Professional Services Automation
Stop losing billable hours to admin work, proposals, and client communication
AI Automateurs help agencies, consultants, and creative professionals recover 20+ billable hours per week by automating estimates, onboarding, project tracking, and client communication.
Common Agency & Consultant Challenges
Non-Billable Time Drain
20-30% of time spent on proposals, admin work, and client communication instead of billable project work.
Slow Proposal Process
Taking days to respond to RFPs means losing deals to faster competitors. Can't scale proposal volume.
Payment Collection
Chasing late payments, forgetting to send invoices, waiting 60+ days for payment on completed work.
Automation Solutions for Professional Services
Instant Estimate Generation
Problem: Spending 2-4 hours creating custom quotes, losing leads to faster competitors
Solution: Intake form captures requirements → AI analyzes scope → instant detailed estimate with line items
Impact: Generate estimates in 5 minutes instead of 2 hours, 3x more proposals sent
Automated Client Onboarding
Problem: Chasing clients for contracts, invoices, project briefs, access credentials
Solution: Automated sequence collects documents, contracts, payments, and kickoff scheduling in order
Impact: Onboard clients in 2 days instead of 2 weeks, zero missed documents
Proposal Generation System
Problem: RFP analysis, research, customization takes days per proposal
Solution: AI analyzes RFPs, pulls relevant case studies, generates customized proposals with your branding
Impact: Respond to 4x more RFPs, win rate increases 35% with faster turnaround
Project Status Updates
Problem: Clients asking for updates, team forgetting to communicate progress
Solution: Automatic client updates from project management tools with milestone tracking and next steps
Impact: Save 10 hours/week on status emails, 90% reduction in "what's the status?" messages
Meeting Scheduler & Prep
Problem: Back-and-forth emails finding meeting times, scrambling to prepare
Solution: Self-booking with automatic agenda creation, relevant docs attached, prep reminders sent
Impact: Save 5 hours/week on scheduling, show up prepared for every meeting
Invoice & Payment Automation
Problem: Late invoices, chasing payments, manual time tracking compilation
Solution: Auto-generate invoices from time tracking, send reminders, accept payments, update accounting
Impact: Get paid 12 days faster on average, zero late invoices, 100% tracking accuracy
Recover Your Billable Hours
Recovered Weekly
From proposals, admin work, and client communication
Proposal Speed
Respond to more opportunities, win more business
Monthly Value Recovered
20 hours × $200/hr billable rate = more revenue
Turn non-billable hours into revenue-generating work. Most agencies see ROI within the first month.
Find Your Automation ExpertProfessional Services We Help
Web Design Agencies
Marketing Agencies
Business Consultants
Legal Firms
Ready to Automate Your Professional Services?
Connect with certified AI Automateurs who specialize in agency and consultant automation. Get a free consultation to identify your highest-ROI automation opportunities.