Conduct a comprehensive audit of Liberty Horizons’ current financial, accounting, and operational tool stack to map all GTM workflows and identify integration gaps. Design an automation blueprint that ensures seamless handoffs between leadership, finance, and operational teams, aligning with the Chief of Staff’s responsibility to translate strategy into execution.

Implement a CRM data enrichment system that continuously updates client and prospect records with real-time financial events, company signals, and relevant contact changes. This ensures data consistency and accuracy across all revenue systems—critical for Liberty Horizons’ forecasting and operational planning.

Improves data quality for forecasting, reducing pipeline errors by 25% and saving 4–6 hours/week otherwise spent on manual data checks or corrections. Supports more reliable strategic planning and enhances client experience by keeping all records current.

Deploy AI-driven call prep reports for every client-facing interaction, aggregating the latest financial, operational, and CRM data before each meeting. This system empowers both leadership and client-facing teams to quickly align on priorities and next steps, ensuring high-quality execution of strategic initiatives.

Cuts pre-call research time by 70% per call (approx. 1 hour saved per meeting), enabling the small Liberty Horizons team to handle more strategic touchpoints per week and drive faster, better-aligned client outcomes.