Who We Serve

Business Intelligence For Smart Business Owners & Professionals

Quantify ROI To Scale & Grow

Most business owners know a small part of what is actually going on in their business and how to improve upon it, but they don’t see the whole picture. NEO provides clarity and insight into the current state of the company, and highlights opportunities for efficiency and growth. Business owners can then make educated, data-driven decisions.We want to help you help more people by operating more efficiently and effectively.

We work with a few core industries:

  • SaaS Companies
  • Marketing Agencies
  • Professional Services
  • Home Services Companies

If you are in an industry that isn’t listed above, we may still be able to help. Our extensive experience in finance, business systems, and data means that we can help solve similar problems across industries. If you’re curious about how we might be able to help, please talk to our team. If we can’t help you, we’ll help you find someone who can!



Solutions That Work:

We've built tools & reports that help a few key industries, including medical, dental, business consultants, & marketing firms!

Frequently Asked Questions

What if my business doesn't fit any of the industries you listed above?

We know that not every business fits inside a nice little box.  That’s why we offer customizable dashboards that can be tailored for most industries.  The best way to know how to start gathering and using data for your business is to chat with us, so don’t be shy…hit the chat window or give us a call!

How do your services work with a marketing firm?

Our NEO Analyzer dashboards are a great resource to bolt onto what you’re already doing for your clients.  You can provide added value to your clients by providing them with insights that they can’t get anywhere else.  Let us handle the data, and let you handle the creative stuff!

Doesn't my communication software or CRM give me the same information?

Yes and no!  Many software programs and CRMs are great at helping your gather most of the data you need, but they don’t do more than that.  Our tools go many, many layers deeper than simply gathering data.  If you actually want to do something with the data that you’ve been collecting and make decisions not guesses, our tools are the perfect solution.