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Frequently Asked Questions

What is the ElevateForward.ai platform?

ElevateForward.ai is an AI-powered strategy and execution platform that helps SMB and enterprise leaders turn insights into clear priorities and measurable action. It centralizes strategy design, decision-making, and execution in one place.

Is this software or consulting?

It’s software first.
The platform is designed for self-serve use, with optional access to experienced consultants if you want help implementing your strategy faster.

Do I need ElevateForward.ai reports to use the platform?

Reports enhance the platform by providing structured insights, but the platform is built to centralize and operationalize strategy — whether insights come from ElevateForward.ai or existing inputs.

How is this different from tools like Notion, Asana, or HubSpot?

Those tools manage work.
ElevateForward.ai manages strategy — helping you decide what work matters most and why, then connecting it to execution.

Who is the platform designed for?

The platform is built for:

  • Founders and CEOs responsible for strategy

  • Executives and operators responsible for execution

  • Consultants who support strategy delivery

If you own, create, or implement outcomes, this platform fits your role.

Can my team use the platform together?

Yes. The platform is designed to support collaboration across leadership and operations teams, creating shared clarity around priorities and execution.

What happens if we need help implementing our strategy?

You can access experienced strategy and operations consultants directly through the platform on an as-needed basis. There are no required engagements.

Is consulting support required?

No. Many customers use the platform independently. Consultant support is optional and available only if you choose to use it.

How quickly can we get started?

Most customers can begin using the platform immediately after signup and generate value within their first session.

Can we start small and upgrade later?

Yes. You can start with a core platform tier and upgrade as your needs evolve. Your strategy, insights, and history stay with you as you grow.

What happens if we cancel?

You can cancel at any time. There are no long-term commitments, and you retain access through the end of your billing period.

Is this built for small businesses or large companies?

The platform is designed specifically for SMBs that need clarity and execution discipline without enterprise complexity or traditional consulting overhead. However, any size company may use the platform!

How secure is our data?

We take data security seriously. Customer data is protected using industry-standard security and access controls. You may review our customer data privacy policies on our Support page.

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