Posio implements AI and automation where it can improve response time, reduce manual work, strengthen follow-up, and give leadership better visibility into revenue — and our fractional CFO puts a number on the return before we build it.
Nine practical service areas — each chosen because it moves a KPI, not because it's new.
Respond to new leads quickly through email, text, phone, or chat.
Collect the information your team needs and filter out poor-fit opportunities.
Automatically create records, assign leads, schedule follow-up, and track next steps.
Structured email, text, and call sequences so opportunities do not disappear.
Use AI to answer calls, collect information, route customers, and schedule appointments.
Connect calendars, confirmations, reminders, and rescheduling workflows.
Visibility into lead volume, response time, close rate, pipeline, and revenue.
Secure knowledge assistants that help employees find information and complete work faster.
Automate project updates, reminders, review requests, and routine customer questions.
Posio does not recommend AI simply because it is new. Every system must improve a measurable outcome:
Posio can work with the systems you already run, or recommend new ones when necessary. What matters is that the team can actually use what gets built — CRMs, workspace tools, email, phones, calendars, forms, dashboards, and workflow automation.
We evaluate the tools already in place before adding anything new.
New software only when it genuinely closes a gap in the process.
Systems are trained, documented, and reinforced with the team.
Every workflow has a KPI attached — response time, conversion, revenue collected.
Posio is two partners in one engagement. Robert Posten brings 25+ years in sales, business development, and revenue operations. Dwayne Redmon brings 30+ years of CFO-level finance — VP of Finance for the Golden State Warriors and Atlanta Hawks, and managing member of a 20-location franchise group. 55+ years combined, so the system you build is measured in pipeline and in cash.
Start with the assessment. In a few minutes you'll see which of these services would move the needle for your business — and which you don't need at all.