Product & Operations Consultant · Product Strategy · Workflow Automation

Move with Conviction.
Grow with Confidence.

I help leaders at small and mid-size businesses cut through roadmap chaos and operational drag — using data-driven product strategy and AI-powered workflow design to identify what to scale, what to fix, and what to stop, so they can grow with confidence instead of guessing.

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01 — The Problem

Unclear priorities and manual operations
are costing you more than you think.

01
The roadmap is reactive, not strategic
Every decision feels like a guess. Stakeholders push in different directions, priorities shift weekly, and you're shipping features without confidence they'll move the needle.
02
Operations are running on manual effort
Your team is buried in repetitive tasks that technology should be handling. The systems aren't connected, the workflows aren't documented, and scaling means hiring — not building smarter.
03
Growth is stalling despite real traction
You have customers, revenue, and a team — but retention is flat and you can't pinpoint why. The data exists, but nobody has the framework to turn it into a clear path forward.
02 — What I Do

The clarity and systems
that drive real decisions.

Product Strategy
Product strategy consulting for leaders whose roadmap has become reactive. I reconcile your data, customer signals, and business goals into a defensible path forward — so your team builds with conviction, not guesswork.
→
Workflow Automation
End-to-end workflow audits that pinpoint where bottlenecks live and where technology or AI can eliminate them. You get a clear picture of what's slowing your team down — and a concrete path to fix it.
→
AI Implementation
Practical AI deployment grounded in operational reality. From inbox automation to AI agents replacing time-consuming manual follow-up, I identify where AI creates genuine leverage into your existing workflows.
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Data & API Strategy
Acting as a product owner of your data — identifying opportunities for efficiency, surfacing actionable insights, and ensuring every decision is anchored in what your goals actually require.
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03 — Results

Numbers that
reflect real work.

These aren't projections. Each number comes from a real engagement where the right strategy, the right system, and the right execution changed what was possible for a team.

Workflow Automation
82%
Reduction in manual processing
Built a data-powered, exception-based operational workflow that lets the system decide — and only escalates what truly needs a human.
AI Implementation
90%
Of requests handled without staff
Automated a high-volume inbox using AI, resulting in 90% of incoming requests now resolved by technology without any staff intervention.
AI Agents
0
Manual follow-ups remaining
Deployed AI agents to autonomously handle carrier and vendor phone calls and email follow-ups — eliminating one of the most time-consuming manual workflows entirely.
Process Automation
92.5%
Reduction in contract processing time
Decreased the new contract process by 92.5% by automating and injecting AI to handle the review and submission — transforming a manual workflow into a system that runs itself.
04 — About
Lisa Soss
Lisa Soss
Founder
Product & Operations Consultant
LinkedIn

With 13 years as a product and operations leader, I've led data and API initiatives, workflow automations, digital transformations, and operational overhauls from the inside. I know what it takes to build systems that scale — because I've built them.

Work Together

Ready to make decisions with confidence?

Let's spend 30 minutes on your biggest challenge. No pitch — just an honest conversation about where you are and what's possible.

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