Practical Systems & AI Consulting
Jacksonville, FL • Serving clients nationwide

Your systems shouldn’t be the reason work slows down.

Bold City helps growing businesses connect their software, automate repetitive work, improve lead follow-up, and make company knowledge accessible. We build clean, reliable systems so your team can focus on serving clients and growing revenue.

In 15 minutes, we’ll pinpoint your biggest operational bottleneck and recommend a clear next step.

Founder’s Enterprise Background

Over a decade architecting systems for 2,000+ user environments in prior enterprise roles.

Prior roles at:PODSShopifyMcKesson
Core Services

Systems tailored to how your business runs.

Whether you run a fast-moving field service company or a mid-market operation, we remove operational bottlenecks across three core areas:

Lead Capture & Follow-Up

Capture incoming inquiries instantly and automate multi-touch follow-ups so warm quotes never slip away. Built for fast response times and pipeline reactivation.

  • Instant inquiry capture & 60-second response
  • Foundational CRM pipeline & quote tracking
  • Automated follow-up & database re-engagement

CRM & Workflow Integration

Connect your core software tools to eliminate duplicate data entry, streamline team handoffs, and give leadership dependable operational visibility across every department.

  • Cross-platform tool & database synchronization
  • Automated departmental handoffs & approvals
  • Clean CRM architecture tailored for team adoption

Company Knowledge Systems

Centralize scattered SOPs, manuals, and policies into a searchable internal knowledge system. Employees get instant, verified answers with direct citations to sources.

  • Private knowledge engine grounded in verified SOPs
  • Direct document citations with zero guesswork
  • Accessible via Slack, Microsoft Teams, or web portal
Case Study Results

Proof in Practice

Documented outcomes from connected workflows, automation, and structured knowledge.

Booking & Invoicing Automation1-Week Sprint
Experiential & Field Services

Web Booking Engine, Lead Capture & Automated Invoicing

Problem: Manual inquiry intake and delayed invoice delivery slowed customer booking turnarounds.

Implemented: Deployed a high-converting web booking engine with instant lead capture, automated follow-up sequences, and connected invoicing handoffs.

$10,000Booked reservations in week one post-launch
Enterprise Knowledge ArchitectureEnterprise Role
Moving & Storage (2,000+ Staff)

Centralizing Operational Knowledge Across 5 Departments

Problem: Company policies and how-to guides were scattered across internal systems, leading to conflicting guidance.

Implemented: As Senior Salesforce Administrator and Knowledge Lead, our founder migrated 600 operational documents into Salesforce Knowledge with role-based permissions and approval workflows.

600 DocumentsCentralized single source of truth across 5 departments

Experience gained in an enterprise role—the foundation behind our CompanyGPT approach.

Client details protected under mutual non-disclosure agreements where applicable.
Delivery Process

Fixed-scope sprints designed for momentum.

We work in structured sprints focused on specific operational outcomes:

01

Assess the bottleneck

We review your current workflows and software to pinpoint where leads stall, data gets re-entered, or work slows down.

02

Build and connect

We configure automations, integrate your systems, and centralize company information in a targeted, fixed-scope sprint.

03

Validate and hand over

We test system reliability, confirm team adoption, and hand over complete ownership with full documentation.

Leadership

Enterprise experience. Direct accountability.

KP

Keosha Poole

Founder, Bold City Consulting

Jacksonville, Florida
Salesforce ADM 201Scrum Product Owner (CSPO)

Keosha Poole brings an entrepreneur’s instincts, deep technical expertise, and business acumen to a practical mission: helping businesses turn operational challenges into opportunities for growth. Through enterprise roles at Shopify and PODS, she connects business systems, automates time-consuming work, strengthens lead follow-up, and makes company knowledge easier to access.

Let’s make your business easier to operate.

Book a 15-minute systems assessment to discuss what is slowing down your team and get practical recommendations on where to start.

In 15 minutes, we’ll pinpoint your biggest operational bottleneck and recommend a clear next step.