Consultants & Coaches
More time on client work, less on producing documents
The Problem
Proposals, reports, invoices and follow-up all get produced by hand from information that already exists somewhere else. The delivery work is the part clients pay for, and it tends to be the part that gets squeezed.
Our Approach
Sidekick Digital simplifies how an engagement moves from first conversation to final invoice, connects the tools involved, and automates the document production and follow-up while leaving the thinking to you.
What you get
Proposal and report assembly from your own templates, ready for you to review
Pipeline, scheduling, delivery and invoicing connected so nothing is re-entered
Client follow-up that runs on schedule, plus rules covering how tools handle client material
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