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Meet Your Profit Optimization Team

Multiple Solutions Partner Specialists. 24 invisible specialists. One mission: maximizing your bottom line.

(AI images from tool: Ideogram)

 

Our Save Team

Cut hidden costs. Unlock self-funded growth.

Our savings experts target operational inefficiencies across every line item—from energy to telecom, shipping to payments. They recover overcharges, eliminate waste, and fund your growth without adding budget.

Freight Benchmarking Expert

Freight Benchmarking Expert

Lowers last-mile delivery and freight costs using advanced benchmarking and carrier contract optimization

IT & Telecom Expense Auditor

IT & Telecom Expense Auditor

Reviews IT, cloud, telecom, and mobility costs to eliminate overspend, optimize contracts, and streamline vendor billing.

Materials & Consumables Procurement Expert

Materials & Consumables Procurement Expert

Reviews supply chain, consumables, and indirect material purchases to reduce unit costs, consolidate vendors, and improve contract terms.

Merchant & Payment Optimization Lead

Merchant & Payment Optimization Lead

Reduces or eliminates credit card processing fees through compliant surcharging, merchant audits, and payment platform efficiency.

Corporate Purchasing Optimization Lead

Corporate Purchasing Optimization Lead

Centralizes procurement to unlock volume discounts, improve vendor compliance, and reduce maverick spend across departments

Enterprise Tax & Credit Recovery Advisor

Enterprise Tax & Credit Recovery Advisor

Recovers overlooked tax credits, incentives, and exemptions while minimizing audit risk and ensuring compliance.

Expense & Spend Management Analyst

Expense & Spend Management Analyst

Consolidates billing, eliminates duplicate services, validates charges, and drives savings across telecom, mobile, and cloud spend.

Financial Services Strategist

Financial Services Strategist

Unlocks cash rebates, optimizes AP workflows, and introduces no-cost financial tools to improve treasury management.

Operations & Facilities Savings Lead

Operations & Facilities Savings Lead

Identifies cost reduction opportunities in food service, laundry, janitorial, waste, and maintenance contracts.

Real Estate & Lease Audit Specialist

Real Estate & Lease Audit Specialist

Audits commercial lease agreements to recover overcharges and renegotiate rates on facilities, utilities, and occupancy costs.

Shipping Cost Consultant

Shipping Cost Consultant

Optimizes parcel shipping costs and automates multi-carrier logistics through software and rate intelligence.

Utility & Telecom Audit Specialist

Utility & Telecom Audit Specialist

Audits utility, telecom, water, and waste bills to identify errors, recover refunds, and reduce ongoing costs.

Our Grow Team

Accelerate top-line revenue without adding headcount.

Our growth experts equip you with AI-driven lead generation, sales process intelligence, and conversion systems that fuel pipeline

AI Lead Generation Architect

AI Lead Generation Architect

Builds AI-powered lead generation systems using smart outreach, automated funnels, and content workflows to fill pipelines efficiently.

Fractional Sales Leaders

Fractional Sales Leaders

A network of experienced sales leaders ready to audit sales operations and step in as fractional VPs or CSOs to improve pipeline health, conversion, and team performance.

Gifting Campaign Strategist

Gifting Campaign Strategist

Enables personalized direct mail, gifting, and swag campaigns that boost engagement, improve conversion rates, and support sales and customer success teams.

Marketing Analytics & Attribution Strategist

Marketing Analytics & Attribution Strategist

Designs full-funnel marketing attribution models and dashboards that reveal true ROI and help allocate budget based on revenue impact.

Outbound SDR Specialist

Outbound SDR Specialist

Delivers outsourced SDR teams and AI-powered sales agents to accelerate outbound prospecting and boost pipeline growth.

RevOps Systems Builder

RevOps Systems Builder

Builds custom RevOps and CRM systems that align sales, marketing, and service workflows to improve pipeline visibility, automation, and revenue growth.

Revenue Intelligence Analyst

Revenue Intelligence Analyst

Provides AI-powered forecasting and revenue intelligence to help sales teams improve pipeline visibility and deal outcomes.

Sales Analytics Strategist

Sales Analytics Strategist

Delivers sales analytics, dashboards, and pipeline insights to help revenue teams make data-driven decisions and improve forecasting accuracy.

Our Optimize Team

Streamline operations. Modernize tech. Scale with precision.

These systems thinkers and IT specialists redesign your workflows, tech stack, and financial processes to eliminate friction, automate work, and increase margins.

AI-Powered Pricing Analyst

AI-Powered Pricing Analyst

Delivers AI-driven pricing optimization and margin analytics to help manufacturers and distributors improve profitability through smarter pricing strategies.

Automation & AI Productivity Expert

Automation & AI Productivity Expert

Implements AI tools and workflow automation to streamline support, scale communications, reduce tool sprawl, and increase team efficiency.

Cloud & Connectivity Advisor

Cloud & Connectivity Advisor

Offers access to a broad portfolio of cloud, telecom, and connectivity solutions—enabling businesses to reduce costs and modernize IT infrastructure through expert sourcing.

Cloud Infrastructure Strategist

Cloud Infrastructure Strategist

Audits and optimizes cloud platform usage, storage, and licensing costs—helping businesses reduce waste and align IT spend with real needs.

Data Systems Architect

Data Systems Architect

Builds CRM, data, and reporting infrastructure that connects systems across departments, enabling better forecasting, lead management, and team alignment.

Cybersecurity & Compliance Lead

Cybersecurity & Compliance Lead

Deploys modern security platforms, 24/7 threat detection, and compliance automation to protect data, reduce risk, and ensure business continuity.

Inventory Optimization Specialist

Inventory Optimization Specialist

Offers a connected inventory management platform that unifies orders, stock, purchasing, and fulfillment to help product-based businesses scale efficiently.

IT & Telecom Expense Auditor

IT & Telecom Expense Auditor

Reviews IT, cloud, telecom, and mobility costs to eliminate overspend, optimize contracts, and streamline vendor billing.

Leadership Systems Strategist

Leadership Systems Strategist

Implements a structured leadership operating system to improve execution, accountability, and business scaling.

Margin Analytics Consultant

Margin Analytics Consultant

Uses AI and pricing analytics to uncover margin leakage and improve pricing strategies for manufacturers.

Outsourced FP&A Team

Outsourced FP&A Team

Provides outsourced FP&A services with real-time dashboards, rolling forecasts, and CFO-level insights to help businesses manage cash flow and scale confidently.

Unified Communications Specialist

Unified Communications Specialist

Consolidates voice, video, and messaging into a single secure platform to reduce costs, improve uptime, and support hybrid teams at scale.

Our Retention Team

Keep more customers. Support happier, healthier employees.

Our retention team reduces churn, improves account engagement, and empowers your workforce with financial wellness tools—at no cost to your business.

Customer Success Platform Expert

Customer Success Platform Expert

Provides a customer success platform for SaaS companies to track usage, monitor health scores, and reduce churn through proactive engagement and automation.

Retention Insights Specialist

Retention Insights Specialist

Captures customer and employee experience signals across channels to deliver real-time insights, improve retention, and drive loyalty through AI-powered feedback systems.

Employee Debt Relief Coordinator

Employee Debt Relief Coordinator

Offers an employee debt relief benefit that helps reduce financial stress, improve productivity, and create savings for employers through no-cost voluntary participation.

Employee Wellness Advocate

Employee Wellness Advocate

Offers a zero-cost employee wellness program that improves preventive care, reduces absenteeism, and creates employer savings through FICA tax incentives.

Let’s Build Your Custom Team

You don’t need to hire 48 specialists.
You just need the right ones, at the right time—brought in through a single, streamlined partner.

Let’s explore where your profit is hiding