15% of partner time back, and 9% more revenue per client in one quarter

Client follow-ups now go out the same day, proposals go out 35% faster, and partners spend more of their time selling instead of searching.

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Management consulting firm · United States · 25 people

The business impact.

15%
Of partner time handed back
+9%
Revenue per client from expansion work
35%
Faster proposal turnaround
90%
Of client calls followed up the same day

Time saved from the first week live

Before and after

What changed.

MeasureBeforeAfter
Client calls followed up the same day20%90%
Proposal win rate32%38%
Partner time spent finding information18%6%

What it was costing

The problem

What the firm knew about each client was scattered across call recordings, chat threads and four AI tools. Follow-ups slipped, proposals were rebuilt from memory, and expansion opportunities were missed because nobody had the full picture.

What we changed

The fix

  • One place that knows every client, available in the tools the team already uses.
  • Call recaps and next steps sent automatically after every client meeting.
  • Proposals start from everything the firm already knows about the client.

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