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Hospitality + Events
Manufacturing + Operations
Nonprofit + Public Sector
Professional Services
Real Estate + Property Services
Retail + Commerce
PRACTICE AREAS
Build
— Websites, brands, and the digital experiences around them.
Automate
— Workflow, AI teams, and the systems that carry the work.
Demand
— Intent signals, audiences, and managed advertising.
Advise
— Strategy, architecture, and fractional leadership.
Build
85 SERVICES
Website Strategy and Planning
Website discovery and requirements planning
Website architecture and sitemap development
User journey and conversion-path planning
Content organization and information architecture
Competitive website reviews
Website performance and opportunity assessments
Landing-page strategy
Lead-generation and conversion strategy
SEO AEO and Indexing
Technical SEO audits
Search engine indexing reviews
AI Engine Optimization (AEO)
Generative Engine Optimization (GEO)
On-page SEO
Website structure and schema markup
Metadata and page-title optimization
Keyword and topic strategy
Local search optimization
Google Search Console configuration
Indexing-error identification and correction
Search visibility monitoring
Content recommendations for traditional and AI-powered search
Page-speed and Core Web Vitals improvements
Website Design and Development
New website design
Existing website redesign
Landing-page design and development
Mobile-responsive design
User interface and user experience design
Wireframes and interactive prototypes
Accessibility reviews and improvements
Custom forms and lead-capture systems
Customer, employee, partner, and vendor portals
Knowledge bases
Event and registration websites
Custom dashboards
Website integrations
Custom web applications
Ongoing website maintenance and support
Custom Web Applications
Requirements definition and application architecture
Intranets and employee hubs
Event management platforms
Registration and ticketing systems
Project and task management applications
Client, partner, and vendor portals
Member portals and private communities
Document and resource libraries
Knowledge bases and internal wikis
Learning management systems
Custom dashboards and reporting views
Request and approval workflows
Role-based authentication and permissions
Directory and profile systems
Scheduling and booking applications
Forms, applications, and submission review
Payment, invoicing, and subscription integrations
Progressive web apps and mobile-first builds
API and third-party integrations
Hosting, monitoring, and ongoing support
Branding and Messaging
Brand positioning
Brand architecture
Company and product naming
Tagline development
Brand messaging frameworks
Value proposition development
Website copywriting
Sales and marketing copy
Visual identity development
Logo and service-mark development
Color, typography, and design systems
Brand guidelines
Marketing collateral
Presentation and pitch-deck design
Social media graphics
Advertising creative
Infographics, diagrams, and visual storytelling
Motion graphics and short-form video
Website Content Management
Content strategy and planning
Page copy development
Blog and editorial content
Content calendars
Content migration
Website content updates
Image and media optimization
Wix and other CMS management
Forms, downloads, and resource management
Ongoing content publishing
Automate
209 SERVICES
Business Process Assessment
Business-process evaluation
Current-state workflow mapping
Bottleneck and friction identification
Manual-task and duplication analysis
Handoff and decision-point mapping
Data-flow assessment
Technology and integration assessment
Automation-readiness assessment
AI-readiness assessment
Risk and dependency identification
Process-improvement recommendations
Automation opportunity and ROI analysis
Workflow Design
Future-state workflow design
Business-process redesign
Standard operating procedure development
Workflow documentation
Responsibility and ownership mapping
Human, AI, and shared-responsibility design
Approval workflows
Escalation paths
Business rules and decision logic
Scheduling frameworks
Task queues and work assignment
State management
Quality-control checkpoints
Exception-handling processes
Custom AI Assistants
Executive assistants
Department and team assistants
Customer-service assistants
Sales and marketing assistants
Research assistants
Reporting and analytics assistants
Project-management assistants
Operations assistants
Document-management assistants
Email and correspondence assistants
Calendar and meeting assistants
Knowledge and support assistants
Industry-specific AI assistants
Secure internal AI assistants
Client-facing conversational assistants
Voice, text, email, and chat-enabled assistants
AI Teams and Agent Systems
Multi-agent team design
Agent hierarchy and reporting structures
AI agent roles and job descriptions
Lead-agent and sub-agent architecture
Specialized departmental agents
Cross-agent collaboration workflows
Agent task routing
Human approval and oversight systems
Agent permissions and access controls
Agent performance measurement
Temporary or on-demand skilled AI agents
AI workforce subscriptions
Knowledge and Intelligence Systems
Private organizational knowledge bases
Retrieval-Augmented Generation (RAG)
Semantic search
Vector databases
Knowledge graphs
Document intelligence
Organizational memory systems
Conversation and activity memory
Policy and procedure libraries
Document classification and tagging
Automated document summaries
Data extraction from documents
Searchable email and communication archives
Role-aware information retrieval
Source citation and traceability systems
Custom Tools Skills and Integrations
Custom AI skills
Custom plugins
Model Context Protocol (MCP) tools and servers
API development and integration
Webhook development
Third-party platform integrations
CRM integrations
Email and calendar integrations
Microsoft 365 integrations
Google Workspace integrations
AWS integrations
OpenAI and Claude integrations
Social media platform integrations
Data-provider integrations
Credential-vault integration
Secure tool access and permissions
Custom internal applications
Custom mobile applications
Custom APIs
API design and specification
Public and partner API development
Internal service APIs
Prospect and lead delivery APIs
CRM record push and synchronization
Email platform and ESP feeds
Ad platform audience delivery
Webhook publishing and subscriptions
Real-time lead notification endpoints
Batch export and scheduled delivery
Authentication, keys, and rate limiting
API documentation and developer onboarding
Versioning and deprecation policy
API monitoring, logging, and alerting
Business Automation
Marketing automation
Sales automation
Customer onboarding automation
Client communication automation
Email and SMS automation
Lead routing and follow-up
Document-processing automation
Data-entry automation
Reporting automation
Scheduling and reminder automation
Approval and review automation
Project and task automation
Customer-support automation
Employee onboarding automation
Vendor and partner workflows
Accounts payable and receivable workflows
Order-entry automation
Compliance and audit workflows
RFID, BLE and IoT
RFID tag and reader system design
BLE beacon network design
IoT sensor selection and deployment
Asset and inventory tracking
Equipment and tool check-in / check-out
Access control and zone monitoring
Attendee and visitor tracking
Badge and credential systems
Proximity-triggered content and offers
Event and venue engagement experiences
Interactive display and kiosk triggers
Physical-to-digital campaign attribution
Dwell time and traffic-flow analytics
Condition monitoring — temperature, humidity, motion
Gateway, network, and edge configuration
Device provisioning and fleet management
Sensor-data pipelines into reporting and AI systems
Workflow triggers from physical events
Data and Reporting Systems
Data pipeline design
Data ingestion and normalization
Database design and management
Data synchronization
Data enrichment
Data deduplication and identity matching
Business intelligence dashboards
Custom reports
KPI development and monitoring
Operational analytics
Predictive analytics
Automated daily and executive briefings
Role-based dashboards
Data-quality monitoring
PostgreSQL and vector-database solutions
Custom Business Platforms
Internal operations platforms
Relationship and CRM systems
Project-management platforms
Sponsor and donor-management systems
Employee and HR portals
Partner and vendor portals
Document-management systems
Support-ticketing systems
Organizational directories
Activity streams and communication hubs
Secure online communities
Role-based authentication and access
Approval hubs
Audit logs and governance systems
Implementation and Adoption
AI and automation implementation
Platform configuration
Data and system migration
Controlled deployment
Pilot-program development
Acceptance testing
Human-review procedures
Staff onboarding
User training
AI-assistant training
Workflow transition planning
Change-management support
Process documentation
Governance and usage policies
Managed Intelligence
AI assistant hosting
Application and platform hosting
System health monitoring
Agent performance monitoring
Prompt and instruction refinement
Knowledge-base updates
Agent coaching and reinforcement
Workflow refinement
Model and technology upgrades
Security and permission reviews
New agent and capability development
Performance and ROI reporting
Quarterly strategy reviews
Long-term technical support
AI Strategy Consulting
AI-readiness assessments
AI opportunity identification
AI strategy development
AI roadmaps
AI workforce planning
Custom AI assistant planning
Agent-team design
Human and AI responsibility planning
Model and platform selection
AI governance
Responsible AI planning
Data and knowledge readiness
Security and access planning
AI adoption and change management
AI ROI and performance planning
Demand
166 SERVICES
Intent Intelligence
In-market buyer identification
Behavioral intent monitoring
Topic and keyword intent analysis
Custom intent-topic development
Topic-to-brand matching
Buying-signal identification
Demand-spike detection
Intent scoring
Signal-quality analysis
Buyer-stage identification
Market-demand analysis
Competitive-interest analysis
Industry and category intelligence
Geographic market analysis
Consumer and business intent research
Audience Development
Custom audience building
Intent-based audience development
Social media custom audiences
Persona-based audiences
Consumer audiences
Business and professional audiences
Geographic audiences
Demographic and behavioral audiences
Lookalike audience development
Suppression audiences
Audience segmentation
Audience testing and refinement
Audience refreshing and maintenance
Custom audience exports
Platform-ready audience delivery
Identity and Data Enhancement
Anonymous website-visitor resolution
Buyer identity resolution
Consumer identity matching
Business identity matching
Contact-data enhancement
Company-data enrichment
Demographic enhancement
Firmographic enhancement
Behavioral-data enhancement
Email and mobile matching
Social-profile matching
Household and address matching
CRM record enhancement
Database cleansing
Duplicate-record resolution
Data standardization and normalization
Daily, weekly, or monthly data synchronization
Prospect and Market Research
Company research
Contact and decision-maker research
Customer persona development
Buyer-profile development
Market and competitive research
Industry classification
Business-model identification
Revenue and employee estimates
Geographic-market identification
Digital-presence analysis
Marketing-gap analysis
Advertising activity analysis
Search-visibility analysis
Prospect prioritization
Lead scoring and qualification
Digital Advertising Management
Digital advertising strategy
Managed-media campaigns
Meta advertising
LinkedIn advertising
Google advertising
Display and programmatic advertising
Retargeting campaigns
Intent-based advertising
Audience activation
Campaign setup and deployment
Advertising account configuration
Pixel and conversion tracking
Campaign budget management
Creative and messaging coordination
A/B testing
Audience testing
Campaign optimization
Advertising compliance
Media-spend reconciliation
Campaign performance reporting
Social Audience Building
Meta Custom Audience development
LinkedIn Matched Audience development
Customer-list audience preparation
Website-visitor audiences
Engagement audiences
Video-view audiences
Retargeting audiences
Lookalike and modeled audiences
Intent-enriched social audiences
Audience formatting, hashing, and delivery
Audience refresh automation
Platform matching analysis
Audience growth and decay monitoring
Cross-platform audience strategies
Campaign Activation
Intent-based campaign planning
Segment and campaign development
Persona-specific messaging
Automated email campaigns
SMS campaigns
Social advertising campaigns
Display advertising campaigns
Multichannel campaign orchestration
Lead-nurture programs
Website-personalization campaigns
Lead-routing workflows
CRM campaign synchronization
Sales-team alerts
Real-time follow-up automation
Appointment-generation campaigns
Campaign testing and refinement
CRM and Marketing Automation
CRM implementation and configuration
Mautic implementation and management
Contact and company synchronization
Lead lifecycle design
Lead scoring
Segmentation
Automated nurture programs
Email-deliverability management
Form and landing-page integration
Anonymous-to-known visitor conversion
Sales and marketing handoffs
Campaign-trigger development
Contact-frequency management
Customer reactivation campaigns
Marketing performance dashboards
Advertising and Competitive Intelligence
Active-ad discovery
Competitor advertising analysis
Meta Ad Library research
Google Ads Transparency research
Advertiser identification
Creative collection and classification
Longest-running-ad analysis
Advertising-message analysis
Offer and call-to-action analysis
Media-format analysis
Estimated advertising activity
Campaign and creative monitoring
Competitive advertising reports
Measurement and Reporting
Campaign performance dashboards
Audience match-rate reporting
Reach and frequency reporting
Impression, click, and CTR reporting
CPC, CPM, CPL, and conversion reporting
Audience and creative comparisons
Intent-signal reporting
Lead-quality reporting
Conversion attribution
Pipeline and revenue reporting
Cost-per-prospect analysis
Market-volume reporting
Campaign optimization recommendations
Executive performance summaries
Managed Prospecting
Target-account identification
Decision-maker discovery
Qualified prospect delivery
Intent-qualified lead programs
Appointment-generation programs
Persona and offer testing
Web-form funnel development
Live lead notifications
Sales-ready record delivery
Database reactivation
Inbound and outbound campaign support
Dedicated prospecting programs
Advise
59 SERVICES
Business and Technology Consulting
Business-process consulting
Digital-transformation consulting
Technology planning
Platform and software selection
Systems architecture
Integration planning
Operational-efficiency consulting
Workflow optimization
Technology-stack reviews
Vendor and solution evaluation
Requirements development
Implementation planning
Marketing and Growth Consulting
Marketing strategy
Audience strategy
Intent-marketing strategy
Customer journey development
Market-position analysis
Competitive analysis
Messaging strategy
Demand-generation strategy
Campaign planning
Media strategy
CRM and marketing-automation strategy
Sales and marketing alignment
Customer-retention strategy
New revenue opportunity identification
Data Strategy Consulting
Data architecture
Customer-data strategy
Data-source evaluation
Data-quality assessment
Identity-resolution strategy
Data enrichment planning
Database and CRM planning
Reporting and analytics strategy
Data governance
Data privacy and responsible-use planning
Business intelligence planning
Measurement and attribution planning
Creative and Experience Consulting
Brand strategy
Digital experience planning
Website strategy
Content strategy
User-experience consulting
Conversion optimization
Presentation and sales-story development
Campaign creative direction
Visual communication strategy
Accessibility and usability consulting
Fractional and Advisory Services
Fractional technology leadership
Fractional AI strategy leadership
Fractional marketing operations
Fractional data strategy
Project and product management
Solution architecture
Implementation oversight
Team and vendor coordination
Staff training and mentoring
Ongoing strategic advisory
Quarterly business and technology reviews