Reach New Summits with AI Advisory, Sales, and Marketing Services

We help SaaS and tech-enabled services companies build a human-led, AI-scaled revenue engine. Your team keeps the relationships customers value. AI removes the friction they don't.

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We help SaaS and tech-enabled services companies build a human-led, AI-scaled revenue engine. Your team keeps the relationships customers value. AI removes the friction they don't. Reach New Summits with AI Advisory, Sales, and Marketing Services.  The Summit Group is a boutique advisory firm. No templates. No junior bench. We listen first, thenapply decades of operating experience — from start-ups to major corporations across SaaS, DentalHealthcare, FinTech, Merchant Processing, and Technology.

Now we bring the same operator's discipline to AI: built into your commercial engine, not bolted on.

Working with our AI Partners, we deploy AI Employees — agents that own real jobs across sales, marketing, support, and recruiting — inside the systems you already run. We bring the strategy and governance. Our partners' AI Employees do the work. Results from their deployments include up to 84%lower cost per sales opportunity, 60x faster lead response, and 67% lower cost per resolved support ticket.

Human-led, AI-scaled teams

• Accelerate → Augment → Agentic  AI roadmap
• Build pipeline — AI BDR/SDR
• Resolve tickets  AI Tier 1/2 support
• Retain customers —AI onboarding, health scoring, outreach
• Scale recruiting — AI HR recruiter

Fractional CRO leadership

• Accelerating revenue growth
• Scalable growth models
• Enterprise direct selling
• Inside sales optimization
• Partner programs — scale and leverage

Fractional CMO leadership

• Go-to-market best practices
• Customer retention and success strategies
• Digital marketing
• Website and SEO maximization
• Events and President's Club

Every AI engagement includes human review, data governance, customer transparency, and measured ROI per use case.

$3M to $100M+ market value increase

$30M to $250M+ global revenue growth

Gartner Niche Quadrant to Leader Quadrant

$280M to $500M+ USA revenue growth

Clients We Serve

The Paak logoThe Paak logoOE logo2020INC logoEphicient logoEphicient logo

The Summit Group offers sales, marketing and advisory services to help you deliver exceptional
growth and achieve your strategic objectives.

We're operators, not theorists — servant leaders with decades of experience helping people, teams, and companies grow. Founder and Managing Partner Mike Hall is based in Lehi, Utah; our team spans theUnited States.

Customer Success

"Exceptional sales expertise has been instrumental in driving our company’s revenue growth from 300M to 500M in just under 5 years."

Julie N. Deveraux

Chief Experience Officer

"As a Board Member and Advisor Mike has helped us increase our valuation from $3M to $100M+.”

Wayne Hamilton

Founder and CEO, National Processing

"Responsible for growing our division's revenue of over $300M by approximately 10%!"

Kevin Bunker

President NAC Henry Schein One

Mike possesses an innate ability to see the bigger picture while also paying meticulous attention to detail. His strategic insights have been instrumental in guiding our team through complex challenges, consistently identifying innovative solutions that drive sustainable growth.

Pam Reece

Vice President Strategic Accounts at Henry Schein One

"Strategic ability for what's next - the actions (products, services, go-to-market alternatives, etc.) the business should take now to prepare for tomorrow and keep (or re-gain) leadership in the market."

Matt Dean

Chief Legal Officer

The Summit Group
2701 North Thanksgiving Way, Suite 100
Lehi, Utah 84043
Phone: +1 (385) 625-6893

Email: info@thesummitgroup.com

Contact Us

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