Digital systems for consultants and agencies.
You sell expertise and time. The system should protect both: capturing leads, chasing proposals and keeping delivery organised without adding admin.
How it works in practice
In a consultancy or agency the bottleneck is usually the team itself: proposals go out and are never chased, every new client is onboarded differently and operations live in the founder's head. That limits how far you can grow without hiring more admin.
We automate lead capture and qualification, polite proposal follow-ups, client onboarding with its documents and tasks, and a delivery space per client. With a capacity and revenue dashboard you know when you can take on more work — and when you cannot.
Common challenges
Proposals sent and never followed up while you deliver client work
Every new client onboarded manually, differently, from memory
Growth capped because operations live in the founder's head
What we build for you
Lead capture and qualification from your website and calls
Proposal pipeline with automatic, polite follow-ups
Client onboarding flows that run themselves
Delivery workspace: status, tasks and communication per client
Capacity and revenue dashboards for planning
Related guides
- Digitalisation grants for small businesses in 2026: what's really available in Ireland and Spain →The Grow Digital Voucher in Ireland, the real status of Kit Digital and Kit Consulting in Spain, and how to prepare so you're not left out when a new call opens.
- How much does a professional business website cost? →Why quotes vary so wildly, and what you are actually paying for at each level.
- CRM or ERP: which does your business actually need? →Two acronyms that get confused constantly — and choosing wrong costs months and real money.
- CRM or spreadsheets: when is it worth switching? →Excel is not the enemy. Up to a point it is the better tool. The problem is passing that point.
Frequently asked questions
We already use several tools. Do we have to switch?
Not necessarily. We often connect what you have (calendar, docs, invoicing) and build only the missing pieces.
Can this scale if we hire?
That is the goal. Documented, automated processes let you hand work over without quality dropping.
Can client reports be automated?
Yes. If the data lives in your tools, the monthly report can generate itself and reach the client with an AI-drafted summary you review before sending.
How soon will we notice the difference?
Proposal follow-up and client onboarding usually show results within the first few weeks, because they remove work that is currently done by hand every time.
Let's design your system.
Request a free digital audit and we will show you what this could look like in your business. There is no obligation or sales pressure.
How many hours would automating this give back? Run the numbers with your own figures. Open the savings calculator