A specialist consultant came to us with the classic solo-practitioner problem: every new client meant another 5 hours a week of project admin, and admin was the ceiling on growth.
What we automated
Three things, in this order: proposal generation from a structured intake call, weekly progress digests pulled from existing project notes, and meeting-summary-to-action-item conversion. None of it replaced judgement; all of it removed copy-paste.
“For the first time in a year, I'm doing more client work than client admin. That ratio is everything.”
Three months in, the consultant was carrying 12 active clients with the same hours/week as before. The growth wasn't from new tools — it was from putting the existing ones in the right order.