What types of business services do you provide?

    • Sales CRM Assessments
    • Evernote Business Certified Consultant (EBCC) – Sales Productivity
    • Customer Service Assessments
    • Marketing Automation Assessments
    • Technology Advisor
    • High Tech Coaching


How do we work with you?

    • We are usually retained as part-time help to accomplish key productivity projects that need to be implemented in a limited amount of time
    • Our consultants typically work from 4 to 32 hours per week on client assignments
    • Our job is to get projects completed ASAP
    • We provide strategy, planning, project management, technology, industry knowledge, coaching, training, outsourcing and leadership resources to the organization


What makes your services different from your competition?

    • We help you understand complex technology and can explain it in layman’s terms.
    • We live and breathe the latest technology every day and bring that understanding and knowledge to our customers
    • We think strategically but act tactically when working with our customers
    • 20 years of implementing and managing 12 different CRM Systems
    • We have experienced Executives who work on your projects
    • Cloud and Mobile solution focused
    • We play Win-Win


How do you work with Strategic Partners?

    • Our management works with results-oriented vendors that provide high-quality and cost-effective solutions
    • We’re happy to work with a customer’s existing vendors or we can bring in one of our strategic partners to accomplish a project
    • The vendors can subcontract to our Firm or work directly for you


Do you receive any commissions from Vendors or other Partners?

    • Over the last five years, almost all vendors in the high-tech industry have some sort of small partner referral or commission fees built into their product pricing…. we participate in most programs. It represents a very small percent of our business income (less than 5%)
    • Customers do NOT pay a higher fee as a result of this pricing structure


Which Industries do you have experience?

    • High-Technology
    • Financial Services
    • Retail
    • Property Management / Real Estate
    • Green / Alternative Energy
    • Government – USA and Foreign
    • Healthcare / Biotechnology


How do you charge for services?

    • We have an minimum retainer that we apply to one or more projects
    • We are also open to discussing a combination of a retainer plus stock incentives or bonuses
    • We also provide High Tech Advisory and Coaching on a daily rate