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Casa Future is your fractional Chief Digital Officer. We set the direction, build the systems, and make sure your team can run them — so you stop firefighting and start operating.

Book a 15-minute intro See how we work
Strategy + execution You own everything Weeks, not quarters

You don’t have an execution problem. You have a direction problem.

Most small teams aren’t short on effort. They’re short on someone who can look at the whole picture, set priorities, and ship the systems to back them up. Sound familiar?

  • Tools adopted on a whim that no one fully uses
  • Manual handoffs between people, spreadsheets, and inboxes
  • No single source of truth for pipeline, projects, or performance
  • Reporting that takes hours to assemble and still feels unreliable
  • AI curiosity but no plan — just scattered experiments and demos

You don’t need more tools. You need someone who can prioritize what matters, build the right systems, and make sure your team actually adopts them.

What changes when this is fixed

Teams we work with see measurable improvements within weeks, not quarters.

5–15 hours/week saved

By eliminating manual handoffs and repetitive data entry

Fewer tools, better used

Consolidate your stack so every tool earns its seat

Faster decisions

Real-time dashboards replace weekly spreadsheet pulls

Cleaner data, always

CRM hygiene, enrichment, and deduplication on autopilot

AI that actually helps

Practical automation where it matters — not AI theater

Systems that stick

Documentation, training, and guardrails so nothing breaks when we leave

Direction. Systems. Adoption.

We don’t stop at strategy, and we don’t just build things. We do both — and we make sure it sticks after we leave.

1

Direction

We assess your current stack, workflows, and team dynamics. Then we set a clear, prioritized roadmap — what to fix, what to skip, and in what order.

  • Prioritized digital roadmap
  • Tool audit and consolidation plan
  • AI readiness assessment — useful vs. noise
2

Systems

We design and build the workflows, integrations, and automations that connect your tools and eliminate manual work. Everything runs in your accounts.

  • End-to-end workflow design and build
  • Integrations across your existing stack
  • Data flow, analytics, and reporting
3

Adoption

A system nobody uses is a system that doesn’t exist. We document, train, and set up guardrails so your team runs it confidently from day one.

  • Full documentation and runbooks
  • Team walkthroughs and hands-on training
  • Monitoring, guardrails, and follow-up window

Ways to work together

Every team is different. Here are the typical engagement shapes — but we always start with a conversation to figure out what fits.

Diagnostic

A few days

A strategy-first audit of your tools, workflows, and team structure. You get a clear picture of where you’re losing time and a prioritized roadmap for what to fix first.

  • Workflow and tool audit across core systems
  • Top 3–5 improvements ranked by impact
  • Digital roadmap with recommended sequence
  • AI opportunity assessment — what’s worth it, what’s not

Best for: Teams that know something needs to change but aren’t sure where to start.

Build Sprint

1–2 weeks

We take one high-impact improvement and ship it end to end. Design, build, test, deploy, document. You stay hands-off until handover.

  • Production-ready workflow or integration
  • Connected to your existing tools — no new platforms
  • Full documentation and team walkthrough
  • Follow-up adjustments included

Best for: Teams with a clear problem that needs to get solved.

Digital Foundation

3–4 weeks

A coherent front-to-back system: web presence, lead capture, CRM pipeline, follow-ups, reporting, and the automations connecting everything. Your full digital operating layer.

  • Fast, SEO-ready marketing site
  • CRM pipeline with lead capture and routing
  • Automated follow-up sequences and nurture flows
  • Analytics dashboard and conversion tracking

Best for: Teams building digital infrastructure from scratch or replacing a messy stack.

Operating Partner

Monthly retainer

Ongoing fractional digital leadership. We stay embedded in your team — setting priorities, shipping systems, reviewing what’s working, and adapting as you grow.

  • Ongoing digital roadmap and priority management
  • Continuous system improvements and new builds
  • Vendor and tool evaluation as needs evolve
  • Team training and adoption support

Best for: Teams that want sustained digital leadership, not one-off projects.

Small team. Real results.

Casa Future is a boutique studio, not an agency with layers of project managers. You work directly with senior builders who ship production systems, not slide decks.

Recent engagements

Situation: A 30-person services firm was running sales on spreadsheets, losing leads between intake and follow-up.

Solution: Built a CRM pipeline with automated lead routing, follow-up sequences, and a real-time sales dashboard.

Lead response time dropped from 2 days to under 4 hours. Full pipeline visibility from day one.

Situation: A growing e-commerce team had 12 disconnected tools and no single source of truth for orders, inventory, or customer data.

Solution: Consolidated to 5 core tools, built integrations between them, and set up unified reporting.

Team saved 15+ hours/week on manual data entry. Monthly reporting went from 3 days to a live dashboard.

Situation: A founder-led company wanted to use AI but had no strategy — just scattered ChatGPT experiments across the team.

Solution: Ran an AI readiness diagnostic, identified 3 high-impact use cases, and built them with proper guardrails.

Support response drafts now auto-generated with 80% accuracy. Content pipeline accelerated by 2x.

How we operate

  • Everything runs in your accounts. You own it fully.
  • Scope and price agreed upfront. No surprise invoices.
  • No proprietary platforms. We use the tools you already have.
  • Full documentation on every project. No black boxes.
  • Senior execution only. No juniors learning on your project.
CF

Built by practitioners, not consultants.

Casa Future is a senior digital operations partner for small teams that want real systems, not slide decks. We bring the strategic thinking of a CDO and the execution speed of a builder — because we’ve been both.

Our work is pragmatic, privacy-conscious, and built to last. We use established tools — Make, n8n, HubSpot, Notion, and modern AI where it genuinely helps — and focus on systems your team can maintain long after the engagement ends.

We don’t subcontract. We don’t delegate to juniors. When you work with Casa Future, you work with the people who build your systems.

Questions you might have

Do we own everything you build?

Yes, completely. Everything runs in your accounts, on your tools. No lock-in, no proprietary platform, no dependency on us. You get full documentation and can maintain it independently.

How fast can you deliver?

The Diagnostic takes a few days. Build Sprints run 1–2 weeks. A Digital Foundation takes 3–4 weeks. The Operating Partner retainer is ongoing. We move in weeks, not quarters — timelines are agreed upfront.

What tools do you work with?

We work with what you already use: Make, Zapier, n8n, Notion, HubSpot, Google Workspace, Slack, Airtable, and more. We don’t push proprietary tools. If something should change, we’ll recommend it — but the choice is always yours.

What’s your approach to AI?

Pragmatic. We use AI where it creates real value — draft generation, data enrichment, classification, internal search. We don’t bolt on AI for show. Every implementation comes with guardrails, monitoring, and clear documentation.

How do you handle data privacy and security?

Data stays in your existing tools. We don’t store client data on our infrastructure. All workflows run in your accounts. We sign NDAs and comply with your security policies. EU data residency is standard.

How do we get started?

A 15-minute intro call. No pitch deck, no preparation needed. We’ll ask about your team, tools, and what’s not working — and give you an honest answer on whether and how we can help.

What if we already have a stack in place?

Good — we almost always work with existing tools. We audit what you have, figure out what’s working and what isn’t, and build on top of it. We consolidate and connect before we recommend adding something new.

How much does it cost?

Every engagement has upfront, fixed pricing. The Diagnostic starts as a flat fee. Build Sprints, Digital Foundations, and retainers are quoted after the intro call based on scope. No hourly billing, no surprise invoices.

A calm, scalable digital foundation starts with a conversation.

15 minutes. No pitch deck. Just a clear answer on whether we can help — and what the first step would look like.

Book a 15-minute intro Or email us directly

Not sure yet? That’s exactly what the call is for.