Let's bring AI to work for you.

Polk is here to empower teams with new ideas and solutions that save time and money.

Set up a working session

Uncover value across your business

How many opportunities are you leaving on the table?
We'll bet more than you think.

Think missed customer requests, lost market signals, and disconnected data that could power your teams and business forward. Let's uncover the opportunities in your business, put a number on what they're worth, and rank what to fix first. You get a plan and a roadmap to value in weeks.

Discovery mapSample
  1. Quotes take four days to go outFix first

    Deals lost while the customer waits · ~9 hrs a week

  2. Follow-ups live in one person's headFix first

    Repeat orders nobody asks for · ~6 hrs a week

  3. Month-end numbers land on the 12thFix next

    Decisions that wait two weeks · ~4 hrs a week

  4. Onboarding checklist lives on paperLeave alone

    Works fine · ~1 hr a week

Two of the four touch revenue directly. Together they cost about 20 hours a week.

Illustrative. Yours comes from discovery, ranked for your business.

Get your map

Does your business use any of these tools? We will help you maximize your current stack, and share how we run ours.

  • Google Workspace
  • Slack
  • Claude
  • Gemini
  • ChatGPT
  • Notion
  • HubSpot
  • QuickBooks
  • Stripe
  • Cloudflare
  • GitHub

How we work with you

Assess. Design. Futureproof.

Three stages. Each one ends with goals accomplished, and a roadmap to keep your business growing.

1

Assess

We find where your business loses money, customers, and time, and we put a number on it.

  • Leadership workshop. A guided session with your leadership team on what's slow, what's manual, and what it costs.
  • Discovery. A 90-minute deep dive, then a ranked map: what each gap costs you, what to fix first, and what to leave alone.

A roadmap you can actually use.

Advisory
2

Design

We optimize your stack with integrations, lightweight builds and a focus on the tools you already run, all while working closely with your people to ensure change is possible. Working together looks like:

  • A weekly rhythm. One executive team meeting and two hours of working calls, every week.
  • Integrations. Your systems talking to each other like never before, so information stops being copied by hand.
  • Solution builds. The workflows, automations, and systems that unlock your people, customers, and data.

Solutions built and running with your team.

Custom buildIntegration
3

Futureproof

Built for use right now, and designed to scale with your business.

  • Upskilling. Your people can bring more without working harder.
  • A living roadmap. Your opportunities in a rapidly evolving landscape.
  • On the Horizon. Polk gives your executive team regular reports on advances in your industry and markets: AI, business intelligence, and growth strategies tailored to you.

Your people run it. The tools stay with you.

AdvisoryIntegration

What Design builds

Your company's knowledge reimagined.

1The Company Brain

Everything your business does, standardized, in one place.

Your business spent years documenting how you work, how you sell, and how you fulfill. Polk connects those systems into one company brain, keeps it current, and puts it to work for your people and your agents. That takes sales, fulfillment, customer service, and operations working from the same picture.

The Company BrainAsk your company anything
Email CRM Meetings Calendar Financials Documentation
Where do we stand on the Henderson contract?

In legal review. Redlines arrived May 6. The counter-proposal is due May 12.

Sourced from email, CRM, and documentation.

Monday brief7:02 AM
Sales: call volume up 5%, revenue down 7% since JuneFlagged
Success/Support: two customers mentioned slow quotes this weekWatch
Market: a competitor issued a press release and dropped their setup fee on ThursdayNew
Market signals Customer feedback Sales and margin Competitor moves
2Proactive Intelligence

What if your systems could ask questions before you ask?

Errors in sales numbers, missed customer follow-ups, contracts about to expire? Put what matters in one brief, ready when you arrive at work.

Polk commits to you.

Humans first, then technology.

You decide what gets automated and what stays human.

You own the keys.

We build in your stack. Accounts, data, and code are yours from day one.

No lock-in.

Open standards and portable code. Leave, pivot, or grow without friction.

Questions we get.

How quickly will we see a return?

Discovery puts a dollar figure on every problem we find before we build anything. Design starts with the fix that pays back fastest. The first result lands inside the first month. After that, we review the real number against the map with you at regular check-ins.

Do we have to replace the software we already use?

No. We build inside the tools you already run: Google Workspace, QuickBooks, HubSpot, Slack, whatever your week depends on. We do recommend changes, based on our experience and on what your company needs to become more agentic. When a tool should go, we put it in the map with what replacing it would cost. You make the call.

Will our team actually use what you build?

They use it when it removes work they were already tired of doing. Discovery starts with the people who do the work, and a person approves what each system produces. Futureproof trains your team to run it and change it. You decide what gets automated and what stays human.

What if it doesn’t save what you predicted?

Discovery stands on its own, and the map is yours whether or not you go on. During Design, we keep comparing the real number to the map. If a build misses, we say so first, then fix it or move to the next fix on the map. Every stage ends with something you keep, and you decide whether to continue.

Is our company data safe with AI?

Your data stays in your accounts. We build inside the tools you already run, under your logins, and we never take your data with us. You decide what each system can see.

Who will we actually be working with?

Kevin and Eric lead every engagement. Anyone else who joins has done this work beside us.

Ready for AI that actually works for you?

Set up a working session. Bring your questions and problems. Together, we've got this.

A first result inside the month asks something of you too: an executive who shows up, access to the materials and the data, and two working sessions a week. If that is you, we should talk.

Set up a working session hello@polk.fyi

Our Founders statement on AI.

We're optimistic about AI. We're also not naive about it. AI uses land, precious water and energy. The nature of working is changing. We believe new types of business will emerge as markets transform with exponential technology. Polk is here to help you navigate without the hype.

Optimistic about AI. Allergic to hype.