EXTERNAL
Lead nurture happens whenever you remember.
Prospect downloads your guide, you mean to follow up, then a client call eats the afternoon. By the time you remember, they've hired someone else.
Automation for
consultants, agencies,
and pro services.
Stop letting prospects go cold while you're in client meetings. Stop sending the same onboarding emails. Stop chasing invoices.
/the problem
You sell expertise. So why are you doing this much admin?
EXTERNAL
Onboarding is a 14-email chain you copy-paste.
Welcome email, intake form, scheduling link, kickoff agenda — every new client gets the same sequence, manually re-sent from scratch each time.
EXTERNAL
Project reports get built from scratch every month.
Hours pulled from Harvest, screenshots from analytics, narrative typed in Notion. Every client report is a half-day someone could be billing.
EXTERNAL
Your CRM is a list of names you haven't followed up with.
Hundreds of warm contacts, zero touchpoints. You know the pipeline is in there — you just haven't had time to mine it.
/the guide
We've built ops for firms whose owner is the bottleneck.
We integrate with HubSpot, Pipedrive, Notion, ClickUp, Harvest, and most modern professional-services stacks. We know what billable utilization actually means and how to free it up. Based in Idaho Falls, we build systems for firms that want to grow without hiring an ops director.
/the plan
Three steps to a firm that runs without the owner.
- 01
Book the audit.
30 minutes. We learn your sales motion, onboarding, and where your day actually goes.
- 02
Get your report.
Three highest-impact automations for your firm. Yours to keep.
- 03
We build it.
Live in 2–4 weeks. Documented for your team, owned by you, runs without the founder.
/what we build
What we build for pro services.
01
Lead nurture sequences by service offering
Prospects who downloaded the SEO guide get the SEO nurture. Prospects on a discovery call get a different sequence. Pipeline stops dying in your inbox.
02
Client onboarding automation
Contract signed → welcome email, intake form, kickoff scheduling, asset request, internal team alert. Five business days from sign to kickoff, all automatic.
03
Project status reporting
Weekly client reports generated from your project tool, time tracker, and analytics — sent on Fridays without anyone touching them.
04
Time tracking + utilization dashboard
One view of billable hours, capacity, and realization per team member. You finally know which projects are bleeding margin.
05
Proposal automation
Discovery call → templated proposal with scope, pricing, and terms — sent for e-signature same day. Cuts your sales cycle in half.
06
Renewal and referral automation
Projects approaching close trigger renewal conversations. Happy clients get referral prompts. Pipeline stops drying up between launches.
/what changes
What your week looks like after.
Every prospect gets followed up — even on busy weeks.
Client onboarding feels white-glove without the time.
Weekly client reports send themselves on Friday.
You finally know which projects are actually profitable.
/the stakes
The firms that automate are the ones scaling past founder-led without losing quality.
While other consultancies are stuck at the owner's calendar, yours is taking discovery calls without you. While their proposals sit in drafts, yours are in clients' inboxes within an hour. Automation isn't a shortcut — it's how you stop being the bottleneck in your own firm.
/idaho pro services
Serving consultants, agencies, marketing firms, and professional services across Idaho Falls, Rexburg, Pocatello, and Eastern Idaho.
/investment
Built for professional services. Priced for ROI.
/pro services starter
$3,500setup
One complete system — lead nurture, client onboarding, or proposal automation. Built, tested, documented, and handed over in 2–4 weeks.
- Lead nurture or onboarding system
- CRM integration (HubSpot, Pipedrive, etc.)
- Templated proposals or reports
- Loom walkthrough + documentation
- 30-day support window
/pro services studio
$1,997/mo
Ongoing automation support, new workflow builds, and tuning as your firm and team grow.
- Everything in Starter
- Unlimited new workflow builds
- Monthly performance reporting
- Reporting + utilization dashboards
- Priority support & tuning
/case studies
Currently building case studies. Yours could be next.
Professional Services · Professional Services Automation
Eastern Idaho · Be the first
/faq
Questions professional services operators ask.
Do you integrate with HubSpot and Pipedrive?+
Yes. HubSpot, Pipedrive, Salesforce, Close, Copper, GHL, and most modern CRMs are standard integrations. We work in whichever tool your team already lives in — no migrations required.
Can you automate client reporting?+
Yes. We pull from your project management tool, time tracker, and analytics platforms (GA4, Search Console, ad accounts) into a templated weekly or monthly client report — sent automatically.
Will this work for a 3-person agency?+
Yes — small agencies benefit the most. Without an ops director, automation is your ops layer. We scale the system to your team size, and your monthly tooling cost stays small.
How long until I see results?+
Lead nurture and onboarding automations show ROI in the first month — you stop losing the prospects and the burnout you used to. Reporting and utilization dashboards typically pay for themselves in reclaimed admin hours within 60 days.
What about time tracking — do I have to enforce it?+
Less than you think. We can wire timer prompts into the project tools your team already uses (ClickUp, Asana, Linear) so tracking happens in flow, not as a separate ritual. Utilization data improves once tracking is easy.
/next step
Let's see where your firm is losing hours.
30 minutes. No pitch. We'll map your pipeline, onboarding, and reporting, identify the highest-impact automation, and leave you with a plan — whether you hire us or not.
/based in
Idaho Falls, ID
Serving professional services businesses across Eastern Idaho — Idaho Falls, Rexburg, Pocatello, and surrounding communities.