We Help People
& Businesses Rise
Prepare2Rise is a multi-brand platform helping individuals grow through coaching—and helping businesses scale through CRM automation and AI systems.
What Is Prepare2Rise?
Founded on the principles of systematic improvement and strategic growth, Prepare2Rise has evolved to serve both individuals and organizations on their journey upward.
Our Origins
Prepare2Rise started as a coaching and leadership company, focused on helping individuals unlock their full potential through systematic approaches.
Our Evolution
We expanded into AI and business operations to help clients scale what they were learning—transforming individual growth into organizational success.
Our Philosophy
The name stays the same—because it's all about helping you rise. Two paths, one philosophy: systems, strategy, and execution that gets results.
Choose Your Path
Select the path that aligns with your current goals and challenges.
Prepare2Rise Coaching
Unlock clarity, build habits, and grow with our 12-week performance coaching program or enterprise leadership training.
Clarity & Focus
Strategic thinking & planning
Goal Achievement
Structured progress & accountability
Team Development
Leadership & team cohesion
Group Programs
Cohort-based learning experiences
Great for: Individuals, teams, organizations
Go to CoachingPrepare2Rise.ai
We fix broken systems so your business can scale—without adding headcount. CRM optimization, automation, AI agents, and done-for-you workflows.
CRM Optimization
Streamline your sales process
AI Implementation
Custom AI solutions & agents
Workflow Design
Automated business processes
Systems Strategy
Cohesive tech infrastructure
Great for: SMBs, founders, RevOps, growth teams
Go to AI + SystemsThe Minds Behind Prepare2Rise
We help small and mid-sized businesses scale instantly by connecting their operations, sales, marketing, and service through powerful CRM systems and modern technologies.
Prepare2Rise was built by industry veterans with three decades of experience building companies, leading teams, and implementing systems in real business environments where every decision impacts growth and scalability.
Our Mission: Scaling Smarter, Not Harder
In today's competitive landscape, businesses are often reactive to outdated systems—spending valuable growth time and energy on repetitive tasks. We're changing that paradigm. Our approach delivers scalable results faster.
Enterprise-grade systems that connect every part of your business.
Real-time dashboards that provide strategic clarity and insights.
Advanced database architectures built for scalability and performance.
At Prepare2Rise, we engineer the systems and processes that allow your team to focus on what truly matters—driving growth without operational burnout.
Jeff Marshall
Founder & CEO
With over 20 years of experience in systems optimization and business operations, Jeff has helped companies of all sizes implement processes that scale.
Brandon Crookshanks
Co-Founder & CTO
Brandon brings a decade of experience in leadership development and operational excellence, transforming how organizations approach systems and growth.
Enterprise Technology,
Accessible Service
Most small to mid-sized businesses struggle to implement the technology that enterprise organizations use to scale. We've built a service model that makes these powerful systems accessible without the enterprise price tag or complexity.
Certified HubSpot Partner
We specialize in implementing and optimizing HubSpot solutions to drive business growth
Integration
Connect all your business processes into a single, unified workflow
Automation
Eliminate repetitive tasks and reduce human error with intelligent systems
Insights
Gain real-time visibility into your business metrics and performance
Scalability
Build systems that grow with your business without constant redesign
Our Technology Stack
We leverage cutting-edge technologies that are both powerful and accessible, creating systems that deliver immediate value while remaining adaptable to your evolving needs.
Advanced CRM platforms customized for your specific industry
Cloud-based infrastructure with enterprise-grade security
API-driven architecture that enables seamless integrations
Automation platforms that streamline complex workflows
Data visualization tools that transform metrics into insights
Companies We've Partnered With
We're proud to have worked with organizations across industries, from military to healthcare, helping them rise to new heights.
US Army Special Forces Group
Military & Defense
Steffens Insurance Group
Insurance
Beck Investments
Financial Services
Gomo Health
Healthcare
...and many more organizations we're proud to call partners.