Professional Services
Automation and software for consultancies and professional firms
In a services firm, the constraint is partner and staff time. The work that leaks it is rarely the client work, it is proposals, onboarding, status reporting, and chasing the same information across email, documents and a CRM.
What your week looks like
- Proposals and SOWs are rebuilt from scratch every time by a senior person
- Client onboarding means re-entering the same data into four systems
- Status reporting is assembled manually from tools that already hold the data
What usually goes wrong
- Proposals and SOWs are rebuilt from scratch every time by a senior person
- Client onboarding means re-entering the same data into four systems
- Status reporting is assembled manually from tools that already hold the data
- Enquiries arrive with no qualification, and the wrong ones reach a partner
- The CRM is half-used because updating it is a manual second job
What we do about it
- Map where senior time goes, and separate the billable from the recoverable
- Automate proposal assembly, onboarding and recurring client reporting
- Build qualification and routing so partners only see real opportunities
- Integrate CRM, documents, time-tracking and finance into one flow
- Build internal tools where an off-the-shelf product would cost more than it saves
Services
What we most often build for professional services
Each of these has its own page with the scope, the deliverables and the trade-offs spelled out.
n8n Automation
Self-hosted workflow automation with real AI agents inside it.
Business Process Automation
Mapping the process before automating any part of it.
AI Lead Generation & Qualification
From raw enquiry to qualified appointment, without manual triage.
CRM & ERP Development
Customisation of the systems that run sales and operations.
Search Engine Optimization
Technical, content and link work that compounds over months.
Google Ads Management
Search, Shopping and Performance Max, managed against one number.
Tell us where the manual work is
A 30-minute call. We map the process, tell you what we would automate or build first, and what it costs. No retainer before you agree the scope.
- No retainer before scope is agreed
- Written plan you can act on alone
- Worldwide delivery, on your hours