Professional services automation

Turn signed work into running accounts.

A signed contract isn't revenue until the work is running. Agentic builds the onboarding and delivery operations that turn a new client into a live, referenceable account — fast, and without the founder in every step.

The problem

A signed deal is where the risk starts, not ends.

A rocky first few weeks quietly costs you the renewal.

Winning the work is the celebrated moment. The dangerous one comes next: a slow, ad-hoc onboarding where the founder is pulled back into every kickoff and the client's first weeks feel nothing like the sale.

Delivery lives in inboxes and memory. Nobody can see whether an account is on track until it's already late, and a rocky start quietly costs you the renewal.

What we do

Onboarding and delivery, run as a system.

We build the delivery operations that carry a client from signed contract to running account.

  • A repeatable onboarding

    A defined path from kickoff to first value, so every client's first weeks match what you sold.

  • Delivery you can see

    Status, milestones and risk visible across the team, on a platform like Rocketlane, not buried in inboxes.

  • A clean handoff to expansion

    The signals from delivery that flag a healthy account ready for the next project.

What you get

A start strong enough to earn the case study.

Signed contract to first work in under three weeks, on the onboarding we built.

  • New clients live and productive in weeks, not months.
  • A founder who isn't the bottleneck in every kickoff.
  • Referenceable accounts — a strong start is what earns the case study.

Questions

Before you book.

The questions founder-led teams ask us first.

Is this a delivery or PM tool rollout?

It's the onboarding and delivery motion, wired into the tools you use — so a signed deal becomes a running, referenceable account instead of a scramble. We use your stack where it fits.

We deliver fine already — why systematize it?

Delivery quality isn't the gap; repeatability and referenceability are. We make onboarding consistent, so every win becomes a client who renews and refers, not a one-off.

How fast do we see it working?

The audit maps where wins currently stall after signing. Most teams have a repeatable onboarding motion live within weeks of the build.

The next step

Book a systems audit.

A 60-minute teardown of your revenue stack. You leave with a wired architecture map and a 30-day build plan.

Book the audit