Predict Growth.
Accelerate Value.
The LAST Marketing Software You’ll Ever Need
Attention Service-Based Businesses
Imagine discovering the system that turns chaos into order, business growth into real enterprise value, and finally makes your business scalable and predictable — that’s the CompassVista system, and it changes everything.
"A system is the process of predictably achieving a goal based on a logical and specific set of how-to principles," ~Bob Burg
The LAST Marketing Software You’ll Ever Need
Attention Service-Based Businesses
Imagine discovering the system that turns chaos into order, business growth into real enterprise value, and finally makes your business scalable and predictable — that’s the CompassVista system, and it changes everything.
"A system is the process of predictably achieving a goal based on a logical and specific set of how-to principles," ~Bob Burg
Built For
B2B Advisors
Financial advisors, commercial insurance brokers, business attorneys
B2B Professionals
Accountants, CPAs, IT & managed service, payroll & benefits providers.
B2B COACHES & Consultants
Business coaches, leadership trainers, marketing consultants, HR & staffing consultants.
Home & Commercial Trades
GCs & remodelers, Restoration, Plumbers & HVAC, electricians, Emergency Services
Local Service Providers
Landscaping, cleaning companies, moving services
Auto Services
Auto repair shops, fleet maintenance, body shops, detailers
Built For
B2B Advisors
Financial advisors, commercial insurance brokers, business attorneys
B2B Professionals
Accountants, CPAs, IT & managed service, payroll & benefits providers.
B2B COACHES & Consultants
Business coaches, leadership trainers, marketing consultants, HR & staffing consultants.
Home & Commercial Trades
GCs & remodelers, Restoration, Plumbers & HVAC, electricians, Emergency Services
Local Service Providers
Landscaping, cleaning companies, moving services
Auto Services
Auto repair shops, fleet maintenance, body shops, detailers
This isn't "better"... It's DIFFERENT
It's our "AI-Human Collaboration" Methodology
Your best people aren’t valuable because they click buttons fast—they’re valuable because they think, relate, and solve.
Our approach doesn’t preach “AI replaces people", but rather, AI agents compliment your people by handling the repetitive work, so your team can focus on high-value tasks.
And for the talent you keep, we collaborate with you to turn good employees into top performers in your industry.
Growth Roadblock Nobody Talks About
Most companies don’t fail from lack of resources — they fail from a lack of systems that produce predictable results.
Inefficient Resource Management Breeds:
Constant mistakes and lost communication in the process.
Owner dependence, more headaches to manage, and bigger overhead.
A workplace culture with poor communication increasing customer dissatisfaction
High possibilities of a bad hire, costing you an average of 40% of that employee's base salary.
What You Deserve Instead is:
A business that reduces owner dependence and is scalable, reliable, and built to grow without wearing you or your team down.
A personalized solution that handles the busy work so you and your team can focus on what you do best.
A system that helps you win new business with less effort because your customer lifecycle improves at every step.
A business with a winning culture and that is employee centric—enterprise value and customer loyalty is a biproduct.
This isn't "better"... It's DIFFERENT
A system built on what we call "Interdependent workplace".
Your best people aren’t valuable because they click buttons fast—they’re valuable because they think, relate, and solve.
Our approach doesn’t preach “AI replaces people", but rather, AI agents compliment your people by handling the repetitive work, so your team can focus on high-value tasks.
And for the talent you keep, we collaborate with you to turn good employees into top performers in your industry.
Growth Roadblock Nobody Talks About
Most companies don’t fail from lack of resources — they fail from a lack of systems that produce predictable results.
Inefficient Resource Management Breeds:
Constant mistakes and lost communication in the process.
Owner dependence, more headaches to manage, and bigger overhead.
A workplace culture with poor communication increasing customer dissatisfaction
High possibilities of a bad hire, costing you an average of 40% of that employee's base salary.
What You Deserve Instead is:
A business that reduces owner dependence and is scalable, reliable, and built to grow without wearing you or your team down.
A personalized solution that handles the busy work so you and your team can focus on what you do best.
A system that helps you win new business with less effort because your customer lifecycle improves at every step.
A business with a winning culture and that is employee centric—enterprise value and customer loyalty is a biproduct.
the framework that changes everything!
Full Disclosure: This is NOT a cookie-cutter solution! It Is a UNIQUE APPROACH to help your business grow and scale predictably instead of accidental.
Built on decades of real-world experience with cutting-edge technology, CompassVista provides high-value AI solutions designed to do A LOT MORE without the need to hire more.
So how does this work?
1. Human–AI Collaboration
Whether you like it or not, we’re in the era where humans and AI work together (aka, Agentic Era).
Companies that refuse to adapt to AI won’t just fall behind—they’ll get priced out.
With advanced tools integrated into your operations, your business can automate key functions effortlessly, saving time, increasing efficiency, boosting revenue & your bottom line.
Power Your Business With Custom AI Agents & Workflows
AI-powered features are making a huge impact across the marketplace. Here is how you can leverage AI to stay ahead:
Do more with the team you have: Turn on AI-powered workflows and let human-AI collaboration amplify performance—delivering results no human alone can match.
Speed up and Scale Lead Conversion: On-board trained AI Agents that are on the clock 24/7 to guide prospects seamlessly, turning simple web visitors or callers into paying customers without manual intervention.
Boost Appointment Scheduling: AI-powered booking automation minimizes no-shows, nurtures current and past customers, and keeps your calendar organized without back-and-forth scheduling.
Add-On smart solutions that compound value
Database Reactivation
Wake up past leads with smart, multi-touch outreach that books work now.
Reviews AI
Automate review requests and AI replies to build trust and rankings.
Missed-Call Text Back
Auto text every missed call so you don’t lose hot leads.
Voice AI Answering
An AI receptionist answers 24/7, captures intent, and routes smartly.
Smart websites/landing pages
Built-in AI Agents who provide Instant answers on your site that turn visitors into leads.
Unified Inbox
Save time by communicating from one place. Send email, SMS, chat, and social DMs from the commination platform.
CRM Solutions
AI-ready CRM that centralizes contacts, deals, and messages—automates follow-ups and booking—and gives clear pipeline visibility.
Calendars & Booking
Automated scheduling, reminders, and rescheduling to fill your calendar.
No More Duct-Taping Multiple Platforms
Not Ready To Say Goodbye To Your Tech Stack?
We get it, break-ups are hard. That's why CompassVista System™ also integrates with all major platforms, until you're ready to go all-in-one.
"Nothing is new under the sun...except modern human-AI collaboration" ~Luis Balmaceda
2. Your Company Academy
According to 'Employee Benefit News', employers spend an average of 33% of worker's annual salary to replace just one employee.
Even worse, SHRM estimates that when a bad hire turns over, the total cost, including lost productivity, lost hours of training, etc., is typically about 40% of the individual's salary.
What once cost thousands in replacement and re-training can now be contained and converted into ROI with our on-demand, highly interactive training system—customized to your business.
We reduce turnover waste, cut “do-over” costs, and turn payroll into performance.
Power Your Team With Best-in-Class A Training System
At CompassVista, our team of Business Developers & Advisors help equip you and your team with a NEW & FUN way that boots performance and builds a great culture.
Centralize & Automate Training: Put everything in one place—onboarding, CE credits, compliance/policies, role SOPs. On-demand courses, quizzes, and refreshers automatically and tracks every results—Plus: payroll sync auto-adds/removes employees—no manual updates.
Skill Tracks, Leadership Paths & Assessments: Use our proven curricula to level up people at every tier—frontline to leadership. We train communication (team + customer), leadership, and sales—then measure fit.
Performance, Gamification & Culture Engine: Make learning visible and fun—link it to compensation if you choose. Leaderboards, badges, certifications, and tiers boost engagement with fully tracked outcomes.
Add-On Academy solutions that compound value
Interactive Landing Pages (ILP)
Share interactive videos outside the training system to promote offers or events. Add quick polls, capture warm leads, and embed on any site—everything is tracked.
Postables
Let your team share pre-approved posts in one click across their social channels. You control the message; we track shares to show what content and networks perform best.
Private-Labeled Training System
Make the platform look and feel like your brand—far beyond a logo. Customize colors, menus, wording, emails, and features with simple admin controls.
Deep Reporting & Dashboards
See what’s working at a glance: user progress, course usage, assignments, certifications, and more. Spot gaps, measure impact, export in seconds.
Media Library
Store all your videos, docs, and images in one place. We auto-optimize for any device, generate thumbnails, and keep everything neatly organized.
Notification Center & Communication Tools
Streamline your sales, transforming visitors into loyal customers with ease.
APIs & Webhooks
Connect your stack with ease. Use SSO, create/manage users, pull reports, and fire real-time webhooks to sync data with your CRM, HR/payroll, or custom apps.
Notification Center & Communication Tools
Reach users by in-app message, email, or SMS. Trigger pop-up video alerts at sign-in and set “WatchDog” alerts to notify you of key activity and report updates.
Ask yourself this question—
If your business were for sale today—exactly as it is… would you buy it?
For many owners, the honest answer is no. Not for lack of effort—but for lack of structure. Without transferable systems, a business is hard to scale and even harder to sell.
Here’s the market reality: only a fraction of companies that go to market actually close. Deals fall apart fast when buyers see owner-dependence, undocumented processes, key-client concentration, and tribal knowledge held by a few. That’s a deal breaker—and a valuation killer.
Don’t leave money on the table. A great system isn’t optional if you want to scale.
This is where Compass Vista comes in. We install the engines that change the story. The result is a company that runs on repeatable systems, not the owner: profitable, predictable, and scalable.
Meet the Team that make this possible
Luis Balmaceda
CEO/FOUNDER
Luis Balmaceda understands what it feels like to run a business that depends too much on you. From running service companies himself — from bootstraps to franchises —he’s seen firsthand how hard it can be to juggle growth, customers, and team challenges without burning out.
That’s why he became a Certified Exit Planning Advisor (CEPA) and Value Growth Consultant — not to talk theory, but to give entrepreneurs a clear, usable path to scale.
Through this Program, service-based business owners can stop relying on guesswork, streamline operations, and finally build a business that’s profitable, predictable, and valuable.
Edith Sloss
Director of Business Development
Edith Sloss helps service-based B2B companies build transferable value through practical technology. With 20+ years in software and services, she translates innovation into measurable gains—streamlined workflows, cleaner data, stronger margins, and client experiences that stick.
At CompassVista, Edith connects the Four Capitals (Human, Customer, Structural, Social) with AI & automation to reduce owner dependence and make best-practice operations repeatable. Her sweet spot: RevOps dashboards, right-sized CRM adoption, automated intake/onboarding, and SOP/knowledge systems teams actually use.
North star: earnings up, risk down, valuation up—without adding chaos.
Take action and talk a partner
Visit our price info page or request a demo
GOT QUESTIONS?
Frequently Asked Questions
How do I know if the CompassVista System™ is right for my business?
If you run a service-based business and want to grow without adding chaos, the CompassVista System™ is designed for you. Whether you’re just starting to organize your operations or you’re ready to scale and build real long-term value, our system adapts to where you are and grows with you.
How long does it take to see results?
Most businesses start seeing impact right away — whether that’s fewer missed follow-ups, smoother client onboarding, or better tracking of new leads. But the real magic happens as the system continues to run in the background, helping you scale predictably and build long-term value month after month.
Can I cancel at any time?
Yes — there are no long-term contracts, no lock-ins. We believe in earning your business every month. In fact, we use the exact same system and methodology in our own business, which is why we’re confident you’ll never want to leave once you see the results.
What if I already use another CRM or software?
No problem. Many of our customers switch from multiple tools like HubSpot, Calendly, Mailchimp, and others. We’ll help you migrate your data, and in most cases, you can replace several subscriptions with the CompassVista System™ — saving money and simplifying your operations.
Can I import my existing data?
Yes. We offer data migration to bring your contacts, pipelines, and workflows into the CompassVista System™. Basic migrations are included in your package, and if you need something more advanced, we’ll help you scope it out before you start.
Do I need to be tech-savvy to use the CompassVista System™?
Not at all. The system is built to be simple and user-friendly, even if you’ve never used a CRM before. Our team sets everything up for you, trains you step by step, and provides ongoing support so you’re never left figuring it out on your own.
Do you have tutorials and on-boarding?
Yes! Every customer goes through a personalized onboarding process and live training to make sure you’re fully equipped from day one. Plus, you’ll get ongoing support and monthly training sessions that cover customer journey, SOPs, marketing, referrals, and other proven value-acceleration strategies.
Does my team get the same support and training?
Absolutely. Your team has full access to live support (available 24/7) and our training video library, so they can learn at their own pace and get answers whenever they need them.
The LAST Marketing Software You’ll Ever Need
