Professional services
Consultancies and agencies
Consultancies and agencies win work with proposals, then lose margin to scope creep, untracked time and reports assembled by hand. We build systems that draft the proposal, track scope against hours and compile the client report from the work itself.
For consultancies and agencies
Three things we build first
- 01
Proposal and scope generator
A proposal and scope generator that drafts statements of work from your approved services, rates and past work for a partner to finish.
- 02
Scope and retainer tracking
Scope and retainer tracking that sets time and actions against what was sold, so overruns are spotted early.
- 03
Utilisation dashboard
A utilisation dashboard built from time and delivery records, showing who is stretched and who has capacity.
Where we start
One job first, done properly
We start with the proposal, because a clear scope at the start protects margin later. We built our own work and CRM platform the same way, mapping relationships and handovers before writing any software, and we follow that order with you.
Connections
Work with what you have
Tools businesses like yours often use. We connect to what you already have; naming a tool does not imply any partnership.
- Microsoft 365
- DocuSign
- HubSpot
- Xero
- Google Workspace
- Calendly
Tell us the job
Tell us where your last project went over budget, and we will show you what we track from day one.
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