Every CEO has CRM data. Most don't know what it's telling them. We analyze your Salesforce or HubSpot data and find the revenue you're leaving on the table — in 8 weeks, guaranteed.
You've been collecting CRM data for years. It's time it started paying you back.
Your CRM tracks activity, but nobody's analyzed which customer segments drive the highest margins. You're treating all customers equally when you shouldn't be.
Churn signals are buried in your CRM data — declining engagement, slower response times, reduced order frequency. By the time you notice, they're already gone.
Win/loss patterns, upsell opportunities, and pricing optimization insights are all sitting in your CRM. Your team just doesn't have the tools to see them.
$25K. 8 weeks. No new systems. Just insights from data you already collect.
Know your best customers. We analyze your CRM data to identify high-margin customer segments, buying patterns, and the characteristics that predict who will become your most valuable accounts.
Stop the leaks. We discover why you win deals, why you lose them, and which customers are about to leave — so you can act before it's too late. Typical finding: 15-25% of churn is preventable.
Find the hidden money. Upsell opportunities, pricing optimization, and pipeline acceleration — all from patterns already in your CRM. We turn data into a revenue growth plan.
"We analyzed your last 2 years of CRM data and found $400K in untapped revenue. In 8 weeks."
No new systems. No risky pilots. No IT overhaul. Just insights that drive revenue — from data you already have.
Start small. Prove value. Then scale.
A 1-hour call where Luther previews what we'd find in your CRM data. You'll see the potential before you invest a dollar. No obligation.
We connect to your Salesforce, HubSpot, or CRM. Analyze 2+ years of customer data. Deliver actionable insights: who to target, what to sell them, and how to keep them. Board-ready dashboards included.
Loved the CRM insights? Layer in ops and finance data for end-to-end business intelligence. Predictive models, scenario planning, and the insights that increase your valuation.
You loved what we found in your CRM. Now imagine applying that to your entire operation.
Efficiency that doubles margins. Layer in fulfillment, production, and supply chain data. Find bottlenecks, predict delays, and optimize operations before problems happen.
See the future. Add P&L, cash flow, and AR/AP data. Build predictive models for forecasting, scenario planning, and risk management that your CFO will love.
Predictable operations = higher valuation. We make your business more valuable by making it more predictable, scalable, and data-driven. The kind of business investors pay a premium for.
The natural next step: Each phase pays for itself, then some. Start with CRM insights ($25K). Scale to full transformation ($50K-$150K+) when you're ready. No pressure — the results speak for themselves.
Every engagement follows the same proven path:
Customer intelligence
Win/loss analysis
Revenue optimization
$25K · 8 weeks
Supply chain optimization
Process automation
Efficiency gains
$50K-$100K
Predictive forecasting
Scenario planning
Valuation growth
$100K-$150K+
→ → → Each phase proves ROI before you commit to the next → → →
Real companies. Real CRM data. Real revenue impact.
Insurance & Underwriting
Started with: Customer and claims data analysis to identify fraud patterns and high-value segments.
Expanded to: Full underwriting automation with computer vision. Scaled 3x without hiring.
CEO's take: "Luther started with our data and showed us exactly where the money was hiding. Then he built the systems to capture it."
Read Full StoryConstruction & Paving
Started with: Historical bidding and customer data to find win/loss patterns and pricing optimization.
Expanded to: Predictive bidding models, automated cost estimation, and margin optimization across the pipeline.
CEO's take: "We went from guessing on bids to knowing exactly what to charge. Our margins jumped 30% in the first quarter."
Read Full StoryAI-Powered Operations
Started with: CRM and operational data to identify automation opportunities and efficiency gains.
Expanded to: Full operational AI — finance, communications, and decision systems automated end-to-end.
CEO's take: "I automated my own business first. Now I help CEOs do the same — because I know exactly what works."
Read Full StoryStart small. Prove value. Scale when you're ready.
8-week sprint. We analyze your CRM data and find the revenue you're leaving on the table.
Full business intelligence. Layer in operations and finance data for end-to-end transformation.
Everything in Accelerator, plus:
Fractional Chief AI Officer. Monthly strategy, continuous optimization, board-ready reporting.
We work with the CRM you already have. Salesforce, HubSpot, Dynamics — doesn't matter. No IT overhaul. No migration.
8-week sprint with defined deliverables. You'll see exactly what your CRM data reveals — and what it's worth — before you commit to anything else.
Start with $25K. See the results. Then decide if you want to expand to ops and finance. Each phase pays for itself.
Luther has done this across insurance, construction, finance, and operations. He knows exactly which CRM insights will move your revenue needle.
Book a free 1-hour CRM assessment. Luther will preview what we'd find in your data and show you the revenue opportunity. No obligation. No pitch. Just insights.
Book Your Free CRM Assessment