Timesheet & utilisation automation
Pull hours from Harvest, Toggl, or ClickUp into a live utilisation dashboard. Flag at-risk projects automatically. Send weekly summaries to PMs without anyone touching a spreadsheet.
Solutions · UK Agencies
Stop spending Mondays
Stop spending Mondays
doing what a webhook
should handle.
Every new client shouldn't cost your team 5 hours in manual admin. We build the intake pipeline once — and it runs itself every time.
The problem
Every new client kicks off the same 5-hour admin loop.
Draft contract → chase signature → create project folder → add to CRM → raise invoice → send welcome pack. All manually. All prone to being forgotten.
Before automation
Project manager spends 3–5 hours per new client setting up folders, contacts, and tasks across three platforms.
After automation
Contract signature fires a webhook. Project created, invoice raised, welcome email sent — in 90 seconds.
Before automation
Finance manually reconciles Stripe/Xero weekly. Invoices raised late, discrepancies found after payment.
After automation
Payment event triggers Xero invoice, updates CRM deal stage, and notifies the account manager instantly.
Before automation
Weekly status reporting takes 4 hours — pulling numbers from five tools and assembling a slide deck nobody trusts.
After automation
Live dashboard pulls from all connected tools in real time. Report is always current, zero manual assembly.
The build
What a typical agency intake pipeline looks like
One event — proposal signed — triggers everything that used to take your team half a day.
PandaDoc / DocuSign
Contract signed
→
ClickUp / Asana
Project created
→
Xero / QuickBooks
Invoice raised
→
HubSpot / Salesforce
CRM updated
→
Slack / Email
Team notified
We build this to match your tool stack — not a generic template. If you use different tools, that's fine. The pipeline is engineered around what you have.
The payoff
What agencies typically recover
5–8h
recovered per new client onboarded
6 weeks
typical payback period on the Sprint investment
0 errors
in invoice amounts — no more manual re-keying
100%
of onboarding steps completed — nothing falls through the cracks
Also built for agencies
Beyond onboarding — the whole ops stack
Pipeline & revenue reporting
Live deal pipeline in HubSpot or Pipedrive — forecast updated automatically as deals progress. Monthly revenue report assembled and sent on schedule, zero manual work.
Client communication automation
Automated milestone notifications, approval reminders, and feedback request sequences — triggered by project status changes, not by your account manager's memory.
Renewal & retainer management
Retainer renewal reminders, automatic invoice generation on renewal date, and CRM update when a retainer converts — handled automatically, never missed.
Ready to stop doing it manually?
Book a free 15-minute audit. Describe your intake process, show us your stack, and we'll tell you exactly what a sprint would look like and what it would cost.
Book a free audit E-commerce solutions →