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Digital Systems Consultation

Start with the business problem—not the software.

Tell us what you are trying to improve: the website, lead flow, HubSpot, client intake, automation, reporting, or the full system. We will use that context to determine the right starting point.

01

Current state
What tools and workflows are in place today?

02

Friction
Where are leads, handoffs, data, or follow-up breaking down?

03

Desired outcome
What should the system make easier, faster, or more visible?

04

Constraints
Timeline, platform, compliance, access, integrations, or internal ownership.

PROJECT INTAKE

Plan a Digital Systems engagement.

Do not include passwords, credentials, confidential client data, classified information, export-controlled technical data, or other sensitive material.

Safe, high-level intake

Tell TIERS Group what outcome you need

Do not upload or paste evidence, passwords, security keys, protected client information, export-controlled data, or sensitive technical details. A submission is not an engagement and does not authorize testing, access, acquisition, or exploitation.

Provide a high-level description only. Do not include confidential evidence, credentials, or sensitive technical data.

Common starting points

You do not need to know the solution before the first conversation.

→

“Our website looks dated and does not generate qualified inquiries.”

→

“We bought HubSpot, but the team is not using it consistently.”

→

“Leads and client requests are falling through the cracks.”

→

“We are copying information between too many disconnected systems.”

→

“Leadership cannot see what is happening from first inquiry through close.”

→

“We need someone to own the website and CRM after the build.”

What happens next

  1. Initial review. We review your objective, timing, location, and whether TIERS Group is a suitable fit.
  2. Scoping conversation. We confirm authority, requirements, delivery options, and the information needed through an appropriate channel.
  3. Proposed engagement. We define the scope, deliverables, fees, and responsibilities for approval before work begins.

Remote consultations can support U.S. and international teams. On-site availability, time zones, travel, jurisdiction, and any transfer or licensing requirements are confirmed for the specific engagement.

An inquiry does not reserve personnel or authorize technical activity. Please provide high-level information only.

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