Professional services and agencies
Consulting firms and agencies lose billable hours to proposals, reporting and client admin. The fix starts with capturing how your best work gets done.
Systems such as
- Harvest
- Teamwork
- Asana
- HubSpot
- Microsoft 365
Proposal scoping
Proposals drafted from past engagements and your own pricing logic, so scoping starts from what you already know.
Knowledge capture
Methods, templates and lessons held in an AI Business Brain your team can ask, instead of in one person's head.
Utilisation
Time, budgets and capacity pulled together so you can see which work is profitable.