Below are representative engagements drawn from Posio's work. Client names are withheld and details are generalized. We publish what we built and what it changed operationally—not invented percentages or revenue claims.
A Bay Area franchise group operating more than twenty locations needed decision support beyond monthly accounting.
Location-level performance, staffing decisions, and cash planning were handled separately, with no shared model connecting them.
Budgeting and cash-flow models, bank-data feeds, staffing and scheduling inputs, weather and local-event demand factors, and KPI decision-support reporting.
Leadership moved from reviewing history to planning forward—staffing, spending, and cash decisions made from one consistent model across locations.
Representative engagement. Client identity withheld.
A field-services company needed answers in the field without routing every question through the owner.
Pricing questions, HR and handbook questions, and bid support all funneled to a small leadership team, slowing quotes and daily work.
Slack- and HubSpot-connected AI assistants supporting employee questions, handbook and HR information, training, pricing, quoting, takeoffs, and job-bidding workflows.
Staff answered common questions themselves, bids were assembled with consistent pricing inputs, and leadership time shifted from repetitive answers to management work.
Representative engagement. Client identity withheld.
A sales team was losing opportunities between the inquiry and the second conversation.
Leads arrived through several channels, were logged inconsistently, and follow-up depended on individual memory.
Unified lead capture, automatic next-action creation, structured follow-up sequences, defined pipeline stages, and pipeline reporting for management review.
Every lead had an owner and a next step, follow-up became consistent, and leadership could see the pipeline without asking for a status update.
Representative engagement. Client identity withheld.
A growing company had accounting information but no forward-looking financial function.
Monthly statements arrived late, cash was managed from the bank balance, and hiring and spending decisions had no model behind them.
Cash-flow forecasting, an annual budget with rolling forecast updates, KPI reporting, margin analysis, and an executive decision-support cadence.
Leadership gained a forward view of cash and margin, and decisions about hiring, pricing, and spending were made against a model instead of instinct.
Representative engagement. Client identity withheld.
Posio publishes what was built and what changed operationally. We do not publish client-attributed revenue increases, percentage lifts, or testimonials we cannot support. Every engagement above is representative or anonymized. In a working conversation, we will walk through comparable work in detail.
A partner will review your situation personally and describe the comparable work, the sequence, and the realistic first outcomes.