We replaced the software we rented with one system we own.
Sales, money, projects and hiring run on it, fed by notes from every meeting, and we now build the same kind of system for clients.
A client proposal that took two days now takes about an hour.
Our proposal tool reads the transcript of a kickoff call and drafts the proposal, with the value at stake beside each idea.
| Before | With our proposal tool | |
|---|---|---|
| Time to a proposal | 2 days | About 1 hour |
Our client records, projects, money and hiring now share one set of facts.
A CRM that keeps itself current
An agent reads every meeting transcript and updates the client record. It replaced the CRM we paid for.
Projects and cash in one place
Who's working on what, what's due and where our cash stands. It replaced the project tools we paid for.
Our weekly meeting and goals
Quarterly goals, scorecards and the weekly meeting run from the same records, partly prepared by an agent.
A bench instead of one hire at a time
Scoring applicants and keeping vetted people ready let us change how we staff projects in a single day.
Decisions puts each question a project is waiting on in one place.
The client sees the options and tradeoffs, then approves, asks for changes or declines, so the team gets an answer it can act on.
Want your company to run this way?
Tell us what you'd replace first, and we'll tell you what it would take.