Instfy Consulting
Instfy Consulting is our core: we understand the business, find the question that deserves to be solved and build the solution together with you, from strategy to execution and to measuring results.
We develop solutions for business. Instfy Consulting brings together strategy, technology, artificial intelligence, brand, growth, sales, data, operations, people and finance in a single integrated engagement, led by a core team that understands the whole picture and is accountable for the result. We don't start with the service you think you need. We start with what you want to build.
What Instfy Consulting solves
We work in four business situations. They all start down the same path of understanding, and each one leads to a different kind of solution.
| Situation | What it means | Examples |
|---|---|---|
| Create | Get a business, product, service, brand, channel or new front off the ground. | New business, new product, new unit, brand launch. |
| Transform | Change what already exists when the current model no longer responds to the market. | Repositioning, new revenue model, digital transformation. |
| Develop | Take the operation to a new stage of maturity, efficiency or revenue. | Structuring sales, automating processes, professionalizing management. |
| Expand | Open up new paths to growth. | New markets, channels, geographies, franchises and internationalization. |
Who it is for
Our consulting adapts to the nature of each client, because that completely changes the analysis:
- Early-stage companies and startups that need to validate, structure and gain traction.
- Small and mid-sized businesses that want to grow with better margins and less improvisation.
- Family businesses that need governance, succession planning and professional management.
- Established companies and business groups looking for their next cycle and for synergies.
- Manufacturing, retail, services and franchises, each with its own channels, margins and scaling challenges.
- Personal brands, public institutions and multinationals, each with their own objectives and constraints.
See the focus for each profile in Assessments.
How it works, step by step
- Assessment: you tell us about the business, its current moment and the challenge. We use this to prepare the first conversation and point you to the path best suited to your segment. Start with the Assessment form.
- Discovery: the first engagement. We understand the business, the context, the ambitions and the constraints, and we deliver a diagnosis, opportunities, risks, priorities and a roadmap. See Discovery in detail.
- Instfy Project: a second proposal, designed for your reality, with objectives, scope, team, stages, investment and indicators.
- Build and activation: we turn the strategy into real deliverables and embed them in the operation, with a lead who integrates every front.
- Measurement and evolution: we measure the impact against the baseline indicators, learn and define the next move.
Behind these steps is the Instfy methodology: Understand, Diagnose, Direct, Design, Build, Activate, Measure and Evolve.
Our service areas
Each project combines only the areas that the business actually needs. Each one is described in detail in the Service charter.
| Area | What it includes |
|---|---|
| Strategy & Business | Strategic planning, business models, feasibility, positioning, go-to-market and new revenue streams. |
| Products & Services | Research, value proposition, MVP, validation, pricing, launch and evolution. |
| Technology, Software & Digital Products | Systems, platforms, apps, SaaS, integrations, APIs, dashboards and UX/UI. |
| Artificial Intelligence & Automation | AI agents, copilots, intelligent customer service, process and document automation. |
| Brand & Communication | Brand strategy, identity, naming, narrative, content and sales materials. |
| Marketing & Growth | Demand generation, media, funnels, CRM, marketing automation and retention. |
| Sales & Business Development | Sales strategy and process, prospecting, channels, partnerships and distribution. |
| Data & Intelligence | BI, indicators, analytics, research and market intelligence. |
| Operations & Efficiency | Processes, productivity, suppliers, supply chain, costs and readiness to scale. |
| Expansion & New Markets | Internationalization, franchising, licensing, new channels and business units. |
| People & Organization | Organizational design, roles, governance, culture and specialist networks. |
| Finance & Modeling | Financial modeling, unit economics, projections and investor readiness. |
| Execution & Project Management | Teams, specialists, suppliers, schedule, budget and deliverables. |
| Measurement & Evolution | Indicators, tracking, optimization and new development cycles. |
Who does the work
A permanent core team at Instfy handles the client relationship, strategy, methodology, management, quality and integration. Around it, a network of expertise made up of professionals, specialists, partner companies and technologies is brought in as each project requires. You have a lead responsible for integrating every front, and Instfy is accountable for the solution architecture and the integrated result.
How we track and measure
- Before execution, every initiative has an objective, scope, owner, deadline, budget, indicator and expected result.
- We work in short cycles, with formal decision points.
- We record the baseline indicators before we start, so we can measure real change.
- We document decisions, hypotheses, changes in direction and lessons learned.
Learn more in How we work.
Consulting and Instfy products
When they are the best answer to the problem identified, products from the ecosystem become part of the project: ERP Instfy for day-to-day management, Instfy AI for customer service and automation agents, Instfy Data for market intelligence, Instfy Rewards for customer loyalty and Carbon for emissions and certification. Never as a mandatory bundle.
Ways to engage
- Discovery: a fixed fee for the understanding and analysis stage.
- Project: compensation defined by the scope of strategy, design, build and rollout.
- Ongoing support: after rollout, evolution can continue on a recurring model.
- Results-based models: when there is a direct and measurable link between our work and the result, we can agree on compensation tied to the value generated.
The details are defined in each proposal.
How to get started
Would you rather talk first? Write to relationship@instfy.com.
Frequently asked questions
What is Instfy Consulting?
It is Instfy's core service: we understand the business, find the real problem and build the solution together with the client, from strategy to execution and to measuring results, combining the capabilities each case requires.
Do I need to know which service to hire?
No. That is exactly what the Discovery is for. It shows what really needs to happen, and only then do we design the right combination of service areas.
Does Instfy only make recommendations, or does it also execute?
It executes. Instfy can structure and coordinate execution, building teams, selecting specialists and suppliers and integrating every front of the project.
Which countries does Instfy serve?
Instfy is headquartered in New York, with offices in Miami, Orlando, São Paulo, Shanghai and Dubai, and works in Portuguese, English and Spanish. See the addresses in Support and contacts.