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Consulting Firms

YOUR FIRM
SELLS
expertise.
NOT
ADMIN.

We build the systems consulting firms need to grow without adding overhead: automated project workflows, clear pipeline visibility, and client delivery infrastructure that runs without a director managing every step.

Consulting professionals in a meeting
Built for Consulting Firms
The Problem

STRONG CLIENT
WORK. WEAK
infrastructure.

Most consulting firms grow on reputation. The infrastructure behind the work? Held together by senior people doing things that should run automatically. Every firm we've worked with has the same operational gaps.

01
Proposal and Scoping Bottleneck
Every new engagement starts from scratch. Proposals assembled manually, scoping documents drafted from memory, pricing calculated in spreadsheets. Senior consultants spending 6 to 10 hours on work that should take 90 minutes.
02
Project Delivery Without Visibility
Once a project starts, tracking progress means asking people. There's no single view of what's on track, what's slipping, and what the client needs to know. Oversight depends entirely on individuals.
03
Inconsistent Client Experience
What a client experiences depends on which consultant is running their project. There's no standard onboarding sequence, no consistent update rhythm, no reliable way to know how each client is feeling at any point.
04
Utilisation Managed by Intuition
Understanding who is available, what they're working on, and when capacity opens up requires a conversation or a spreadsheet. Resourcing decisions are made on incomplete information.
05
No Systematic Repeat Business Process
Relationships end when projects close. There's no system for staying in touch, identifying follow-on work, or keeping past clients warm. Revenue from existing clients is lower than it should be.
What We Build

THE CONSULTING
delivery engine.

→
Proposal Generation System

New engagements scoped and proposed in a fraction of the time. Templates configured for your service lines. Pricing calculated automatically. Proposals out the door in under two hours.

⊞
Project Delivery Dashboard

Every active project visible in one place: milestones, deliverables, client sign-offs, and outstanding actions. Directors see what needs attention without having to ask.

◈
Client Communication Workflows

Standard update emails, milestone notifications, and feedback requests sent automatically at the right project stages. Clients feel informed. Consultants spend time on the work.

§
Utilisation and Capacity View

Real-time view of who is working on what, where capacity sits, and when resource will become available. Staffing decisions made on accurate information, not guesswork.

◉
Client Portal

A branded space where clients access deliverables, review progress, and submit feedback. Reduces back-and-forth and keeps the relationship professional from start to finish.

↗
Relationship Management

Automated touchpoints with past and current clients at meaningful intervals. Follow-on work identified systematically. Relationships maintained without anyone having to remember to do it.

In Practice

FROM MANUAL
PROPOSALS TO
connected delivery.

Client · 18-person strategy consultancy
The Problem

An 18-person strategy and transformation consultancy. Proposals were written from scratch every time, taking 6 to 8 hours per senior consultant. Projects ran without a central delivery view: partners found out about risks from clients, not from internal systems. No process for maintaining client relationships after project close.

What Was Built

Proposal generation system with templates by service line: 90-minute turnaround on standard engagements. Delivery dashboard connected to their project management tool: all active work visible, milestone tracking automated. Post-project relationship workflow: automated touchpoints with clients at 30, 90, and 180 days.

85%
Reduction in proposal time
2×
Increase in repeat client revenue
6hrs
Saved per senior consultant per week
100%
Projects tracked to plan in 6 months
How It Works

FOUR PHASES.
No surprises.

Phase 01Operations Audit
1–2 weeks · $2,500
We map your entire operation: every workflow, every tool, every manual process. We score each area, quantify the cost, and deliver a prioritized roadmap. You walk away knowing exactly what needs fixing and what it costs. Whether or not we continue, the audit is yours.
Phase 02Design
1–2 weeks · included in build
We architect the solution before we build anything. Every system is designed for your firm: your tools, your people, your way of working. You approve the design before we write a single line of code or set up a single automation.
Phase 03Build
3–8 weeks · project fee
We build in weekly sprints. You see what we've built every Friday via a short video update. Nothing goes live until you've tested it and approved it. No surprises at handoff.
Phase 04Handoff & Support
1–2 weeks · included
Full documentation your team can follow. Live training with everyone who will use the system. A 30-day support window after launch. At 30 days, a before-and-after report showing what changed.
Start Here

LET'S TALK
ABOUT YOUR
firm.

30 minutes. We'll map your current operation, identify your biggest time sinks, and tell you exactly what we'd build. No obligation.

Book a Discovery CallFree Operations Scorecard