Operations for the AI era
Turn AI hype into AI reality
We are operations specialists transforming businesses with Claude. Every project is measured by its results: hours saved, faster turnaround, and lower cost.
Measurable results, not AI hype
Every AI implementation we take on starts with a problem you can measure. We record the before, set a target, and measure the after. If we can't show the difference, it wasn't worth building.
Hours given back
Hours per week spent on a specific group of tasks, before and after.
Faster turnaround
How long a quote, a lead response, an invoice, or a case takes from start to finish.
Fewer touches and errors
Manual steps, re-keying, and rework removed from the process.
Cost saved
Labor cost, overtime, and outside spend the change removes, in dollars.
Labor redistributed
The hours saved, moved to work that actually needs human judgment: customers, decisions, exceptions.
The goal isn't fewer people. It's people spending their time on the work only people can do. Think of a sales rep freed from CRM updates, with more time to spend with customers.
Why most AI implementations stall
Plenty of companies have bought AI licenses. Far fewer have AI doing useful work. The gap is rarely the model. It's the operations underneath: the data, the processes, the permissions, and who owns the result. That's the work we do.
Data AI can trust
Agents answer from your records. We clean, connect, and govern the data in Salesforce and the systems around it first, so the answers hold up.
Processes written for people and agents
Every handoff documented clearly enough that a new hire or an AI agent can follow it, with the rules and exceptions spelled out.
Agents with a job and a number
Claude or Agentforce gets one specific task, a person accountable for it, and a measured before and after. When a simple flow does the job better, we say so.
One connected stack
CRM, marketing, project, support, and finance systems wired together, so AI sees the whole customer instead of one team's slice.
Our Customers
67 companies, from startups to $1B+ enterprises
Enterprise
$1B+ in annual revenue
- Koch Industries
- Baker Tilly
- Ivanti
- Tigermed
- Siemens
- Koch Industries
- Baker Tilly
- Ivanti
- Tigermed
- Siemens
- Koch Industries
- Baker Tilly
- Ivanti
- Tigermed
- Siemens
Mid-market
$50M to $1B in annual revenue
- Optimizely
- Flock Safety
- Erdman
- Gulf Coast Business Credit
- FoodChain ID
- Carnegie Fabrics
- NeueHouse
- Nutrient
- East Coast Warehouse
- Machine Solutions Inc.
- Backlight
- Rancher
- DeVere
- Optimizely
- Flock Safety
- Erdman
- Gulf Coast Business Credit
- FoodChain ID
- Carnegie Fabrics
- NeueHouse
- Nutrient
- East Coast Warehouse
- Machine Solutions Inc.
- Backlight
- Rancher
- DeVere
Small and growing businesses
Under $50M in annual revenue
- OneDine
- Faust Harrison Pianos
- Paper Tube Co.
- ThreadCheck
- Federal Arbitration
- Futurum
- System Loco
- Our Next Energy
- ABAA.org
- REL, Inc.
- Window Replacement Unlimited
- Red Key Solutions
- SONAR
- Montis Financial
- TVEyes
- FreightWaves
- Cloud Creations
- Zype
- EV Services Group
- Iceberg
- Dual Path Network Solutions
- Sciforma
- KidsOutAndAbout
- National Investment Center (NIC)
- Red Bear Negotiation Company
- Nuhsbaum
- Sonora Network Solutions
- Microscope Stop
- IRSProb
- Worthix
- PointOS
- Push Operations
- Safety Services
- OTMedia
- Connections Marketing
- Graine
- Grants Plus
- Grayhair
- Hazel Cast
- High Mark
- Livestock Direct
- Magna Technology Group
- Med Trainer
- MyCoi
- RJ Health
- Science Exchange
- Stemedix
- Telware
- Valka
Vision without execution is hallucination
Implementation specialties
Claude, Salesforce, and HubSpot are where we go deepest. We implement them, fix them, connect them, and put AI to work inside them.
Claude by Anthropic
Claude rolled out to your teams, connected to your systems, and governed.
CRMSalesforce
The system of record for sales, service, delivery, and finance.
Claude + SalesforceClaudeforce
Our Claude + Salesforce practice, built on the August 2026 partnership.
CRMHubSpot
Marketing, sales, and service hubs set up for teams that want speed.
Salesforce clouds we implement
Five operations disciplines, one floor plan
Each team gets systems built for how it works. Underneath, the data, handoffs, and AI agents connect, so marketing, sales, delivery, success, and finance stop rebuilding the same customer record.
Marketing Operations
We build and run the systems behind your campaigns, from lead capture to the handoff to sales, on Marketing Cloud Account Engagement (Pardot), Marketing Cloud Engagement, or HubSpot, with Claude handling the work in between.
SalesOpsSales Operations
Pipeline stages, territories, forecasting, and the CRM screens sellers live in, built on Salesforce or HubSpot, with Claudeforce and Agentforce taking on the admin work reps avoid.
PMOProject Management
Project data is revenue data.
CS OpsCustomer Success Operations
Customer success operations gives your CS team the data and workflows to keep customers and grow them: health scores, onboarding, renewals, and support that doesn't wait on a queue.
FinOpsFinance Operations
Our finance operations work makes sure customers are invoiced correctly and revenue is recognized properly.
Ways to work with us
Start with a project, keep us on for ongoing support, or bring us in to lead operations.
Our pre-set stack, ready fast
A tested combination of CRM, marketing automation, website, integrations, and AI that we know inside out. Configured to your business and launched on a fixed scope.
Best for: new teams, new business units, or companies replacing tools that never worked. Includes our fixed-scope AI Readiness Audit.
Built around what you run
Already on Salesforce or HubSpot with years of history? We audit what's there, keep what works, and design the integrations, automations, and AI around your stack.
Best for: established orgs with existing systems, data, and reporting to protect.
An operations team on call
A monthly package for administration, fixes, improvements, monitoring, and AI upkeep across Salesforce, HubSpot, and Claude.
Best for: companies without a full in-house admin team.
Fractional COOOperations leadership, part-time
A part-time chief operating officer who sets the operating rhythm, designs processes, and leads systems and AI adoption, with our team to build it.
Best for: founder-led companies outgrowing their processes.
We build the whole stack
Operations work touches every layer, so we cover every layer.
AI Implementation
Most AI projects stall between the demo and the day-to-day.
Tech Stack Integration
We know every layer of the stack, from the website form to the CRM to the billing system, and how they should connect.
Website Development
We build websites as part of the operations stack: fast, search-ready, and connected to your CRM and marketing automation from launch day, so marketing can see what the site produces.
AI Readiness Audit for Salesforce
Before Claude or Agentforce touches your Salesforce org, two things decide whether it helps or hurts: who can see what, and whether the data is true.
Recent work
Real projects from our client boards: what the problem was, what we built, and on which platforms.
- Industrial supply (precision measuring instruments)
Industrial supplier
An AI agent that turns quote-request emails into Salesforce quotes
- Specialty retail (pianos)
Piano retailer
Running a multi-showroom piano business on one Salesforce org
- Commercial finance (factoring)
Commercial lender
From website form to signed credit application, without re-keying
What clients say
Verified reviews from completed projects. Client names are kept private.
Roy is amazing and his team is extremely competent and highly skilled. We have worked with many Salesforce consultants, and Roy is far and away the best. I would highly recommend him to anyone without hesitation.
Roy was there for guidance and saved us from going down many paths that we would have eventually had to back out of. Time and money was saved. We are enjoying the implementation and the related time savings!
Roy and his team have done a great job helping us with a variety of projects. From a full scale instance transition to customization we have had a great experience with him and his team.
Roy is the best CPQ admin we've worked with. He also did amazing general Salesforce admin work for us. Will definitely look for opportunities to work with him again!
How an engagement runs
- 01
Audit
We map how work actually moves through your systems today and measure the baseline: how long each task takes, how many hours a week it eats, and where it goes wrong.
- 02
Design
We agree on the target process, decide which steps stay human, which get automated, and which an AI agent can own, and set the number each change should move.
- 03
Build
Configuration, automation, integrations, and agent setup in a sandbox, tested against real scenarios before anything reaches production.
- 04
Run
Launch, training, and support. We measure the after against the baseline, report the time and money saved, and fix whatever people are working around.
Tell us what's stuck
A 30-minute call is usually enough to tell whether the fix is process, data, configuration, or AI.