(No confusing jargon, No hours wasted on setup. Just a clear plan.)
Step 3
1 session. 90 minutes. Lifetime access to recording (even for new hires)
Align sales, marketing, and service to hit goals together.
30 Day 10+ Hour Time Savings Guarantee
Download: "The Missing Tech Costing You $1,000s Every Month—A Scale-Ready Checklist" (PDF Guide)
FREE Scale-Ready Strategy Session
5-Min Tech Audit
Done-for-you tech setup, automation, and training in 72 hours.
Each option serves a different purpose based on where you are in your scaling journey:
5-Minute Audit – A quick self-assessment to identify gaps in your marketing, sales, and operations systems. Ideal if you want immediate insights without booking a call.
Scale-Ready Strategy Session – A free consultation where we analyze your current systems and provide tailored recommendations for streamlining and scaling. Best if you need expert guidance before deciding on your next steps.
CRYSTAL Onboarding – A done-for-you setup where we configure your system using one of our tailored configurations (Crystal Connector, Momentum Accelerator, or Scale Expander). Perfect if you’re ready to implement an optimized system.
Need a quick self-check? → Start with the 5-Minute Audit.
Want expert recommendations? → Book a free Scale-Ready Strategy Session.
Ready to implement? → Choose CRYSTAL Onboarding.
Yes! Many of our clients start with the 5-Minute Audit, follow up with a Strategy Session, and then move into CRYSTAL Onboarding when they’re ready.
No. This session is designed to provide clarity on your business systems. If we’re a good fit, we’ll recommend the best next steps—but there’s no obligation to buy.
Tired of siloed data, manual spreadsheets, and misaligned teams? Boss AssistTM is a customizable SaaS platform built specifically to simplify revenue operations (RevOps).
We've taken a powerful, white-label platform and tailored it with features that help you.
Bring sales, marketing and customer success data into one dashboard
Replace manual task workflows with smart, time-saving automations
Get teams on the same page with shared goals and real-time insights.
No. consultants. No complexity. Just a platform that grows with you.
Capture leads one time from email, phone, social media, chat bot, QR codes and more into a single location.
Immediate access to your leads for email and SMS followup. No need to import/export data.
View analytics on email campaigns, SMS campaigns, funnels and paid ads in one platform.
Reclaim lost revenue with automated followups. No more missed opportunities.
Service calendars allow your clients to book multiple appointments at one time.
Send proposals, obtain eSignature and autogenerate invoices.
Share client information and updates within a single platform including SMS, email, chat, voice calls, documents, appointments and notes.
Agent call reporting via central platform with performance metrics.
Create online library for team training including video, audio and documents.
RevOps is a strategic approach that aligns your marketing, sales, and customer success teams to streamline and optimize your revenue generation process. By integrating people, processes, and technology across departments, RevOps ensures that your business is working towards common goals, improving efficiency, and maximizing revenue growth. This holistic view of operations allows businesses to make data-driven decisions, reduce friction between departments, and create a seamless experience for both the team and the customer.
While regular operations focus on the day-to-day management of business processes across departments like HR, finance, and supply chain, RevOps specifically targets the alignment and optimization of revenue-generating functions such as marketing, sales, and customer success. RevOps integrates these functions into one cohesive strategy to improve efficiency, streamline workflows, and drive growth across the entire customer lifecycle. It uses data-driven insights to reduce silos between departments, ensuring a seamless experience from lead acquisition to customer retention. In contrast, regular operations might focus on general operational tasks that support the business but aren't necessarily aimed at driving revenue growth or aligning cross-functional teams around financial goals. RevOps, on the other hand, is designed with a clear focus on maximizing revenue and scalability.
How Is Boss AssistTM Different from Other Tools?
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