CG Link · Operations consulting
We help owners and operations leaders fix manual work, unclear numbers and missed handoffs. Tell us where work gets stuck.
Representative outcomes
Anonymous examples. No client percentages or ROI claims.
Executive Dashboard
Leadership reviews now run on live data, and site-level exceptions are visible the day they occur.
CRM Modernization
Pipeline data became reliable enough to forecast against, and coaching moved from anecdote to recorded performance.
Workflow Automation
Manual re-entry was eliminated for routine cases, and every request now has a documented, auditable trail.
Operating experience across contact centers, healthcare revenue cycle, sales and workforce management.
Staff move information between spreadsheets, email and systems that do not connect.
Teams reconcile reports by hand. Leaders cannot see where time, cost or margin is drifting.
Leads, approvals and service requests wait between teams without a clear owner.
Schedules lag behind volume. Customers wait while managers react to last week's performance.
Who we help
Owners, CEOs, COOs and operations leaders whose growth has outpaced their processes and systems.
Map the work, review the numbers and locate the bottlenecks.
Agree on the outcome. Decide what to improve, build, buy or connect.
Deliver in usable phases, with documentation and team training.
Your team owns the handover. Ongoing support and optimization are optional.
Find the causes of lost time and margin. Prioritize the changes worth making.
Explore the approachAgree on the metrics and connect the data so leaders can act on current information.
Explore the approachRemove unnecessary steps, connect systems and make handoffs accountable.
Explore the approachClient identities are withheld.
Multi-site services organization
Each site reported weekly in its own format, using its own definitions. Leadership could not compare performance or spot a problem before month end.
A consolidated data model with agreed metric definitions, and role-based dashboards with threshold alerts for site, regional and executive views.
Sales operation
A generic CRM did not match how the team actually sold. Data entry was inconsistent, so pipeline reporting could not be trusted.
A CRM redesigned around the real sales process, with structured outcome capture, lead prioritization and manager scorecards built into the daily workflow.
Back-office operation
Staff re-keyed the same information across three systems, and approvals stalled in email with no visibility into where a request was sitting.
Automated data flow between systems, an approval queue with ownership and timers, and exception routing for anything outside policy.
Request a 30-minute discovery call. We will discuss the problem and whether CG Link can help.