Consulting Services

Automate client onboarding, project management & reporting

Spend more time advising, less time on admin.

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Pain Points

Where consulting teams lose hours every week

Admin, follow-ups, and reporting quietly eat the time you should spend advising clients.

Slow client onboardingintake forms, contracts, and kickoff scheduling scattered across email, chat, and paper
Manual project updatesyou chase the team for status, then rewrite it for every client by hand
Reports built by handhours each month assembling recurring reports from scratch in spreadsheets

Constant client chasingendless follow-ups just to collect approvals, feedback, and documents
Late invoice paymentsinvoices sent late and followed up late, so cash flow suffers
Tools that don't talkproject, CRM, and finance tools disconnected, forcing duplicate data entry

How We Help

We connect your project, CRM, and finance tools so the busywork runs itself.

One flow collects intake details, sends contracts for e-signature, schedules the kickoff, and sets up the project workspace, no manual handoffs.

Status updates, deadline reminders, and client check-ins generated automatically from your project tools, so nothing slips and no one gets chased.

Recurring reports compiled and delivered on schedule, invoices created and sent the moment a milestone closes, with automatic payment reminders.

ROI & Results

Typical outcomes in the first 90 days after automation goes live.

50%

Faster client onboarding

8hrs

Saved weekly on reports

30%

Faster invoice payment

95%

On-time task completion

Process Overview

From signed contract to recurring reports, here's the flow we set up.

Contract and intake captured in one automated flow.

Scheduling, document collection, and workspace setup happen automatically.

Status updates, reminders, and client comms generated as work progresses.

Each cycle, reports and invoices compile and send themselves.

Fill out a short form and we'll be in touch within 24 hours.