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Valerie Stone
Valerie Stone
Sales · OMB

Be the one who moves the market.
Not the one who reacts too late.

Strategic consulting · Digital agency · Proprietary software with agentic AI.
One decision. Three components. Zero implementation.

Si no tienes los socios ni las herramientas adecuadas, intentarlo muchas veces no te va a llevar a donde quieres llegar.

The ecosystem

Three components, one decision.

We don't sell standalone software, standalone services, or standalone consulting hours. We sell the outcome — and to deliver it we run all three components in sync, under one account.

Product

Cloud AES

Your company's agentic operating system: 26+ native modules, unified data, embedded AI agents.

  • Live from day one
  • Native multi-tenant schema
  • No artificial caps
Tour the product
Service · Execution

Digital Agency

A senior team executing marketing, prospecting, and content — on top of your own Cloud AES, not inside an external black box.

  • SEO + AEO + GEO, paid media, social, content
  • Agentic prospecting on LinkedIn
  • Institutional knowledge stays with you
See the six services
Strategy

Consulting

Diagnostic, roadmap, and executive support with concrete metrics — accessible, with no annual-retainer lock-in.

  • Structured diagnostic
  • 90/180/360 roadmap
  • Measurable ROI, no lock-in
How it works
The differentiator

We don't play on their field. We change the field.

The alternatives force you to stitch together pieces nobody designed to talk to each other. We run all three as a single account — and here's what that looks like.

The typical setup

  • Standalone SaaS · per-seat licensing, agent caps, brittle integrations.
  • Separate agency · when they leave, your learnings leave with them.
  • Generic consultant · hands you slides; executing is your problem.
  • 12 tools held together with duct tape and Zapier.
  • Fragmented data · each vendor owns a slice of your customer.
  • Zero accountability · when something breaks, everybody points elsewhere.

With OMB Cloud AES

  • Platform + execution + strategy under one account, one partner.
  • Native AI agents · no artificial caps, no per-seat math.
  • The knowledge stays with you · contract ends, your assets stay alive.
  • Unified data · one customer graph across 26+ modules.
  • A named Account Director accountable for the outcome.
  • Measurable roadmap · no mandatory annual retainer.

"The difference between buying parts and hiring the outcome."

Who runs the work

Senior team. 15 years in market. Strategy Leads, Solutions Architects, Account Directors, and AI Engineers — distributed to scale without losing proximity. Each account with a named AD.

Operating since 2012
Mexico City · Guadalajara · Madrid · Miami

Scale shows up in what we deliver, not in what we advertise.

Vertical 1 · Product

Cloud AES — your company's agentic operating system.

26+ native modules on a single database, a single session, and a single AI layer. Live from day one: no six-month implementation project, no outside consultants.

  • Productivity — CRM, contacts, companies, internal drive, unified inbox, calendar, all in one graph.
  • Operations — Multi-country invoicing, quotations, catalog, collections, and contracts with in-house e-signature.
  • Marketing — Webforms, web chat, lead capture, social, and SEO writing into the same CRM.
  • Agentic layer — Sales, support, and ops agents over voice, chat, and WhatsApp with cross-channel memory.
Service · Cloud AES

Agentic prospecting on LinkedIn.

Five AI-orchestrated steps that fill your pipeline with qualified prospects — without spam, without burning out human SDRs, without handing you an Excel list.

1

Ideal customer detection

AI scans LinkedIn and filters accounts + contacts that match the profile running in your Cloud AES.

2

Personalized outreach

One-to-one messages generated with prospect context — never a generic mass template.

3

AI conversation

An agent qualifies intent, answers questions, and filters noise without pulling in your sales team.

4

Meeting booked

The prospect lands on your calendar already qualified, with a brief your rep reads in 90 seconds.

5

Pipeline in CRM

The full history lands in Cloud AES — conversation, files, context. Ready to close.

Qualified pipeline in 14 days — no extra SDRs, no burning your existing list.

Service · Cloud AES
0/7
Your agent that never sleeps — and always sounds right.

Not IVRs, not rigid-script bots. Conversational voice with your brand persona, customer memory across channels, and the ability to close useful conversations. Sales, support, training, and onboarding — twenty-four seven.

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Concurrent calls per hour · no queue, no busy signal.
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Supported languages with the same persona and voice · no need to retrain a model.
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Semantic accuracy · understands intent, not just keywords.

Every agent is assigned to a board, inherits your brand voice, and signs off as a digital employee — never impersonating your human rep.

Service · Cloud AES

CRM with cross-channel memory.

Email, WhatsApp, and voice aren't three separate inboxes — they're one conversation per customer. Your team sees the full thread, and so do the AI agents.

1

Unified capture

Email, WhatsApp, voice, web chat, forms — every interaction lands on a single per-customer timeline with UTM and source.

2

Visual pipeline

Boards configurable per team and process. Each lead carries its full history into the next stage — no context lost.

3

Wired-in qualification

MEDDIC, social-selling score, and maturity model natively embedded. You don't train them — the system uses them.

4

Automated collections

Intelligent follow-ups on current and overdue invoices with proprietary pixel tracking, escalating tone, and human handoff.

"The customer never sees where the message came from — we just meet them on their preferred channel."

Feature · Cloud AES

Reports that understand your business, not just count it.

Not Power BI bolted on. It is native analytics, with AI that interprets the data — does not just show you numbers, it tells you why.

AI interprets the data

"Sales dropped 12% this week — conversion fell on LinkedIn, not on Meta." The agents read the numbers and explain what is happening, not just leave you the chart.

You pick when

Daily at 7am · weekly Monday · monthly first day · event-triggered. You set the cadence — the system delivers without you reminding it.

You pick where

Email PDF with your branding · WhatsApp executive summary · Slack team channel · public link for investors. Same data, different channels.

Cross-module · one view

Sales + Marketing + Collections + Voice + Email — all in the same report. Your CFO stops fighting with 6 different dashboards.

Report builder

Build the report you need without a developer. Drag-and-drop of metrics, filters, segments — all connected to the same data graph.

Smart alerts

"Aged receivables crossed 15%" · "Monthly quota hit" · "Conversion dropped 20%" — the AI agents alert you before the problem escalates.

"Reporting what happened is table stakes. Telling you why it happened and what to do tomorrow — that is value. Cloud AES reports are not Excel sheets dressed up: they are your team of analysts running on autopilot."

Vertical 2 · Digital Agency

Execution that runs inside your Cloud AES.

Unlike any traditional agency, what we produce lives in YOUR platform: assets, dashboards, history, and knowledge stay with you even if tomorrow you decide to operate solo. Zero lock-in.

SEO + AEO + GEO

Optimization for the three engines of 2026: classic Google (SEO), assistant answers (AEO), and ChatGPT/Perplexity citations (GEO).

Paid media

Meta, Google, LinkedIn, TikTok — with direct attribution to your CRM. You never go through external dashboards.

Content and social

Editorial calendar, scheduled publishing, and social listening with the brand voice of your AI agents.

Agentic prospecting

Multichannel outbound — LinkedIn, email, voice — orchestrated by AI agents, supervised by senior team.

Design (UI/UX + branding)

Design system, branding, and interfaces — available as a standalone service or integrated into campaigns/web.

Email marketing

Transactional flows and nurturing — rotated anti-spam SMTP, CRM metrics, behavioral segmentation.

"When the agency leaves, what they learned about your business leaves with them. With us, the learning lives in your account. It's yours."

Service · Landings

One page, one decision.

A landing isn't a smaller website: it's a tactical campaign asset with a single measurable goal — sign up, book, download, or buy. Everything else is noise.

  • Launches & campaigns — every campaign gets a dedicated landing, not a slot on the homepage.
  • Lead magnets & forms — wired directly into the native Cloud AES CRM, with no integration glue.
  • A/B testing — simultaneous variants of copy, hero, and CTA validated with live traffic, not internal opinions.
  • Tracking & attribution — proprietary pixel, conversion events, and direct CRM attribution.

Need full institutional presence with blog, cases, and team? That's Corporate Website. A landing is a tactical shot.

Service · Corporate Website

Your institutional presence online.

The corporate website is where your brand introduces itself in full — multi-page architecture, clear navigation, and content that carries the conversation with customers, prospects, talent, and investors.

Typical site

  • ×Long-scroll home mashing services, cases, and team into one pile.
  • ×Each page hand-painted, no coherent design system.
  • ×Improvised SEO: no schema, manual sitemap, inconsistent tagging.
  • ×No multi-language — or an abandoned "English version".
  • ×No editorial governance; the blog dies in 3 months.

OMB corporate website

  • Multi-page architecture with dedicated SEO per section — home, services, cases, team, blog, contact.
  • Design system applied coherently — typography, palette, components.
  • SEO from the root with schema.org and automated sitemap.
  • Multi-language ready for international markets.
  • Editorial platform with governance and calendar — the blog stays alive.

The definitive voice of your company — no direct-sale or campaign distractions.

Service · E-commerce

An online store that runs itself.

A serious e-commerce isn't a pretty catalog: it's a complete operation that takes orders, charges, invoices, ships, and reports — without the owner babysitting every transaction.

Catalog with variants

SKUs, variants (size, color, model), filterable attributes, bundles, and prices per channel — the serious catalog a real retailer needs.

Cart and checkout

Optimized purchase flow, coupons, recoverable cart abandonment, one-step checkout, and mobile-first.

Payments and currencies

Payment gateway chosen for the country, multiple currencies, and local payment methods — no lock-in to a single regional provider.

Inventory and shipping

Multi-warehouse stock control, shipping rules by zone, carrier integrations, and automated tracking — the full back office.

Integrated invoicing

Every order issues its invoice via the Cloud AES Invoicing module, using the matching country's fiscal profile — zero double entry.

Operational analytics

Average ticket, conversion by source, top products, repeat purchase, and cohorts — retailer metrics, not vanity.

A full operation, not just a storefront. Need only a showcase without transacting? That's Corporate Website.

Service · Custom development

When what you need doesn't exist, we build it.

Some problems no off-the-shelf tool solves well — proprietary workflows, specific integrations, digital products that are your edge. That's what custom development is for.

1

Technical discovery

Process mapping, constraints, integrations, and volume. Architecture hypotheses validated before any line of code.

2

Architecture & stack

We pick the stack to fit the problem, not the trend — web apps, iOS/Android, API integrations, or private B2B portals.

3

Iterative build

Sprints with measurable deliverables, staging from day one, code reviews, and native observability.

4

Delivery + your code

Deployment, full documentation, and repo handoff. The code stays with you — no vendor lock-in.

If an existing tool covers 80% of what you need, we'll tell you — we don't invent work. Custom development is the last card, not the first.

Service · Paid Media

Qualified traffic on demand.

You pay for speed. We launch campaigns that fill the pipeline this week — not in six months — with direct attribution to the native Cloud AES CRM.

Google · Search, Display, YouTube

We capture active intent on search and latent demand on Display and video. Accounts structured by intent, not by catalog — bidding AI does the rest.

Meta · Facebook + Instagram

Custom audiences pulled from your CRM, lookalikes calibrated on actual closers, and creative iterated weekly with A/B tests against hypotheses — not against taste.

Landings + proprietary tracking

Dedicated landings per campaign, pixel, and Conversion API wired to the CRM. We know which campaign brought which lead, which lead closed, and for how much — no detour through external dashboards.

End-to-end attribution

Ad spend reports alongside pipeline in Cloud AES. CPA, ROAS, and LTV by channel in the same dashboard — not in four different tabs.

Organic traffic is SEO. Here you pay for speed — and to know exactly what every dollar, peso, or euro invested is worth.

Service · Digital Agency

Design that sells, positions and differentiates.

Design is not decoration. It is the first read your customer makes — and what decides if they take you seriously. We offer it as a standalone service or integrated into campaigns and product.

Branding & identity

Logo, palette, typography, guidelines and applications. A coherent system for every touchpoint of your brand.

Product UI/UX

Wireframes, navigable prototypes, design system and dev-ready handoff. For digital products people actually use.

Campaign design

Creatives for Meta, Google, LinkedIn — posts, banners, carousels, reels. Agile production with your brand voice.

Design system

Color tokens, reusable components and a living Figma library. Your team stops fighting with loose files.

Premium presentations

Executive decks (investors, sales, board) — same visual level as this pitch — ready to print or present live.

Editorial & visual content

Infographics, eBooks, whitepapers and editorial templates with your brand system applied to every piece.

"If your design does not convey authority, you lose the conversation before it starts. Design is the first meeting you have with a client — even when you are not in the room."

Service · SEO

Organic traffic that doesn't switch off when you stop paying.

An investment that pays for itself. A 12-18 month strategy with monthly reporting and concrete technical deliverables — not decorative reports padded with screenshots.

Keyword research

A map of intent across funnel stages — informational, comparative, transactional. Prioritized by real volume, difficulty, and proximity to revenue, not by vanity keywords.

On-page · structure + schema

Site architecture, metadata, headings, canonicals, internal linking, and well-typed schema.org. The piece that moves the needle most with the least effort.

Technical SEO

Core Web Vitals, speed, mobile-first, sitemap, robots, indexability, and rendering. If Google can't crawl it properly, no amount of great content saves it.

Off-page · ethical authority

Editorial link building, digital PR, and qualified mentions. No PBNs, no junk link buys — only what survives a 5-year algorithm audit.

Content optimization

Actionable SEO briefs for your team or ours, quarterly refresh of existing content, and consolidation of cannibalizations. Monthly reporting wired into Search Console + GA4 + CRM.

If you need traffic tomorrow, it's Paid Media. SEO is the investment that pays for itself in 6-12 months — and stops paying the day you switch it off.

Service · Social Media

Your brand, alive every day.

Sustained organic presence, not scattered posts when there's time. Editorial calendar, consistent brand voice, and DMs entering the CRM as conversations — not as orphan tickets.

Editorial calendar

Monthly planning by channel based on your ideal customer — Facebook, Instagram, LinkedIn, TikTok, or X — balancing brand, product, authority, and conversation. Approvals in one place.

Creative · graphics + short-form video

Assets aligned with your brand, ready for feed, reels, and stories. Lightweight production, sustainable publishing cadence — consistency wins, not one-off perfection.

Community management · with SLA

Comment and DM response within committed windows, escalation to your team when warranted. DMs drop into the CRM with context — who they are, which post generated the contact, what happened next.

Monthly reporting

Brand metrics (reach, engagement, growth) and business metrics (leads generated, conversations opened, attributed sales). No vanity, no decoration — only what moves the needle.

This is NOT ads (that's Paid Media) or email (that's Email Marketing) — it's organic presence that builds the brand over time.

Service · Email Marketing

The highest-return channel when done right.

Email still wins when it is properly segmented, properly written, and properly delivered. We design blasts and flows that know the customer — because the CRM and catalog are native, not glue integrations.

Segmentation + brand-aligned templates

List strategy by stage, customer value, and behavior. Responsive templates aligned with your brand, not generic off-the-shelf templates.

Automated flows

Welcome, cart abandonment, post-purchase, inactive reactivation, birthdays, and anniversaries. The email knows what the customer bought, what they viewed, and what they didn't — because the catalog is the same as the CRM.

A/B testing + reporting

Subject lines, copy, hero, CTA, and send time tested against hypotheses. Open rate, click rate, conversion, unsubscribe, and revenue per email — all wired to the CRM pipeline.

Deliverability + warm-up

SPF, DKIM, DMARC properly configured, gradual warm-up of new domains, reputation monitoring, and list hygiene. If you land in spam, nothing above matters.

If your current list is lukewarm, the first deliverable is hygiene + warm-up — not more spam. The channel recovers return when operated with judgment, not volume.

Service · Audit

Executive, actionable diagnostic, in 2 weeks.

Not a long project, not a disguised retainer. A structured diagnostic of your digital presence that fits in 14 days: technical, UX, and with clear priorities so you can decide the next step.

Technical web audit

Core Web Vitals, technical SEO (crawling, indexing, structured data), WCAG 2.2 accessibility, and basic security (headers, dependencies, exposure). Measured with industry-standard tooling, not subjective criteria.

Heuristic UX audit

Full review against Nielsen's 10 heuristics, friction mapping in critical flows, and ICE prioritization (Impact · Confidence · Effort). Every finding ships with a concrete recommendation, not theory.

Executive report

10 to 15 prioritized critical findings, with a 30/60/90-day remediation roadmap. Written so a Director reads it in 20 minutes — not so an engineer gets lost in 80 pages.

Closing conversation

A 60-minute session with your Account Director to walk through the report, calibrate priorities, and decide — with no pressure — whether to go deeper or execute internally.

This isn't a long project. It's 14 days, a report, a follow-up conversation — and the best way to start with no annual commitment.

Vertical 3 · Strategy

Consulting — measurable ROI, no lock-in.

Big consultancies charge enterprise rates and hand you a PDF. We hand you a diagnostic, a roadmap, and the platform to execute it — with no mandatory annual retainer.

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Diagnostic

Sessions with leadership, process and data mapping, findings prioritized by impact.

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Actionable roadmap

A 90/180/360-day plan with metrics, owners, and concrete deliverables — no decorative slides.

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Live KPIs

Dashboard wired into Cloud AES — ROI isn't reported, it's observed live. Recurring executive committee.

Service · Strategy + Roadmap

The executive plan your team can actually run.

We don't hand you a 120-page PDF that ends in a drawer. We design the system your team will execute — with OKRs, governance, and metrics to know, week by week, whether it's working.

Leadership workshops

10 to 15 structured hours with the C-suite and area leads. We land the vision, validate critical hypotheses, and make sure everyone agrees on which problem we are solving before proposing answers.

Digital maturity diagnostic

A real capability map by area — data, processes, talent, technology — against the industry standard. We identify the gaps and the most efficient route to close them, not to showcase them.

Quarterly OKRs

Four quarters of objectives and key results tied to the P&L. Each OKR drops into initiatives with an owner, a review date, and a success threshold — so the follow-up conversation runs on data, not opinions.

12-24 month roadmap

Initiatives sequenced with explicit dependencies — what comes first because it unblocks the rest, and what runs in parallel without collisions. Includes capacity planning so the plan fits the actual team.

Governance model

What gets decided where, by whom, and on what cadence. Executive, operational, and portfolio committees defined in writing — ending the ambiguity of "who approves this?" before it stalls a quarter.

Live KPI dashboard

Indicators wired into Cloud AES or the stack you already use. ROI isn't reported once a month — it's observed live, with alerts when something drifts outside the expected range.

If what you need is real operational change — changing how your organization works — that's Digital Transformation. This is the strategic head; that's the hands.

Service · Digital Transformation

When the plan exists but the organization won't move.

Most transformations fail not for lack of strategy, but because nobody stood next to the team on the day execution actually started. We are in the room, in standups, in meetings — until the change is in the DNA.

Core process redesign

5 to 8 critical processes redesigned end-to-end — from inter-area handoffs to internal SLAs. As-is mapping, to-be design, and a transition plan that doesn't stop the operation that's already invoicing.

AI adoption by area

We decide — with judgment, not trend-chasing — what to automate and what to leave alone. Use-case inventory by area, impact and ROI validation, and a pilot before scaling to the whole organization.

Change management + training

Communities of practice, one-to-one mentoring with internal champions, and a weekly adoption ritual. Training is not a course — it's a support system that lands the change inside the person who is going to live it.

Light reorg

Which roles change, where new ones are created, what gets consolidated. New structure design with updated job descriptions, a career model, and an internal comms plan — all before the formal announcement, not after.

Instrumented operational metrics

Cycle time, lead time, throughput, adoption rate, internal NPS — wired into a dashboard leadership opens every Monday. Change is measured in operational signals, not perception surveys.

Operating alongside the client

We don't just advise: we are in the room. Operational standups, weekly committees, real-time escalations. The client team sees us as an extension of the organization, not as outside visitors.

This is not strategy — that's Strategy & Roadmap. This is organizational execution. They usually pair: first you set direction, then you move the fleet.

Trojan Horse · Marketing Bundle CRM

The CRM that ties your whole marketing funnel together.

Campaigns without a CRM are loose deliverables. Campaigns with a CRM are measurable ROI — you know which lead came from which channel, what got warmed up, what closed, and for how much.

1

Leads · capture

Every form, every Ads click, every SEO mention, every social DM — lands in the CRM with its source, UTM, and pixel attached.

2

Contacts · nurturing

Email, WhatsApp, follow-ups from your team or the AI agents — the full history lives with the contact. Nothing gets lost between channels.

3

Conversion · close

Visual pipeline with stages, quotes, and proposals. You know which campaign closed, how much it billed, and what every marketing dollar was worth.

Without Bundle

  • × You pay for SEO without knowing which leads came from organic.
  • × Social DMs disappear into a forgotten inbox.
  • × Ads reports clicks; your CRM reports sales. Nobody bridges the two.
  • × Every month you ask "did the campaign work?" with no clear answer.

With Bundle

  • You see every lead, its channel, its UTM, its acquisition cost.
  • Every contact has unified email + WhatsApp + DM history.
  • End-to-end attribution: campaign → lead → sale → real revenue.
  • Measurable ROI every month — decisions with data, not intuition.
$280 USD/mo
+ 14-day Pro trial included — all advanced Cloud AES modules for two weeks, no commitment.

Billed alongside your agency package. Cancel the bundle whenever you want — the agency service keeps running.

The bundle's price isn't paid — it's recovered on the FIRST campaign you can finally measure.

Capacity calculator

Move the sliders — the architecture scales with your operation

This is not a price. It's the configuration we recommend for your actual volume.

Sales sessions

Demos, discovery, and closes with prospects.

30 min / session · industry source

100sessions/month
Support sessions

Tickets handled by AI or human agent.

10 min / session · CX benchmark

200sessions/month
Training sessions

Employee onboarding and ongoing training.

45 min / session · L&D industry studies

30sessions/month
Onboarding sessions

New customer activation through first value.

30 min / session · Customer Success benchmarks

50sessions/month
Estimated monthly volume
0 0 hours
Recommended archetype

Solo / Freelance

A lightweight configuration for a single operator: the setup moves with you with no friction.

Does the archetype fit? Book discovery with your Account Director and we'll tailor the proposal to your operation.

Book discovery
Trump card · Architecture

Not a CRM with AI bolted on.

Most legacy SaaS taped a chatbot on top of their 2015 product. Cloud AES is designed from scratch for agents that read, decide, and act — not for forms a human has to fill out.

Personas, prompts, and business rules live in data — no redeploy needed to change behavior.

Trump card · Scale

Ready to scale with you.

Every account starts on an efficient profile and moves, on demand, to an elastic multi-country footprint when volume justifies it. No forced migrations, no re-wiring.

0+
Integrated modules

Productivity, ops, marketing, agentic layer — one single graph.

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Years operating

Since 2012. Not a last-18-months experiment.

0
Languages supported

English, Español, Português, Français — native UI, not translations.

0
Active countries

MX, US, CO, AR, ES, PE, CL — tax compliance per country profile.

0+
Production tenants

Agencies, fintech, manufacturing, services — running in production today.

"Scale shows up in what we deliver — not in what we advertise."

How we proceed

We quote now. And escalate when it's warranted.

If you already know what you need, I'll draft the formal quote and it lands in your inbox within minutes. The Account Director steps in only when something needs human attention outside this conversation.

"We've been doing this for twelve years. You feel the difference on the first call."
Valerie Stone
Sales · OMB · Operating since 2012

No trials, no automated payment plans, no money-back. Terms are agreed in the contract — directly, no middlemen.

Valerie
Valerie
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Valerie
Before we start

So Valentina can address you by name and we can follow up — takes 30 seconds.

Confidential. NDA applies from this moment. No spam — only Valentina's follow-up.

Valerie
Valerie Stone
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