Professional Services
Workflow Automation for Professional Services Firms
Consultants, agencies, and service firms lose billable hours to proposals, CRM updates, and internal admin. Insolla automates the busywork so your team can focus on client work that drives revenue.
Common challenges we solve
Proposal and SOW generation
Each proposal is built from scratch or copy-pasted from old ones. The process is slow, inconsistent, and error-prone.
CRM data entry
Consultants spend hours logging meeting notes, updating deal stages, and syncing contact data.
Client follow-up gaps
Follow-ups fall through the cracks because they depend on individual memory instead of systems.
Manual reporting
Pulling weekly utilization, pipeline, and revenue reports requires data from multiple tools.
How we automate it
AI-powered proposal drafting
Generate proposals from templates with auto-populated client data, pricing, and scope. Review and send.
Automatic CRM sync
Meeting notes, emails, and deal updates flow into your CRM without manual entry.
Automated follow-up sequences
Trigger personalized follow-ups based on client activity, deal stage, and engagement signals.
Real-time dashboards
Utilization, pipeline, and revenue data from all your tools in one automated dashboard.
Results in professional services
A consulting firm spends 6-8 hours per week writing proposals from scratch, then manually updating HubSpot with meeting notes and deal stages.
Proposals take 20 minutes instead of 2 hours
Common questions
How much does it cost?+
Every project starts with a free 30-minute assessment. Quick wins start at $2,500 and single workflows with AI logic start at $5,000, all with a fixed project price and no surprise invoices. Larger engagements are scoped and priced after the assessment.
How fast can you deliver?+
Most projects go from assessment to live automation in 2-4 weeks. Quick wins can ship in as few as 5 business days. Larger engagements with multiple workflows typically wrap in 4-8 weeks.
What size businesses do you work with?+
Small and mid-sized businesses with 5-500 employees. Our sweet spot is teams where manual processes are creating real bottlenecks but enterprise solutions are overkill and overpriced.
What if my processes are too complex for automation?+
We figure that out during the assessment. If a workflow is too complex to fully automate, we identify the highest-leverage pieces to automate first and build from there. Partial automation often delivers most of the value.