AI Consulting & Strategy
Advisors who assess AI readiness, pick use cases, run training and provide fractional AI or automation leadership.
Alfafam Management Consulting
Miami consultancy that helps small and mid-sized companies with automation, systems implementation, operations and project management. Combines strategy work with hands-on builds across tools like Monday.com, Airtable and HubSpot.
Cyber Defense Advisors
Cybersecurity and IT advisory firm with US and European offices that also works as a Zapier partner on digital transformation programs. Advises larger organizations on security and technology strategy.
Kriv AI INC
New Jersey AI consulting firm focused on governed AI for regulated industries, primarily healthcare and life sciences. Helps enterprises move AI from pilot to production within compliance constraints.
Workiflow
Managed technology partner offering strategy, AI, data, automation and custom development on a single retainer. Listed as a US-based Make partner and known for monday.com implementation and custom app work.
AI Xccelerate LLC
Texas-based AI consulting and automation firm working with small and mid-sized businesses across North America. Helps clients identify high-value AI use cases and move pilots into production systems.
Business Buddy
Rhode Island consulting firm and Zapier Silver Solution Partner focused on operational efficiency for small businesses. Provides websites, business tooling and day-to-day technology support locally.
JAC Info Tech, LLC
Dallas-Fort Worth managed IT and cybersecurity provider that also delivers automation, AI integration and digital marketing. Covers hardware, SaaS and network monitoring alongside workflow work.
Voltage Control
Austin facilitation academy and consultancy running a twelve-week facilitation certification program. Applies facilitation methods to enterprise AI transformation, alignment and governance work.
Rainwater Growth | Training, Research, & Consulting
Maryland boutique consultancy and training company founded in 2023. Delivers productivity training and technology-based systems support to mission-driven teams and small-team leaders.
CapabilitySource
Marketing operations consultancy and product company operating since 2011. Services span data migration, implementation, automation and AI, systems integration and ongoing support.
Thespelas
US Make partner that replaces legacy systems and inefficient processes with custom-built workflow solutions. Includes training so client teams can run the new systems themselves.
CIMA Consulting
Charlottesville strategy and technology firm working with nonprofits and social impact organizations since 2016. Strengthens operations and fundraising capacity, including automation of donor and program workflows.
Design Thynk
Houston firm that maps the full customer journey and layers AI-driven automations onto it so leads move from first touch to close without manual handoffs. Also advises on AI-ready infrastructure during mergers and acquisitions.
Automate to Win
Austin-based solo automation practice building local-first AI systems and workflow automation. Founder has built automations across many stacks and industries for startups through enterprise teams.
TruGrowth Consulting
San Antonio consultancy partnering with financial advisory firms on growth strategy, coaching and practice operations. Helps advisors streamline the practice while growing assets under management.
InsidePartners.ai
Denver systems integrator offering fractional Chief Automation Officer services to mid-market companies. Centralizes internal knowledge and owns enterprise AI automation governance and delivery.
Columbus Business Consulting
Columbus consultancy serving small businesses, startups and nonprofits in central Ohio. Uses software, workflow automation and AI to streamline operations for owners and trades contractors.
Opex Consultants
New Jersey technology consulting and risk management firm that streamlines client operations using Zapier. Provides dedicated support for companies navigating their technology environment.
Kerzie AI Solutions
Texas firm that deploys outcome-driven, industry-specific automation for small and mid-sized businesses. Designed so clients get ROI without learning new tools or changing how they work.
Y Not You
New York growth advisory firm that has been featured in Forbes. Builds Zapier automation around a client's existing stack rather than imposing a template, alongside strategy and AI work.
Efficient App
Austin team that helps businesses choose and implement the right software stack, publishing in-depth software comparisons alongside consulting work. Listed as a Zapier solution partner.
McBride Method
Chattanooga firm replacing manual, disconnected work with reliable automation and practical AI for mission-driven organizations. Deep experience with nonprofit programs and affiliates.
Optimum
Houston IT consultancy and Certified ClickUp Partner with expertise in work automation and collaboration practices. Delivers tailored ClickUp solutions alongside broader IT consulting.
Process Power Up
Austin practice run by Zapier's 2024 Automation Hero of the Year. Works directly with small business owners to close the gap between a business ready to scale and systems that are not.
Hey Rachael Systems & Strategies
Seattle fractional COO practice serving established service providers, agencies and creative businesses. Builds the systems and automations that take founders out of daily operations.
Third Degree Leverage
Phoenix firm built around the idea that automation is the third stage of small business leverage after owner time and staff time. Builds custom CRM systems and streamlined processes.
Montchanin
Delaware technology consultancy helping organizations architect and run autonomous systems. Works with modern tooling such as Notion and AI platforms to create operational leverage.
ProspIntel
Virginia team that builds Zapier automations synced with HubSpot to improve sales team productivity, alongside a program teaching sellers to use AI across the enterprise deal cycle.
Simple Stack
Bay Area Zapier Solutions Partner delivering operational data and AI consulting for enterprise teams. Builds structured systems and AI agents on top of Airtable and connected tools.
TechAlign Solutions
New York consultancy specializing in sustainable enterprise architecture for small and mid-sized organizations. Guides modernization decisions and the automation that supports them.
Traktion Labs
New York firm helping startups and venture capital firms combine process optimization with AI tooling and workflow automation. Also builds custom mini apps for portfolio operations.
Innovationedge
Wisconsin strategic innovation consultancy working with executives and inventors. Develops AI strategies and digital transformation frameworks alongside innovation program work.
ClarityShaping LLC
Charlotte practice offering fractional operations support to small and midsize businesses. Documents processes, runs gap analyses and then automates the workflows that emerge.
Build with Jeremy
San Diego strategic operations partner for established service businesses. Streamlines admin work and builds systems so teams can handle more volume without adding headcount.
COGS - Chatham Oaks Growth Solutions
Cape Cod firm providing AI and operational technology guidance to New England businesses. Helps owners pick and implement the right tools rather than piling on more software.
INSIDEA, Inc.
Elite HubSpot Partner and Zapier Silver partner operating as an AI-first growth partner. Covers CRM, revenue operations, marketing, web and AI programs for scaling companies.
Questions
Frequently asked questions
What counts as ai consulting & strategy?
Advisors who assess AI readiness, pick use cases, run training and provide fractional AI or automation leadership.
When should I pick a ai consulting & strategy specialist?
Advisors who assess AI readiness, pick use cases, run training and provide fractional AI or automation leadership.