Professional Services
Automation for management consultancies
Client checklists, chased - what it replaces, and what it is worth. Below is a worked example, not a case study: the arithmetic is shown so you can check it against your own numbers.
Today
Chasing clients for their quarter-end paperwork is a fortnight of someone’s life, every quarter.
Automated
Each client gets their own checklist, chased on a schedule, escalating only what is still missing near the deadline.
What it is worth
Based on 180 clients a quarter, 45 minutes of chasing each, spread monthly, at $45 an hour.
45
Hours back a month
$2,025
Value a month
2.2 mo
Payback
5.5x
First-year return
Worked example, not a case study: 60 events a month at 45 minutes each is 45 hours, worth $2,025 at $45 an hour. A build of this scope typically runs $4,400. No customer is named and no result is claimed to have happened - these are models of the kind of work the platform sells, shown with their assumptions so you can test them against your own.
How a delivered build is verified
Demo video plus the importable workflow, run against the firm’s real client list
Find out what your own manual work costs
The audit takes about 60 seconds, needs no account, and returns your top three opportunities with hours, budget and timeline.
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