Vectra Operations | AI Systems Consulting & Business Intelligence
AI SYSTEMS · CONSULTING · CRM

Stop running a business that runs on you.

Vectra Operations helps business owners doing $500K–$20M replace manual effort with intelligent systems, so your business grows without you becoming the bottleneck.

Vectra Operations logo
SYS · ONLINE OPS · V.01 2026
The Problem

Your business is running, but it's running on you.

Most business owners doing $500K–$20M hit the same invisible ceiling. It's not a market problem. It's a systems problem.

Every decision routes through you

Your team can't move without your input. Decisions stack up. Growth stalls because the business depends on your presence every single day.

You have data but no visibility

Tools, spreadsheets, dashboards, but no single view of what's working, what's stuck, and what's about to become a problem.

You're working in the business, not on it

Revenue is there, but so is the chaos. You're stuck in the day-to-day when you should be focused on strategy, growth, and the next level.

How It Works

From audit to implementation in weeks, not months.

01

Free AI Systems Audit

We identify your single biggest systems gap and tell you exactly what to fix first. No pitch. No fluff. One clear answer.

02

Strategic Roadmap & Design

We map your processes, identify the highest AI leverage points, and design the automation architecture for your stage and goals.

03

Implementation & Optimization

We build, deploy, and tune your AI systems, so your business keeps getting smarter over time.

Ready to find your highest AI leverage point?

Get strategic clarity on where to start and what to expect. No pitch. No fluff.

Book Your Free Audit

AI Consulting

Build a business that runs on
intelligence, not just effort.

We identify your highest AI leverage point, design the systems to automate it, and implement the roadmap, so your business grows without you becoming the ceiling.

Who We Serve

Three paths. One destination: operational freedom.

Every business owner we work with falls into one of three patterns. Which one is you?

The Bottleneck

You're the ceiling in your business

Every decision, every approval, every exception routes through you. You know what needs to change, you just can't find the time to fix it. We identify the #1 constraint and build the system to remove it.

The Builder

Your funnel is built, but not converting

Leads come in but the journey breaks somewhere between attention and close. Inconsistent follow-up, misaligned messaging, or too many steps killing momentum. We fix the flow.

The Operator

You have tools but no visibility

Five platforms. Three dashboards. Zero clarity on what's actually happening in your business. You need a single control tower view of your stack, and we'll build it for you.

The Process

A proven 3-phase implementation framework.

Every engagement starts with clarity and ends with a live, optimized AI system, not a strategy deck that collects dust.

01

Phase 1: Strategic AI Assessment & Roadmap

We assess your current operations, identify your highest AI leverage point, and deliver a clear Key Findings Report with a prioritized implementation roadmap. You'll know exactly where to start and what to expect, before committing to anything larger.

02

Phase 2: Workflow Design, SOPs & AI Architecture

We translate your roadmap into detailed workflow maps, standard operating procedures, and an AI integration architecture. Every system is designed around your actual processes, not generic templates. Full documentation included.

03

Phase 3: Implementation, Automation & Go-Live

We configure your technology stack, connect your tools, deploy the automations, and make sure everything works before we hand over the keys. Implementation is scoped to your confirmed process maps, no surprises, no wasted budget.

Services

Everything from a first assessment to ongoing AI leadership.

Free AI Systems Audit

The fastest way to get strategic clarity on your biggest AI opportunity. We review your current setup and tell you exactly where to start. No pitch. No fluff.

AI Readiness Assessment

A deep dive into your current operations, tech stack, and team workflows. Deliverable: a full readiness report and prioritized AI use case list.

Workflow Design & SOP Development

We map your core processes end-to-end, identify automation opportunities, and document everything in SOPs your team can actually follow.

AI Implementation & Automation

Full build-out of your AI systems, from chatbots and automations to data integrations and custom GPTs. Scoped to your confirmed workflow designs.

Generative Analytics & AI Briefings

AI-powered dashboards and automated reporting that surface insights before problems become expensive. Monthly AI ops briefings included.

Fractional Chief AI Officer

Ongoing strategic AI leadership for your business. We monitor your systems, identify new opportunities, train your team, and keep you ahead of the curve.

Start with the free audit.

You'll leave with one clear action you can take immediately. No commitment required.

Book Your Free Audit

VectraOps CRM

One platform. Every conversation.
All your clients.

VectraOps CRM gives you the tools to capture leads, automate follow-up, and close more business, without stitching together five different apps. Built for operators who are serious about scale.

Platform Features

Everything you need to run and grow your business.

VectraOps CRM combines the tools your team uses every day into a single intelligent platform.

Pricing

Transparent pricing. No contracts. Cancel anytime.

Start with the plan that fits where you are today. Upgrade as your business grows.

Starter
$97/mo
Perfect for solo operators and small teams getting organized for the first time.
CRM & contact management
10 pipelines
Email & SMS automation
Calendar & booking pages
Website builder (1 site)
Social media planner (2 channels)
Up to 5 users
Basic reporting
30-Day Free Trial
Get Started →
Operator
$497/mo
For operators who need full power, unlimited contacts, and white-glove onboarding.
Everything in Growth
Unlimited users
Advanced reporting & analytics
Advanced website & design tools
AI-assisted social scheduling & captions
Full API & webhook access
Custom onboarding session
Priority support
30-Day Free Trial
Get Started →


The Team

The team behind your AI transformation
starts here.

Vectra Operations team
DROP TEAM PHOTO

Most business owners doing $500K to $20M already know something in their operation is costing them time and money. They just don't know exactly where. This team exists to fix that fast. New clients get found, qualified, and into a real conversation without chasing anyone down. Every consulting engagement runs on a clear process from day one so there's no confusion about what's happening, what's next, or who's responsible. And the financial side stays visible the whole time so growth doesn't create new problems while solving old ones.

Meet the Team

The operators behind Vectra Operations.

Max Cruz
MC
DROP PROFILE PHOTO

Max Cruz

CHIEF AI OFFICER

Max Cruz is not a consultant by background. He is an architectural engineer. Over 15 years in real estate and business operations, working across high-level developments, private equity deals, and complex financing structures, trained him to look past the surface and find where things actually hold together or break apart.

He brought that same instinct to business operations. The pattern he kept seeing: strong revenue, messy execution, and an owner who had become the only reason anything worked. Pull them out and the whole thing slows down. That is not a people problem. It is a design problem.

Max co-founded Vectra Operations to solve the design problem. He builds the AI workflows, automations, and operational systems that let a business run without the owner having to be everywhere at once. No expensive tech stacks. No generic playbooks. Just the specific infrastructure for where a business actually is right now.

For clients who want the full picture, that work connects directly to Lemec Advisors, where the tax side of the equation gets handled. Lemec Advisors protects what clients earn. Vectra Operations builds the operations that determine how far it goes.

Max works with business owners, real estate investors, and accounting firms doing $500K to $20M in annual revenue.

Leticia Mejia
LM
DROP PROFILE PHOTO

Leticia Mejia

CHIEF FINANCIAL OFFICER

Working with Leticia Mejia means you stop losing money you did not know you were losing. Business owners who bring her in stop getting surprised by their tax bills, start keeping more of what they earn, and finally have someone who understands both the financial side of scaling a company and the investment strategy sitting underneath it.

Leticia is the Chief Financial Officer of Vectra Operations, where she has been a core part of building and scaling the firm from the ground up. Beyond her client work, she sits inside the operations, shaping the financial infrastructure that lets Vectra grow without the cash flow chaos that kills most service businesses at scale. She knows what it takes to build a company because she has done it, not as an outside advisor watching from a distance, but as someone with real skin in the game.

Since graduating from Bentley University with a Master's in Taxation in 2011, she has spent her entire career working with growth-stage companies, real estate investors, and business owners facing the financial decisions that actually determine whether scaling builds wealth or just builds overhead. Entity restructuring, S-Corp elections, multi-jurisdiction tax planning across the U.S. and Dominican Republic, retirement contribution strategies, cash flow positioning, real estate portfolio structuring, she has worked through all of it, across hundreds of client engagements, under real pressure, with real money on the line.

Her real estate experience goes well beyond tax returns. She understands how active business income interacts with investment portfolios, how to structure acquisitions to protect gains, how depreciation strategy and cost segregation change the math on a deal, and how the entity decisions made early in a portfolio either compound returns or quietly erode them over time. Most accountants see the real estate side and the business side as two separate conversations. Leticia sees them as one.

At Vectra Operations, her work runs alongside Max's operational systems. He builds the infrastructure that removes the owner as the bottleneck. She builds the financial structure that makes sure growth actually shows up in the bank account.

Leticia works with business owners and real estate investors who are done finding out how much they overpaid after it is too late to do anything about it.

Carlos AI
CA
DROP PROFILE PHOTO

Carlos AI

HEAD OF SALES & MARKETING

Carlos keeps the pipeline full. His job is making sure the right business owners find Vectra Operations and that no qualified conversation goes cold before it starts. He runs the outreach, the lead magnet campaigns, and the content strategy built around the three types of clients we work with: the Bottleneck owner who's buried in their own business, the Builder who has systems but they're inconsistent, and the Operator who needs cleaner visibility across their stack.

When a prospect first encounters Vectra, Carlos is the system behind that moment. He tracks what's converting, adjusts what isn't, and makes sure our own marketing runs the way we tell clients theirs should: without someone manually pushing every piece forward.

Danielle AI
DA
DROP PROFILE PHOTO

Danielle AI

HEAD OF CUSTOMER SERVICE & OPERATIONS

Danielle owns the client experience from the moment someone signs on. Onboarding, delivery, fulfillment, follow-through. She handles the coordination and communication that keeps every consulting engagement running on time and on standard.

Vectra Operations is in the business of designing better client journey systems for the companies we work with. Danielle makes sure ours actually works the way it's supposed to. No dropped balls. No inconsistent handoffs. Just a clean, repeatable process that clients feel from day one.

Rohan AI
RA
DROP PROFILE PHOTO

Rohan AI

HEAD OF FINANCIAL MANAGEMENT

Rohan keeps the numbers honest. He tracks income, monitors expenditures, manages cash flow, and makes sure Vectra has a clear picture of its financial position at every stage. Max can make confident decisions about pricing, capacity, and growth because Rohan makes sure the data is there and it's accurate.

We tell our clients that a business running on guesswork is a business running on borrowed time. The same goes for us. Rohan is how we avoid that.

Our Values

How we work with every client.

Clarity before complexity

We identify the single highest-leverage move before recommending any technology. Strategy first. Tools second. Always.

No pitch. No fluff.

Every audit, every call, every proposal is built around your actual business, not a pre-packaged solution we're trying to sell you into.

Systems that outlast us

We build documentation, SOPs, and systems your team can run without us. The goal is operational independence, not dependency.

Results you can measure

We anchor every engagement to outcomes, time saved, revenue recovered, capacity unlocked. If we can't measure it, we rethink it.


Contact

Let's find your
highest leverage point.

Whether you're ready to book the free audit, have a question about services, or want to learn more about VectraOps CRM, we're here.

BOOK THE FREE AUDIT

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