Systems that keep you billing.
Client calls set the scope; nobody writes it down. Hours are logged on Friday from memory. The proposal took two evenings. Month-end takes two days and a spreadsheet.
Typical retainer: Smart.
Fixed module prices after the 30-minute mini-diagnostic.
Three things
we hear every time.
Different logo, same three headaches. If one of these is yours this month, you're in the right place.
The call set the scope. Nobody wrote it down.
Three weeks later the client remembers it differently, and the only record is a Slack thread.
Thursday's hours, logged Friday, from memory.
Half of billable time never makes the invoice; the other half makes it late.
Month-end takes two days and a spreadsheet.
Invoices built by hand, one sent twice, one never sent.
Three steps.
In this order.
The order matters: each step makes the next one cheaper. Fixed price per module after the mini-diagnostic; everything runs on the Smart retainer after.
Voice Memory on client calls, so scope and promises are kept
Module 01 · Voice MemoryTime Tracking pre-filled from the calendar; budgets that warn at 80%
Module 06 · Quote to KickoffInvoicing drafted on the 1st from the hours; one approval
Module 03 · Time TrackingOne mini-diagnostic.
Then fixed prices.
Thirty minutes to map where the three headaches live in your organization. Every tool gets one of four states. That list is the plan, and the price.
Book the free mini-diagnosticTools we see most in agencies.
Yours is probably good to go. We connect around it, not instead of it.
Before you
say yes.
What agencies owners ask us first.
We're creative, not operational. Will this feel corporate?
It feels like fewer meetings about meetings. The tools are the ones you already use; what changes is that the follow-up happens without anyone retyping it.
Our clients are on every platform. Can you capture all of them?
Teams, Meet and Zoom natively, phone calls through your phone system, and in-person with the phone in your pocket. One memory regardless of where the call happened.
Hourly, retainer or project billing?
All three, usually in the same month. Time Tracking and Invoicing handle each; Quote to Kickoff handles the project deposits.
Systems that keep you billing
Starting Monday.
Book the 30-minute mini-diagnostic. We'll find which of the three headaches is first in your organization, and what fixing it costs.
Book a 30-minute callA conversation about your organization.
Not a demo of software.