CONSULTING & AGENCIES
Deliver More. Manage Less.
Consulting firms and agencies grow by delivering great work — not by managing admin, chasing invoices, or manually onboarding every new client. Wiresify automates the operational backbone of your agency so your team spends time on billable work, not repetitive back-office tasks.
Where Agencies Lose Billable Time and Client Trust
Most agencies are brilliant at delivering for clients but inefficient at running their own operation — and that gap costs more than it looks.
01
Inconsistent Client Onboarding
ry new client goes through a slightly different onboarding experience depending on who handles it. Missing documents, delayed welcome emails, and forgotten kick-off tasks create a poor first impression at the worst possible moment.
02
Proposals and Follow-Ups Falling Through
A proposal goes out, you get busy delivering for other clients, and the follow-up never happens. Deals that were close go cold simply because no one had time to send a reminder.
03
Invoice Chasing Eating Into Billable Time
Tracking who owes what, sending payment reminders, and following up on overdue invoices takes hours every month — time that should be spent on client work, not accounts receivable.
Automation Built for Consulting Firms & Agencies
From first contact to final invoice — we automate the client management and operational workflows that let your agency scale without adding overhead.
Client Onboarding Automation
The moment a new client signs, trigger a fully automated onboarding sequence — welcome email, document collection form, kick-off call scheduling, and internal team notifications. Every client gets the same seamless experience, every time.
Proposal Follow-Up Sequences
Automatically send timed follow-up messages after every proposal is delivered — at 2 days, 5 days, and 10 days — with personalised nudges that keep you top of mind without feeling pushy.
Invoice & Payment Automation
Generate invoices automatically at project milestones or billing dates, send them via email, and trigger escalating payment reminders at 7, 14, and 30 days overdue. Your cash flow improves without anyone having to chase manually.
Project Update & Reporting Workflows
Automate weekly status update emails to clients, internal progress notifications to your team, and end-of-project summary reports — keeping everyone informed without your project lead writing the same email every Friday.
OUR PROCESS
From First Call to Full Automation
We integrate with your existing CRM, project management tool, and invoicing setup — no need to change the tools your team already uses.
01
Discovery Call
We spend 30 minutes mapping your current client lifecycle — from first contact to final payment — and identify exactly where your team loses the most time to manual and repetitive work.
02
We Build Your Automation
We design and connect your custom workflows — onboarding sequences, proposal follow-ups, invoice flows, and reporting automations — integrated with your existing tools like HubSpot, Notion, or Xero.
03
You Go Live
We deploy, test, and hand everything over with full documentation. Your team starts recovering billable hours from day one.
READY TO GET STARTED?
Let’s Recover Your Team’s Billable Hours This Month
Book a free 30-minute call and we’ll identify exactly which automations will save your agency the most time and create the most consistent client experience.