Industry
Proposals drafted, engagements tracked, knowledge kept.
We build into the CRM, document, and project tools your firm already runs, so inbound inquiries are answered and qualified, proposals draft from past work, and every engagement's status reaches the client on schedule.
The problem
Partners write proposals from scratch that resemble the last three. Past deliverables live in personal drives. Clients ask for status because nobody sent it.
What we install here
Four modules, mapped to how firms run.
Each module has an owner team, an outcome, and hard limits. They connect to each other on one layer, so the second one installs faster than the first.
- 01Inbound ResponseFor your front desk and sales teamInbound inquiries answered in the firm's voice, qualified against your profile, and booked with the right partner.See the module
- 02End-to-End QuotingFor your sales teamProposals and statements of work drafted from past engagements and your rate rules for a partner to approve, then chased to signature.See the module
- 03Follow-upFor your revenue teamEngagement status sent to clients at each milestone from real activity, and unpaid invoices worked on schedule.See the module
- 04Operations and VisibilityFor leadershipPast deliverables and frameworks searchable by anyone on the team, and one screen for engagements by stage and what is waiting on a partner.See the module
Built into the tools you already run
- HubSpot
- Salesforce
- Notion
- SharePoint
- Google Drive
- Asana
- DocuSign
- Outlook
How it goes live
Six steps, the same on every install.
We start with how your company runs, not with software. Nothing gets ripped out, and nothing gets migrated.
- 01Map the operationWe sit with the people doing the work and follow leads, quotes, money, and messages through the tools that carry them today.
- 02Set the scope and the priceYou get the outcome, the boundaries, and one set price in writing before anything is built. It moves only if the scope does.
- 03Connect your stackWe build into the CRM, inbox, phone line, and payment tools you already run. The first working build is in your hands within two weeks.
- 04Run in review modeThe system reads real events and prepares real work. Your team approves every result before it goes out, and we make a round of changes every week.
- 05Grant narrow authorityProven, routine actions start running on their own, inside limits, with escalation rules and a full record.
- 06Launch and run itWe take it live, watch it in production, and stay on to run and improve it every month.
Questions
What firms ask first.
How is client confidentiality kept across engagements?
Each engagement's material is scoped to the people on it. The knowledge layer respects the same permissions your document system already enforces, and nothing from one client surfaces in another's work.
Will it write a proposal on its own?
It drafts. A partner reviews, edits, and approves before anything goes to a client. Autonomy is never granted for a document with a fee in it.
What does it cost?
One set price in writing after mapping, changed only by a scope change. Ongoing operation is a separate monthly line, disclosed with the build price. We do not publish fees.
Further reading
Your first department
Bring the process you still run by hand.
One mapping call. You leave with the system design, the price in writing, and the date it goes live. The first build lands in two weeks.
Case studies
Three installations, and what changed inside them.
Names withheld, every number from a system running in production.
Read the case studies