For professional services · Run by operators
We help professional services firms make more money.
We find where your firm is losing money, fix it, and run it. Sometimes that is a proposal that sat for a week, sometimes it is hours that never reach an invoice, and sometimes it is a rate that caps what the firm can earn.
Built for
Where firms lose money and time
We start with the one costing you the most.
Missed revenue
Proposals that sit
The proposal goes out on Tuesday, nobody follows up, and by the next Monday the buyer has gone with whoever called back.
Missed revenue
Clients who finish and never hear from you
The engagement wraps, the final invoice goes out, and nobody offers the next phase, the retainer, or an introduction.
Costs too much
Software doing half its job
HubSpot for the pipeline, Karbon for the work, Harvest for time, QuickBooks for billing, and a spreadsheet holding them together. Each one bought to do something another already does.
Costs too much
Hours worked and never billed
Scope creep nobody invoices, and a Friday timesheet that never got filled in. The work happened, and the firm was not paid for it.
Time back
Partners on calls with people who were never a fit
A partner spends an hour on a call with someone whose budget, timeline, or problem was wrong from the first email.
Time back
Month-end invoicing by hand
Someone copies hours out of Harvest into QuickBooks, chases approvals, and builds the status report from three spreadsheets, every month.
Some of these need software. Some need a decision from you.
How we work
Find it.
A free 30-minute call, and Business Value Discovery ($199) if you want the dollar figure.
Fix it.
Process, systems, or software. Built on what you already use where we can.
Run it.
We keep it working and report the money and hours it got you.
What we do
Whatever fixes it, starting with what you already have.
Process and pricing
Moving from hourly billing to fixed-scope packages, or deciding which partner owns each proposal until it closes. Those take a decision from the partners, and we will tell you which one.
The systems you already have
The tools you already pay for (HubSpot, Karbon, Harvest, QuickBooks) set up so a won proposal becomes a project, time becomes an invoice, and nobody retypes the client.
Automation and custom ai and software
Proposals assembled from your past work, scope tracking that flags unbilled hours before month-end, utilization reports that build themselves. Built to spec when your software does not do it.
By engagement type
A consulting engagement and a recruiting placement are won differently.
How the work is won, and what turns a lead into signed business, changes with the engagement. We build for that.
Proposal-led
Consulting, agencies, engineering, fractional execs. Won on the pitch and the follow-up. We get you found and chase the proposal until you get a decision.
Retainer & recurring
Accounting, HR, managed services. The win is a client who stays. We bring the lead in and start them clean.
Placement & deal
Recruiting and commercial real estate. Speed wins. We respond and qualify first so you get the candidate or the deal.
What the AI does not do
It handles the visibility, intake, qualification, follow-up, and admin. It does not do the professional work, give advice in your field, or promise an outcome. Partners keep the judgment. Your firm approves the language and positioning before anything goes out.
Who it is for
- Firms whose proposals and follow-up get dropped when busy
- Practices where unqualified inbound wastes partner time
- Firms running four or five tools that do not talk to each other
- Teams where hours go unbilled or month-end invoicing eats a week
Some of our results
Crayon US went from a -28% margin to 64%. Blue Eye was profitable inside six months. Before GetLatest, our co-founder Justin Henriksen built the AI partner programs at Microsoft.
- 64%
- Profit marginCrayon US · Up from -28%
- $11M
- Business grown toBlue Eye · Doubled from $5M
- 172%
- Recurring revenue growthBlue Eye · $440K to $1.2M in 8 months
- 150%
- Bigger average dealsCrayon US
- 200%
- New-customer growthCrayon US
- $100M+
- In customer growthMicrosoft
The process behind these numbers is the same one we run on your business, and we run it on our own companies before we ever run it on yours.
See the results