How a professional services firm recovered £400K+ in revenue capacity

The Challenge

The firm was capped. Not by demand, by capacity. The team was so buried in admin, reporting, and internal overhead that they couldn’t take on new clients. Month-end took 14 days. Project managers spent 10+ hours a week on meeting notes, status updates, and chasing actions. Client deliverables were routinely late, not because the work wasn’t done, but because the overhead of documenting and communicating it consumed more time than the delivery itself. Revenue was capped by operational drag, not by market opportunity.

The Turning Point

A quick audit revealed £400K+ in recoverable capacity across three departments. That’s not savings, that’s revenue capacity. Hours that could be spent winning and delivering client work, unlocked.

What We Built

We started with Close the Deal, not the sales process, but the internal processes that were capping revenue. Month-end close went from 14 days to 2 days. PM admin went from 10+ hours a week to under 2. Meeting summaries were automated. Action tracking was automated. Status updates that took each PM two hours a week were compiled automatically. Then Get the Meeting, with all that capacity freed up, the firm could take on new clients without hiring. The pipeline wasn’t the problem. The ability to deliver was. We fixed the bottleneck and the revenue followed.

What we built

• Month-end close rebuilt: 14 days to 2 days
• PM admin automated: 10+ hrs/week each to under 2 hrs/week
• Meeting summaries + action tracking + status updates compiled automatically
• Recovered capacity redeployed to revenue-generating client work

Before vs After