B2B consultancy
An enterprise B2B services consultancy
A services firm rewiring its own operating system, so it can spend less time inside meetings and more time delivering work to clients.
What we did, by area
The first bet
A new sales system
We replaced the off-the-shelf software they were using with a system built around the way they actually sell. Long sales cycles, multiple stakeholders on the buy side, deals coming through partners. The data model finally matches the work.
What we built next
A real planning rhythm
Quarterly goals, scorecards, weekly meetings, accountability charts: we turned what had been a set of documents into a working system the team uses to run the business.
Less time in meetings
We're moving work that used to require a meeting into automated workflows, with agents handling the scaffolding so the team only shows up when human judgment is needed.