Take Your Systems Further.

What We Do

We go beyond the numbers at FreshTrax, our system architecture strategists advance your company to new heights. Our focus is small batch consulting to create value using a collaborative approach and developing unique solutions for your business challenges.

System & Operating Services

Helping business owners realize their true performance potential by developing an unbiased, end-to-end view of the company’s full value chain.

Operating Focused

Early-stage businesses, scaling up “Professionalizing” their operations


Mid-stage growing businesses looking to improve their technology stack and streamline the client experience by creating more efficient processes

Performance Leader

Businesses in all stages Focus on operational success through the utilization of reporting and dashboards

Growth Champion

Businesses that plan to grow rapidly or reshape inorganically Strategic insight and thought partnership Businesses looking for external support

Softwares & Tools we Integrate With

Lean Six Sigma Approach


• Review company structure

• Assess current systems and quantify inputs and outputs

• Discuss your needs and challenge

• Outline scope and determine consulting structure


• Process mapping existing workflows

• Identify potential causes

• Hypothesize solutions

• Define communication plan

• Revise and review


• Vendor selection and contract negotiation

• Outline future state and test solution

• Create standard operating procedures and train

• Develop implementation plan and launch full solution


• Generate reports and dashboards to sustain improvements

• Post-launch review

• Determine project success and refine where needed

• Finalize transition and celebrate!

CRM Administration & Reporting Services

Understand implications of all decisions. Align business strategy with your current operating structure. Improve resource deployment to generate better returns.

Historical review & forecasting

Assessment of historical CRM strategy Develop solution for optimization Implement streamlined processes Establish key areas of focus to optimize CRM

Manage users, data & security

Maintain and customize Sales, Service and Marketing Cloud Create workflows and processing queues. Make adjustments as needed.

Data Transparency

Establish KPI targets, design advanced reports, dashboards and business process automation. Determine and address operational needs for improvement.

Align CRM

Identify specific business priorities and projects Optimize and extend use of application Integrate with 3rd party systems such as data inflows, DocuSign, and billing

Meet Katharine Leonard

fractional cfo, fractional cfo denver, contract cfo, contract cfo denver, company controller, business valuations, financial risk management, strategic business planning, restructuring strategies

Throughout her career, Katharine has focused on operational strategy and tactical execution. Katharine is passionate about process improvement, and dedicated to finding and implementing efficiencies in all stages of a process. Prior to joining FreshTrax, Katharine spent over ten years working with Financial Services and Technology companies on improving their day-to-day operations and executing on long-term solutions. Katharine started her career in Operations at TD Ameritrade where she found efficiencies through reporting and database enhancements, reducing manual processing by 75%. She then went on to work at TCA powered by E*TRADE where she ran multiple Lean Six Sigma projects including implementing a business process management system for client services and operations, strategizing a technology request platform, building out Salesforce integrations, and creating transparency and visibility using reporting and dashboards.

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Years of practice


Average reduction in manual processing time


Investment advisors served directly & indirectly


Over workflows reimagined

Our Prices

Basic Support

  • $2,500
  • /MO

  • Salesforce CRM Administration and Integrations
    Comprhensive Reporting and Dashboards
Creative Support

  • $5,000
  • /MO

  • Salesforce CRM Administration and Integrations
    Comprehensive Reporting and Dashboards
    Data Analysis
    Systems Implementation
    Custodian Relationship and Support
Black Belt Support

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