Internal Reference

Ideal Customer Profile

A living reference for who we serve, what they struggle with, and how we measure success for them.

Company Profile

  • Size: 10–250 employees (growth-stage SMBs)
  • Location: US-based, sometimes with remote/global teams
  • Revenue: $1M–$30M ARR
  • Stage: Post-product-market fit, scaling operations

Decision Maker

  • Title: CEO, COO, HR Director, VP Operations
  • Budget authority: Signs off on $5K–$50K engagements
  • Mindset: Results-oriented, time-constrained, ROI-focused
  • Values: Trusted expertise over DIY solutions
Tech & SaaSProfessional ServicesHealthcare AdminLogistics & Supply ChainFinancial ServicesManufacturing

Global Mobility

Has employees relocating internationally or hiring foreign nationals and needs compliant, end-to-end support.

Visa & ImmigrationRelocationCompliance

AI & Automation

Drowning in manual, repetitive workflows — ready to automate ops, reporting, and client comms with AI tools.

Workflow AutomationAI Tooling

Scalability

Growing faster than their systems can handle — needs operating infrastructure, SOPs, and scalable team structure.

SOPsOrg DesignSystems

Compliance Anxiety

Terrified of immigration violations, I-9 errors, or non-compliant relocations. One mistake could cost them a key employee or trigger an audit.

Operational Debt

Processes built for a 10-person team that now need to serve 100+. Everything is tribal knowledge, spreadsheets, and Slack threads.

Time-Starved Leadership

The CEO is still in the weeds on HR, ops, and finance. They need a trusted advisor to own these domains, not a vendor to manage.

Talent Bottlenecks

Can't hire fast enough, can't relocate efficiently, and global talent pipelines are stalled by visa delays and legal complexity.

Tool Overload, Low ROI

Paying for 10+ SaaS tools with no integration strategy. Data is siloed, reporting is manual, and nothing talks to each other.

No Visibility Into People Costs

Don't understand their true cost per hire, total relocation cost, or how HR spend maps to business outcomes.

These are the KPIs we align on with clients at kickoff and review at every milestone.

Global Mobility

Visa Approval Rate

> 95%

Percentage of immigration petitions approved without RFE or denial.

Case Processing Time

≤ Baseline −20%

Average days from petition filing to status resolution vs. pre-engagement.

Compliance Audit Score

100% clean

Zero I-9 violations, policy gaps, or PERM errors flagged in any internal or external audit.

Employee Satisfaction (Relocation)

≥ 4.5 / 5

Post-relocation survey score for process clarity and support experience.

AI & Automation

Hours Saved / Month

20–80 hrs

Documented manual work eliminated through automation workflows deployed.

Process Automation Rate

> 60%

Share of target workflows fully automated vs. manual after engagement.

Error Reduction

≥ 80%

Reduction in manual data entry errors, duplicate records, or missed follow-ups.

Tool Consolidation

−2 to −5 tools

Number of redundant SaaS subscriptions eliminated after stack rationalization.

Scalability & Operations

SOP Coverage

> 80% of critical processes

Percentage of key operational workflows documented and version-controlled.

Onboarding Time-to-Productivity

≤ 30 days

Days for a new hire to reach full productivity under the new operating model.

Leadership Time in Operations

−30% or more

Reduction in CEO/COO hours spent on operational firefighting vs. strategic work.

Revenue per Employee

↑ YoY

Tracks whether operational improvements translate to business leverage over time.

Fewer than 10 employees

Engagement ROI doesn't justify investment at this stage.

No budget authority

Decision delayed indefinitely without a clear economic buyer in the room.

Looking for a one-time fix

We build lasting systems — transactional clients churn before value is realized.

Resistant to change

Automation and process improvements require organizational buy-in to succeed.

No international workforce needs

Not a fit for Global Mobility if all work is domestic with no near-term expansion plans.

Fully staffed internal ops team

Our advisory model works best when there's a clear gap in operational expertise.

Internal use only · Eisemann Consulting · Last updated June 2026