Scale your business. Accelerate your team. Built around how you actually work.
Samso helps businesses move faster by building AI-powered workflows around how your team already works - designed and delivered by experts with deep experience in finance, sales, marketing, and operations.
Real services. Real workflows. Built to fit your business.
Every service in our catalog - finance, marketing, ops, product, sales, and people. Click any card to see what we can build for your team.
Financial Statements & Schedules Creation
GAAP-ready IS, BS, CF, and equity rollforwards produced directly from your trial balance.
Finance & AccountingDepartment-Level Budgeting
Multi-tab budget workbooks split by function with driver-based assumptions and consolidated rollups.
Finance & AccountingHeadcount & Compensation Planning
Roster-driven headcount plans with salary, bonus, equity, and recruiting cost assumptions.
Finance & AccountingCash Flow Forecasting
Managed 13-week and long-range cash forecasts with variance tracking and scenario analysis.
Finance & AccountingRevenue Forecasting
Bottoms-up revenue models tied to your pipeline, cohorts, or usage data.
Finance & AccountingBoard Reporting
Polished board decks and operating reports assembled from live financial data.
Finance & AccountingPitch Decks & Investor Materials
Founder-ready fundraising decks, data rooms, and investor update packages.
Finance & AccountingInteractive KPI Dashboards
Live dashboards tied to your source systems, with drillable metrics and trend views.
Finance & AccountingSensitivity & Scenario Modeling
Multi-case financial models with two-way sensitivities and scenario toggles.
Finance & AccountingValuation Model (DCF & Comps)
Institutional-grade DCF, comparable company, and football-field valuation workbooks.
Finance & AccountingThree-Statement Modeling
Fully linked IS/BS/CF models with working capital schedules and debt waterfalls.
Finance & AccountingMonthly Close Checklist & Reconciliations
Managed close checklists, reconciliations, and journal entries that compress close time.
Finance & AccountingBlog Post Generation in Brand Voice
Long-form blog posts written in your brand voice with SEO structure and source citations.
MarketingNewsletter & Daily Brief Pipelines
Managed daily and weekly newsletters pulled from your sources, drafted and queued for review.
MarketingLinkedIn Content Engine
Executive-voice LinkedIn posts scheduled and produced from your themes and expertise.
MarketingCold Outreach Sequences
Personalized multi-touch outbound sequences grounded in account-level research.
MarketingSEO Content Briefs
SERP-aware briefs with target keywords, outlines, competitor gaps, and source links.
MarketingCase Study Production
Customer case studies drafted from interview transcripts and outcome data.
MarketingAd Copy Variant Generation
Dozens of channel-specific ad variants tuned to your audience and test criteria.
MarketingLanding Page Copy & Wireframes
Conversion-tuned landing page copy paired with low-fi wireframe layouts.
MarketingPress Releases & Media Pitches
Newsroom-ready releases and tailored pitches matched to target journalists.
MarketingCompetitive Intelligence Briefs
Continuously refreshed competitor briefs covering positioning, pricing, and product moves.
MarketingPodcast & Video Repurposing
Long-form episodes chopped into clips, quotes, show notes, and social posts.
MarketingLead Magnet Creation
Guides, templates, and data reports produced end-to-end for demand capture.
MarketingDocument Extraction Pipelines
Structured data pulled from invoices, contracts, and PDFs into your systems of record.
OperationsProject Management Tool Creation
Custom PM tools built on your stack, tuned to how your team actually works.
OperationsEmail Triage & Classification
Auto-labeled, routed, and summarized inboxes that keep your team out of low-value email.
OperationsSOP Generation from Recordings
Step-by-step SOPs auto-drafted from Loom walkthroughs or call recordings.
OperationsCross-System Data Reconciliation
Managed matching and exception reporting across ERPs, CRMs, and spreadsheets.
OperationsInternal Knowledge Base / RAG
Private retrieval-augmented search over your docs, tickets, and internal wikis.
OperationsWorkflow Orchestration Builds
End-to-end workflows wired across your tools with human-in-the-loop checkpoints.
OperationsContract Review & Extraction
Clause-level contract analysis with redlines, risk flags, and field extraction.
OperationsReporting Pipelines
Scheduled internal reports generated from multiple systems and delivered on cadence.
OperationsCalendar & Scheduling Agents
Agents that coordinate meetings across participants, tools, and time zones.
OperationsAudit & QA Automation
Automated sampling, scorecards, and exception detection over transactions or tickets.
OperationsFile Organization & Tagging
Tagging, renaming, and filing of incoming documents into your storage hierarchy.
OperationsCustomer Interview Synthesis
Themes, quotes, and priority signals pulled from customer interviews at scale.
ProductFeature Request Triage
Incoming requests deduped, scored, and routed to the right product area.
ProductPRD Generation
Structured PRDs drafted from Slack threads, tickets, and interview notes.
ProductRoadmap Drafts from Research
Quarterly roadmap drafts built from usage data, feedback, and strategy inputs.
ProductUser Persona Builds
Persona documents grounded in CRM data, interviews, and product usage.
ProductCompetitive Feature Matrix
Live matrix of competitor features, pricing, and positioning refreshed on a cadence.
ProductNPS & Survey Analysis
NPS verbatims and survey responses clustered into themes and ranked by impact.
ProductRelease Notes Automation
Customer-facing release notes assembled from PRs, tickets, and internal changelogs.
ProductUsability Test Synthesis
Moderated and unmoderated test sessions turned into findings, severity, and next steps.
ProductFeature Scoring (RICE/ICE)
RICE and ICE scoring applied consistently across your backlog with rationale captured.
ProductBeta Feedback Rollups
Beta program feedback aggregated into weekly rollups with priorities and themes.
ProductProduct Strategy Briefs
Strategy memos and positioning briefs tuned to your market and stage.
ProductProspect Research Briefs
Deep pre-call account briefs covering initiatives, tech stack, and trigger events.
Sales & Revenue OperationsPersonalized Proposal Generation
Custom proposals drafted per opportunity, pulling from your playbooks and pricing.
Sales & Revenue OperationsPricing & Quote Automation
Configured quotes, discount approvals, and contract-ready pricing in minutes.
Sales & Revenue OperationsSales Deck Builds
Industry- and persona-specific sales decks produced from your master narrative.
Sales & Revenue OperationsDiscovery Call Prep Packs
One-page pre-call briefs with questions, hooks, and hypotheses for each account.
Sales & Revenue OperationsCall Transcripts to CRM Notes & Follow-ups
Gong and Zoom transcripts summarized into CRM fields, next steps, and follow-up emails.
Sales & Revenue OperationsPipeline Hygiene Reports
Forecast-grade pipeline reports with stale-deal flags and missing-data detection.
Sales & Revenue OperationsWin/Loss Analysis Synthesis
Structured win/loss themes across closed deals with competitor patterns.
Sales & Revenue OperationsBattle Card Generation
Competitor battle cards kept current from product updates, reviews, and news.
Sales & Revenue OperationsTerritory & Account Segmentation
Data-driven account tiering and territory assignments aligned to your ICP.
Sales & Revenue OperationsCommission Calculation Workbooks
Per-rep commission calculations tied to plan rules, with full audit trails.
Sales & Revenue OperationsQBR Deck Automation
Customer QBR decks assembled from product usage, outcomes, and account plans.
Sales & Revenue OperationsJob Description Drafting
Role-specific JDs aligned to your comp bands, level framework, and voice.
People & HRResume Screening & Shortlists
Screened candidate shortlists scored against your rubric with written rationale.
People & HRInterview Scorecards & Candidate Packets
Structured interview kits and per-candidate packets for the full hiring loop.
People & HROffer Letter & Comp Package Generation
Offer letters and comp summaries generated from approved bands and equity models.
People & HRRole-Specific Onboarding Plans
30/60/90 onboarding plans tailored to the role, manager, and team context.
People & HRPerformance Reviews & 360 Synthesis
Review cycles with synthesized 360 feedback, themes, and suggested ratings.
People & HRCompensation Benchmarking Reports
Role-level benchmark reports against public and aggregated market data.
People & HREmployee Handbook & Policy Drafting
Handbook and policy documents drafted to your jurisdiction and company profile.
People & HROrg Chart & Headcount Visualization
Living org charts and headcount plans tied to budget and hiring roadmap.
People & HREngagement Survey Analysis
Open-ended survey responses clustered into themes with severity and action prompts.
People & HRTraining Material & Course Outlines
Course outlines, slide decks, and training modules built for your internal programs.
People & HRExit Interview Synthesis
Exit themes rolled up across departures to surface retention and culture signals.
People & HRFinancial Statements & Schedules Creation
GAAP-ready IS, BS, CF, and equity rollforwards produced directly from your trial balance.
Finance & AccountingDepartment-Level Budgeting
Multi-tab budget workbooks split by function with driver-based assumptions and consolidated rollups.
Finance & AccountingHeadcount & Compensation Planning
Roster-driven headcount plans with salary, bonus, equity, and recruiting cost assumptions.
Finance & AccountingCash Flow Forecasting
Managed 13-week and long-range cash forecasts with variance tracking and scenario analysis.
Finance & AccountingRevenue Forecasting
Bottoms-up revenue models tied to your pipeline, cohorts, or usage data.
Finance & AccountingBoard Reporting
Polished board decks and operating reports assembled from live financial data.
Finance & AccountingPitch Decks & Investor Materials
Founder-ready fundraising decks, data rooms, and investor update packages.
Finance & AccountingInteractive KPI Dashboards
Live dashboards tied to your source systems, with drillable metrics and trend views.
Finance & AccountingSensitivity & Scenario Modeling
Multi-case financial models with two-way sensitivities and scenario toggles.
Finance & AccountingValuation Model (DCF & Comps)
Institutional-grade DCF, comparable company, and football-field valuation workbooks.
Finance & AccountingThree-Statement Modeling
Fully linked IS/BS/CF models with working capital schedules and debt waterfalls.
Finance & AccountingMonthly Close Checklist & Reconciliations
Managed close checklists, reconciliations, and journal entries that compress close time.
Finance & AccountingBlog Post Generation in Brand Voice
Long-form blog posts written in your brand voice with SEO structure and source citations.
MarketingNewsletter & Daily Brief Pipelines
Managed daily and weekly newsletters pulled from your sources, drafted and queued for review.
MarketingLinkedIn Content Engine
Executive-voice LinkedIn posts scheduled and produced from your themes and expertise.
MarketingCold Outreach Sequences
Personalized multi-touch outbound sequences grounded in account-level research.
MarketingSEO Content Briefs
SERP-aware briefs with target keywords, outlines, competitor gaps, and source links.
MarketingCase Study Production
Customer case studies drafted from interview transcripts and outcome data.
MarketingAd Copy Variant Generation
Dozens of channel-specific ad variants tuned to your audience and test criteria.
MarketingLanding Page Copy & Wireframes
Conversion-tuned landing page copy paired with low-fi wireframe layouts.
MarketingPress Releases & Media Pitches
Newsroom-ready releases and tailored pitches matched to target journalists.
MarketingCompetitive Intelligence Briefs
Continuously refreshed competitor briefs covering positioning, pricing, and product moves.
MarketingPodcast & Video Repurposing
Long-form episodes chopped into clips, quotes, show notes, and social posts.
MarketingLead Magnet Creation
Guides, templates, and data reports produced end-to-end for demand capture.
MarketingDocument Extraction Pipelines
Structured data pulled from invoices, contracts, and PDFs into your systems of record.
OperationsProject Management Tool Creation
Custom PM tools built on your stack, tuned to how your team actually works.
OperationsEmail Triage & Classification
Auto-labeled, routed, and summarized inboxes that keep your team out of low-value email.
OperationsSOP Generation from Recordings
Step-by-step SOPs auto-drafted from Loom walkthroughs or call recordings.
OperationsCross-System Data Reconciliation
Managed matching and exception reporting across ERPs, CRMs, and spreadsheets.
OperationsInternal Knowledge Base / RAG
Private retrieval-augmented search over your docs, tickets, and internal wikis.
OperationsWorkflow Orchestration Builds
End-to-end workflows wired across your tools with human-in-the-loop checkpoints.
OperationsContract Review & Extraction
Clause-level contract analysis with redlines, risk flags, and field extraction.
OperationsReporting Pipelines
Scheduled internal reports generated from multiple systems and delivered on cadence.
OperationsCalendar & Scheduling Agents
Agents that coordinate meetings across participants, tools, and time zones.
OperationsAudit & QA Automation
Automated sampling, scorecards, and exception detection over transactions or tickets.
OperationsFile Organization & Tagging
Tagging, renaming, and filing of incoming documents into your storage hierarchy.
OperationsCustomer Interview Synthesis
Themes, quotes, and priority signals pulled from customer interviews at scale.
ProductFeature Request Triage
Incoming requests deduped, scored, and routed to the right product area.
ProductPRD Generation
Structured PRDs drafted from Slack threads, tickets, and interview notes.
ProductRoadmap Drafts from Research
Quarterly roadmap drafts built from usage data, feedback, and strategy inputs.
ProductUser Persona Builds
Persona documents grounded in CRM data, interviews, and product usage.
ProductCompetitive Feature Matrix
Live matrix of competitor features, pricing, and positioning refreshed on a cadence.
ProductNPS & Survey Analysis
NPS verbatims and survey responses clustered into themes and ranked by impact.
ProductRelease Notes Automation
Customer-facing release notes assembled from PRs, tickets, and internal changelogs.
ProductUsability Test Synthesis
Moderated and unmoderated test sessions turned into findings, severity, and next steps.
ProductFeature Scoring (RICE/ICE)
RICE and ICE scoring applied consistently across your backlog with rationale captured.
ProductBeta Feedback Rollups
Beta program feedback aggregated into weekly rollups with priorities and themes.
ProductProduct Strategy Briefs
Strategy memos and positioning briefs tuned to your market and stage.
ProductProspect Research Briefs
Deep pre-call account briefs covering initiatives, tech stack, and trigger events.
Sales & Revenue OperationsPersonalized Proposal Generation
Custom proposals drafted per opportunity, pulling from your playbooks and pricing.
Sales & Revenue OperationsPricing & Quote Automation
Configured quotes, discount approvals, and contract-ready pricing in minutes.
Sales & Revenue OperationsSales Deck Builds
Industry- and persona-specific sales decks produced from your master narrative.
Sales & Revenue OperationsDiscovery Call Prep Packs
One-page pre-call briefs with questions, hooks, and hypotheses for each account.
Sales & Revenue OperationsCall Transcripts to CRM Notes & Follow-ups
Gong and Zoom transcripts summarized into CRM fields, next steps, and follow-up emails.
Sales & Revenue OperationsPipeline Hygiene Reports
Forecast-grade pipeline reports with stale-deal flags and missing-data detection.
Sales & Revenue OperationsWin/Loss Analysis Synthesis
Structured win/loss themes across closed deals with competitor patterns.
Sales & Revenue OperationsBattle Card Generation
Competitor battle cards kept current from product updates, reviews, and news.
Sales & Revenue OperationsTerritory & Account Segmentation
Data-driven account tiering and territory assignments aligned to your ICP.
Sales & Revenue OperationsCommission Calculation Workbooks
Per-rep commission calculations tied to plan rules, with full audit trails.
Sales & Revenue OperationsQBR Deck Automation
Customer QBR decks assembled from product usage, outcomes, and account plans.
Sales & Revenue OperationsJob Description Drafting
Role-specific JDs aligned to your comp bands, level framework, and voice.
People & HRResume Screening & Shortlists
Screened candidate shortlists scored against your rubric with written rationale.
People & HRInterview Scorecards & Candidate Packets
Structured interview kits and per-candidate packets for the full hiring loop.
People & HROffer Letter & Comp Package Generation
Offer letters and comp summaries generated from approved bands and equity models.
People & HRRole-Specific Onboarding Plans
30/60/90 onboarding plans tailored to the role, manager, and team context.
People & HRPerformance Reviews & 360 Synthesis
Review cycles with synthesized 360 feedback, themes, and suggested ratings.
People & HRCompensation Benchmarking Reports
Role-level benchmark reports against public and aggregated market data.
People & HREmployee Handbook & Policy Drafting
Handbook and policy documents drafted to your jurisdiction and company profile.
People & HROrg Chart & Headcount Visualization
Living org charts and headcount plans tied to budget and hiring roadmap.
People & HREngagement Survey Analysis
Open-ended survey responses clustered into themes with severity and action prompts.
People & HRTraining Material & Course Outlines
Course outlines, slide decks, and training modules built for your internal programs.
People & HRExit Interview Synthesis
Exit themes rolled up across departures to surface retention and culture signals.
People & HRBuilt for the way your industry actually operates.
We tailor every workflow, model, and agent to the language and constraints of the sector you work in.
Technology
Software, SaaS, and technology-enabled services - scaling GTM and operations with AI.
IndustryRetail & Consumer
E-commerce, consumer goods, and retail operations - from merchandising to customer lifecycle.
IndustryMedia & Entertainment
Media production, content, and entertainment businesses - audience growth and monetization.
IndustryBanking & Capital Markets
Banks, investment firms, and capital markets - risk, reporting, and client-facing workflows.
IndustryManufacturing
Industrial production, supply chain, and manufacturing operations - visibility and throughput.
IndustryInsurance
Carriers, brokers, and insurance technology - underwriting, claims, and policy workflows.
IndustryHealthcare
Providers, payers, and healthtech - clinical and back-office workflows with compliance in mind.
IndustryEnergy
Oil & gas, renewables, and utilities - operational data, reporting, and field workflows.
IndustryDefense & Aerospace
Government contractors, primes, and aerospace - mission support and contract operations.
IndustryTechnology
Software, SaaS, and technology-enabled services - scaling GTM and operations with AI.
IndustryRetail & Consumer
E-commerce, consumer goods, and retail operations - from merchandising to customer lifecycle.
IndustryMedia & Entertainment
Media production, content, and entertainment businesses - audience growth and monetization.
IndustryBanking & Capital Markets
Banks, investment firms, and capital markets - risk, reporting, and client-facing workflows.
IndustryManufacturing
Industrial production, supply chain, and manufacturing operations - visibility and throughput.
IndustryInsurance
Carriers, brokers, and insurance technology - underwriting, claims, and policy workflows.
IndustryHealthcare
Providers, payers, and healthtech - clinical and back-office workflows with compliance in mind.
IndustryEnergy
Oil & gas, renewables, and utilities - operational data, reporting, and field workflows.
IndustryDefense & Aerospace
Government contractors, primes, and aerospace - mission support and contract operations.
IndustryTechnology
Software, SaaS, and technology-enabled services - scaling GTM and operations with AI.
IndustryRetail & Consumer
E-commerce, consumer goods, and retail operations - from merchandising to customer lifecycle.
IndustryMedia & Entertainment
Media production, content, and entertainment businesses - audience growth and monetization.
IndustryBanking & Capital Markets
Banks, investment firms, and capital markets - risk, reporting, and client-facing workflows.
IndustryManufacturing
Industrial production, supply chain, and manufacturing operations - visibility and throughput.
IndustryInsurance
Carriers, brokers, and insurance technology - underwriting, claims, and policy workflows.
IndustryHealthcare
Providers, payers, and healthtech - clinical and back-office workflows with compliance in mind.
IndustryEnergy
Oil & gas, renewables, and utilities - operational data, reporting, and field workflows.
IndustryDefense & Aerospace
Government contractors, primes, and aerospace - mission support and contract operations.
IndustryFrom discovery to deployment in weeks, not months.
Discovery
We audit your workflows to find the highest-impact managed-service opportunities.
- 60-minute deep dive into your operations
- Map current workflows and pain points
- Identify top 3 workflow candidates
Design
We architect a solution tailored to your tools, team, and budget.
- Technical architecture document
- Integration requirements
- Timeline and cost estimate
Build
We develop, test, and iterate on your AI agents in close collaboration with your team.
- Agile 2-week build sprints
- Weekly progress demos
- Testing with real data
Deploy & Support
We launch your workflows and provide ongoing monitoring, tuning, and support.
- Production deployment
- Team training sessions
- 30-day post-launch support
Founded by business professionals. Built for business outcomes.
Samso was founded on a simple insight - most businesses waste enormous resources on tasks that AI and machine learning should handle. Our team combines deep expertise across finance, accounting, sales, marketing, and operations with practical AI engineering. Every workflow we manage is grounded in how your business actually runs - not just what technology can theoretically do.
Operations-first thinking
We start with your workflows, not the technology. Every agent we build solves a real operational problem.
Cross-functional expertise
Our team spans CPAs, CFOs, marketers, data scientists, and AI engineers - so solutions work across your whole org.
Measurable outcomes
Every project ships with clear KPIs and a live dashboard so you can see ROI from day one.
Get practical AI insights in your inbox every day.
A short daily update with high-impact AI ideas, agentic workflows, and use cases you can apply to your business.
Ready to put AI to work for your business?
Book a free discovery call and we'll show you exactly where managed services can save you time and money.
Or email us at support@samso-consulting.com