What Are AI-Driven Insights?
AI-Driven Insights use machine learning to analyze your financial and operational data, automatically surfacing hidden inefficiencies, cost leaks, and growth opportunities. You receive actionable recommendations across finance, operations, and leadership—enabling faster, smarter decisions without a full-time executive team.
How it works:
Sobo's AI analyzes business inputs and financial data (via QuickBooks or other connectors) to surface where profits leak and processes break.
Output:
Actionable recommendations across finance, operations, and leadership.
Benefit:
Business owners make faster, smarter decisions — without needing a full-time executive team.
How Does Smart Matching Work?
Smart Matching uses a proprietary AI algorithm that analyzes your industry, company size, growth goals, and leadership style to instantly connect you with vetted fractional experts. You receive a curated shortlist of specialists ready to deliver results—eliminating months of trial-and-error consulting.
How it works:
Sobo's proprietary AI algorithm matches each business to vetted experts based on industry, company size, goals, and leadership style.
Output:
A shortlist of fractional, project, or coaching experts who are ready to deliver results.
Benefit:
Zero wasted time or money on trial-and-error consulting — matches happen in days, not months.
Who Are the Vetted Experts?
Our vetted experts are the top 1% of fractional leaders, advisors, and consultants who pass rigorous screening including credential verification, reference checks, skill assessments, and ongoing performance monitoring. They cover strategy, finance, operations, HR, marketing, sales, and technology across fractional, coaching, and project-based engagements.
Vetting Process:
Includes credential verification, reference checks, skill assessments, and continuous performance monitoring.
Coverage:
Experts across strategy, leadership, finance, operations, management, HR, marketing, sales, and technology.
Engagement Types:
Fractional, coaching, and project-based engagements — scalable to your needs.
What Are Structured Engagements?
Structured Engagements ensure every project has defined deliverables, milestones, and clear success metrics. Sobo provides platform oversight, milestone verification, and transparent reporting—so engagements stay on track and deliver visible ROI rather than just recommendations.
How it works:
Sobo ensures every project has defined deliverables, milestones, and clear success metrics.
Sobo's Role:
Platform oversight, milestone verification, and transparent reporting.
Benefit:
Engagements stay on track and deliver visible ROI — not just reports and recommendations.
