Between two client deliverables there is a proposal to write, a kickoff pack to assemble, a status report due and last month still to invoice. The expertise is the product — the admin around it is pure cost, and it is eating your evenings.
| Atelier | Consulting & B2B Services |
|---|---|
| Who it is for | Consulting firms, engineering offices and B2B service providers, 2–50 people |
| Typical first builds | Proposal assembly · client onboarding packs · recurring status reporting · time-to-invoice |
| Works with | Your CRM, your document templates, your time tracking, your billing tool |
| Budget guide | Diagnostic CHF 490 (credited) · single build from CHF 2,000 · Starter Pack CHF 3,900 |
Every proposal is rebuilt from the last one that resembled it — hours of assembly for standard scopes.
Contracts, accesses, kickoff documents and intro emails trickle out over two weeks of back-and-forth.
Hours go untracked, invoices go out late, and follow-ups feel awkward — so margins quietly shrink.
A prospect says yes on Tuesday morning. By noon the engagement letter and kickoff pack are out, accesses requested, the project space created. The Friday status report drafts itself from the week's logged work and waits for the consultant's summary paragraph. Month-end billing takes the partner twenty minutes of review instead of a Sunday. The firm sells thinking — and the machinery around it finally matches.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Your invoicing data stays on your infrastructure, hosted in Switzerland. We host nothing on our side.
By design: no transfer of customer data to third-party platforms you don't control.
Workflows and access belong to you. You stay autonomous, even without us. Managed follow-up is optional.
The deliverables are bespoke; the machinery around them is not. Proposals, onboarding, status reporting and billing follow patterns, and those patterns automate cleanly.
The diagnostic is CHF 490 (credited towards the next steps). An automation build typically ranges between CHF 2'000 and 8,000. The Starter Pack is CHF 3'900. Optional AutoPilot follow-up from CHF 690/month.
Everything runs on infrastructure you own, hosted in Switzerland, nLPD-compliant. Client material never leaves systems under your control.
You do. Workflows, access and documentation are fully yours. Managed follow-up is optional, never a dependency.
Credited towards your project if you proceed.