1. Growth System Design
Plan Your Tech-Enabled Path to Growth
Start with a strategic foundation tailored to your goals, team, and operations.
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Discovery Summary: Define goals, challenges, and operational priorities
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Process & Data Maps: Visual workflows & a plan for customer data flow
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Tool Stack Recommendations: CRM, FSM, and AI tools matched to your use case
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Implementation Blueprint: Step-by-step system plan for setup and long-term success
2. Growth System Implementation
Turn Strategy Into an Intelligent, Actionable Setup
Design and configure AI-powered tech that works the way your team does—with expert support every step of the way.
- Tech Setup & Configuration: CRM and tools are tailored to your workflows for clarity and ease of use.
- Data Management & Migration: Legacy data is cleaned, mapped, and imported accurately.
- Workflow & Automation Buildout: Automations reduce admin work and speed up sales cycles.
- Cross-Tool Integration Oversight: Tools are reviewed and connected to streamline operations.
- Ongoing Support & Admin Role: We handle updates, questions, and day-to-day system needs.
3. Growth System Adoption
Empower Your Team and Optimize Results
Launch your new system with clarity, continuity, confidence.
- Transition & Ownership: We work with you to assign clear ownership of key system functions—whether it’s internal staff, external vendors, or us.
- System Activation: Roll out your new processes, guide real-time usage, and fine-tune as your team gets hands-on with the system.
- Training & Enablement: Your internal team is trained on day-to-day use, troubleshooting, and common admin tasks, tailored to their role and responsibilities.
What Our Clients Are Saying
Listen to Rob Wilson, VP of Marketing at VivoSense, an early-stage digital health company, describe how Ascend Business Growth helped them achieve the next level of growth.
“She was integral to building both pieces of the client relationship management software and the website in HubSpot. Our company, about a year and a half ago, raised a $25 million series A round to finance the next stage of the company's growth.”
