Advisory
- Twice-monthly advisory sessions
- Opportunity and tool prioritization
- Vendor and roadmap oversight
- Implementation quoted separately
Greeley is the Weld County seat. JBS USA is its largest employer, with about 5,100 people as of 2023, followed by Banner Health's North Colorado Medical Center. The economy leans on agriculture, food processing and energy, with the University of Northern Colorado and a State Farm presence adding education and insurance.
Source: U.S. Census Bureau
We are a Denver firm about an hour south. For established service businesses in Downtown Greeley, along 10th Street and in West Greeley, we work remote-first and come on site by arrangement for the diagnostic, walkthroughs and training.
Agriculture, food processing and oil and gas support agriculture-adjacent service businesses: trucking and freight firms, equipment and field-service contractors, and accounting practices with farm and energy clients. Their costly workflows are dispatch, bills of lading and delivery paperwork, and invoices that wait on documents. Insurance agencies serve households and agricultural operations with renewals and quote follow-up. Staffing firms support processing and energy employers. With 41.6% of residents Hispanic or Latino, bilingual customer messages and intake are a practical requirement for many local businesses.
Greeley is the Weld County seat; JBS USA is its largest employer (about 5,100 people as of 2023), followed by Banner Health's North Colorado Medical Center. 41.6% of residents are Hispanic or Latino, and the economy leans on agriculture, food processing and energy.
Fractional AI leadership for brokers, 3PLs and carriers: faster quotes, cleaner paperwork and quicker billing, with your team in control.
See workflows →Fractional AI and technology leadership for independent insurance agencies. Faster quotes, earlier renewal reviews, less retyping.
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See workflows →Fractional AI and technology leadership for staffing and recruiting agencies: faster job order response, cleaner ATS data, quicker billing.
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See workflows →USD, billed monthly. Initial 90-day engagement with a written scope before kickoff. Software subscriptions, major custom builds and 24/7 support are budgeted separately. Not sure which fits? Take the 3-minute check.
By arrangement. Greeley is about an hour from Denver, so we plan on-site visits for the moments that need them, typically kickoff, a walkthrough of your dispatch or office process and team training, and handle weekly reviews by video. Visits are agreed in the written scope.
Often. Rate confirmations, bills of lading and proof-of-delivery documents can be read and matched to loads so a person only checks exceptions. That speeds invoicing. We would measure days from delivery to invoice, data-entry hours and billing corrections.
Yes. Reminders, intake forms and common replies can be prepared in Spanish and English. A bilingual staff member should review the templates before launch, and anything sensitive, such as pricing disputes or coverage questions, should still go to a person.
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In 30 minutes we look at one recurring workflow, what it costs you today and whether there is a credible case to improve it. If there is not, we will say so.
30 minutes with Phil or Martin. No technical brief, no pitch deck. Phil or Martin replies personally, usually within one business day.