Workflow automation and CRM integration for consulting firms

Every lead tracked, every client onboarded the same way.

New tools keep piling up, and nobody on your team has the time, or the specialist know-how, to connect them properly. That is exactly the job we take off your hands.

Book a free 20-minute fit call

Free fit call · NDA when you engage us · Fixed-fee audit

IN SHORT

What we do for consulting firms

We are workflow automation and CRM integration specialists for consulting and professional services firms. We make the CRM (HubSpot or similar) the single source for leads and clients, automate onboarding, and connect project tools such as Notion, Slack and Google Workspace, so nothing depends on someone remembering to send an email. Every engagement starts with a fixed-fee stack audit (EUR 1,500) that gives a written verdict on each tool: keep, configure, consolidate or replace. In a recent engagement with a US consulting firm we made HubSpot the source of truth and automated onboarding with Zapier and Make; the team measured about 20 hours a month back and lead-to-client conversion rose 38%.

THE STACK WE SPECIALIZE

CRM integration and workflow automation across your whole stack

We work with the software established firms actually run, and connect it so data is entered once and correct everywhere.

  • Microsoft 365
  • Google Workspace
  • Salesforce
  • Claude
  • HubSpot
  • DocuSign
  • Slack
  • Notion
  • ClickUp
  • Clio
  • Twilio
  • WhatsApp
  • GoHighLevel
  • Zapier

+ any tool with an API or a native connector

WHERE THE HOURS GO

Where consulting firms leak leads and hours

Growth stalls quietly: a follow-up that never went out, a proposal nobody tracked, a new client onboarded differently every time.

01

Leads in spreadsheets and inboxes

Prospects tracked in a sheet, a partner's inbox and the CRM, none of them complete. Follow-ups depend on memory.

02

Onboarding by hand

Welcome emails, contracts, folders and kickoff invites created manually for each client, a little differently each time.

03

Project notes scattered across tools

Notion, Slack, email and shared drives each hold part of the story. New team members can't find the full picture.

04

No view of what actually converts

Without clean CRM data, nobody can say which channels or offers bring clients, so marketing spend is guesswork.

WHO WE WORK WITH

What we typically build for consulting firms

Firms that sell expertise, where partner time is the product and admin time is the leak.

The CRM as the single source

Every lead and client in one place, with pipeline stages that reflect how you actually sell.

Onboarding that runs itself

Contract, welcome sequence, workspace and kickoff created automatically when a deal is won.

One workspace for project knowledge

Documents and notes consolidated, with the CRM and project tools linked.

Follow-ups that can't be forgotten

Automated reminders and sequences so no proposal goes quiet by accident.

Serving firms in

United States · Canada · Switzerland · Luxembourg · Singapore · Philippines · France

We work remotely, with no local offices. Calls are in English or French, every deliverable is in writing, and all fees are invoiced in euros.

RECENT WORK · ANONYMISED UNDER NDA

A consulting firm that lifted conversion 38%

Consulting firm · 5 to 12 people · United States

Audit, then integration · 5 weeks

Before

Leads were tracked in spreadsheets and project notes were scattered across teams. Onboarding emails were sent by hand and follow-ups were often forgotten, which held back growth.

After

The CRM now drives all lead tracking, onboarding emails send automatically, and files live in one workspace. About 20 hours a month back for the team. Lead-to-client conversion up 38%.

Built with: Notion · HubSpot · Slack · Google Workspace · Zapier · Make

See all case studies →
HOW IT WORKS

From first call to a system that runs itself

STEP 01

Free fit call (20 minutes)

We learn how your firm runs and where the stack is failing it. No confidential detail needed. If an audit isn't worth doing, we say so here.

01
FIT CALL
STEP 02

Scope and fee in writing

What we'll review, what you'll receive, the timeline and the exact fee. Nothing starts until you approve it.

02
SCOPE
STEP 03

Engagement, NDA, then access

Once you engage us, the NDA is signed (and a data processing agreement, if you want one) before you grant access to any system.

03
NDA
STEP 04

Audit and verdict

Every tool judged: keep, configure, consolidate or replace. The spend you can drop, and a roadmap ordered by payback.

04
VERDICT
STEP 05

Build, test, switch over

Integration and automation built alongside your live systems, tested end to end, and switched over when you choose.

05
BUILD
STEP 06

Enable and support

Training, written guides, recorded walkthroughs and a 30-day support window. An optional monthly retainer after that.

06
SUPPORT
THE ENGAGEMENT

Three steps, each priced up front

No discovery maze, no quote roulette. The audit is a fixed fee, and everything after it is quoted in writing before you commit.

START HERE
Stack audit
€1,500

Every tool you pay for, judged on fit.

NDA signed before any access
A written verdict on every tool
The hours and licence spend you'd recover, itemised
A build plan ordered by payback
Implementation
Quoted after the audit

We build what the audit recommends, end to end.

NDA signed before we touch any system
Data processing agreement on request
Tools connected, busywork automated
Tested end to end and documented
Ongoing partnership
Agreed after the build

Optional: your team trained, your integrations supported and improved.

Team training on the new setup
Support after launch
Integration monitoring and improvements

Each step is optional. Nothing begins without a written proposal you've approved. All fees are invoiced in euros.

COMMON QUESTIONS

What firms ask us first

Do we need HubSpot?

No. HubSpot is what our consulting engagement used, but the audit judges the CRM you already have first. If it fits, we connect and configure it; if it doesn't, the verdict says so and why.

Which tools do you connect for consulting firms?

In our consulting engagement: HubSpot, Notion, Slack, Google Workspace, Zapier and Make. Any tool with an API or a native connector can be integrated.

Do you sign an NDA before we share anything?

Yes. The NDA is signed as soon as you engage us, before you give us access to any system or data. The free fit call beforehand doesn't need confidential information: we talk about how the firm runs, not about specific clients.

Do you keep a copy of our data?

No. We work inside your own accounts under the permissions you grant, and we don't copy client data out to our own systems.

How long does it take?

The audit takes 1 to 2 weeks. Integration and automation are scoped in writing after it and typically take 6 to 8 weeks; our consulting engagement took 5 weeks from kick-off to handover.

Find out which of your tools should run your pipeline

One free call, no confidential detail needed. If an audit is worth doing, you'll get a fixed-fee proposal in writing. If it isn't, we'll say so.

Book a free 20-minute fit call

Free · No obligation · No confidential detail needed