Leverage Your Sales CRM & Tech Stack

We work with Marketing, Sales, Client Success, Operations, and Finance teams to stack the tech and apps in their favour so they spend more of their time growing the business.

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About Us

We're problem-solvers first and foremost.

We take the guesswork out of the tech stack you're already using so that you can spend more time generating leads, closing deals, and growing the business.

Your business is unique. It has some of the same elements as others, but yours has problems and complexities that are unique to your business.


We don't do "cookie-cutter" implementations or force you to use a certain set of apps. We're 100% focussed on you, what's already working well for you, and what you'll need as you grow to that next level.

We specialize in finding solutions to problems. We figure out how to make apps connect and talk to each other, and we fit those into your processes to make it as seamless as possible.


Our goal is for your sales team to make more sales.

For your client experience to be top-notch.

Your finance team to have all the info they need from the CRM.

The marketing team to have better insights into the sales process (and vice versa).

Your ops team to have everything they need to keep your business running smoothly.

$0+ Million

Client Revenue Per Year

0 Million

Zapier Tasks Per Month

0 Years

Team Experience

How We Work

⓵ Understand

We’ll do an audit into how you’re using your apps and tech, and how they all fit into your current workflow so that we fully understand your unique process and the current relationship between your team and your tech.

⓶ Strategize

We'll utilize our extensive knowledge of IM businesses ranging from 5 figures per month to multi-7 figures per month to give you insights into what’s working well right now, and what to expect as you grow. We have insights into every level of the journey.

⓷ Implement

Our team does all the technical implementation FOR you so that you can focus on what you do best. We work with your team to make sure that they've got the best systems in place for growth, and that your tech is stacked in your favour.

Our Genius Team

We've hand-picked some of the best minds in the online coaching and consulting space for our team.
We don't just know "tech", but we know how your business should run as a whole, and how your tech fits into all the pieces involved.

Stranks Family by Mycah Bain Photography-97

Edward Stranks




Operations Manager



Lead Technician



Account Manager



Account Manager













Just a few of the apps we work with...

What People Say

Schedule a discovery call with our team today!

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Phone: 226-908-0243

Email: support@themoderategenius.com

Location: Ontario, Canada 🇨🇦