What it's for.
Manual reporting from your CRM eats hours and becomes stale instantly. We integrate sources so indicators stay current without manual work. And with the new generation of tools, Power BI is no longer the only path: we can connect your reports to Google Sheets with Gemini built in, and schedule routines where AI (Gemini, Claude, or Codex) generates automatic updates at the time you define — daily refresh without anyone opening a file.
This fits you if…
Sales teams
Report manually from the CRM and lose hours every week.
Operations consolidating Excel
Copy and paste between files to build every report.
Sales leaders
Need always-current indicators without waiting for month-end.
Concrete results.
What this solution does not include.
A clear process, step by step.
Initial diagnosis
A free conversation about your operation, your data and the result you are after.
Scope and proposal
We define deliverables, timeline and price in writing before starting.
Phased execution
We work in short iterations, with visible progress you can review at each delivery.
Validation with data
We measure the result against the baseline: improvement is shown with numbers, not promised.
Handoff and transfer
You receive the documented result, and your team the knowledge to sustain it without us.
Scope first, price after.
Frequently asked questions
Shall we talk about your project?
Initial conversation with no commitment. Tell us what you need and we'll tell you how we can help — and if it's not our thing, we'll point you in the right direction.
Legal notice
León & Asociados LLC es una empresa de consultoría profesional registrada en el estado de Minnesota. Ofrecemos dos líneas de solución: (1) preparación de formularios y documentación migratoria, y (2) consultoría en optimización de procesos, análisis de datos, metodología Lean Six Sigma y automatización.
León & Asociados LLC NO es una firma de abogados y ninguno de sus representantes es abogado, ingeniero profesional licenciado (PE), ni asesor legal o financiero.
Las soluciones de preparación migratoria se limitan a la organización y preparación de formularios conforme a las instrucciones oficiales de USCIS; no constituyen asesoría legal de ningún tipo. Las soluciones de consultoría técnica se basan en metodologías de mejora de procesos y análisis de datos; no constituyen práctica profesional de ingeniería regulada.
Para asuntos que requieran representación legal migratoria o soluciones de ingeniería profesional licenciada, León & Asociados LLC recomienda consultar con un abogado de inmigración licenciado o un ingeniero profesional (PE) con licencia activa.
León & Asociados LLC is a professional consulting firm registered in the state of Minnesota. We offer two lines of service: (1) preparation of immigration forms and documentation, and (2) consulting in process optimization, data analysis, Lean Six Sigma methodology, and automation.
León & Asociados LLC is NOT a law firm, and none of its representatives is an attorney, licensed professional engineer (PE), or legal or financial advisor.
Immigration preparation solutions are limited to the organization and preparation of forms in accordance with the official USCIS instructions; they do not constitute legal advice of any kind. Technical consulting solutions are based on process-improvement methodologies and data analysis; they do not constitute the regulated professional practice of engineering.
For matters requiring legal immigration representation or licensed professional engineering solutions, León & Asociados LLC recommends consulting a licensed immigration attorney or a professional engineer (PE) with an active license.
León & Asociados LLC · Professional consulting · Not a law firm or licensed engineering firm · Minnesota, USA