What We Do
Tactic helps organizations get their technology working as hard as they do. That means different things for different businesses — sometimes it's an AI strategy, sometimes it's ripping out four disconnected tools and replacing them with one that actually works, sometimes it's building something custom that doesn't exist yet.
AI Strategy & Workflow Design
Most organizations know they should be using AI. Very few know where it actually delivers value versus where it's an expensive distraction. Tactic helps leadership teams cut through the noise — identifying the workflows where AI creates a measurable improvement, then designing AI-powered workflows that fit into how your team already operates.
What this looks like in practice
- • AI use case identification and prioritization workshops
- • Workflow design for AI-assisted sales, support, and operations
- • Custom AI agent development (internal tools, client-facing products)
- • RAG pipeline architecture for knowledge bases and documentation
- • Prompt engineering and LLM integration into existing platforms
- • AI readiness assessments — data quality, process maturity, team capacity
Where Tactic has done this
- Orchestraight — Co-founded an AI-powered sales platform built on Claude, Cloudflare Workers, and a custom credit-based pricing model
- King of Pops — Leading full platform modernization with custom AI capabilities for a 38+ franchise operation
Operational Transformation
This is the core of what Tactic does. Taking organizations from fragmented, disconnected tools to unified systems where every team has visibility into the full picture. Tactic maps the entire operation, identifies where information gets stuck or duplicated, and designs a unified system that eliminates the gaps.
What this looks like in practice
- • Process mapping and operational audit
- • CRM implementation and migration (HubSpot, Salesforce)
- • Multi-tool consolidation into a single platform
- • Sales pipeline design and optimization
- • Marketing automation and lead lifecycle management
- • Custom reporting dashboards and analytics
- • Cross-departmental workflow design
Where Tactic has done this
- Pivot Energy / SunCentral — Consolidated 4+ disconnected tools into HubSpot Enterprise. Custom API integration for proprietary solar subscription software. Automated workflows managing 150MW of community solar across a 4.5-year engagement
- Galtra Solutions — End-to-end enterprise platform deployment from zero: content platform, CRM, sales pipelines (Sandler methodology), vendor portal. Trained team to full independence
- Primary — Multi-project executive engagement. Established foundational sales operations with Sales Hub, knowledge base, PandaDoc CPQ, and Jira integration
- KVC Health Systems — Multi-entity platform configuration for a 2,800-person organization across five states. Designed segmentation without cross-contamination of joint venture data
Platform Architecture & Modernization
Some businesses need a better CRM. Others need a custom platform that doesn't exist yet. The hard part isn't building either one — it's knowing which one you actually need. Tactic has implemented enterprise platforms for 50-person startups and built custom edge-first infrastructure for franchise operations. The decision between buy, build, or hybrid depends on your operation, your team's technical capacity, and where you need to be in two years — not which vendor has the best sales team.
What this looks like in practice
- • Platform selection and architecture design
- • Legacy system migration (WordPress to HubSpot, custom CMS to headless, on-prem to cloud)
- • Custom API integration development
- • Headless CMS and edge-first infrastructure
- • PandaDoc CPQ and document automation
- • Database design and data architecture
Where Tactic has done this
- King of Pops — CMS migration, franchise lead generation across 38+ franchises and 6 states. Currently leading full platform modernization: headless CMS, edge-first infrastructure, custom AI capabilities
- EDO, Inc. — Rapid 4-week platform migration. Freed engineering team from routine content management. Migrated structured data and trained marketing team for full self-sufficiency
- ASAP Labs — 2+ years of HubSpot CRM implementation and optimization supporting a growing B2B testing services business
- Exum Instruments — Platform consulting and content deployment supporting transition from early-stage startup to commercial scale
Team Enablement & Change Management
The best system in the world is worthless if nobody uses it. This is why Tactic embeds with your team during every engagement. Every build session doubles as a training session. Every workflow ships with documentation. When Tactic hands something off, the team doesn't just know which buttons to click — they understand the logic.
What this looks like in practice
- • Hands-on training during implementation (not after)
- • Role-specific workflow documentation
- • Recorded walkthroughs and reference materials
- • Admin training for self-sufficiency
- • Change management planning for multi-department rollouts
- • Ongoing office hours and support periods
- • "Train the trainer" programs for larger organizations
Where Tactic has done this
- Galtra Solutions — Deepest single-client enablement. Trained team to full independence across CRM, content, sales, and vendor management
- Pivot Energy — 4.5 years of progressive capability building. Team went from zero HubSpot knowledge to managing enterprise-grade automation independently
- Keep Interacting — Moved a growing business from paper-and-pencil operations to a unified digital platform. Defined business processes before building a single workflow
- KVC Health Systems — Multi-entity rollout across five states with platform training across all departments
How we work together.
Advisory & Strategy
2-4 weeksShort-term engagements focused on assessment, planning, and roadmap development. Ideal for organizations that know something needs to change but aren't sure where to start.
Process map, technology assessment, implementation plan
Implementation
1-6 monthsFull build-out of platforms, integrations, and workflows. This is where most engagements land — the work of actually making the plan real.
Configured platform, trained team, documentation, automation
Ongoing Partnership
6+ monthsFor organizations with evolving needs. Continuous optimization, new capability development, and strategic guidance as the business grows.
Quarterly roadmap reviews, ongoing builds, priority support
Where Tactic has worked.
The operational patterns are more similar than most people expect — a solar company's subscriber management has more in common with a franchise's lead routing than either would guess.
Let's build something that works.
No pitch decks, no sales process — just a straightforward conversation about what you're dealing with and whether we can help.
Start a conversation