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ConciergeIT Team
ConciergeIT: Fractional On-Demand Resources
If you have too many technology projects and not enough resources to get it all done, our approach to staff augmentation is what you're looking for.
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Healthcare IT
App Development
Biz Apps
Data & Analytics
Infrastructure
Managed Services
Public Cloud
HubSpot
Salesforce
Security & Compliance
Staff Augmentation
Strategic Advisory
EMR EHR Systems
EMR / EHR SYSTEMS
Unlock the full potential of your EMR / EHR systems. Streamline operations, enhance security, ensure compliance, optimize workflows, and more.
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SUCCESS STORIES
Aultimate Website in Desktop and Mobile View
New Brand Strategy and Website Boosts Sales for Construction Sales Agency
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How We Transformed Aylo Health's Scheduling System with Salesforce
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LATEST ARTICLES
AI Healthcare
AI in Healthcare: Opportunities, Benefits, & More
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Using Salesforce for Healthcare Data Security and Compliance
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RESOURCES
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Podcast
FREE DOWNLOADS
IT Leader’s Guide to HIPAA Compliance
The Ultimate CRM Buyer's Guide for Leaders
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ABOUT US
Who We Are
Leadership
Why The Wheat
SUCCESS STORIES
How We Transformed PrintsWell's Marketing and Branding with HubSpot
Hoping to grow its customer base, scale intentionally, and improve brand positioning...
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Revolutionizing Data Reporting for Financial Marketing Solutions with Zoho
We needed to create a single automated dashboard to aggregate data from all digital marketing platforms...
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Services
Assessments
Marketing Plans
Implementations
Fractional CMO
C.O.R.E. Package
C.O.R.E. REVOPS ASSESSMENT
Measure your marketing effectiveness and drive growth in 30 DAYS OR LESS.
Learn More About C.O.R.E.

ASSESSMENT

Get clarity from click to close.

Uncover what's broken, what's working and what you need to supercharge your growth. Get the visibility you need to measure your marketing effectiveness and drive growth in 30 DAYS OR LESS.

C.O.R.E. Confirm, Outline, Roadmap, Engage
Outline showing how platforms tie into marketing, website, CRM, and data.

Do these sound familiar to you?

Incomplete Customer Data

“Still trusting your CRM with incomplete data—how many opportunities are slipping through unnoticed?”

Can't See What's Working (Or Not!)

“How can you optimize growth when your CRM leaves you guessing about what’s really working?”

No Real-Time Data

"Waiting for outdated CRM reports again? How many decisions have you made too late?”

Leveraging our C.O.R.E. Methodology, we quickly expose what’s working—and what’s not across your entire customer journey.

C.O.R.E. Revops Assessment consisting of 4 sections: Confirm, Outline, Roadmap, Engage. Confirm focuses on which leads drive revenue. Outline focues on the customer journey. Roadmap focues on the project plan. Engage focuses on partnership.
Confirm, Outline, Roadmap, Engage

Which of our leads are driving revenue?

We inspect the key intake and connection points to ensure that every lead is tracked from capture to close.

  • Lead flow inspection

  • Lead nurturing inspection

  • Revenue Attribution Inspection

  • Performance Data Inspection

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Sample of a website inspection showing three main scores: checked and OK, has room for improvement, or needs immediate attention.
Sample of a website inspection showing three main scores: checked and OK, has room for improvement, or needs immediate attention.
Confirm, Outline, Roadmap, Engage

Which of our leads are driving revenue?

We inspect the key intake and connection points to ensure that every lead is tracked from capture to close.

  • Lead flow inspection

  • Lead nurturing inspection

  • Revenue Attribution Inspection

  • Performance Data Inspection

Schedule a Call
Sample of a customer journey involving touchpoints that include landing pages, paid ads, email campaigns, and lead captures.
Confirm, Outline, Roadmap, Engage

What does the customer journey look like?

We help you create a comprehensive customer journey to ensure seamless handoffs and a solid, unified experience.

  • Awareness

  • Consideration

  • Purchase

  • Customer Service

  • Loyalty

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Confirm, Outline, Roadmap, Engage

Where does it all fall on the project plan?

We create a detailed RevOps project plan including phases, milestones and timelines to ensure alignment and direction.

  • Define Focus Area

  • Scope Timelines

  • Set Expectations

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Sample of a roadmap detailing timelines and projects
Sample of a roadmap detailing timelines and projects
Confirm, Outline, Roadmap, Engage

Where does it all fall on the project plan?

We create a detailed RevOps project plan including phases, milestones and timelines to ensure alignment and direction.

  • Define Focus Area

  • Scope Timelines

  • Set Expectations

Schedule a Call
Pick Your Team and Pick Your Plan of Block Hour Agreements, SOW-based Agreements, or a Monthly Subscription (ConciergeIT)
Confirm, Outline, Roadmap, Engage

How will we partner together?

We tailor our engagement based on your goals—hand-selecting the right team to fit your needs, your budget, and the smartest path forward together.

  • Set Priorities

  • Track Progress

  • Implementation

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C.O.R.E Package

Get all this in 30 days or less.

In 30 days or less, we’ll provide you with a detailed roadmap of your marketing and CRM data giving you the visibility you need to measure your marketing effectiveness and drive growth.