Square One Consulting

We help small and medium-sized businesses modernize operations and grow smarter — with simplified tech stacks, automation, AI, and expert implementation support. At Square One Consulting, we take the guesswork out of choosing and managing business software. Whether you’re scaling your company, launching new services, or just trying to cut waste and increase productivity, we’re your trusted partner from strategy to execution. Our approach is hands-on, honest, and built for ROI. We combine deep industry knowledge with powerful platforms like AppDirect Marketplace, Salesforce, HubSpot, AI tools, and other SaaS solutions to deliver fast, scalable outcomes — with deep specialization in behavioral health contact center optimization. ⸻ Our Services Include: • Software Procurement & Cost Optimization Save time and money by buying the right tools at the right price — without the vendor confusion. • Business Process Automation Streamline operations across sales, marketing, customer service, and back-office systems. • AI Agent Development & Integration Implement intelligent workflows and AI-powered agents that improve service, response time, and accuracy. • Managed Services & Admin Support Focus on growth while we handle the backend — updates, automation, and user support. • Implementation & Onboarding Get your systems up and running the right way, with clear project plans and change management. • SaaS Marketplace Support (AppDirect VAR) Get access to top-tier software through our white-labeled AppDirect marketplace, backed by expert consulting. • Contact Center Consulting for Behavioral Health Configure, optimize, and scale your call center with Salesforce Health Cloud, integrated telephony, referral workflows, and AI-driven case routing. ⸻ Who We Work With: ✓ Small & Medium Size Business Owners ✓ Operations & IT Leaders ✓ Service-Based Teams ✓ Startups & Growth-Stage Companies ✓ Behavioral Health Providers & Contact Center Teams