Spend your hours on client work, not on running the studio.
Consultancies and agencies sell expertise by the hour or the project. Every hour spent on proposals, onboarding, reporting and invoicing is an hour that is not billable. These tasks are repeatable, so they respond well to automation.
Where the hours go
- Writing proposals that are 80% the same as the last one
- Onboarding each client with the same steps
- Turning meeting notes into tasks and follow-ups
- Pulling reports together from several tools
What stays with a person
You decide strategy, advice and what is sent to clients. Automation can prepare drafts and do the routine moves. Anything client-facing is reviewed by a person first.
What I would automate first
Proposals and scopes
First drafts built from your own past work and templates, for you to refine.
Client onboarding
A form kicks off folders, access, a welcome message and an internal checklist.
Meeting follow-ups
Notes become a tidy summary and a task list, sent to the right people after review.
Reporting and invoicing
Weekly or monthly client reports assembled automatically, and invoices drafted from your records.
Built on your tools
Most firms like yours already use Microsoft 365 or Google Workspace, plus an accounting, practice or project tool. I work with what you have. I use an open workflow tool, n8n, running on your own server or instance, to connect them. Where AI helps, I use the AI service your firm already has access to, or one that fits your data policy.
Care with client information
Client strategy and data are confidential. I use minimum access and keep information in your own tools, with every automated action logged.
Start with an assessment.
A fixed-price, two-week look at how your firm works, ending with a written, prioritized plan. The price is $2,000 CAD, credited toward a build.
Ask about an assessment