More Profit - More Time - Less Stress
With Artificial Intelligence
Managers lose time due to inefficient workflows and repetitive tasks while missing profit opportunities.
We help business leaders reclaim 5+ hours/week and increase their profitability with AI solutions customized to their business workflows.
Interested?
Book a strategy call, with no hard sales pitch
Transform your Business with AI Enhanced Workflows
We leverage AI to streamline operational efficiency, improve employee onboarding, and enhance customer communication.
Our AI-driven tools can be customized to include: website chatbots, new employee orientation plans, customized training, operational workflows, and dashboards—giving leaders the ability to manage teams effectively, reduce turnover, and increase profitability.
Our consulting model blends hands-on strategic guidance with custom workflows and AI automation to give businesses sustainable performance gains and higher profitability.
Examples of AI solutions include:
Client and Customer communication chatbots on your website
Customized training based to shorten training times
Automated task routing
Customized financial and operational dashboards
The LEAD Forward Framework
A proven system designed specifically for small business
Assess → Automate → Amplify
Process Assessment & Alignment—reduce bottlenecks & increase engagement
Operational Efficiency & Automation – reclaim hours through smarter systems
Amplified Profitability – increase profits with customized financial analysis
Calm the Chaos with Change Management Coaching
AI can be scary for employees and teams. Implementing new systems and workflows can cause uncertainty and conflict. We provide coaching for change management and positive culture building to reduce friction.
Frequently Asked Questions
How does the process work?
We schedule a call to determine your needs and discuss our solutions. Next, we set up the LeadForward Framework. We will review your workflows, analyze the outcomes, and make recommendations (workflow and/or AI automation) . Finally, we review the process and make adjustments as needed.
Is AI only for large companies?
No, AI is accessible and affordable for any size business. We focus on solutions that are customized to your needs and budget.
Will AI replace my employees?
We believe in implementing efficiencies to help your employees be more productive, not replace them. AI will take over the time-consuming tasks so your team can focus on the business.
What if I have zero technical experience?
We handle the technical implementation so you can focus on your business. We also train your employees so they understand the “why” behind the changes and feel comfortable with the tools.
What if I don't have the budget for this?
Many managers do not have massive budgets or wonder if AI is worth the investment. We design solutions that fit within your budget and prioritize implementation based on needs. Our process includes recommendations and solutions with a clear return on investment.
What is included in your Coaching plan?
Coaching is part of the LeadForward Solutions service offering. You can schedule limited coaching to address change management or employee concerns during workflow enhancements. The ElevateEQ Leadership program combines emotional intelligence, conflict resolution and coaching. This program is a separate agreement that blends online learning, AI Role Play scenarios and in-person coaching. We use SMARTR goals to develop a customized coaching program that includes real-time role plays and Q&A.
TESTIMONALS
Nare Hamalian
I have had the pleasure of working closely with Tracey, and I can confidently say she is one of the most intelligent and empathetic leaders I have encountered. Tracey has a unique ability to not only guide and manage, but to truly empower those around her. She consistently creates pathways to success for everyone on her team, offering both resources and strategic guidance to help us achieve our goals.
Sue Santerre
If you have the opportunity to work with Tracey, don’t hesitate -do it! Her depth of knowledge and wisdom is unparalleled, and beyond her expertise, she is an extraordinary leader.
Wendy Farley
Tracey is the kind of leader who makes you want to be better—not because she demands it, but because she shows you how it’s done. She’s sharp, unwavering in her integrity, and has a sense of humor that can cut through the toughest days. She doesn’t just delegate; she shares responsibility. She doesn’t just manage; she teaches. And she does it all with the kind of steady confidence that makes you feel like you can take on anything.
Consent Preferences