Clarity before you spend more.
We map your process, review your tools and data readiness, and prioritize a business case and roadmap. Implementation is optional and scoped separately.
One process, one useful change
We map one workflow, find the bottleneck, and define a change we can check. The documented roadmap is the separately scoped consulting deliverable.
Map one workflow
We walk through one process end to end: what starts it, who handles it, and where it ends.
Identify the bottleneck
We find where work stalls: missing information, repeated copying, or missed follow-up.
Define a useful change
We propose the smallest useful change and how we will check that it worked.
Documented roadmap
You get a prioritized roadmap. Implementation is optional and scoped separately.
Training, build, or ongoing care
Choose the level of help your team needs. We agree the deliverables and responsibilities before work starts.
Learn to use it
You or your team operate the tool. Scope may include training and written instructions.
Build and hand off
We deliver an agreed reusable workflow or tool, documentation, and acceptance checks. Maintenance only if agreed.
Operate and improve
We run agreed checks, fixes, and changes with an accountable owner. Scoped separately.
Your agreement defines what we check, who responds, and which changes are included.
Illustrative workflow, not a client result
How an inquiry moves through an agent
A useful agent shows its work and hands off to a person. This is a generic demonstration with sample data, not a real customer record.
- 1
New inquiry arrives
A website form asks about catering for an event.
Inquiry: Do you cater office lunches? What details do you need? - 2
Approved business context
The agent checks your approved knowledge base only.
Sources: catering overview, what to ask guests, lead time. - 3
Draft reply and CRM note
It drafts a response that asks for the missing event details and logs the conversation.
Draft: Thanks for asking. To confirm options, can you share the date, guest count, and any dietary needs? - 4
Designated team member reviews
A named team member reviews and approves this example before it sends.
Reviewer: A designated team member approves before send. - 5
Approved reply and follow-up task
The approved reply sends, and a follow-up task is assigned to that team member.
Task: Confirm event details received. Follow-up: check back in 2 days. - 6
Checks and information updates
Who checks failed sends and updates the knowledge base has an owner and cadence agreed in your scope.
Owner and cadence for failed-send checks and info updates are agreed in scope.
Demonstration only. The agent does not send real messages or change live CRM records until your workflow is built, tested on real inputs, and approved. Access, human review, and who maintains the information are defined in your agreement.
Frequently asked questions
Is consulting the same as implementation?
No. Consulting gives you a map and a prioritized plan. Implementation is a separate, scoped engagement if you decide to move forward.
Do you need access to my analytics?
We review the data you authorize us to access and identify tracking gaps before drawing conclusions. We work with what you can share.
What do I walk away with?
A documented view of your current process, a tools and data readiness review, and a prioritized roadmap with the business case for each item.
Is consulting included in Hub DIY or Managed Growth?
No. Strategy and consulting is a separately scoped engagement, not part of the standard Hub tiers.
Get a clear plan before you spend more.
Tell us where work gets stuck and we will map it honestly.
Talk through your project