Skip to main content
Professional services · Consultancies

Project-led utilisation, not anecdotal.

Pipeline, utilisation, client P&L, and the partner's Sunday-night sense-check — measurable.

Strategy · ops · niche
Boutique to mid-market
Utilisation lift, typical
Margin recovered, year one
Consultancies Strategy · ops · niche5–30 staff Boutique to mid-market+18% Utilisation lift, typical£64k Margin recovered, year one
The consultancies stack

Six instruments, calibrated.

Pipeline, utilisation, client P&L, and the partner's Sunday-night sense-check — measurable. Built for UK consultancies.

01 · Pipeline & qualification

From intro to commitment, audit-able.

Every conversation logged, every qualification step explicit, every commitment tied to a real number. The pipeline you trust on a Friday call.

  • Stage-gated qualification
  • Per-partner forecast
  • Source attribution
  • HubSpot, Pipedrive, Notion
02 · Utilisation

Per-consultant, per-project, in real time.

Live utilisation across the bench. Who's underwater, who's idle, who's about to burn out — visible before quarter-end.

  • Per-consultant heat-map
  • Project allocation grid
  • Burn-rate forecast
  • Float, Forecast, Toggl Plan
03 · Project P&L

Margin per engagement, not month-end surprise.

Revenue minus consultant cost minus support overhead, per engagement, live. The retainer that quietly loses money — flagged on day forty, not month six.

  • Per-engagement margin
  • Underwater-retainer alerts
  • Cost allocation by role
  • Xero, Float, custom
04 · Client comms

Status updates that feel proactive, not extracted.

Weekly client snapshot generated from the project tool, partner-edited in two minutes, sent before the client asks. Status as service, not chore.

  • Auto-drafted weekly status
  • Loom + written hybrid
  • Slack-Connect channels
  • Loom, Slack-Connect, custom
05 · Knowledge ops

What we said last quarter, who said it, where.

Decks, frameworks, opinions — searchable across engagements. Junior consultants stop reinventing slides; partners stop forwarding emails.

  • Past-engagement search
  • Slide & framework index
  • Decision log per client
  • Notion, Mem
06 · BrainBase

Frameworks, slide library, sales playbook.

The firm's IP, owned and retrievable. Pitches assembled from past wins, frameworks tagged by industry, the sales playbook actually read.

  • Framework library
  • Slide repository
  • Sales playbook
  • AI-assisted retrieval
Sample engagement

The boutique that fired its two underwater retainers.

Fourteen consultants. Eleven retainers. Margin invisible until month-end.

A strategy boutique billed retainers monthly, allocated time in spreadsheets, and reviewed margin quarterly. Two-week build: per-engagement margin reconciled weekly across Toggl, Xero, and direct cost. Two retainers identified at 22% under cost; one repriced, one ended. Eighteen percent utilisation lift across the bench, year one.

How we measure: Per-engagement margin reconciled weekly across Toggl time, Xero billing, and consultant cost (loaded rate); utilisation = billable / available hours, rolling 8-week average across 14 consultants.

+18%billable utilisation
+£64kmargin recovered, year one
2 retainersrepriced or ended
Adjacent industries

Different shape of the same problem.

If your work isn't exactly this, the nearest sectors share the rhythm. Or browse every industry we build for.

Map the firm.

Bring the time tracker and a recent client P&L. We diagnose from the numbers.