Automation for Consultancies in Australia
Automate the business of consulting so you can focus on advising
Consultants sell their time, but too much of it goes to business operations — proposals, scheduling, invoicing, reporting. We automate the business side of consulting — from lead to engagement to invoice — so every hour counts toward billable work.
Common pain points
Proposal and SOW creation is manual and takes hours per client
Scheduling meetings involves back-and-forth email chains
Time tracking and invoicing are done retroactively, leading to revenue leakage
Client reporting requires pulling data from multiple tools into slide decks
What we automate for consultancies
Auto-generate proposals and SOWs from intake form data with your pricing and terms pre-filled
Scheduling automation — Calendly or Cal.com integrated with your CRM and project management
Time-to-invoice pipeline — logged hours automatically generate draft invoices in Xero
Client status reports auto-compiled from project management and analytics data
Tools we commonly use
Who this is for
Solo consultants, boutique firms, and advisory practices in Australia who want to maximise billable time by automating operational overhead.
Automation guides for consultancies
Consultancies automation FAQ
Ready to automate your consultancies business?
Book a free 20-minute call. We'll map your workflows and show you what automation looks like for your industry.