GlobalMente

GlobalMente

GlobalMente

Digital
Revenue Infrastructure
Agency

smart_toy
Audit Protocol

Audit Process

Duration: 90–180 days
1

Target Definition & Strategic Alignment

Identify enterprise performance milestones, isolate legacy computational boundaries, outline compliance constraints, and map cross-divisional execution KPIs.

2

Inventory Mapping & Data Silo Extraction

Run a comprehensive data diagnostic audit across existing internal CRM, ERP, and localized MarTech application databases to discover active infrastructure blockages.

3

AI Readiness & Maturity Evaluation

Benchmark analytical system pipelines against our technical AI Maturity Model to verify operational security risks and validate training requirements.

4

Revenue Architecture Recommendation Roadmap

Formulate a definitive, risk-mitigated technical implementation roadmap separating tactical quick-wins from deep infrastructural single source of truth configurations.

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Services and outcomes

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Revenue Infrastructure Audit™

A Revenue Infrastructure Audit is a technical and commercial diagnostic for B2B and technology SMEs whose CRM, marketing, data, or sales workflows leak revenue. It maps the operating system behind demand and delivery, benchmarks AI readiness, and turns fragmented evidence into a confidence-scored Revenue Operations Blueprint with a prioritised 90–180 day implementation path, powered by Aurora Intelligence.

Outcome

Every GlobalMente project starts with Aurora Intelligence’s 48-hour discovery and assessment kick-off within the two-week Discovery Sprint. It produces an initial structured operational baseline and a tailored discovery questionnaire—not the full audit, Operations Blueprint, or roadmap. Those are developed in later, scoped project phases.

What's Included
  • Client Profiling & Sector Questionnaire via Aurora
  • Lead-to-sale flow analysis
  • Tools & integrations assessment
  • Data tracking & analytics review
  • AI maturity evaluation
  • Bottleneck identification
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Digital & Data Foundation

Digital & Data Foundation is an architecture and integration service for B2B and technology SMEs that have outgrown disconnected CRM, ERP, marketing, or analytics tools. We stabilise the systems and data layer behind commercial operations, establish a governed Single Source of Truth, and deliver a secure foundation that teams can use for reliable decisions and compliant automation.

Outcome

A stable, secure system ready to grow with you: CRM, ERP, marketing, hosting, data governance, and compliance foundations are connected into a documented Single Source of Truth with a prioritised implementation scope for the commercial organisation.

What's Included
  • CRM setup & optimisation
  • CRM, ERP and marketing-tool integration
  • Hosting & performance review
  • Data architecture and Single Source of Truth design
  • GDPR & EU AI Act compliance foundations
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AI & Intelligent Automation

AI & Intelligent Automation is a governed implementation service for B2B and technology teams that lose time to repetitive handoffs, manual qualification, or disconnected workflows. We design human-supervised copilots, agents, and automations around existing systems, then validate them in controlled stages so the organisation gains repeatable efficiency without surrendering accountability or compliance.

Outcome

More efficiency without increasing complexity: a staged delivery of copilots, agent workflows, integrations, and human-oversight controls that reduces repetitive work while keeping ownership, auditability, and EU AI Act safeguards with your team.

What's Included
  • AI chatbots and conversational interfaces
  • Lead qualification and routing AI
  • Workflow automation across commercial systems
  • Internal AI copilots for teams
  • Governance and human-oversight controls
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Revenue Growth Programs

Revenue Growth Programs are execution partnerships for B2B and technology SMEs that have demand but lack a measurable connection between marketing activity, sales pipeline, and revenue. We align campaigns, content, funnel operations, and reporting to the business baseline, then deliver an operating cadence that makes growth performance visible, attributable, and continuously optimised with Aurora Intelligence.

Outcome

A clearer, measurable, and sustainable pipeline delivered through an aligned campaign plan, funnel architecture, revenue dashboards, and recurring optimisation cadence, operated by GlobalMente as an external growth team or alongside your marketing and sales teams.

What's Included
  • Paid & organic growth strategy
  • Content & creative production
  • Funnel optimisation
  • Marketing and sales alignment
  • Revenue dashboards and performance measurement
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Fractional CMO / Strategic Advisory

Fractional CMO / Strategic Advisory is an executive leadership service for B2B and technology companies that need senior direction without a full-time C-suite hire. Matteo Guindani works with the board and operating teams to resolve growth, revenue architecture, and transformation decisions, delivering a practical multi-year roadmap, accountable priorities, and leadership alignment.

Outcome

A high-level directive role, distinct from daily agency operations, delivered through board-level decision support, a multi-year roadmap, revenue architecture oversight, and accountable priorities for internal and external teams.

What's Included
  • Leading digital transformation
  • Coordinating internal or external teams
  • Defining three-to-five-year roadmaps
  • Revenue architecture and go-to-market oversight
  • Senior decision-making support for leadership
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Corporate AI & Digital Training

Corporate AI & Digital Training is an enablement service for B2B and technology leadership teams and operational staff adopting new digital systems or AI. We turn emerging tools, governance requirements, and responsible-use principles into role-specific workshops and practice, delivering a more capable workforce that can apply automation safely, understand its limits, and make better commercial decisions.

Outcome

A more autonomous, digitally fluent team delivered through leadership workshops, technical practice, compliance training, prompt engineering, and custom enablement materials so staff can adopt systems safely and understand their limits, risks, and commercial value.

What's Included
  • AI literacy workshops for leadership teams
  • Digital transformation training
  • GDPR & EU AI Act compliance training
  • Prompt engineering and responsible AI practice
  • Custom team enablement programmes
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Strategy Before Execution

The 10-pillar operating model

GlobalMente is a Revenue Infrastructure Agency: we align ICT, MarTech, AI and commercial operations to turn digital marketing into a predictable, measurable, accountable revenue system.

Revenue Architecture

Revenue Architecture is the operating design for B2B and technology companies whose marketing, sales, CRM, and finance processes do not share one revenue view. It connects the workflows and ownership between systems, removing silos and lead leakage so leadership can run one measurable growth engine.

Outcome

One documented revenue architecture spanning marketing, sales, CRM, and data, with shared handoffs, ownership, and measures ready for implementation.

Open Strategy Blueprint

Strategic Alignment

Strategic Alignment is the planning discipline for B2B and technology leadership teams whose goals, tools, and operating priorities pull in different directions. We translate leadership intent into shared objectives and decision rules, giving every team a common direction before automation or campaigns accelerate execution.

Outcome

A shared operating brief with measurable objectives, aligned OKRs, decision ownership, and a prioritised sequence that teams can execute and review together.

Open Strategy Blueprint

Revenue Governance

Revenue Governance is the control layer for B2B and technology organisations that need growth without losing data accountability, security, or regulatory confidence. We embed GDPR, EU AI Act, access, and process controls into commercial operations so compliance becomes a usable operating standard rather than a late-stage obstacle.

Outcome

A practical governance framework covering data accountability, ethical AI controls, access responsibilities, audit evidence, and operating policies for the revenue system.

Open Strategy Blueprint

AI Maturity Model

The AI Maturity Model is a readiness assessment for B2B and technology companies deciding where AI investment can create reliable value. We evaluate data readiness, technical capability, governance, and process scalability before deployment, preventing teams from buying advanced automation before the organisation can support it.

Outcome

A scored readiness view across four stages—Assistive, Augmentative, Autonomous, and Agentic—with evidence-based priorities for the next safe AI investment.

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Data Infrastructure

Data Infrastructure is the foundation for B2B and technology teams whose reporting, attribution, or automation is weakened by fragmented and inconsistent records. We structure the data layer behind CRM, ERP, marketing, and analytics so commercial decisions and AI workflows operate on reliable, governed information.

Outcome

A documented data foundation with agreed definitions, tracking requirements, attribution logic, dashboard inputs, and a reliable Single Source of Truth for revenue decisions.

Open Strategy Blueprint

Marketing–Sales Integration

Marketing–Sales Integration is the operating model for B2B and technology companies losing pipeline value between demand generation, qualification, and sales follow-up. We connect teams through shared stages, metrics, lead scoring, and system handoffs so commercial ownership continues from first signal to revenue.

Outcome

A unified pipeline model with shared definitions, lead-routing rules, scoring criteria, handoff ownership, and revenue reporting that both teams can use.

Open Strategy Blueprint

Scalable Automation

Scalable Automation is the workflow design discipline for B2B and technology teams overloaded by repetitive administration and fragile manual handoffs. We automate repeatable work across commercial systems, preserve human decision points where they matter, and design the workflows to grow without adding operational chaos.

Outcome

A controlled automation backlog and production workflow set that reduces manual load, documents exceptions, and gives teams clear ownership as volume increases.

Open Strategy Blueprint

Predictive Intelligence

Predictive Intelligence is the forecasting layer for B2B and technology organisations that need earlier signals about demand, customer value, and churn. We use reliable commercial data to identify patterns and risks before they become visible in lagging reports, helping leadership choose where to act first.

Outcome

A prioritised signal framework for opportunity, Customer Lifetime Value, and churn risk, with the data inputs and review process required for responsible forecasting.

Open Strategy Blueprint

Revenue Optimization Loop

Revenue Optimization Loop is the continuous improvement system for B2B and technology teams whose marketing and sales decisions are disconnected from post-sale evidence. We feed performance and customer data back into planning, creating a repeatable cycle that tests assumptions and improves the full funnel.

Outcome

A recurring evidence-led review cycle with agreed performance measures, test priorities, ownership, and feedback paths connecting sales, marketing, and customer data.

Open Strategy Blueprint

Blueprint Execution Framework

Blueprint Execution Framework is the delivery method for B2B and technology leadership teams that have a strategy but no safe path from decisions to implementation. We turn the target architecture into phased, modular work with clear owners, dependencies, controls, and timelines that teams can execute.

Outcome

A phased 90–180 day implementation roadmap that separates quick wins from foundational work and assigns scope, ownership, dependencies, and measurable checkpoints.

Open Strategy Blueprint

MILANO
OXFORD

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