Polk is here to empower teams with new ideas and solutions that save time and money.
The Monday brief: what Polk hands you at the start of every week.
Monday brief
7:02 AM
Margin on repeat orders slipped 3 points since June.
Two customers mentioned slow quotes this week.
Updates ready on sales numbers, your email inbox, and the market data analysis.
Read from your numbers, your inbox, and the market. Before anyone had coffee.
Uncover value across your business
Think missed customer requests, lost market signals, and disconnected data that could power your teams and business forward. Let's uncover the opportunities in your business, put a number on what they're worth, and rank what to fix first. You get a plan and a roadmap to value in weeks.
Discovery map
Deals lost while the customer waits · ~9 hrs a week
Repeat orders nobody asks for · ~6 hrs a week
Decisions that wait two weeks · ~4 hrs a week
Works fine · ~1 hr a week
Two of the four touch revenue directly. Together they cost about 20 hours a week.
Illustrative. Yours comes from discovery, ranked for your business.
Does your business use any of these tools? We will help you maximize your current stack, and share how we run ours.
How we work with you
Three stages. Each one ends with goals accomplished, and a roadmap to keep your business growing.
We find where your business loses money, customers, and time, and we put a number on it.
A roadmap you can actually use.
We optimize your stack with integrations, lightweight builds and a focus on the tools you already run, all while working closely with your people to ensure change is possible. Working together looks like:
Solutions built and running with your team.
Built for use right now, and designed to scale with your business.
Your people run it. The tools stay with you.
What Design builds
01The Company Brain
Your business spent years documenting how you work, how you sell, and how you fulfill. Polk connects those systems into one company brain, keeps it current, and puts it to work for your people and your agents. That takes sales, fulfillment, customer service, and operations working from the same picture.
Q: Where do we stand on the Henderson contract?
A: In legal review. Redlines arrived May 6. The counter-proposal is due May 12.Sourced from email, CRM, and documentation.
Ask your company anything
02Proactive Intelligence
Errors in sales numbers, missed customer follow-ups, contracts about to expire? Put what matters in one brief, ready when you arrive at work.
You decide what gets automated and what stays human.
We build in your stack. Accounts, data, and code are yours from day one.
Open standards and portable code. Leave, pivot, or grow without friction.
Discovery puts a dollar figure on every problem we find before we build anything. Design starts with the fix that pays back fastest. The first result lands inside the first month. After that, we review the real number against the map with you at regular check-ins.
No. We build inside the tools you already run: Google Workspace, QuickBooks, HubSpot, Slack, whatever your week depends on. We do recommend changes, based on our experience and on what your company needs to become more agentic. When a tool should go, we put it in the map with what replacing it would cost. You make the call.
They use it when it removes work they were already tired of doing. Discovery starts with the people who do the work, and a person approves what each system produces. Futureproof trains your team to run it and change it. You decide what gets automated and what stays human.
Discovery stands on its own, and the map is yours whether or not you go on. During Design, we keep comparing the real number to the map. If a build misses, we say so first, then fix it or move to the next fix on the map. Every stage ends with something you keep, and you decide whether to continue.
Your data stays in your accounts. We build inside the tools you already run, under your logins, and we never take your data with us. You decide what each system can see.
Kevin and Eric lead every engagement. Anyone else who joins has done this work beside us.
Set up a working session. Bring your questions and problems. Together, we've got this.
A first result inside the month asks something of you too: an executive who shows up, access to the materials and the data, and two working sessions a week. If that is you, we should talk.