Agencies
Marketing, creative, digital, advertising, production
Professional Services · Proven
AI operations consulting for professional services.
Agencies, consultancies, boutique advisors, accounting firms, and industrial services. Custom CRMs built from scratch. Workflow automation that actually ships. Operator-led, not slide-deck-led.
Live · Deployed April 2026
$3M aerospace agency — custom CRM from scratch.
Avva Inc. was spending ~80% of its owner's week managing data instead of clients — spreadsheets, duplicate entry across three systems, no central source of truth. Sami drove down for an in-person working session, pattern-matched the fix in real time, built a fully custom CRM (not off-the-shelf, not a Salesforce rollout), migrated the data, walked the owner through the code so he could maintain it, and deployed the whole thing to GCP.
~24 hrs
Total build time — scoping call to live on GCP
Custom
CRM built from scratch for Avva's exact workflow
In-person
Working session at the facility. Code walked through with the owner. Team trained before we left.
“What I paid versus what this CRM has done for my operations? Easily tens of thousands of dollars in value for a fraction of that.I thought I needed to hire someone full-time — turns out I just needed a day with Sami.”
— Sedat “Jay” Ozkurt · Owner, Avva Inc. · avvainc.com
Who this is for
Firms where the owner is the bottleneck.
Most professional services firms live and die by client operations — and most of those operations live in the owner's head. We pattern-match that fast because we've been there.
Consultancies
Management, strategy, specialty practices
Boutique advisors
Financial advisors, wealth management, legal advisory
Accounting & tax firms
Small to mid-market practices
Architecture & engineering
Design firms, AEC practices
Industrial services
Aerospace services, field services (see Avva)
Capabilities
What we build for professional services.
Real production software. Shipped or shippable. Each capability is scoped into a Build & Deploy engagement or delivered on retainer.
Custom CRM builds + data migration
Custom from scratch when off-the-shelf doesn't fit. Or full rollouts on Salesforce, HubSpot, Pipedrive. Real migration — from spreadsheets, email, memory — not just a schema export.
Agentic workflows for client management
Engagement tracking, renewals, QBR automation, CSM health scoring. Replace the manual coordination work that eats your account managers' weeks.
Pipeline + autonomous reporting
Dashboards that build themselves, forecasting that doesn't require a BI analyst. Straight pull from your CRM + billing to the exec view you actually check.
AI proposal + SOW generation
Straight-through from brief to deliverable. Template library + AI assist = first draft in minutes, not days. Voice-matched to your firm.
Client research + prep + communication
Pre-call research packaged automatically. Post-call summaries. Follow-up draft emails. The admin tax on every meeting, eliminated.
Back-office FTE consolidation
Admin, bookkeeping, scheduling consolidated into software. Most PS firms have 2-3 full-time admins that AI + workflow automation can reduce to one coordinator.
Straight-through client onboarding
KYC, contracts, provisioning, welcome sequences — no manual handoffs. New clients feel the same polish on day one that they saw in the sales process.
Time tracking + billing automation
Close the loop between delivery and invoicing. Reduce DSO, eliminate the Friday-afternoon timesheet scramble, catch unbilled work automatically.
The operator's lens
Why professional services firms click for us.
A radiology practice is a service business. So is a law firm, an ad agency, a consulting shop. The operational patterns rhyme: client intake, work delivery, billing cycle, client retention, the inbox.
What makes PS firms especially scannable is the same thing that makes them painful to run: the owner is almost always in the critical path. We've been that owner. We know what it looks like from the inside.
Most Build engagements run 4–12 weeks. Avva ran 24 hoursbecause the owner was ready and the scope was tight. We don't bill for discovery weeks that aren't needed — and we're happy to scope a Diagnostic instead of a Build if discovery actually is needed.
Engagement tiers
How professional services engagements typically work.
$1,000 flat
Quick Dive
2-hour session. One specific issue — a stuck onboarding flow, a pipeline leak, a CRM decision. Follow-up memo.
$5K – $10K
Ops Diagnostic
1–2 weeks embedded. Top 5 operational leaks ranked by ROI. Refund half if we find nothing worth fixing.
$15K – $75K+
Build & Deploy
4–12 weeks. CRM rollout, custom internal tools, AI agents, workflow automation, cloud deployment, team trained.
$4K – $15K/mo
Managed Retainer
6-month minimum. Fractional ops leader for the firm. Monthly reviews, quarterly initiatives, direct Slack access.
Ready to get out of your own way?
Twenty minutes. No slides. No pitch. Just a real conversation about the operational bottleneck in your practice and whether the fix is a Quick Dive, a Diagnostic, or a Build.
Book a 20-minute call