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Create a long-term plan with us

$0.00 $4,000.00

A strategic roadmap to build a scalable data system—clean data, the right CRM structure, reporting, and an ML plan you can actually execute

A strategic roadmap to build a scalable data system—clean data, the right CRM structure, reporting, and an ML plan you can actually execute

This is best for Teams that want a clear path especially if you want machine learning later.

What this includes

  • Discovery + goals alignment (what you need now vs. later)

  • Data + systems audit (tools, workflows, gaps, risks)

  • 3–12 month roadmap with phases (quick wins → long-term build)

  • ML readiness review (use cases, feasibility, data requirements)

  • Recommendations for CRM + warehouse + reporting approach

  • Implementation plan with milestones and team roles

Deliverables

  • Roadmap PDF + action plan

  • Suggested architecture (CRM + warehouse + reporting)

  • ML readiness summary (what’s possible, what’s needed first)

Book a 20-min consult to confirm goals and choose the right phase to start.