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Professional services industry

AI operations for agencies and consultancies

Prepare client reporting packs, run the new client checklist, draft proposals, chase timesheets and prepare invoices from approved hours. Account leads and partners keep the advice, the commentary and the client relationship.

Start with the $49 auditSee AI Operations

Each price below is the starting price for one system. Proposal drafts run as the Content function of AI Operations.

Professional services operating stack
3 systemsfrom the kickoff to the invoice draft
Reporting packs
reporting
Client onboarding
onboarding
Hours to invoice
data hub

The page connects current AIGROW offers. It does not assume that every team needs the complete stack.

An agency or consultancy can hand AI agents the work around client delivery: preparing reporting packs, running onboarding checklists, chasing timesheets and drafting invoices from approved hours. AIGROW builds each system at a published starting price and can run it as an AI Operations function. Advice, commentary, pricing and client relationships stay with your team.

3 systems, each with its own scope

The prices below come from the current offer pages. They are starting prices for individual systems, not a quote for the complete workflow.

Compare every ready solution
Reporting PipelinePull client figures from the ad, analytics and project tools in scope into a draft reporting pack on the agreed schedule. The account lead checks the figures, writes the commentary and sends the pack. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days
Onboarding AutomationRun the new client checklist: access requests, kickoff materials, reminders and a view of what is still blocked. The account lead owns the kickoff and the client relationship. One-time deployment with delivered source and 30 days of production support.From $190Live in 5 to 7 days
Data Integration HubKeep time tracking, the project tool and invoicing in sync, flag missing timesheets before the billing run and write invoice drafts from approved hours. Managers approve the hours and finance approves every invoice before it is sent. One-time deployment with delivered source and 30 days of production support.From $390Live in 10 to 14 days

An agency month, from kickoff to invoice

Hypothetical workflow. It shows how the three published systems could connect for an agency or consultancy. It is not a client deployment or a claim about results.

A new client is signedThe onboarding workflow sends the access requests and kickoff materials, reminds the client and shows what is still blocked.The account lead runs the kickoffhuman owner
The monthly reporting packThe reporting pipeline pulls the agreed figures from the client ad, analytics and project tools into a draft pack.The account lead writes the commentaryhuman owner
Timesheets before billingThe data hub compares logged hours with the project plan and flags missing timesheets to each person before the billing run.Managers approve the hourshuman owner
Invoice draftsApproved hours and fixed fees are written to the invoicing tool as drafts.Finance approves and sendshuman owner

Match the bottleneck to the smallest useful system

A workflow belongs in scope only when its inputs, rules, owner and acceptance check can be written down.

Current bottleneckPublished systemWhat stays human
Reporting packs are rebuilt by hand each monthReporting PipelineCommentary and the client conversation
Kickoffs stall on missing accessOnboarding AutomationThe kickoff and the relationship
Timesheets are late every billing runData Integration HubHour approval and every invoice

AI Search Visibility remains a separate service

These industry workflows cover operations. The visibility audit measures how configured assistants describe the business and is scoped and priced separately.

Review the related visibility audit

Before automating Professional services work

Scope boundaries, current tools, human approval and how to start with one system.

It can draft them as part of the Content function of AI Operations, from your past proposals, your rate card and the notes of the call. A partner rewrites the scope and price and approves every proposal before it goes out.

No. The pipeline prepares the figures and a draft. The account lead checks them, writes the commentary and sends the pack.

Common sources include Google Sheets, HubSpot, Salesforce, Google Analytics, Slack and documented APIs. AIGROW checks every connector before the scope is approved. A missing one can change the price or timeline.

Yes. The same work can run as an AI Operations function on a monthly plan. AIGROW hosts the agents, keeps the review queue and the action logs and sends a weekly report, while your team handles every exception. The AI Audit is the first paid step: it maps which delivery tasks agents can take and what that work costs today.

Start with the reporting pack.

Book the AI Audit to see which delivery work agents can take, or describe the workflow now. AI Operations can then run what is built, with your team reviewing every exception.

Start with the $49 auditSee AI Operations

Starting prices shown · written scope · human controls named