Free checklist for UK professional services firms
Win back fee-earner hours without weakening client work
Professional services firms sell expertise by the hour, yet a large share of that time never reaches a client invoice. Research, deck and report assembly, status updates and internal reporting all pull skilled people away from billable work.
When that admin relies on shared drives, inbox threads and memory, work stacks up before deadlines and senior staff spend their day assembling documents rather than advising clients.
This free checklist gives you a practical way to decide which professional services touchpoints should be templated, triggered or reviewed by a person. It opens directly, with no details required. The form is only if you want to request a conversation about your workflow.
What is inside
- ✓Research and information gathering steps that stop the same sources being pulled together twice
- ✓Proposal, deck and report assembly prompts built from approved templates and reusable sections
- ✓Client status update and reporting rules triggered by project milestones rather than memory
- ✓Internal reporting, timesheet and coordination checks with clear ownership for exceptions
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When you're ready to fix it
The Operations Blueprint for professional services firms
The billable hour is the product, yet research, document assembly, status updates and internal reporting pull people away from it. We measure that non-billable admin and map what to fix first.
- ✓Fixed £500 fee, paid before the session
- ✓Written Blueprint within 3 working days of the session
- ✓Desk-research starting point: around 60 hours a month to investigate, not a statistical result
- ✓Your estimates are based on your own team and workflows, not a fixed promise
- ✓If you start a Cortel retainer within 14 calendar days of the written Operations Blueprint being delivered, the £500 Blueprint fee is credited against your first retainer invoice.