Streamline Workflows. Enforce Processes. Unlock Growth.
The CRM That Powers Small Businesses.
Our Services
4-Week Operations, Automation, & Tech Assessments
Identify where automation and technology should be added to improve efficiency and scale.
In this 4 week engagement, we evaluate how your business operates including your processes, workflows, tools, and performance to pinpoint where automation and technology can eliminate manual work and drive measurable growth.
You will leave with a strategic execution plan and a custom proposal outlining how we continue implementing and optimizing together through an ongoing engagement.
What You Get
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A full review of your core business processes and workflows
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An audit of your current tools, systems, and integrations
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Identification of high-impact automation and AI opportunities
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Process and system recommendations aligned to how your business operates
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Software demos tailored to your workflows and growth goals
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A strategic execution plan with clear priorities and sequencing
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A custom proposal outlining ongoing implementation and optimization
Let’s start with a pre-assessment discussion.
We’ll explore where automation and systems could create the most impact.
What We’ll Cover
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Understand your current operations at a high level
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Identify where automation and technology may create leverage
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Align on goals and priorities
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Confirm if the 4 week assessment is the right next step
Who We are
Atlas is a startup built on experience.
We bring nearly 15 years of combined HubSpot and automation experience across a wide range of industries. We’ve worked inside growing companies, implemented systems from the ground up, and applied automation tools in real-world environments where results actually matter.
We started Atlas to help small and medium-sized businesses bridge the gap between ambition and execution. Many teams want to incorporate automation, AI, and modern technology but don’t have the time or internal resources to learn, implement, and optimize these tools on their own.
That’s where we come in.
We help businesses turn complex tools into simple, scalable systems so they can focus on growth, not configuration.
Heidi Beye
Co-Owner
Mason Pitts
Co-Owner