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At AMJ Solutions, we believe in fitting our solution to your needs. Before any long-term engagement, we explore your current challenges and successes. We work together to set goals and create a strategy that will meet those goals, so your expectations are fully aligned with our approach and you can hold us accountable for our performance.


As an alternative to a recurring retainer, we offer potential clients a one-time assessment where we perform a deep dive into all aspects of the business and provide a breakdown of our findings and recommendations of our strategy were we to enter into a long-term relationship.




Lifecycle Stage Definitions: Clearly differentiate the user journey between the different steps in the lifecycle: Leads, Marketing Qualified Leads, Sales Qualified Leads, Opportunities/Deals, Customers

Persona Creation: Define each stakeholder in the buying process and establish profiles for each: target audience’s demographics, psychographics, job titles, verticals.

Social Media Review: Perform an audit of your social media accounts on all platforms, reviewing posts, reach, audience and engagement.

Email Marketing Analysis: Differentiate between email types, compare performance by templates, cadence, timing and other factors.

Reporting: Create an ideal comprehensive reporting package and uncover holes in data prohibiting the ability to fully produce the different reports.

Website Performance: Analyze traffic sources, conversion rates, bounce rates, individual page performance and site health.

CRM Audit: Review the health of your CRM by analyzing engagement, use of standard and custom fields.

Paid Campaign Analysis: Review campaigns by platforms, quality of leads, conversion rates and return on investment.


Financial Statements: Your Income Statement, Balance Sheet and Statement of Cash Flows all should be telling one cohesive, consistent financial story. We pull them out of your GL and map them together to better discover financial areas of strength and weaknesses.

Cash vs Accrual Assessment: Review your financial statements and discover potential improvements in your accounting practices that will enable stronger financial reporting and analysis.

Build a Financial Model: Developing a dynamic financial model is critical for understanding unit economics, important inflection points and scalability of your business.

Financial Planning & Analysis: We create secondary reports that help you more effectively manage the profitability of your business.

Accounts Receivable: Analysis and Standard Operating Procedures Review

Accounts Payable: Analysis and Standard Operating Procedures Review


Object Architecture: Customer, Company and Opportunity level data should be consistent throughout all systems. We ensure that field types match, drop down lists are consistent and provide a road map for maintaining information integrity going forward.

Optimization Opportunities: Analyze the standard operating procedures and discover opportunities to minimize human capital with automation.

Potential Integrations: Research potential solutions to integrate disparate systems with each other, unifying data sets and reducing manual tasks.

Comprehensive Audit of Software: Review the entire technology stack for cost efficiency, adoption and redundancy.