Configuration
SMB operating roadmap
Prioritize the first workflows, reporting gaps, and tool decisions before any heavy build.
Operating model layer
Move from scattered tools to one coherent, AI-ready operation — the strategy layer above automation and analytics.
DX and AX consulting defines the operating model, technology sequence, and adoption plan behind the market visibility system.
Market visibility system
The baseline creates the operating layer. This service is scoped around the client-specific work needed to make that layer useful.
We inspect the market, buyer journey, current assets, and operating gaps.
We decide which workspace modules, queues, reports, and approvals need to exist.
We build the workflow around visibility, content, outreach, automation, and proof.
HubOS
HubOS can hold the roadmap, decision log, workflow inventory, change plan, training tasks, and executive proof.
Scope drivers
We do not force this into a public package card. These are the factors that determine the real scope.
Team size and process complexity
Existing tool stack and data quality
Change-management and training depth
Need for custom build or automation
Example builds
These are not fixed packages. They are examples of how the work can be configured after review.
Configuration
Prioritize the first workflows, reporting gaps, and tool decisions before any heavy build.
Configuration
Coordinate leadership decisions, workflow builds, training, reporting, and adoption proof.
Pricing
Public pricing gives you the floor, not a fake one-size-fits-all package. The final proposal is scoped after we inspect the market, demo path, HubOS workflow, and opportunity gap.
Minimum infrastructure
Scoped proposal
The proposal changes when the business case changes. We scope the work around what must be configured, managed, or built.
Client inputs
Deliverables
Tool-stack audit
6-month transformation roadmap
One workflow automated (starter)
Staff training
Automation builds specific workflows; DX/AX is the strategy above it — roadmap, tool decisions, and change management.
Next step