Proposals in 10 minutes, automated onboarding, real-time engagement tracking. Your team focuses on what actually creates value.
When a new client signs, the collaborator automatically triggers: sending the contract, collecting documents (pre-engagement questionnaire), creating the client folder in your workspace, setting up access, and sending the kickoff brief. 0 manual back-and-forth.
Client up and running in 2 hoursYou send a 5-line email summarizing the client's need. The collaborator generates a structured proposal — context, scope, deliverables, timeline, investment — formatted to your standards and ready to send. In 10 minutes.
−85% drafting timeEvery week, the collaborator compiles the engagement's progress from your tools (Notion, Trello, emails), generates the client status report in the right format, and sends it automatically to the right contact. You approve it or send it directly.
100% of engagements documentedAt the end of the engagement or on the contractual due date, the collaborator generates the invoice from the tracking data, sends it to the client, monitors payment, and triggers follow-ups on day 7, day 15, and by day 30. You only step in for disputes.
0 unpaid invoices forgottenWe map out onboarding, engagement tracking, and invoicing — 45 minutes is enough.
The collaborator learns your proposal templates, report templates, and billing terms.
You test it on an active client. We refine it until the result meets your standards.
The collaborator runs autonomously. Your consultants get back 30% of billable time immediately.
You really understood what I needed and the services I offer. I wanted to showcase my skills to find new clients and get better visibility — you met my expectations. Thank you for your rigor and professionalism. I wish you all the success, you deserve it.
This is exactly what I expected. I think there's huge potential, it's well worth the investment, and it's already paying off on my end. You're very responsive, which is great whenever there's an issue or a question.
Free 30-min audit · Onboarding delivered in 3 weeks · No commitment
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