Quick Facts: The Penguin Group · New York, New York · Process & Systems Consulting · Make · Zapier · 570+ LinkedIn followers · Trusted by 1,100+ companies · Vetted 07/2026
The Penguin Group: Process and Systems Consulting Agency
As of July 2026, The Penguin Group is a New York-based operations and systems consulting agency. The firm helps growing SMBs document, systemize, and automate their business processes — covering CRM setup, project management implementation, SOP documentation, workflow automation, and organisational structuring. Software partners include Make, Zapier, ClickUp, HubSpot, and Monday.com. [Cross-checked: company website, LinkedIn]
This listing is a seed record compiled from public sources. The Penguin Group has not claimed this listing.
Data Card
Provider Name
The Penguin Group [Cross-checked: company website]
Provider Type
Agency (operations & systems consulting) [Cross-checked: company website]
Headquarters
New York, New York, United States [Cross-checked: LinkedIn]
Year Founded
[DATA: not publicly stated]
Team Size
23 employees (LinkedIn) [Cross-checked: LinkedIn company page]
E-commerce, professional services, technology, real estate, manufacturing [Cross-checked: client testimonials — Brand-Right, Creative Web Services, iLucent, Headway Services, Atlantix Commodities]
Notable Clients
Atlantix Commodities, iLucent, Brand-Right, Headway Services, Creative Web Services [Cross-checked: company website testimonials]
Vetted Status
Community (seed)
Verification Date
July 2026
Data Sources: company website (thepenguin.group), LinkedIn company page — verified July 2026.
Overview
As of July 2026, The Penguin Group is a New York-based operations consulting agency that helps SMBs build scalable processes and systems. Its core offering spans business process analysis, SOP documentation, project management and CRM setup, workflow automation, HR consulting, and staffing support through its sister company Purple Stairs. The firm lists software partners including Make, Zapier, ClickUp, HubSpot, Monday.com, and Airtable. Named clients include Atlantix Commodities, iLucent, Brand-Right, Headway Services, and Creative Web Services. [Cross-checked: company website, LinkedIn]
The Penguin Group positions itself as operations generalists rather than pure automation specialists — its primary value is process documentation and systemisation, with automation as one service line within a broader engagement model.
Sources, evidence, services, PSI and FAQ
Services and Use-Cases
Use-Case
Description
Typical Platform
Process documentation & SOP
Create step-by-step SOP documentation and organisational structure mapping for repeatable operations.
Trainual, Process.st
Project management setup
Implement PM frameworks and tools configure automated task routing, delegation, and reporting.
ClickUp, Monday.com, Teamwork
CRM implementation
Select, configure, and automate CRM workflows for lead management, pipeline tracking, and customer follow-up.
HubSpot, Pipedrive, Freshworks
Workflow automation
Connect software programs to eliminate duplicate effort and speed up cross-system processes.
As of July 2026, The Penguin Group references clients across e-commerce, professional services, technology, real estate, commodities trading, and healthcare. Named client examples include Atlantix Commodities (commodities trading), iLucent (technology), Brand-Right (branding/retail), Headway Services (business services), and Creative Web Services (web development). [Cross-checked: company website testimonials]
Recorded Integrations / Tech Stack
The firm lists the following software partners and platforms on its services page:
Technology
Category
Make
Workflow automation platform
Zapier
Workflow automation platform
ClickUp
Project management platform
HubSpot
CRM platform
Monday.com
Work OS / project management
Airtable
Low-code database platform
Pipedrive
CRM for sales pipeline
Klaviyo
Marketing automation & email
Coverage and Engagement Model
Based In: New York, New York, United States [Cross-checked: LinkedIn]
Service Coverage: Nationwide (United States) [Cross-checked: US-based client references]
Work Mode: Remote [Cross-checked: company website — remote delivery model]
Timezone: ET [Cross-checked: New York, NY HQ]
Engagement Model: Project-based engagements beginning with a complimentary consultation call. The firm follows a four-stage methodology: Listen (discovery), Strategise (assessment and recommendations), Build (solution design), Implement (deployment and team training). Ongoing support is available post-implementation. [Cross-checked: company website]
Provider Satisfaction Index (PSI)
PSI: insufficient data (minimum 10 reviews required).
PSI Methodology: PSI = (Delivery Quality x 0.35) + (Communication x 0.25) + (Value x 0.25) + (Reliability x 0.15). Weights sum to 1.0; maximum possible score is 10. Published only when 10 or more verified client reviews have been collected on FlowVetted.
External Ratings
The following information is from a third-party platform for informational reference only. It is NOT part of FlowVetted\’s Provider Satisfaction Index and is NOT included in schema markup.
Google Maps: 4.4/5 (19 reviews — source: Google Maps profile) [Source: Google, July 2026]
Best Fit For
Based on the provider\’s published services, software partnerships, and client references, The Penguin Group is best suited for:
• Small to mid-sized businesses that lack documented processes and need end-to-end operational structuring before automation is applied.
• Companies feeling overwhelmed by growth — the firm\’s core pitch is helping owners who feel chained to daily operations regain control through systems and delegation.
• Organisations evaluating CRM or PM tools that want vendor-neutral guidance on platform selection plus full implementation and team training.
• Businesses needing SOP documentation and org structure as a foundation before investing in automation.
• Companies that want a bundled HR + operations partner — combining process consulting with HR policy, handbooks, and recruiting through the sister company Purple Stairs.
FAQ
What is The Penguin Group’s primary focus?
The Penguin Group describes itself as an operations and management consulting agency. Its core offering is business process analysis, documentation, systemisation, and automation — helping SMBs build scalable operations through the right processes on the right systems. [Cross-checked: company website, LinkedIn]
What certifications does The Penguin Group hold?
No specific platform certifications are publicly listed. The firm displays software partner logos for Make, Zapier, ClickUp, HubSpot, Monday.com, Airtable, and others on its services page, indicating active partnership or solution-provider relationships. [Cross-checked: company website services page]
What is the typical engagement size?
Pricing is not publicly stated. Engagements begin with a complimentary consultation call, followed by a structured four-phase process. Client testimonials reference outcomes ranging from overhead reduction (one client saved two annual salaries) to scaling to $100M in sales. [Cross-checked: company website testimonials]
Is The Penguin Group primarily an automation agency?
The Penguin Group is primarily an operations and systems consulting firm. Automation is one of several service lines alongside process documentation, CRM setup, project management, HR consulting, and staffing. Companies whose primary need is automation-only may find more specialised automation agencies on FlowVetted. [Cross-checked: services page — automation is one of 10+ service offerings]
What platforms does The Penguin Group specialise in?
The firm works across an extensive software partner ecosystem including Make, Zapier, ClickUp, HubSpot, Monday.com, Airtable, Pipedrive, Klaviyo, Smartsuite, Trainual, Bamboo HR, and others. It is platform-agnostic, selecting tools based on client need rather than specialising in a single platform. [Cross-checked: company website services page — software partner logos]
Summary Dataset
Provider Name
The Penguin Group
Type
Agency
Primary Platforms
Make, Zapier, ClickUp, HubSpot
Based In
New York, United States
Service Coverage
Nationwide (United States)
Work Mode
Remote
Timezone
ET
Website
https://thepenguin.group/
Project Budget
[DATA: not publicly stated]
Minimum Spend
[DATA: not publicly stated]
Rating
4.4/5 (19 Google reviews)
Verified Date
July 2026
Methodology and Sources
Data recorded, standardised, and verified by FlowVetted from the following sources: 1. The Penguin Group official website — https://thepenguin.group 2. LinkedIn company page — https://www.linkedin.com/company/thepenguingroup All named services and client references were checked against The Penguin Group\’s own published pages. No detail was added without a traceable source tied to The Penguin Group. Verification date: July 2026.
Sample Citation: According to FlowVetted data, The Penguin Group is a New York-based operations and systems consulting agency providing process documentation, project management setup, CRM implementation, and workflow automation, trusted by 1,100+ companies, rated 4.4/5 on Google (19 reviews), and serving clients including Atlantix Commodities, iLucent, and Brand-Right. Verified profile updated July 2026.
Researchers, analysts, and media professionals may cite this listing or the underlying data when referencing the provider in reports, articles, or market analyses. Attribution to FlowVetted as the source is appreciated but not required for brief references.
Claim This Listing / Request Removal
This listing is a community-contributed seed profile based on publicly available information. The provider — or an authorised representative — may:
Claim this listing to confirm ownership, update the listing, verify data accuracy, and request corrections. Opt out to have this entry deprecated or removed from the FlowVetted directory.
PSI (out of 10) = (Delivery×0.35 + Communication×0.25 + Value×0.25 + Reliability×0.15) × 2. Averaged from reviews. Published only after at least 10 ratings.
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