About Us
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Stop Firefighting. Start Scaling.
Most growing businesses lose 10–15 hours a week to chaos, bottlenecks, and tool overload. Take our free AI Readiness quiz to see where systems (and AI) can save you time—without the hype.
Why Growth Feels Like a Constant Uphill Battle
Scaling shouldn't feel like firefighting. But for most small and medium business owners, it does. The symptoms are all too familiar:
Constant Firefighting
Your weeks are consumed by reactive problems instead of strategic growth. You're always putting out fires rather than building for the future.
Founder Bottleneck
Critical decisions and projects stall unless they go through you. Your team is capable but lacks the systems to move forward confidently.
Messy Tools + Workflows
You're paying for too many platforms with no clear process. Hours disappear into workflow gaps and redundant tasks every week.
Hidden Costs
$2,000–$5,000 per month vanishes in inefficiencies you can't easily track—missed opportunities, wasted labor, and duplicate efforts.
AI hype is everywhere, and most leaders don’t have the bandwidth to separate what’s real from what’s noise. You need clarity and straight talk—not more buzzwords.
Transform Chaos into Systems That Stick
We help small and medium business leaders replace reactive chaos with proactive systems that actually work:
Strategic Clarity
We translate your vision into tangible systems your entire team understands and can execute without constant oversight.
Execution Systems
Develop practical processes people actually follow—not theoretical frameworks that collect dust in shared drives.
Practical AI + Automation
Implement targeted solutions that save 10–15 hours every week where it matters most in your business operations.
Adoption That Lasts
Create tools and workflows your team enthusiastically adopts because they genuinely make work easier, not harder.
Our promise: Systems that Stick. Strategy that Scales. Leaders who lead.
Why Choose SMB Strategy Systems
We're not another consultant who hands you a theoretical slide deck and disappears. We build functional systems with you—so they actually stick.
Enterprise Expertise, SMB Focus
60+ years of Fortune 500 experience, thoughtfully simplified for fast-moving teams and lean budgets.
Proven ROI, Fast
Measurable results in 30–45 days, not the typical 6–12 month consulting timeline.
Hands-On Delivery
We work side by side with your team, not shouting instructions from the sidelines.
Adoption-First Approach
If your team won't actually use it, it doesn't matter how elegant the solution is.
Our Proven 4-Step Process for Results That Last
Every engagement follows our adoption-first framework, designed to turn chaos into clarity:
Audit
We deep-dive into your existing workflows to map out current processes and uncover hidden costs and inefficiencies.
Redesign
Together, we simplify, streamline, and eliminate unnecessary complexity, transforming messy operations into clear systems.
Build
We install and configure the right systems and AI tools that are specifically tailored to fit your unique business needs and goals.
Train
Our comprehensive training ensures your team confidently adopts the new systems, making them an indispensable part of their daily work.
No fluff. No guesswork. Just clarity, adoption, and measurable wins that drive real growth.
Services Tailored to Your Growth Stage
We meet you exactly where you are with solutions designed for immediate impact:
1
Smart Systems Sprint™
Reclaim 15+ hours per week in just 30 days by fixing your three most chaotic workflows. Perfect for businesses feeling overwhelmed by day-to-day operations.
2
Repeatable Results Engine™
Build a comprehensive operations backbone so your company's growth doesn't depend solely on you. Ideal for founders ready to scale beyond their personal capacity.
3
AI in Action Sprint
Deploy a working, practical AI solution in 30 days that delivers tangible time savings. Designed for businesses ready to move beyond AI hype to implementation.
4
90-Day Growth Plan Sprint
Align your entire team on priorities, KPIs, and execution clarity. Perfect for businesses at inflection points or preparing for their next growth phase.
The Cost of Waiting
Every month you delay implementing proper systems and strategic clarity, the competitive gap widens:
Lost Momentum
Disconnected systems and inefficient workflows leave significant money on the table every month they persist.
Widening Competitive Gap
Competitors who adopt systematic approaches and practical AI implementations are already pulling ahead—and the lead grows monthly.
Missed Market Opportunity
Market share is significantly easier to win today than it will be six months from now as industry leaders solidify their positions.
Act now—because scale won't wait for those who hesitate.
Our Story
SMB Strategy Systems was born from a simple belief: growing businesses deserve access to the same level of strategic clarity, operational rigor, and future-ready tools as the Fortune 500. With over 60 years of combined experience across health insurance, e-commerce, tech, and finance, our founders came together to close the gap.
We’ve sat in executive boardrooms, managed multi-million-dollar programs, and built scalable systems in high-stakes environments. But our passion lies in helping entrepreneurs, founders, and lean teams build smart, sustainable businesses—on their own terms.
We’re not here to deliver a binder of recommendations and disappear. We walk with you through the messy middle of growth, aligning your strategy, systems, and people to what actually moves the needle.
Simplicity over complexity. Execution over theory. Humans over hype.
Take Your First Step Toward Systematic Growth
The best way to start? Download your free AI Readiness Checklist today.
This practical guide shows you exactly where AI will (and won't) work in your specific business—and how to save hours every week without falling for empty hype or unnecessary complexity.
You'll discover:
  • The 3 workflows in your business most ready for AI automation
  • 5 warning signs that indicate where AI will likely fail
  • A simple framework to calculate the true ROI of any system change
  • Practical next steps you can implement immediately
Still Curious? Let's Talk Strategy

Not quite ready to download the checklist? Book a Strategy Call instead. This is a no-pressure 30-minute conversation to explore your specific goals and challenges to see if our approach might be a good fit.
We promise: No sales pitch—just honest exploration of your business needs and whether we can genuinely help.
What to Expect:
  • A focused discussion about your specific growth challenges
  • Candid assessment of where systems could help most
  • Practical suggestions you can use regardless of working together
  • Clear next steps with no pressure or follow-up sales tactics
If we're not the right fit, we'll happily recommend resources or other partners who might better serve your needs.
SMB Strategy Systems
Enterprise Strategy. SMB Smarts.
About Us
  • Our Approach
  • Client Results
  • Team
  • Blog
Services
  • Smart Systems Sprint™
  • Repeatable Results Engine™
  • AI in Action Sprint
  • 90-Day Growth Plan
Resources
  • Systems Audit Guide
  • Scaling Playbook
© 2025 SMB Strategy Systems. Systems that Stick. Strategy that Scales.