Small Business
Professional services firm reclaims a full workday per week.
A 35-person consulting firm was drowning in proposal prep, client onboarding, and reporting. We mapped the workflow, deployed AI-assisted templates, and rebuilt their intake-to-invoice pipeline.
- 8 hrs
- Reclaimed per week, per consultant
- 42%
- Faster proposal turnaround
- 3.1x
- Lead-to-close conversion lift
- •Unified CRM, proposal, and time-tracking data into a single source of truth.
- •Deployed AI-assisted proposal drafting with human review checkpoints.
- •Automated client onboarding sequence with governance and approval gates.