Who It’s For
01
Mid-sized companies earning $5M–$50M annually
02
CEOs, COOs, and Directors ready to scale with structure
03
Teams feeling growing pains — confusion, rework, customer churn
04
Businesses using CRMs like Salesforce or HubSpot but under-leveraging them
Our Services: Tailor-Made Services for Every Need
Custom Alignment Snapshot
clarity on your top bottlenecks
Efficiency Impact Estimate
measurable view of lost productivity
3 Action Steps
a prioritized roadmap to restore flow
Bonus
We’ll show you how to apply our free Handoff Harmony™ Calculator to measure your ROI potential.
Why It Works
Our proven Handoff Harmony™ Framework has helped companies align departments, fix workflows, and reclaim hundreds of thousands in lost value.
With 20+ years of experience inside leading companies like ADP, Ceridian, PeopleSoft, UKG, Morgan Stanley, and Schwab, we’ve seen what great systems look like — and how to build them in growing businesses.
We don’t deliver theory.
We build practical systems that actually stick.
The Pain
Your business is growing fast — but it’s starting to feel messy.
Sales closes a deal.
Implementation gets the project halfway.
Service scrambles to save the relationship.
The result?
-
Missed deadlines
-
Frustrated clients
-
Lost profit hiding in plain sight
You’re not alone — and it’s not your people.
It’s the handoffs between them.
The Problem
Most companies lose $900K–$1.1M per year from broken transitions between Sales, Implementation, and Service.
The root cause: no unified system.
Each department works hard, but not together.
Information gets lost. Ownership gets blurred. Customers feel it first.
If you’re tired of fighting fires instead of scaling growth — this session is for you.
The Solution
The Clarity Assessment Call is a free 30-minute consultation designed to:
-
Pinpoint where your internal handoffs are breaking down
-
Quantify the real cost of misalignment
-
Map the top 2–3 actions that will recover lost revenue and rebuild flow
You’ll leave with clarity, direction, and momentum — even if you never work with us again.
Our Clients Report
10–20%
team efficiency gains
5–12%
customer retention lift
30–50%
faster project starts
Because when your systems flow, your business grows.