When’s the last time
you didn’t check Slack
on your day off?
We fix the gaps between sales, delivery, and billing that leave your team chasing missing information, stalled approvals, and extra work that wasn’t part of the deal.
Free introductory call
Three places
client work gets stuck.
The deal is signed. Delivery still has to chase the scope, the promises, and the information needed to start.
Feedback, assets, or approvals go missing. Nobody owns the follow-up, so a routine delay becomes an account manager’s chase, or a client escalation.
The client asks for one more thing. The team does it before anyone decides whether it’s included, needs a trade-off, or needs a separate quote.
Someone fills each gap by hand: an account manager, a project lead, the ops lead, or you.
Fix who does what. Then fix the tool.
Illustrative example—not a client case study.
One handoff, from sales to delivery. The change in responsibility matters as much as the change in software.
Some recommendations are process-only. They may not justify a Build at all.
BEFORE
A deal is marked won without a complete brief, an agreed scope reference, or a named kickoff owner. Delivery reconstructs the commitments, and unresolved questions go back to leadership.
THE CHANGE
- Who’s responsible
- Define the information a handoff needs. Name the owner who receives it. Agree who handles exceptions, so questions stop defaulting to leadership.
- In the tool
- Configure the CRM or project tool you already use to flag missing items before a deal counts as handed off, where it can.
INTENDED WORKING STATE
The receiving team can see what’s ready to start, what’s missing, and who needs to act.
Operational Review — $4,500 fixed
Three workflows. One agreed part of the agency. Ten business days.
A workflow is a chain of handoffs, like signed deal to kickoff, or client feedback to approved change. It isn’t a whole department, and the Review isn’t an audit of every part of the agency.
You keep the findings. Use them with your own team or another provider. Implementation is optional, and a recommendation not to build anything is a legitimate outcome.
We don’t offer a Build without a Review first.
Full pricing and scopeIncluding optional implementation and support costs.
WHAT THE REVIEW ANSWERS
What happens today?
Current-state maps of the three workflows: each handoff, who does it, and which tool it runs through.
Where does work break down, and why?
Findings for each gap: what happens, what it causes, and what’s behind it.
What should change first?
Prioritized recommendations and a 90-day plan for what to fix first.
What supports the recommendation?
The evidence and the math, with every assumption labeled.
Is the fix organizational, configuration, technical, or not worth pursuing?
Each recommendation says which, so you can see what needs software and what doesn’t.
- Gap
- Won deals reach delivery without a complete brief, a scope reference, or a named kickoff owner.
- Consequence
- Project leads rebuild what was promised before work can start. Open questions go back to sales or leadership, and kickoff waits on the answers.
- Proposed change
- A short list of what a handoff must include, a named receiving owner, and one person who decides exceptions. Then set the existing CRM to show a deal as not ready while required items are missing. Organizational first, then configuration. No new software.
- What we’d measure
- How many new projects arrive with the handoff complete, how many questions go back to sales or leadership in the first two weeks, and the time from signature to kickoff.
What the chasing costs.
One part of the problem, not a forecast of what you’ll save.
Each time someone chases missing information, re-explains what a client was promised, or redoes work because a handoff broke. Count an incident once, however many people it pulls in.
Pay plus employer taxes and benefits, per hour. Not your client billing rate.
Minutes combined across everyone involved, not how long the project waits.
A small number is a useful answer too.
Book 20 minutesModeled cost of team time at 48 working weeks a year. Not guaranteed savings.
How this is calculated
Annual hours = incidents a week × 48 working weeks × combined minutes per incident ÷ 60. Annual modeled time cost = annual hours × hourly labor cost.
The minutes are combined across everyone involved. If three people each spend ten minutes on one incident, that’s thirty. It’s time spent, not how long the project is delayed.
Not all of this time can be eliminated, and freeing up salaried time doesn’t reduce payroll on its own.
It doesn’t calculate your own opportunity cost, lost sales, unpriced extra work, or the effect on when cash comes in. Those are separate effects, and they shouldn’t be added to this number as if they were profit.
The $60 and 10-a-week defaults are illustrative starting values, not benchmarks for agencies. Change them to match your team.
Who this is for, and when it’s a different service.
There’s no headcount, revenue, or software requirement. It comes down to how client work moves through your agency now.
A GOOD FIT
- Your team is already delivering client work, and the same coordination problems keep coming back.
- The people who own the affected process can take part: a few short interviews, the key decisions, and testing any changes.
- You want to know what’s actually breaking before paying for new tools or more automation.
A DIFFERENT SERVICE
- If you need more leads, campaigns, or marketing production, we’re the wrong call. We work on what happens inside the agency once the work is sold.
- If you want one specific automation built without a diagnosis first, a developer or your software vendor will suit you better. We only build after a Review.
We do the legwork. Your team makes the key decisions.
We investigate, map, and implement the agreed work. You give us access, name the people who own each process, approve the decisions, and test changes before they go live.
We tell you whether a closer look makes sense. It’s an introduction, not a diagnosis.
Your time: 20 minutesWe agree on one part of the agency, pick three workflows together, and you tell us who owns each one.
Your time: 45 minutesTen business days tracing how the work really moves.
Your time: getting us accessYour team: a few short interviews
You get the findings, the recommendation, and the evidence behind it. Then you decide.
Your time: 60 minutesSTOP HERE
You keep the findings.
Use them with your team or another provider—or leave things as they are if that’s the recommendation.
We put the agreed changes in place, test them with your team, and hand over the instructions to run them.
Defects in our build are on us. Report them within 30 days of acceptance and we’ll fix them at no charge.
Your time: two sign-offsYour team: testing and handover
HANDOVER
Your team or chosen provider takes over.
Automated checks on what we built, a monthly report, and a small monthly allowance for investigation and fixes.
Your time: one report a monthThe 30-day defect warranty applies whether or not you choose Care.
Everything stays in your name.
- What we build runs in accounts you own, on your bill.
- We work on logins you set up, and you can switch our access off anytime.
- We build in the tools you already use, unless one of them can’t do the job.
- You get the instructions to run what we built, and a handover to your team or chosen provider.
- Nothing we built leaves with us.
Questions agencies actually ask.
Three workflows in one agreed part of the agency. Each is a chain of handoffs, like signed deal to kickoff or client feedback to approved change, not a whole department. We spend ten business days tracing how they actually move, then hand you the maps, the findings, and a prioritized plan for what to fix first.
It’s bounded on purpose. It isn’t an audit of every function, a financial audit, or a full specification for every problem it turns up.
Right in the middle of it. Ops leads usually know where handoffs break; what they rarely have is time to trace three workflows end to end while running the agency’s day-to-day. We work with them, not around them: they help pick the workflows, review the findings, and own the decisions with you.
The Review is about how the handoffs are set up, not about any one person’s performance.
We don’t put a fixed price on a build we haven’t diagnosed. Quoting off a guess is how you end up paying to fix the wrong thing, or automating a handoff that needed an owner instead.
So every Anvilpoint Build starts with the full Review. The Review doesn’t commit you to a Build: you keep the findings either way.
Not unless one of your tools can’t do the job. Many fixes are a named owner, a decision rule, or better configuration of tools you already pay for. When we build, we build inside the tools your team already uses, because every new tool is one more place for work to wait.
For the Review: a 45-minute kickoff, getting us access, a few short interviews with the people who run the three workflows, and a 60-minute debrief.
If you go on to a Build: two sign-offs from you, and your team’s time for testing and handover. We do the investigation and the implementation; your team makes the decisions and confirms the changes work.
Only what you choose. Build and Care are optional and priced separately, and the full numbers are public: Build pricing, Care pricing, and how payments work. Any software a Build needs goes on your own accounts, with your approval.
We need access to the tools the agreed workflows run through, on logins you set up and can switch off. Your data stays in those tools and any service you approve in writing, and it doesn’t go anywhere else, including AI tools. When the work’s done, we delete anything we copied.
For 30 calendar days after acceptance, we cover defects in the build we delivered—where our work doesn’t perform as agreed. Report the defect during that window and we’ll correct it at no charge.
You don’t need a Care plan for this. Warranty fixes are separate from paid Care and don’t use any included Care allowance.
New requirements and problems caused by changes to your setup or third-party services are scoped separately. We explain any additional work and get your approval before charging for it.
After that, optional Care covers bounded, business-hours support. It isn’t emergency or 24/7 support. Care coverage and terms.
No. We don’t run campaigns, produce marketing, or find you clients, and we don’t manage the agency for you. We work on how client work moves between sales, delivery, and billing once it’s sold.
Yes. Everything is already in your name.
The first step:
Let’s talk
A free 20-minute introductory call. It isn’t the paid Review, and booking it doesn’t commit you to one.
Next: choose your time.
Choose a time for your free 20-minute Google Meet call.
Booked. Your invite is on its way. Nothing to prepare, though it helps to have a recent example in mind of a handoff that broke down.
If the form won’t load, email hello@anvilpoint.com and we’ll send you times.
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