AI Automation
Replace repetitive manual work with reliable workflows that save time and improve response speed.
- Workflow and automation opportunity audit
- Automated lead capture, routing, and follow-up
- AI-assisted email and response drafting
Consulting · AI Automation · Analytics
From overload to on track.
NMM Business Consulting is a consulting firm for growing businesses. We diagnose what's slowing you down, then build and run the systems — CRM, automation, analytics, and back-office support — that get you out of the weeds.
Works inside GoHighLevel · QuickBooks · Excel · Google Workspace
Your operations, on track running
◎New lead capturedsource ✓
⚙Synced to your CRMtagged
✦AI follow-up sentauto
▤Logged to dashboardlive
No migrations required
Support that works inside the systems you already use
We don't ask you to rip everything out and start over. We plug into your current stack — your CRM, spreadsheets, accounting, and inbox — so you get help without the headache of switching tools.
GoHighLevel
QuickBooks
Google Workspace
Microsoft Excel
Slack
Power BI
Notion
Zapier / Make
HubSpot
What we do
Strategy first — then the systems that run it
Explore each service to see exactly what is included, how the engagement works, and what your business can expect to receive.
Where we start
Business Consulting & Strategy
Get a clear diagnosis, practical priorities, and a roadmap your team can execute.
Market & competitive analysis
SWOT · Porter's Five Forces
Operational optimization
Lean · process streamlining
Financial modeling & forecasting
5-year projections
Unit economics & profitability
Margin · pricing · cost analysis
KPI & OKR design
Performance tracking
Growth & risk strategy
Budgeting · mitigation
Revenue Operations
Find where leads and revenue leak out, then repair the process, tracking, and ownership gaps.
- Revenue pipeline and funnel audit
- Lead-source and attribution framework
- Pipeline stage definitions and exit criteria
Data Analytics
Turn scattered or messy data into clean analysis, dashboards, trends, and forecasts.
- Data cleaning and transformation
- Exploratory and trend analysis
- Customer or product segmentation
Financial Planning & Analysis
Understand profitability, cash flow, pricing, and future financial scenarios before making major decisions.
- Profitability and margin analysis
- Cash-flow forecast
- Budget and variance reporting
Business Intelligence & Reporting
Create a dependable reporting system that shows leaders what is working and where attention is needed.
- KPI definition and ownership matrix
- Executive performance dashboard
- Operational scorecards
Executive Virtual Assistance
Delegate recurring back-office work to reliable support with clear procedures and accountability.
- Inbox organization and response preparation
- Calendar and meeting coordination
- CRM updates and data entry
Streamcore — CRM
Get a complete lead-management system built around your sales process, not a generic template.
- CRM account and user setup
- Custom pipelines and opportunity stages
- Lead capture forms and source tracking
Bookkeeping & Financials
Keep financial records current, reconciled, and ready for monthly management review.
- QuickBooks setup or cleanup
- Transaction categorization
- Bank and credit-card reconciliation
How it works
Clarity in weeks, momentum in months
Every engagement is scoped to your business. We put the few things that move the needle in place first, then keep improving week by week.
Phase 1Discovery
Days 0–7
Discovery & Setup
What we do
- Short kickoff call and a one-page brief on your goals and bottlenecks
- Read-only access to the tools that matter
- Agree on the five numbers we'll track for the first 90 days
What you'll see
A clear two-week plan and a scorecard built around those five numbers.
What clients often worry about
Handing over access. We use read-only-first, least-privilege roles and document every change we make.
Phase 2First Win
Weeks 2–3
First Win Live
What we do
- Ship the first working piece — an automation, an intake flow, or a baseline dashboard
- Keep it focused on one clear, useful outcome
What you'll see
Something real and visible early: fewer manual steps, faster response, or cleaner reporting.
What clients often ask for
Every extra at once. We keep the first win tight; the nice-to-haves come after it works.
Phase 3Fix Leaks
Weeks 4–6
Fix the Leaks & Grow
What we do
- Clean up the pipeline and process, and remove friction
- Stand up the reporting that shows what's actually working
What you'll see
Better visibility, faster follow-up, and more of your leads actually converting.
What clients often do
Try five ideas at once. We test one or two at a time so you can see what really moved the number.
Phase 4Scale
Ongoing
Optimize, Report, Scale
What we do
- A ~15-minute weekly check-in — what changed, why, and what's next
- Keep what works, drop what doesn't, and roll winners out further
What you'll see
A steadier pipeline, faster cash, and less day-to-day chaos for your team.
What clients often skip
The weekly check. We keep it short and useful so nothing piles up.
What we need from you
1One decision-maker who can give a yes or no
2One ops champion who knows how things really work
3Read-only access to the relevant tools to start
4About an hour a week for approvals and the scorecard check
5Brand basics — logo, colors, and tone examples
6In return: we carry the heavy lifting, you make the calls
Before you delegate
The questions we ask first
Handing work off well starts with a few honest questions. We walk through these with you on the first call, so nothing falls through the cracks and you stay in control of the outcome.
01
What tasks eat the most time each week? The best things to hand off first are repetitive, rules-based, and low-judgment.
02
Which of these only you can do? We protect the work that truly needs you and take everything around it.
03
What does 'done well' look like? Clear standards up front mean the work comes back the way you'd have done it.
04
Which tools and logins are involved? We work inside your existing systems, so access and guardrails are set once.
05
How will we measure it's working? We agree on a simple metric per task so delegation stays accountable.
Proof
Numbers from real work
Results from recent revenue-operations and consulting projects.
4,610
Visitors → 0 leads captured
A pipeline audit surfaced thousands of visitors lost with zero capture — a fixable, revenue-critical gap.
1.7/10
Baseline pipeline score
Scored a client's pipeline against a 10-metric KPI dictionary we built — a clear place to improve from.
+25%
Better project outcomes
Analysis and reporting that drove a measurable lift in results as a research consultant.
11
Lead sources standardized
Built a lead-source tracker standardizing capture across 11 categories and 6 required fields.
Sample
★★★★★
Replace with a real client quote once you've delivered a project. Keep it specific — what changed, and by how much.
—
Client Name
Role · Company
Sample
★★★★★
Replace with a real client quote once you've delivered a project. Keep it specific — what changed, and by how much.
—
Client Name
Role · Company
Sample
★★★★★
Replace with a real client quote once you've delivered a project. Keep it specific — what changed, and by how much.
—
Client Name
Role · Company
Packages
Simple, transparent plans
Five ways to work together. Every engagement begins with a free strategy call — analytics, automation, and RevOps are scoped inside these.
Retainer
Executive Virtual Assistance
Senior back-office support, handled for you every month.
from $1,000/mo
Monthly retainer
- Dedicated hours each month
- Inbox, calendar and scheduling
- CRM upkeep and data entry
- Bookkeeping support add-on
- Weekly check-ins
Most popular
Business Consulting & Strategy
Diagnose, plan, and build the systems that grow the business.
from $1,500
Per project or retainer
- Full audit and strategy roadmap
- Analytics, RevOps and AI automation
- Dashboards and reporting
- Financial modeling and forecasting
- Implementation and handover
Streamcore — CRM & Social
CRM
Streamcore Basic
Get your CRM built right, once.
$450
One-time build
- Full CRM and pipeline setup
- Lead-source tracking
- Core automations and tagging
- Contact cleanup and import
CRM + Social
Streamcore Pro
CRM plus your social presence, set up.
$850
One-time build
- Everything in Basic
- Social media setup — 3 platforms
- Profile optimization and branding
- Content templates and scheduling setup
Managed
Streamcore Premium
CRM and social, fully managed each month.
$1,200/mo
Monthly retainer
- Everything in Pro
- Managed social media accounts
- Content creation and scheduling
- Monthly reporting and optimization
Not sure which fits? Book a call and we'll scope it to your business.
Not sure which package fits?
Book a free discovery call and we'll help you find the right starting point — no pressure, no obligation.
Book a free discovery callQuestions
Good to know
Growing small businesses, agencies, and coaches who have leads and data but no one dedicated to organizing them. If your team is buried in admin or flying blind on numbers, that's what we fix.
A general VA does tasks. We build systems and bring strategy. We combine financial analysis, CRM expertise, and AI automation to fix the root cause — so the work either happens automatically or stops being necessary.
No. We work inside the systems you already use — your CRM, spreadsheets, accounting software, and inbox. If a better tool would genuinely help, we'll recommend it, but we never force a migration.
We build practical automations around clear rules and keep a human in the loop where it matters. The goal is to remove repetitive work reliably, not to hand your business to a black box.
Book a free strategy call. We'll learn where things are stuck, then propose a right-sized package — virtual assistance, a consulting engagement, or a Streamcore CRM build.