Small & Growing Businesses
Flexible research and admin support for teams that don’t have a department for that yet.
What usually slows these teams down
Every new hire decision competes with the actual work of running the business
Market and competitor research keeps getting pushed to 'someday'
The CRM has been accumulating duplicate and stale records for over a year
There's no written process for the things only one person on the team knows how to do
How Trailhead helps
We pick up the research, documentation, and admin work that a growing business needs but can’t yet justify hiring for — competitor and market research, CRM cleanup, vendor database building, and writing down the SOPs that currently live in one person’s head, priced and scoped per project instead of as a retainer.
Market Research Services
Structured research to inform a real business decision.
Learn moreCompetitor Research Services
A clear picture of what your competitors offer, charge, and how they position.
Learn moreCRM Data Cleanup Services
Deduplicate, standardize, and correct the records in your CRM.
Learn moreStandard Operating Procedure (SOP) Creation
Turn how your team actually does something into a written procedure.
Learn moreVendor Database Development
Build a structured, searchable database of your qualified suppliers.
Learn moreExample tasks we take on
- Research three competitors' pricing and service models before a rate change
- Clean up and de-duplicate 18 months of CRM contact records
- Write a standard operating procedure for the client onboarding process
- Build a vendor database for recurring purchases across the business
- Research a new market before expanding into a second region
How it works
Tell us what you need
Send us your project, problem, specification, documents or requirements.
We define the scope
We confirm deliverables, timing and pricing before starting.
Trailhead gets to work
We handle the research, sourcing, outreach, documentation or coordination.
You receive the results
Clear, organized, professional deliverables ready for your team to use.
Have a task holding up your project?
Send it to Trailhead. Tell us what you need done and we'll come back with a scope, timeline and price.