We understand the business, then the tools.
Summit Logic builds and runs the systems that turn marketing, sales activity and customer relationships into revenue. It is a veteran-owned firm in Loveland, Colorado.
Two bears: protection and growth
Our mark is a mother bear and her cub. She looks back, guarding what you have already built: your risk, your governance and the customers you have. The cub looks forward, toward new growth.
That is the whole offer in one picture. Governance & Risk is the mother bear. Lead to revenue systems are the cub. You need both, and they work better together.
How We Work
Clients enter where they are and step up as trust builds. Most prospects have no real marketing strategy, so strategy is where we start.
- 01
GTM Strategy
Brand, positioning, market, ideal client, offers and a channel plan, plus a funnel leak map, baseline metrics and a roadmap. You finish with an agreed starting point. It takes two to four weeks.
- 02
Automation Foundations
The baby steps: a new website, chatbot, speed-to-lead, missed-call text back, booking, reviews and basic lead management on the Summit Logic Platform. It takes two to four weeks.
- 03
Database Reactivation
If you have a list, we run this one early. Conversational email and text go to past customers who opted in, so bookings start while the rest is in build. It runs about thirty days.
- 04
Full System Build
Your origination, enrollment, outbound or diligence system, scoped to one bottleneck. You get a working system and a written baseline to measure it against. It takes thirty to ninety days.
- 05
Operate
A system subscription or retainer that keeps it running, tested and improving. It runs month to month, within a defined capacity.
Every retainer has a defined capacity, so you know what you get each month. Ad spend, data credits, lead purchases, SMS, voice and AI usage are billed separately as clear pass-through costs.
Grounded in the business, the technology and the deal
Four backgrounds shape how we work.
MBA and Private Equity Certificate
An MBA from the Daniels College of Business at the University of Denver and a private equity certificate from Columbia University. Unit economics and the value of a system get worked through before anything gets built.
U.S. Navy Veteran
Naval service sets our operating standard: procedures written down, checks that hold on a bad day, and accountability attached to a name. We install the same standard in client firms.
Enterprise Technology
Twenty-five years across HPC datacenters, IT infrastructure and operations, service delivery and information security. We build every system to be run, supported and secured, not just launched.
Commercial Lending
A lending brokerage of our own, so we know what a deal looks like from the desk. We have seen good deals die from slow follow-up, a missing document or a handoff nobody owned.
Summit Logic does not arrange financing. For commercial financing, see N2Open Capital, a separate company also owned by our founder.
The rules we work by
- No channel without a job.
- No automation without a process owner.
- No campaign without a conversion path.
- No retainer without a defined capacity.
- Human approval on every outbound send.
Bring us your funnel
Forty-five minutes. Bring your funnel as it stands and we will tell you what we would do first.