What we typically build
- Sales-to-delivery handoff — when a deal closes, the project is created in your project tool, the team is alerted, the kickoff meeting is scheduled, the welcome pack is sent, billing is set up. All automated.
- Project setup template — Slack channels, shared drive folders, project code conventions, time tracking codes — all created from a single trigger.
- Freelancer onboarding — IR35 status determination, contract issuance, ID verification, payment setup. Compliant and fast.
- Time tracking integration — Toggl/Harvest/Productive flowing automatically into project budgets and finance.
- Client reporting automation — monthly client reports auto-generated from project data, with manual editorial layer.
- Pipeline reporting — HubSpot or Pipedrive flowing into a single ops dashboard with weighted forecast.
Tools we work with
Tool-agnostic. We work with what you have:
- CRM: HubSpot, Pipedrive, Salesforce, Copper, Attio
- Project management: Productive, WorkflowMax, Float, ClickUp, Asana, monday, Notion
- Time tracking: Toggl, Harvest, Productive, Float
- Comms: Slack, Microsoft Teams
- Finance: Xero, QuickBooks, FreeAgent
- Automation: Zapier, Make, n8n, Workato, custom integration
FAQ
Frequently asked questions
What's the typical engagement length?+
Audit + design phase: 2-4 weeks. Build phase: 4-8 weeks for a meaningful set of automations. Most agencies move to a smaller ongoing retainer after for new automations and adjustments.
Can we keep maintaining it after you're done?+
Yes - everything we build is documented, your team is trained, and the tools are ones your team can support. We're not building lock-in.
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