Leveraging AI to scale without the overhead.
FCBB has decades of domain expertise and a mature operational stack with clear automation potential. This engagement maps where AI creates the most value, makes the architectural decisions that unlock the build, and delivers specifications the team can act on immediately.
A structured review of FCBB's technology stack and operational workflows based on discovery sessions and system walkthroughs. The systems are mature and well-reasoned — the gap is integration and automation between them.
How the core systems connect today — and where the gaps are
Six interconnected pressure points identified across franchisee operations and corporate workflows. The listing kit pipeline is the epicenter — fixing it creates cascading improvements everywhere else.
Agents spend 1.5–2 hours per listing kit, manually cutting and pasting from PDFs into a 77-page document. The coordinator reviews, corrects, names 30-40 docs per listing, and compiles CBPs. Updates repeat the entire cycle.
Non-API lead sources (DealStream, Axial) require manual entry. Buyer inquiries face response-time lag. Agents feel overwhelmed by volume on popular listings while struggling with quantity on others.
CRM fields exist for SIC codes, income, geography — but no systematic matching engine. Individual agents build their own solutions. Qualified matches go unnoticed while popular listings create overload.
Onboarding depends on 1-2 people, touching multiple systems: OMS, TrainerCentral, Google Workspace, Zoho CRM. Checklists exist but nothing is automated or integrated. Not scalable at growth targets.
Data is comprehensive but not proactively delivered. Agents skip CRM checkpoints — partly training, partly UX. Data is "there but not easily accessible." No personal performance scorecards.
Same data entered into OMS, Zoho, Duda, and listing platforms. Some connections are API-driven, others manual copy-paste. Duda has caching issues. ShareFile adds another layer. Processes without integration.
Seven stages from seller intake to distribution. The pipeline works — the friction is in the manual steps between systems.
The Fractional AI Officer isn't running an external engagement. The model is built around close, continuous partnership with FCBB leadership at the point decisions are made.
Structured 60–90 min sessions with FCBB stakeholders. Each session has a defined output — a decision made, a spec reviewed, a prioritisation locked. Not a status update.
WhatsApp or Slack availability between sessions for time-sensitive questions or decisions that can't wait for the next scheduled session. Built for close partnership throughout the engagement.
The AIO reviews systems running live — OMS, Zoho CRM, ShareFile, the paused staging site. Not from documentation or screenshots. Decisions are made with current-state visibility.
Direct working relationship with Spiro Techno Labs and Shannon Burroughs. Phase 1 includes a structured assessment of the existing dev team, sprint cadence, and technical vendor relationships — so every architectural recommendation is grounded in what the team can actually execute.
Written summary to FCBB leadership every month. Decisions made, specs delivered, open items, and the evolving Phase 3 roadmap. Designed to support PE platform conversations if relevant.
The fractional AIO is platform agnostic. If OMS-native is right for the listing kit, we say OMS-native. The only benchmark is what's best for FCBB's operation.
Phase 1 is scoped as a standalone engagement. What follows is informed entirely by Phase 1 outputs — no blind estimates, no pre-committed scope.
Leads the Phase 1 engagement end-to-end. Owns the systems review, architectural decisions, working sessions with FCBB leadership, and all written specifications. The primary point of contact throughout the engagement.
Digs into OMS architecture, API layers, and Zoho configuration to validate what's feasible before specs are written. Ensures every recommendation is grounded in what the dev team can actually build.
A three-month embedded engagement that produces architectural decisions, implementation-ready specifications, and a prioritised build roadmap — so Phase 2 and Phase 3 begin with full clarity, not discovery.
Live system review across OMS, Zoho, ShareFile, and Duda. Definitive recommendations on where each automation lives — OMS-native, Zoho, or standalone. The listing kit architectural call delivered in Week 2.
Every system, API connection, manual handoff, and data duplication point mapped and documented. A living integration reference that drives every build decision in Phase 3.
Every automation — listing kit input, CBP generation, document naming AI, OCR intake — spec'd before a developer touches it. No ambiguity in the handoff to the build team.
Phase 1 is 40 hours per month for 3 months. Phase 2 is a clear next step and Phase 3 is scoped after we have the clarity to estimate them accurately — no blind numbers.
Three steps to kick off. Everything else is owned by the Global Nodes AI team.
Review this proposal, align with the leadership team, and confirm the Fractional AI Officer engagement. The PE platform meeting on April 16 may inform timing — this proposal complements those conversations.
OMS staging environment, Zoho CRM admin access, ShareFile/WorkDrive structure, and the current listing kit PDF. Live system access is required in the first week.
Schedule a working call between Global Nodes AI and the current development team. Sprint structure, deployment pipeline, and the OMS staging site status need to be understood before any architectural recommendation is made.
Systems review begins Day 1 — OMS architecture, Zoho CRM configuration, ShareFile structure, the listing kit workflow end-to-end. First working session with FCBB stakeholders scheduled.
Following the systems review and dev team call, the architectural recommendation on where the listing kit web form lives is delivered as the first major output of the engagement.
Systems review complete. Integration map delivered. Listing kit architectural direction issued as the first major output. ShareFile assessment initiated. Month 1 executive summary shared with FCBB leadership.