You’ll receive a 6+ page strategy report that maps your current tech stack, highlights system gaps and disconnects, and identifies workflow friction and tool redundancy. It includes a prioritized roadmap with phased integration recommendations, ownership guidance, and rollout sequencing. Visual mapping of systems and friction points is also included to aid clarity and decision-making.

Typically, an Operations, IT, or RevOps lead provides the core input. The intake process focuses on capturing your existing systems, known challenges, and desired future state, without requiring technical deep dives. Cross-functional context is helpful but not mandatory.

The report is delivered digitally in a presentation-ready format, including system visuals, workflow insights, and a structured implementation plan. You’ll receive two revision cycles to refine priorities, update tool inventories, or adjust recommendations based on internal feedback.

You can use the strategy immediately to guide internal implementation, brief IT partners, or prioritize integrations across teams. Many clients follow this with a Workflow Efficiency Guide to optimize process flow, or an Implementation Strategy Plan to turn system alignment into execution-ready actions.