Every proposal starts from scratch even though 80% of the content is reusable.
Pulling data from 3 tools to write the same status update every week.
Institutional knowledge lives in inboxes and chat threads, not searchable systems.
Consultants reconstructing timesheets at end-of-week from memory.
| Workflow | What AI Does | Typical Impact |
|---|---|---|
| Proposal Generation | AI drafts from CRM data + past proposals + templates | Target: 3× faster turnaround |
| Client Reporting | AI aggregates project data → generates narrative reports | Target: 5 hrs/week saved |
| Knowledge Base | RAG system over internal docs, emails, and project files | Target: Instant answers |
| Time Entry Assistant | AI suggests time entries from calendar + project activity | Target: 90% less manual entry |
Targets are based on industry benchmarks and typical automation outcomes. Actual results depend on your current processes and tools.
I map your professional services workflows and identify the first places that look worth fixing.
I build inside your existing tools, train your team, and document the handoff.
We measure what changed within 30-60 days: time back, less rework, cleaner handoffs, and better throughput.
I map your workflows, interview stakeholders, audit your tech stack, and deliver a prioritized roadmap. The full Discovery investment is credited toward any implementation package started within 60 days.
Discovery Sprint credit: The full Discovery investment is applied toward any implementation package started within 60 days.