5 min read
Centralize your operations before you automate them
Automation fails when your firm runs on four tools and a spreadsheet. One connected system is what makes end-to-end automation possible.
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Resources for firm leaders
Practical thinking on forecasting, utilization, staffing, and running a professional services firm, from the team building ClearPro.
6 min read
Why your forecast and your pipeline don't agree
Most firms plan from the top down and sell from the bottom up. When those two numbers live in different systems, the gap shows up too late to fix.
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The hidden cost of billable hour leakage
Firms typically lose 2–5% of billable time to late, missing, or wrong entries. You already paid the salary. Almost everything you recover lands on the bottom line.
Read article7 min read
What happens after you win the deal
Every firm runs the same scramble after a deal closes. The handoff is where margin is won or lost, and almost nobody has systematized it.
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