Stronger ops for smarter business.
Three systems hold the client, none of them agree. Renewals live in someone's head. Every proposal is bespoke, which mostly means slow.
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.
Three systems hold the client. None agree.
"Acme", "ACME Corp" and a spreadsheet. The renewal lapsed because nobody owned it.
Every proposal is bespoke, which mostly means slow.
Two evenings from the last one, signed by printer, deposit remembered a week later.
The knowledge walks out the door.
When the account lead goes on holiday, the client's history goes with them.
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.
AI, Switched On Properly for pre-call briefs and first drafts
Module 01 · Voice MemoryOne 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 b2b services.
Yours is probably good to go. We connect around it, not instead of it.
Before you
say yes.
What b2b services owners ask us first.
Our CRM is a mess. Do we start over?
No. One Client Record merges what you have into one record per client, reviewed where it's ambiguous, and connects the systems so it stays clean.
How fast can proposals really get?
First draft in minutes from your past work and the call; signed online; deposit and project fire from the signature. Yes on Thursday, started Tuesday.
We sell expertise. Will AI cheapen it?
It drafts the parts that were always the same so your experts spend their evening on the part that isn't.
Stronger ops for smarter business
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.