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Potter Analytics Group

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Systems, automation, AI workflow

Potter Analytics Group is a Las Vegas-based consulting firm helping small and mid-size businesses replace manual processes with smart, scalable systems. We specialize in CRM setup and automation, workflow automation, AI-powered business processes, and local SEO and Google Business Profile optimization.

  • Min project size
    $1,000+
  • Hourly rate
    Undisclosed
  • Employees
    2 - 9
  • Year founded
    Founded 2025

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    Our Story

    Potter Analytics Group was founded by Ryan Potter, a former energy trader and finance professional, to bring enterprise-level systems thinking to small businesses. Partnering with technical lead Jordan Crochet, an AI enthusiast and problem solver with deep automation expertise, the team builds custom CRM systems, automated workflows, and AI-powered processes that help small businesses run smarter and scale faster.

    What Sets Us Apart

    Custom scoped and flat-fee priced

    No hourly billing, no surprise invoices, no generic packages

    Built for small business

    We work exclusively with small and mid-size businesses, not enterprise clients with six-figure budgets

    We stay involved

    Every system we build comes with ongoing support so it keeps working as your business grows

    Quick Facts

    1 year in business

    Tools and Technology

    Microsoft Teams
    Zapier
    HubSpot
    Power BI
    Google Workspace
    Google Meet
    Automate.io
    Microsoft Azure

    Commonly Asked Questions

    Outcome focused Success is measured by whether the systems we build actually change how a business operates. That means leads that were falling through the cracks are now being followed up automatically, manual processes that consumed hours each week are running without anyone touching them, and business owners are spending less time in the weeds and more time on growth.

    We follow responsible data handling practices across all client engagements. We do not currently serve healthcare clients or process personal health information. For clients with specific compliance requirements, we scope data handling protocols as part of the engagement.

    We are actively taking on small and mid-size business clients who are ready to replace manual processes with systems that actually scale. Our sweet spot right now is CRM buildouts and automation, AI-powered workflow design, and businesses that have good operations but need the right infrastructure to grow without adding headcount. We are particularly interested in real estate, professional services, and finance-adjacent businesses where data quality and follow-up precision directly impact revenue. If you are running a business where a missed lead or a broken process costs real money, that is exactly the kind of problem we want to work on.

    Every engagement is scoped around a specific business outcome so ROI is measurable from the start. For CRM and automation projects, clients typically recover the cost of the engagement within the first 90 days through time savings alone, before factoring in leads that no longer fall through the cracks or deals that close faster because follow-up happens automatically. We do not quote ROI figures we cannot stand behind. What we can say is that every system we build is designed with a clear before and after, so you know exactly what changed and why it matters.

    Every engagement starts with a discovery call where we map the client's current workflows, identify where time and opportunities are being lost, and agree on exactly what we are going to build. From there we work in defined phases with clear deliverables, so clients always know what is happening and what comes next. During the build phase we provide regular check-ins and stay accessible for questions. We do not disappear for weeks and reappear with a finished product. If something needs to change mid-build, we adjust. After delivery we do a live walkthrough, so clients understand exactly how everything works before we hand it off. Ongoing retainer clients get a monthly check-in, direct access to our team, and a continuous improvement loop so the system keeps evolving with the business. We work remotely with clients nationwide and use whatever communication tools the client already has in place; email, phone, Teams, or otherwise.

    Contact Potter Analytics Group

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