Professional Services

Removing 60 hours of manual admin a month

Senior consultants got roughly a day a week back, and onboarding stopped depending on who remembered which step.

60+

Hours reclaimed monthly

-71%

Proposal turnaround

-90%

Onboarding errors

Figures are indicative of outcomes from this engagement type. We share verified, client-approved numbers under NDA on a call.

The problem

Senior consultants spent a day a week on proposals, onboarding paperwork and status reporting across four disconnected tools.

What we built

Process audit, then AI agents and workflow automation for proposal drafting, document collection, onboarding tasks and automated client reporting with human review gates.

How we approached it

  1. Step 01

    Audit the week, not the tools

    We timed the real workflows first; two thirds of the lost hours sat in proposals and status reporting.

  2. Step 02

    Draft with AI, approve with humans

    Proposal drafts assembled from scoped modules and prior projects, always reviewed before sending.

  3. Step 03

    Automate onboarding paperwork

    Document requests, chasers and task creation triggered by the signed agreement.

  4. Step 04

    Generate client reports

    Reports built from source systems on schedule, with a human commentary block instead of manual assembly.

More work

Other engagements

ManufacturingCase study

Turning a brochure site into an RFQ engine

Problem
A precision components manufacturer ranked for brand terms only. Enquiries arrived by phone and were logged in a spreadsheet, so nobody could say which marketing produced revenue.
Solution
Technical product architecture with specification-level pages, schema for products and FAQs, a structured RFQ flow, and CRM routing with automated acknowledgement and follow-up.

3.1x

More qualified RFQs

-82%

Faster first response

+240

Organic entry pages

  • Web Development
  • SEO
  • CRM
  • Automation
HealthcareCase study

Filling clinic calendars without increasing ad spend

Problem
A multi-location clinic group paid for traffic that landed on a slow, generic homepage. Location pages did not exist and no-shows were high.
Solution
Per-location landing pages, integrated scheduling, conversion tracking rebuilt server-side, and automated reminder sequences across email and WhatsApp.

+118%

Booked appointments

-46%

Cost per booking

-31%

No-show rate

  • Landing Pages
  • PPC
  • Automation
  • Analytics

Next step

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