ALOMA CONSULTING GROUP
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Your AI Partner

A strategic, ongoing partnership to embed AI into the way your business operates — from lead generation and pricing to project delivery, automation, and team enablement. We don’t just advise; we work side-by-side with your team to deliver measurable results quickly and keep improving.

What We Do Together

  • Map your workflow end-to-end: lead gen → qualification → pricing → delivery → billing.
  • Standardize project flows and roles; clarify SLAs, handoffs, and accountability.
  • Automate high-leverage tasks across email, documents, CRM/ERP, and files.
  • Build real-time dashboards to track pipeline, cycle time, costs, and quality.
  • Organize and analyze data to unlock continuous improvement.
  • Upskill your team on AI tools, prompts, and automations; create clear playbooks.

How the Partnership Works

  1. Discover & Align: Interview teams, map flows, and define KPIs and constraints.
  2. Roadmap & Quick Wins: Prioritize a 90/180-day plan and deliver fast, visible improvements.
  3. Build & Integrate: Ship automations, assistants, and dashboards in reliable, small increments.
  4. Operate & Improve: Monitor performance, review regularly, and iterate continuously.
  5. Train & Enable: Upskill staff, document SOPs, and transfer ownership at your pace.

Example Automations & Assistants

Growth & Sales

  • Lead capture, enrichment, and routing with automated qualification summaries
  • Proposal generation from templates with pricing scenarios
  • Automated pipeline hygiene checks and weekly coaching insights

Delivery & Ops

  • Standardized kickoffs, tasks, and status updates
  • Automated document processing and CRM/ERP data entry
  • Dashboards for cycle time, throughput, and quality tracking

Tools We Work With

HubSpot, Salesforce, Pipedrive, Airtable, Google Workspace, Microsoft 365, Slack, Looker Studio / Power BI, Zapier, Make, Power Automate, OpenAI / Anthropic, plus OCR and RPA platforms.

Engagement Options

Retainer (Most Popular)

An ongoing partnership with a fixed monthly allocation for delivery, support, and training. Ideal for steady progress and compounding results.

Sprint Packages

Focused 2–4 week sprints to deliver specific outcomes (e.g., dashboard rollout, email triage automation, proposal assistant).

Hybrid models available — we’ll tailor the engagement to your needs.

Let’s Become Your AI Partner

We’ll review your workflows, identify quick wins, and design a practical 90-day roadmap to measurable impact.