Managed services
These are ongoing or larger engagements, not single-day sessions — we work alongside your team over weeks or months to see the change through. Don’t see exactly what you need? We’ll scope a custom engagement.
AI Readiness Assessment
Owners and leadership teams deciding where to start with AI
A structured assessment of your team, tools, and data — delivered virtually, nationwide, or in person if you’re in our NC service area — so you know exactly where AI can help before you invest in a bigger engagement. No generic checklist: real findings specific to your business.
AI Transformation Services
Business owners and leadership teams ready for a bigger shift
AI transformation consulting for businesses that want more than a single workshop: a structured digital transformation engagement to assess where AI can change how you actually operate, redesign the processes and roles around it, and implement the highest-impact changes first — with us alongside your team the whole way, not just for a day.
AI Enablement
Teams that already use AI a little and want it to actually stick
Training day energy fades fast without something to sustain it. We build the lasting support system around your team’s AI use — internal champions who can help their teammates, a living playbook of approved workflows and guidelines, and a plan for keeping new hires and new tools covered — so adoption keeps growing after we leave.
AI-Assisted System Migration & Implementation
Operations and IT leads replacing or upgrading a core system
Moving to a new CRM, ERP, accounting platform, or line-of-business system is normally slow and error-prone — mapping old fields to new ones, cleaning up years of messy data, and writing documentation nobody reads. We use AI to speed up the parts that used to take weeks: data mapping and cleanup, configuration, migration scripts, and testing, so your team spends its time on decisions instead of grunt work.
IT Consulting
Business owners and ops leaders without an in-house IT department
Ongoing IT consulting and IT strategy for small and mid-sized businesses across the Triangle, Triad, and Charlotte — technology decisions, software and vendor selection, and a systems roadmap, all viewed through where AI can actually save your team time, not just checkbox compliance.
Fractional CTO Services
Founders and leadership teams who need technical leadership without a full-time hire
Senior technology leadership on a fractional basis — architecture and vendor decisions, a realistic AI and systems roadmap, and someone in the room for the calls that shape how your business runs technically, without the cost of a full-time CTO.
Managed IT Services
Small and mid-sized businesses that need reliable, ongoing IT support
Day-to-day IT support and systems management — help desk, device and account administration, security basics, and vendor coordination — delivered by the same team that’s already teaching your staff to use AI well, so support and adoption never work against each other.
Fractional GTM Engineering
Sales and marketing leaders who need technical GTM systems built, not just advice
Hands-on GTM engineering on a fractional basis — building and connecting the CRM, outbound, enrichment, and AI-assisted workflows that actually run your go-to-market motion, instead of another slide deck on "alignment." We build the systems your sales and marketing teams use every day.
Revenue Operations Consulting
Sales, marketing, and customer success leaders who need their systems and data working together
RevOps consulting that fixes the disconnect between your CRM, marketing, and customer success systems — clean data, shared definitions, and AI-assisted reporting that gives leadership one accurate view of the pipeline, instead of three conflicting spreadsheets.
Fractional CRO Services
Founders and leadership teams who need revenue leadership without a full-time executive hire
Experienced revenue leadership on a fractional basis — sales strategy, pipeline reviews, hiring and coaching your sales team, and a go-to-market plan grounded in AI-enabled tools and data, without the cost of a full-time Chief Revenue Officer.
Looking for a single session instead? Browse our workshop topics. Don't see exactly what you need? Ask us — every engagement is scoped around your business.