What we deliver for executive teams
Firm-wide reporting
Dashboards for growth, pipeline, client retention and service built on the records your teams already maintain.
CRM and technology roadmap
A sequenced plan for platforms, integrations and AI, with costs and expected returns, that your board can review.
Acquisition integration
Bringing acquired firms, books and teams onto one platform quickly with data migrated cleanly.
AI readiness
Where AI can help, what data it needs, and the controls to put in place first.
Change management
Executive sponsorship, communication and training plans that get the firm using what you've paid for.
What we see in executive teams
Every team reports a different number
Marketing, sales, finance and operations each bring their own view to the leadership meeting.
Growth has outrun the systems
What worked at 30 people doesn't work at 300, and founder-led sales doesn't scale.
Past CRM investments didn't pay off
The licenses renewed but adoption never arrived.
Acquisitions add more systems
Each deal brings another CRM, another database and another set of processes.
The board is asking about AI
Leadership needs a plan that is specific, safe and realistic.
What compliance needs from leadership
- Clear ownership of client data and of who can change it.
- Oversight of how AI is used with client information.
- Evidence that policies are enforced in the systems people use every day.
- Reporting that can be reproduced for regulators and auditors.
Recent work with executive teams
- $3.5B private equity firm: five strategies on one Salesforce platform and a projected 5-6x return on its Center of Excellence in year one.
- PE-backed RIA platform, 17+ acquisitions: 340% ROI while integrating serial acquisitions.
- Global value manager, $22B+ AUM: 85% faster report builds.
Salesforce or HubSpot for the firm?
HubSpot suits growing firms that want one platform for marketing, sales and service, quick to launch and simpler to run.
Salesforce suits firms with more complex products, relationships, integrations or regulatory needs, and those planning for scale or acquisitions.
Many firms run both. We're partners on both and recommend based on your strategy, team and budget, with no platform to push.
Leadership workflows that run in the CRM
Weekly leadership meeting
One dashboard shows pipeline, new clients, service backlog and key risks, built on live records.
Quarterly board reporting
Growth, retention and pipeline figures come from the same reports every quarter, with definitions that don't change.
Acquisition day one
The acquired team's clients and pipeline load into the platform on a repeatable plan.
AI decision
Leadership reviews a short list of AI uses with expected value, data needs and controls, and approves the first one.
What executive teams should track
- Revenue and pipeline growth: new assets, accounts or revenue against plan.
- Client retention: clients and assets retained, with early warning on at-risk relationships.
- Speed to value: time from investment to measurable result on major technology projects.
- Adoption: active use of the platforms you're paying for.
- Cost to serve: service and operations cost per client.
Your first four steps
- Agree on metric definitions across teams. What counts as a new client, a qualified opportunity or retained assets should mean the same thing in every meeting.
- Name one owner for the CRM. Someone needs authority over priorities across teams.
- Fix the data before adding AI. AI built on poor data gives confident wrong answers.
- Start with one high-visibility win. Pick a project that shows results within a quarter and use it to build momentum.
Leadership in your industry
- Wealth management: growth through acquisition, advisor recruiting and book retention.
- Private equity: one platform across strategies and portfolio companies.
- Banking: commercial and retail growth with a view of every relationship.
- Professional services: moving past founder-led sales.
"I'm pretty impressed with how quickly you all move. I'm certainly not used to that." Elliott Moreno, Grayscale Investments
Executive leadership: questions
How fast can we see results?
We sequence the work so the first phase delivers something leadership can measure. HubSpot implementations typically run 4 to 10 weeks and Salesforce 8 to 16 weeks.
Who will we work with?
Senior consultants only, AI-augmented, from discovery to support. The people you meet are the people who build.
Do you recommend Salesforce or HubSpot?
Whichever fits. We're partners on both and many of our clients run both.
How do we decide on AI?
Start with the problem and the data, then the tool. Our AI Readiness Assessment identifies where AI can help and what has to be true first.
What does it cost?
Fixed-fee packages start at $7,500 for HubSpot and $10,000 for Salesforce. Larger programs are scoped after a short discovery.