Services

How can we work together?

Growing a business business comes with its fair share of operational challenges—processes that don’t scale, revenue operations that feel disjointed, and product launches that don’t go as planned. Balsam&Cedar helps untangle the complexity, aligning your teams, tools, and workflows for increased revenue.

We help companies eliminate friction, scale smarter, and drive sustainable revenue growth by fixing the processes and systems that hold them back.

People. Processes. Systems.

We don’t believe in “more hustle” as the answer to growth. Our services offerings reiterate our core belief system: we believe that by fixing the processes, systems, and habits that are quietly hold businesses back, we can accelerate growth.

When your operations run smoothly, your people focus on what they do best. When your data is connected, your strategy stops living in spreadsheets. When your teams align, revenue follows.

People Alignment

Because growth starts with your team.

Executive advisory & leadership coaching
Middle manager development (the most overlooked layer of growth)
Cross-department collaboration frameworks
Team training to build habits that actually stick

Your leaders lead with clarity. Your managers stop firefighting. Your teams pull in the same direction

Process Design

Because broken handoffs and missing playbooks cost you more than you realize.

Go-to-market process audits
Sales & marketing alignment playbooks
Lead handoff and lifecycle mapping
Revenue health check assessments

Less guesswork, more momentum. Clear processes that reduce friction and create consistent results.

Systems That Scale

Tools should work for you, not the other way around.

HubSpot & Salesforce optimization
Workflow automation builds
Reporting dashboards that tell the whole story
AI integration to save time and speed decisions

Your systems become an engine for growth instead of a patchwork of band-aids.

Are you ready?

Eliminate the chaos

If your business feels stuck, let’s change that.
Schedule a strategy call and we’ll show you how to turn bottlenecks into momentum and processes into profit.

Book a Call

How to Fix Any Business Problem: The SOLV Framework

Every business leader faces the same reality. Growth creates friction. The systems that once worked start to strain, communication gaps widen, and problems seem to appear faster than they can be fixed. That’s why frameworks matter. Last week on Scale Without Chaos , I walked through the foundation of my approach — the People, Processes, and Systems Framework. The premise is simple: every business problem fits into one of those three buckets. And just as importantly, so do th

The Scale Without Chaos Framework: People, Processes and Systems

The Framework That Fits Every Business: People, Processes, and Systems

There’s a moment every business leader reaches when the day-to-day stops feeling manageable. Growth brings friction, communication starts to break down, and what once felt clear suddenly feels complicated. That’s the moment when you need a framework, not another quick fix. The Scale Without Chaos Framework was built for exactly that. It’s the system I’ve used across companies of every size, from small teams to global organizations, to help them identify problems, fix them fo

Slow Down to Speed Up: Calendars, Cadence, and True Scale

There’s a point in every growing business where the pace becomes unsustainable.The CEO is running on adrenaline, the team is buried in “urgent” work, and yet progress feels slower than ever. The instinct is to speed up. To add more calls, more projects, more people. But as I talked about with Noor Barrage , founder of NVB Collective and the self-proclaimed “systems girl,” in Episode 14 of Scale Without Chaos , the real speed comes from doing the opposite. The companies tha