I map where the hours actually go, then build the systems that take them back — inside the tools your team already uses, so there is nothing new for anyone to learn.
15 minutes. No pitch deck, no obligation.
90 seconds — client intake, proposal drafting, and client reporting, run by the system instead of your senior team. A product demo with sample data.
Firms of roughly 5–25 people that sell scoped, multi-month engagements — consultancies, marketing and creative agencies, HR and IT advisory practices. The test isn’t what you call yourself. It’s whether these are true:
Two weeks. Here is exactly what you get:
60 minutes. We walk your delivery workflow end to end.
I go through your templates, tools, and one sample engagement. About two hours of your team's time, total.
I present the map, the ranked opportunities, and the roadmap.
$3,500 fixed, paid upfront.
If we proceed to a build within 60 days, the audit fee is credited against it.
The audit tells you which of these earns its keep soonest. Most firms start with one.
From inquiry to qualified brief, automatically.
4 daysminutesinquiry to scored brief
New-lead intake, an auto-generated research brief on the prospect, qualification scoring against your ICP, and a CRM entry with next steps queued.
Kills: Leads sitting for days before anyone qualifies them; senior people doing manual research on tire-kickers.
Scoped and priced after the audit.
Discovery notes in, client-ready proposal out.
11 hrs4 mindiscovery notes to first draft
Call notes turned into a drafted proposal or SOW in your house style — scope, deliverables, timeline, pricing tables — ready for partner review.
Kills: Proposals taking a week to go out while the prospect cools; every proposal rewritten from a blank page.
Scoped and priced after the audit.
Weekly client updates that write themselves.
2 hrs5 minper client, per week
Delivery data pulled from your tools and drafted into the weekly or monthly client status report in your firm's voice, queued for a 5-minute review.
Kills: Your most senior people burning recurring hours per client, every week, on status writing.
Scoped and priced after the audit.
Those three are the common starting points, not the whole map. The audit walks the full arc of an engagement and ranks what it finds.
Enquiry to signed
Signed to kickoff
Kickoff to delivery
Delivery to renewal
The arc is the same in every firm that sells scoped engagements — only the artefacts change. For a marketing agency the deliverable is a campaign report; for an HR consultancy it's an assessment or a policy document. The map is what the audit builds.
Intake research, proposal writing and status reports, done by hand. Move the sliders to your own numbers.
Going out the door every year
$70,380
828 hours of senior time
A first build usually runs $6,000–$12,000, once. On these numbers it pays for itself in 2 months at the top of that range.
Assumes 46 working weeks, not 52, and counts only the hours the system removes — not the deals that close because the proposal went out the same week.
Most of them ask your team to work somewhere new. I build into the tools you already use, so nobody logs into anything unfamiliar — the manual step just stops happening. If a system needs your team to change how they work to be worth it, I'd rather not build it.
Yes. Every build is handed over with documentation and a recorded walkthrough, and it runs on tools you already pay for — so you own it outright and it keeps working whether or not we carry on together. Ongoing care is available as a monthly plan — monitoring the systems and extending them as your workflow changes — but it is a choice, not a condition of owning what I built.
It depends on what the audit finds, which is exactly why I don't publish a number here. A first build is typically $6,000 to $12,000, fixed price, quoted before any work starts. The audit gives you that quote in writing — and if you proceed within 60 days, the audit fee comes off it.
Then it says so, and you've spent $3,500 to find out rather than $12,000. You keep the workflow map either way — a documented, end-to-end picture of how work actually moves through your firm, which is worth having whether or not you automate a single step of it.
I run my own pipeline — prospecting, outreach, follow-up cadences, weekly reporting — on the same systems I build for clients. Everything I’d put in your delivery workflow is something I already operate in mine. Ask me to walk you through it.
You walk me through how your firm delivers client work. I’ll tell you honestly whether there’s something worth automating — and what I’d automate first.
Prefer email? rui.luis@agentforgeworks.com