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Building Neighbors, Not Numbers

Bringing all the important parts of your business together so you focus on your clients in a compassionate, ethical, transparent, and informed way while meeting your compliance requirements.

Different jobs within herbalism
GROWER

Manage your crops, your staff, your equipment, and your distribution.

FORMULATORS

Manage your inventory, your drop shipping, your eCommerce, and compliance.

CLINICAL HERBALIST

Manage your clients, cases, recommended treatments, and record keeping.

HERBAL EDUCATOR

Manage your content, students, schedules, communities, and virtual hosting.

CRAFTER

Manage your customers, marketing, events, and expenses.

One Source Of Truth

One system working as a community to ensure there is one source of truth. We can help you make that happen without breaking the bank.

Whether you’re working the fields, in the lab, at a craft show, tending to clients, or speaking to an audience, you need to know what’s going on in your business so you can work on building your business – without being tethered to a computer in an office.

We won’t tell you how to do things. We’ll simply build the systems that allow you to serve your community.

MARKETING

EMAIL CAMPAIGNS
Allow people to subscribe from your website, social media, a personal invite, or wherever you meet them so their information is consistent across all your points of interaction.
One source of Truth.
SOCIAL MEDIA
Manage messaging, posting, engaging, and reporting from one source for all your favorite social media platforms. Know who your top engagers are and respond quickly when someone needs you the most.
One Source of Truth.
LANDING PAGES
Build sticky pages – make sure your message doesn’t get lost with too much information. Bring your community to exactly what they need when they need it, then help them understand what to do next.
One source of Truth.
SURVEYS & FORMS
Feedback is important but who wants to sift through spreadsheets or piles of papers. Make sure you know how you’re doing overall while also being able to see individual feedback when you need it most.
One source of Truth.

SALES

RELATIONSHIP MANAGEMENT
Build trust. Understand how they found you, their interactions, preferences, and purchase history so you can better anticipate their needs and exceed their expectations without fumbling around for insights.
One source of Truth.
EMAIL & CALENDAR INTEGRATION
Having your emails, meetings, and conversation notes with someone in one place. Pick up where you left off with them as if it were yesterday, even if it’s been a long while. That makes people feel heard.
One Source of Truth.
INSIGHTS, REPORTING, ANALYTIC DASHBOARDS
Support what you observe. What rings true with plants and people is also true in business. We help you see what’s important, then display it so you can understand how to care for the health of your business.
One source of Truth.
FINANCIAL MATTERS
Beyond standard accounting, knowing how long it takes someone to become a client, knowing your peak seasons, and what products and services are doing best can help you better plan for your future.
One source of Truth.

We also support you with the following...

INVENTORY MANAGEMENT

LEGAL & COMPLIANCE

CUSTOMER SUPPORT

SECURITY & TECHNOLOGY MANAGEMENT

EMAIL & COLLABORATION

PROJECT MANAGEMENT

HUMAN RESOURCES

CUSTOM APPLICATIONS

Office Hours: Schedule Below

If you need to schedule some time with Sheri, please use the calendar below to reserve your space – don’t forget to let us know what you’d like to discuss during the meeting.

If you are someone looking for an initial consultation, please use the form at the top of the web page.


*This is not a HIPAA secure scheduling tool. Please do not describe any financial or health-related information in the description, as we cannot guarantee the privacy level.

LET'S WORK TOGETHER

Complete the form below and let us know a bit about you, your business, and what you hope to accomplish. Just a chat? That’s fine too.