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Sector — Professional Services

Client delivery.
Automated. Billed.

Client onboarding, time capture, reporting, and contract renewals — all running without admin overhead so your team focuses on billable work.

Book a discovery call →See case studies
15min
Client onboarding
time
11%
Revenue leakage
recovered
6h
Weekly reporting
saved
0
Unbilled
hours
The real problems

Why professional service firms leave money on the table.

Four operational drains that cost consultancies, agencies, and advisory firms thousands of billable hours every year. Here's what changes when we eliminate them.

01
Slow client onboardingFrom 2 days to 15 minutes

New client onboarding requires collecting KYC documents, setting up folders, creating CRM records, briefing the account team, sending welcome packs, and scheduling kick-off calls — all done manually. Two days of admin before any billable work begins.

Client onboarding time
Before1–2 days
After15 minutes
Onboarding completion rate
Before72%
After100%
02
Unbilled hours leakage11% revenue recovered

Time tracking is manual and inconsistent. Hours worked in meetings, on calls, and in transit go unlogged. Invoices are assembled from memory and spreadsheets. On average, professional service firms lose 11% of billable hours before an invoice is ever issued.

Billable hours captured
Before89%
After100%
Invoice assembly time
Before4–6 hours
After< 20 min
03
Reporting overhead6h/week eliminated

Weekly client status reports, monthly utilisation summaries, and quarterly performance reviews assembled by hand from time-tracking exports, project management tools, and email threads. Six hours of senior staff time every week, producing reports that are stale on delivery.

Weekly reporting time
Before6h manual
After0 min
Report delivery time
BeforeMonday pm
AfterMonday 7am
04
Contract and renewal gaps100% renewal coverage

Retainer renewals and contract expiry dates sit in spreadsheets that nobody checks until a client asks why they are still being invoiced after the end date. Missed renewals mean silent churn. Discovered late, they mean rushed conversations and lost revenue.

Renewals caught in advance
Before61%
After100%
Silent churn incidents
Before2–4/quarter
After0
What we build

From new client to invoice — fully automated.

We handle the full operations stack: client onboarding, time and billing sync, automated reporting, contract renewals, and performance dashboards — all custom-built for your firm.

Client Onboarding Automation

A triggered onboarding flow that collects documents, creates CRM records, sets up project folders, briefs the account team, and sends the client welcome pack — all in under 15 minutes.

  • Branded onboarding portal collects all required documents
  • CRM contact, project, and billing record created automatically
  • Account team briefed via Slack with client background and scope
  • Welcome pack and kick-off calendar invite sent immediately
n8nCRMSlackEmail
How it works
Signed contract
Client form
CRM trigger
↓
Onboarding Automation Engine
↓
CRM record
Welcome pack
Team briefing
15min
Client onboarding time
11%
Revenue leakage recovered
6h
Weekly reporting saved
0
Unbilled hours lost
Free estimate

What could automation recover
for your firm this year?

Calculate your estimated 12-month impact — billable hours recovered, admin eliminated, and ROI.

Your business profile
BUSINESS MODEL
INDUSTRY
Team size8 people
Manual/admin hours per person/week15 hrs
Average annual salary$60K
Current lead response time
4K
Hours saved / year
$127K
Labour cost saved
$140K
Revenue recovered
1013%
Estimated 12mo ROI
12-MONTH PROJECTION
InvestmentSavingsRevenueROI
Estimates based on industry benchmarks. Actual results vary by business complexity and implementation scope.
Get my free estimate →
Case study

Meridian Advisory Group · Milan

Management Consulting · B2B Advisory
The Problem

A Milan-based management consultancy with 12 fee-earners. Client onboarding took 1–2 days of admin per new engagement. Time tracking was manual and inconsistent, resulting in an estimated 11% of billable hours falling off invoices. Weekly status reports took a senior consultant 6 hours every Friday.

What We Built

Automated client onboarding portal with CRM integration, AI-assisted time capture pulling from calendar and project tools, automated invoice generation with approval workflow, contract expiry tracking with renewal sequences, and a real-time partner dashboard replacing all manual reporting.

The Result

Onboarding reduced from 2 days to 15 minutes. Billable hour capture improved from 89% to 100% — recovering approximately €120,000 in annual revenue. Weekly reporting eliminated entirely. Zero contract lapses since deployment. Gross margin improved by 9 percentage points.

15min
Onboarding
€120k
Revenue recovered
0
Hours lost
See it in action

This is what your business
looks like on autopilot.

Click each stage to explore the system in real time. Every metric is live.

01
Lead Capture
02
AI Qualification
03
Smart Dispatch
04
Outreach
05
CRM & Reports
CAPTURE CHANNELS ACTIVE
Bayut
2820%
PropertyFinder
2215%
Dubizzle
1813%
Web Form
1511%
WhatsApp Direct
1913%
Instagram DM
118%
Facebook Lead Ad
96%
LinkedIn InMail
75%
Email Enquiry
86%
Phone (AI)
54%
TOTAL LEADS TODAY142
LIVE METRICS
142
Leads today
94%
Qualification rate
10
Sources
0
Missed
ACTIVITY FEED LIVE
New lead via BayutAhmed M. · AED 3.5M budget
2s ago
WhatsApp direct enquirySarah K. · Villa search · Dubai Hills
18s ago
Facebook Lead Ad capturedMarco B. · Investment query
1m ago
Automate my business →How it works
Client results

What our clients say.

“

Tergo built our entire lead automation system in 3 weeks. Response times went from 4 hours to under 2 minutes. Our agents now handle 40% more enquiries with the same headcount.

AA
Ahmed Al-Rashidi
CEO, Bayut Premium
“

The IoT alert system they built for our greenhouses has saved us from three critical failures in six months. Real-time notifications to the right people, every time.

IP
Ion Popescu
Operations Director, Agri Novatex
“

Francesco architected our entire tech stack as fractional CTO. He thinks like a founder, not a consultant. We shipped our MVP 6 weeks ahead of schedule.

PS
Priya Sharma
Founder, PropTech Startup
“

Our Monday morning KPI reports used to take the team 6 hours. Now they arrive automatically at 7am with zero manual work. Absolute game changer.

MB
Marco Bianchi
COO, Hospitality Group
“

The client onboarding automation they built turned a 2-day manual process into a 15-minute automated flow. Our clients love the experience and our team loves the time back.

SM
Sarah Mitchell
Managing Partner, Advisory Firm

Ready to talk?

Tell us what you're working on.

Ready to stop losing billable
hours to admin?

Book a free discovery call. We'll show you exactly where the revenue leakage is in your firm and how quickly we can close it.

Book a free call →hello@tergomedia.com
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