Professional services

Your product is your people’s time. And the one number that matters, how utilised they are, lives in spreadsheets today.

the starting point

You sell time and find out what it earned once the month is closed.

In consultancies, law firms and agencies, the unit sold is time. Whether a project carries itself comes down to utilisation and rate, and both numbers are often only reliable after month-end close. You cannot steer with that.

Sales runs on relationships and referrals, spread across many heads. Who maintains which contact sits in private inboxes, and when someone leaves, the network leaves too.

Proposals repeat in structure and vary in detail. They are still written from scratch every time, because past proposals and lessons learned cannot be found.

If at least one of these points applies, an initial consultation is worthwhile.

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A woman in a white shirt and dark cardigan works at two monitors in an office after dark, a tall stack of paper beside the keyboard and a teal office chair behind her.

Companies come to us when…

Utilisation and project margin are only reliable after month-end close.

A man in a dark blue jacket reads a message on his smartphone in a train seat, a laptop open on the fold-down table beside a teal laptop sleeve.

Companies come to us when…

The network lives in personal inboxes instead of the system.

Close-up of a woman's hands on a laptop keyboard, the screen dark, beside a stack of grey spiral-bound documents topped with a teal notebook.

Companies come to us when…

Proposals are written from scratch every time although the structure repeats.

Two consultants stand at a high table in a coworking space, one with a laptop and one with a tablet, a band of teal frosted film on the glass wall behind them.

Companies come to us when…

Resource planning and the sales pipeline are not connected.

An empty meeting room in the evening with a closed laptop, grey archive boxes and a rolled flipchart pad on a long table, two teal chairs pushed in.

Companies come to us when…

Knowledge from finished projects is practically unfindable.

What changes

Utilisation becomes something you steer, not something you audit.

Utilisation in real time

Pipeline and resources thought together: foreseeable gaps show up before they get expensive.

The network belongs to the firm

Relationships and history live in the system, not in personal inboxes.

Proposals from building blocks

Recurring structure backed by past experience; what must stay individual stays individual.

Knowledge you can reuse

Project results become findable instead of vanishing into folder trees.

the fitting services

Four services that make utilisation steerable.

Four services from the Agentic Growth Stack, picked for what moves first in this industry.

CRM Strategy & Process Design

Sales and resource planning in one process picture.

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Dashboards, KPIs & Data Intelligence

Utilisation, margin and forecast as numbers that hold.

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AI Workflow Automation

Proposal drafting and follow-up automated where rules alone fall short.

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Custom Software & Portals

Client portals for documents and status.

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Explore all Services

Case Studies

What companies achieve with us.

See all Case Studies

Ricoh

+365 %

More conversions through CRM and content.

Dovista

68 %

Of all enquiries automated.

FAQ

Frequently asked questions: Professional services

Does this replace our project and time tracking?

No. Your existing systems usually stay leading for time and projects; we connect them to the sales picture so utilisation and pipeline become visible together.

How do we get partners and senior people to use the CRM?

By giving them something back: prepared contact history, less searching, no double entry. And by keeping required fields to what is necessary, see Training & Adoption.

Is our firm too small for this?

The approach scales down: the entry point is one clearly bounded use case with a business case, not a programme. What does not pay off, we do not recommend.

Where do we start?

With an Enterprise Discovery Workshop: target picture and business case in a few days, at a fixed price.

first step

The first step towards an agent-native company.

In the Enterprise Discovery Workshop we develop a clear target picture and a business case that holds up, in a matter of days. Fixed price, no open-ended day rates.

Smiling man in a dark blue suit in a bright office.

Rather talk first?

We get back to you personally.

Request a workshop