Helping growing businesses streamline operations, optimize CRM systems, automate repetitive work, and build scalable systems that support sustainable growth.
0+
Years in operations & systems
0+
CRM records managed & cleaned
0+
Workflows automated end to end
0
Industries served in depth
The operational reality
Your team rekeys the same data across three systems every week.
Automated workflows that move data once, correctly, without a human in the loop.
Duplicate records, empty fields and pipelines nobody believes.
A cleaned, governed CRM with a pipeline that mirrors how you actually sell.
Sales, service and finance each run their own version of the truth.
Connected systems and shared handoffs, documented end to end.
Leadership waits days for a number that changes depending on who built it.
Defined metrics and live dashboards refreshed without manual assembly.
Every new client adds headcount instead of margin.
Scalable systems where capacity grows faster than overhead.
What we build
A business that runs the same way whether you are in the room or not.
We map how work actually moves through your company, remove the handoffs that leak time, and rebuild the process as a documented system your team can run and your next hire can inherit.
A CRM your team trusts enough to actually use every day.
Data hygiene, pipeline design, field discipline and adoption. We turn Salesforce or HubSpot from an expensive contact list into the operating layer of your revenue engine.
Hours returned to the people you hired to think, not to copy and paste.
We identify the repetitive work quietly consuming your week and replace it with reliable automation – routing, follow-up, reporting, onboarding, renewals and everything in between.
Decisions made from a number everyone agrees on.
One source of truth, defined metrics and dashboards leadership opens on Monday morning – so growth conversations start with evidence instead of opinion.
The methodology
Three deliberate phases. Every engagement follows them in order, because you cannot automate a process you have not yet understood.
Phase 1 / 3
Understand the business before changing it.
Selected work
12 hrs
returned per advisor each week
99%
record completeness after cleanup
A growing advisory practice managed 40,000+ client records across a legacy CRM, spreadsheets and inboxes. Review cycles were tracked manually and compliance evidence took days to assemble.
Consolidated records into a governed Salesforce instance, redesigned the client review lifecycle, and automated meeting prep, follow-up and documentation capture.
31%
fewer missed renewal touchpoints
1 day
forecast cycle, down from two weeks
Renewals were tracked in a shared spreadsheet. Missed touchpoints created churn, and no one could forecast the book of business month to month.
Designed a renewal pipeline in HubSpot with staged automation, generated policy documents programmatically, and shipped a live retention dashboard for leadership.
3 weeks
to full onboarding, down from three months
2×
transaction volume per coordinator
Transaction coordination lived in one operator's head. Growth stalled because onboarding a new coordinator took months of shadowing.
Documented the full transaction lifecycle, standardized checklists and templates, and automated milestone alerts across the team's workspace tools.
Technology
Bryan
Founder · Operations & Systems
Behind ALN
ALN was founded by Bryan after years spent inside growing companies where the strategy was sound and the operations were not. Records lived in four places. Reporting was rebuilt by hand every month. The people closest to the client spent their day on administration instead of relationships.
That experience shaped how ALN works: understand the business first, remove weight second, and only then build the systems meant to carry growth. Every engagement ends with documentation, enablement, and a team that owns the system without us.
Let's discuss how ALN can help your business build smarter systems, optimize workflows, and scale with confidence.