Every proposal takes 3 hours to write. Client onboarding is a different process every time. Status reports get built from memory on Friday afternoon. Time tracking is a fiction reconstructed at month-end. And invoicing happens whenever someone finally gets around to it.
We'll look at your client lifecycle and show you where the ops hours are hiding.
Every agency and consultancy we talk to has the same problems. The client work is great. The ops work is a mess.
You've written 200 proposals but each one starts from scratch. Someone digs up a similar one, copies the structure, rewrites the scope, adjusts the pricing, formats it, gets it reviewed. Three hours minimum — for a document that's 70% the same as the last one.
New client signed. Now you need their brand assets, logins, existing analytics, contract signed, payment info, and an intro call scheduled. Every client gets a slightly different version of this. Things get missed. The client notices.
Friday afternoon hits. Someone scrambles to put together status updates for 8 clients. They check Slack, email, the project tool, and their own memory. The report goes out at 5pm with half the details missing.
Nobody tracks time in real-time. At month-end, your team reconstructs what they worked on from calendar entries and email threads. Half the hours get logged. The other half are billable time that nobody will ever see again.
The work is done. The client is happy. But the invoice doesn't go out for two weeks because nobody compiled the hours, added the project fees, and matched them to the SOW. Cash flow suffers because billing is an afterthought.
These plug into your existing stack — Notion, Asana, Monday, ClickUp, HubSpot, Harvest, QuickBooks. We don't replace your tools. We wire them together.
We spend 30 minutes mapping your client lifecycle — from proposal to invoice. Where does your team spend time on ops instead of client work? Where do things fall through? We find the spots that matter.
We build automations that wire your existing tools together. Notion to Harvest to QuickBooks. Asana to email to client portal. Your team keeps working the same way — the manual glue between tools just disappears.
We monitor and maintain everything. When Notion changes an API or you switch project tools, we handle it. No developer on retainer needed.
30 minutes on a call. We'll walk through your proposal-to-invoice workflow and tell you exactly where the ops hours are hiding.
Book a Discovery Call