Website inquiries disappear
Forms arrive in a mailbox, but ownership and follow-up are unclear. Trace form delivery, routing, CRM records and response time; then define a measurable handoff.
Possible first project: lead-flow audit and repair.
US technology consulting · English and Spanish
A website has a job beyond looking good: help the right buyer understand your service, request help, and reach your team. We connect that journey to the systems behind it: Salesforce, Node.js services, POS, ecommerce and practical AI workflows.
Describe the bottleneckThese are starting points for a discovery conversation, not claims about past client results.
Forms arrive in a mailbox, but ownership and follow-up are unclear. Trace form delivery, routing, CRM records and response time; then define a measurable handoff.
Possible first project: lead-flow audit and repair.
Flows fail, duplicates spread or reports disagree with reality. Review the data model and automation, prioritize the failure, and implement a focused fix.
Possible first project: Salesforce workflow assessment.
A sale in one channel is missing in another. Map identifiers, sync timing, refunds and ownership of each data field before changing integrations.
Possible first project: POS and ecommerce data map.
Retries, webhooks and APIs need clear failure handling. Review logs and architecture, then scope monitoring and recovery work.
Possible first project: integration reliability review.
Choose one workflow with a clear owner, accessible data, privacy boundaries and a human approval step. Test an assistive pilot before expanding it.
Possible first project: AI workflow assessment.
Identify the broken journey, affected systems and decision makers.
Agree on scope, success criteria, dependencies and a small first release.
Review what happened, maintain the integration and plan the next useful change.
Share the business problem, the systems involved and your timeline. We will review whether a discovery call or a defined first project makes sense.
Prefer Spanish? Cuéntanos el problema en español.