Win better-fit engagements. Keep proposals moving to a decision.
Connect your marketing, enquiry qualification, discovery calls, proposals and delivery handoff—with Digital Suite setting up and supporting the system around your consultancy.
Work arrives through referrals and goes quiet between projects. Proposals stall without structured follow-up.
Client relationship · brief, proposal, handover
From discovery call to signed project
Fictional manufacturing firm, Gqeberha · Operations improvement engagement
1. Consultation brief
2. Proposal decision
3. Client handover
- Where it stands
- Enquiry with company size and challenge logged
- Service fit · owner
- Business development
- Next contact
- Check fit
Where work slips today
Feast and famine
Pipeline dries up during delivery.
Stalled proposals
No structured follow-up.
Past clients forgotten
No regular contact after projects end.
One connected path, set up and supported by Digital Suite
- 1
Find
Thought-leadership and visibility for your niche
- 2
Respond
Shared inbox and contact record
- 3
Consultation
Discovery booking and proposal stages
- 4
Proposal
Delivery stays in your project tools
- 5
Invoice & payment
Invoice and payment visibility
- 6
Handover & relationship
Check-ins, referrals and reporting
Channels, billing steps and scope
Shared inbox covers supported, connected channels only. Facebook comments apply to eligible posts; WhatsApp coexistence with an existing South African business number is checked, not assumed.
Quote accepted, invoice issued and payment received are tracked as separate steps. A job status does not automatically mark payment.
What changes
- Steadier pipeline
- Better-fit enquiries
- Proposals followed up
- Clean delivery handoff
- Past-client check-ins
- Source reporting
Your current tools
What can stay
- Project management tools
- Document and proposal tools
- Accounting
Where the configured system helps
- Enquiry qualification
- Proposal pipeline
- Relationship follow-up
We don't replace specialist software wholesale or assume integrations that haven't been verified.
Your team in control. AI where you want it.
Run the system yourself, let AI handle selected tasks, or combine both. We help you choose, set it up and support your team.
Team-operated
Your people run the configured inbox, bookings and follow-up.
AI-assisted
Selected tasks such as intake or follow-up, assessed first, with human handover.
A combination
AI for agreed tasks, your team for the rest. Phase it as you like.
Your team keeps technical judgement, pricing and commercial approval. AI handles only the tasks you agree, with a clear handover to a person. Usage costs are scoped separately.
Fit and scope
Best for consultancies with defined services and established clients.
Operations implementation can be quoted on its own with defined support—no compulsory SEO or advertising retainer. Advertising, if chosen, covers one agreed platform and one campaign family; ad spend is separate.
Websites, software, communications and AI usage, extra locations and bespoke integrations are scoped separately. Fees and scope are agreed in your written proposal after the review.
Questions consultancy owners ask
Book a Consultancy Growth Review
30 minutes with Brad McMahon. Bring one recent example and your current tools; leave with three practical priorities and a recommended starting point. No obligation.
- One recent proposal
- Ideal client
- Current pipeline
- Three practical priorities