with implementing new systems and processes because they know the internal habits, relationships and biases will often derail the change effort. You can too.

Several times now, I've gone in to organizations for 6-12 months of change-rebuild. Two big benefits: 1) fresh perspective and expertise that doesn't exist in the organization, 2) provides a focal point to sponge up any negativity that is eventually removed, so existing management can remain as the 'good gals'.  

Leadership can be stressful and lonely.

Having a trusted peer to confidentially talk through ideas almost always leads to better ideas.

You likely know your business better than anyone else every will. I'm a big believer that we have lot's of ideas from our 'inside voice' that sound great (or bad) rattling around inside our head, but quickly oxidize into something very different when we speak them out loud.

The tricky part is finding someone you can trust to be an effective sounding board to talk them through in the light of day and help you evolve them into great ideas.