Blog
Straight answers on what to outsource, and how.
Short, practical reads on CRM, AI, sales, operations, hiring, and fractional leadership, written by the people who do the work.
Is Your CRM the Problem, or Your Process?
Five signs your CRM needs fixing, five signs the real issue is how work flows, and what to fix first when it is a bit of both.
Read the post →What to Outsource First: A Four-Question Test
A plain four-question test for deciding which work to hand off first, which to keep, and how to start outsourcing without losing control.
Read the post →How Long Does a CRM Switch Take? A Month-by-Month Plan
Moving to HubSpot, Salesforce, Zoho, or another CRM? A month-by-month plan for switching over without losing data or your team's trust.
Read the post →Which Sales Tasks Should You Hand to AI?
A practical list of the sales tasks AI handles well today, the ones it still gets wrong, and how to put it to work one task at a time.
Read the post →Fractional COO or Full-Time Hire? How to Choose
When a fractional COO, CRO, or sales leader makes more sense than a full-time hire, when it doesn't, and how to use one as a bridge to the right hire.
Read the post →Rather talk it through?
Book a Plate Review and leave with a written list of what to outsource first and a ballpark price for each.
Book my Plate ReviewKnow someone with a full plate?
Refer a business to 3rd Floor Advisors. We'll reach out, keep you posted, and treat them like our own.