Industries / Professional services / Agencies & consultancies

Agency and consultancy automation: proposals and reporting on rails

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Agencies and consultancies sell time and expertise, then lose a surprising amount of it to proposals, onboarding, status meetings and monthly reports. The tools to automate most of that are in the CRM and project-management apps you already use.

You already have the tools. You just haven't had time to build them out. I do it for you.

The 2023 Census County Business Patterns file counts 251 management consulting and 191 marketing consulting establishments in Ada and Canyon counties. Source: U.S. Census Bureau, County Business Patterns

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Where the time goes

What slows the office down

Proposals from scratchEvery proposal starts by copying an old one, and senior people spend evenings rewriting scope and terms.

Onboarding that varies by account managerNew clients get a different first two weeks depending on who sold them, and access requests drag on.

Monthly reportingPulling numbers from ad platforms, analytics and CRMs into a client report takes days each month.

Example first projects

Automations built inside your tools

Tools I work inside

HubSpotClickUpAsanaGoogle WorkspaceLooker StudioSlack

Proposal generationProposals are assembled from approved scope modules and the CRM deal record, then edited and sent by the account lead.

Client onboarding sequenceA consistent onboarding flow requests access, schedules kickoff and creates the project from a template.

Report draftingData is pulled from your platforms into a report template, with a draft summary for the account manager to edit.

Sales-to-delivery handoffWhen a deal closes, the scope, contacts and notes create the project automatically so nothing is lost.

Utilization trackingTime entries roll up into a simple weekly view of capacity and over-servicing.

Protecting senior time

In most small agencies, the founders and senior staff are the bottleneck: they write proposals, review reports and run key meetings. Automating the assembly work around those tasks gives them back hours each week for client strategy and new business.

Consistency is a feature

Clients notice when onboarding, reporting and communication are consistent. Templates and automated steps make a ten-person agency feel organized to the client, and they make it easier to train new staff.

Every template is written with your team so it sounds like you.

Data handling

What stays where

Client data and platform access stay in your accounts and are shared only as needed. Reports and proposals are reviewed by your team before they reach a client.

We can meet in person in the Treasure Valley or over video, whichever suits you. Remote projects for Idaho businesses work just as well. Nearby: Boise, Meridian, Nampa, statewide.

Time back, not revenue promises. The systems I build are designed to save your team real hours on the work we automate. I don't guarantee specific revenue or lead numbers.

No compliance guarantees. I don't provide legal, tax, regulatory, licensing or data-privacy advice or certification.

Results come from willingness to innovate. The businesses that win are the ones ready to adopt new tools and change how work gets done.

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FAQ

Agencies & consultancies questions

Can you connect our ad platforms to reporting?

Usually yes, through the connectors your reporting tool already supports.

We're a two-person consultancy. Is this overkill?

Not if proposals and reporting eat your evenings. The first project can be small.

Do you use our templates?

Yes. Automation builds on your existing proposal and report formats rather than replacing them.

Agencies & consultancies: tell me what's slowing your team down.

Book a 15-minute discovery call

Opens Google Calendar to pick a time. We meet on Google Meet or in person.

Start with a 15-minute discovery call. No prep, no pitch deck.