

• Workflows and
automations
• Forms, calendars,
funnels, and
websites
• CRM setup and
organization
• Broken
connections and
missing follow-up
• Incomplete or
abandoned GHL
builds
• System cleanup
and simplification
• Workflows that
waste time
• Repeated mistakes
and duplicated work
• Confusing roles
and handoffs
• Information that
gets lost between
people
• Processes that
depend on memory
• Systems that no
longer fit the
business
• Standard operating
procedures
• Training manuals
and job aids
• Onboarding
materials
• Process and system
instructions
• Knowledge capture
and transfer
• Quality, safety, and
audit procedures
• Customer
interviews and
listening
• Journey
mapping from
first contact
through
delivery
• Confusing
signup or
onboarding
experiences
• Missed
communication
and follow-up
• Places where
customers stall
or disappear
• Recommendations
for improving
the experience
35+ years
Business experience
Consulting since 2009
Beginning with The Project Cheetah
Corporations • Universities • Small and Midsized Businesses
Experience across very different organizational environments
Practical AI Adoption & Training
Ideation, research, and business development
10 Areas of Business
Manufacturing • Legal • Financial • Marketing • Sales • Training • Human Resources • Communications • Safety • Security

Innovation
Fresh, creative solutions.

Integrity
Honesty and transparency.

Excellence
Top-notch services.

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