Team in a workshop with laptops

For agencies, management consultancies and consultants

Fully booked and still short on margin. Where do your hours disappear?

Agencies and consultancies sell time. Time recording, briefings, quotations, reports and reporting eat the hours that clients should be paying for. ivato digitalises exactly that, makes your knowledge usable and shows you per client whether they make money. Your project tool stays.

Callback from an industry adviser →See case examples ↓

Clients from this industry

Your day-to-day

Do you recognise these sentences from your agency or consultancy?

Agencies rarely lack work. What they lack is an overview of which work is worthwhile. Hours are filled in afterwards, revision rounds are not billed, and new business happens when there happens to be time.

You recognise 0 of 8 statements

Tap the statements you recognise from your day-to-day work.

Summary: The agency is fully booked, but nobody sees in time which projects are eating the margin.

Talk about it ↓

Process

Where do you lose the most between enquiry and invoice?

Choose a stage. You will see how it works in many agencies today, what ivato implements there and what changes.

Today

Pitches by gut feeling

Enquiries arrive by chance, quotations are pieced together from old documents, and follow-ups rarely happen.

With ivato

Plannable pipeline

  • Leads from website and LinkedIn automatically in the CRM
  • Quotation draft via AI from service catalogue
  • Follow-up reminders and pitch analysis

What changes

More closings, less chance

You can see at any time which new business is due in the next quarter.

Case examples

What does this look like in a company like yours?

Two examples, each with starting point, solution, result and calculation. The project tool stayed in both cases.

  • Performance agencyLeipzig22 employeesE-commerce clients

    Monthly reporting in minutes instead of two days

    Starting point
    Every month the team copied figures from ads, analytics and shop systems into presentations. Two full days were lost on it.
    Solution
    Automatic client reporting with AI commentary on the most important changes, approval by the project lead, dispatch via link.
    Result
    Reports reach the client on the first working day, and the team gains around 20 days a year for optimisation.
    Investment
    €15,000
    Funding
    €7,500
    Own contribution
    €7,500
    Payback
    4 months

  • Brand agencyBavaria14 employeesMid-sized clients

    Revision rounds become variations

    Starting point
    Projects regularly ran over budget because additional revisions were not recorded and not billed.
    Solution
    Time recording per project and phase, warning at budget limits, change request with client approval by click.
    Result
    Additional work that used to come free is reported and billed immediately, and project margin rises noticeably.
    Investment
    €9,000
    Funding
    €3,500
    Own contribution
    €5,500
    Payback
    1.2 months

  • Strategy consultingHesse12 consultantsMid-sized clients

    Reports in hours instead of at the weekend

    Starting point
    After every workshop, the consultants spent one to two days on minutes and report, often outside working hours.
    Solution
    Transcription of the workshops, AI report draft based on their own methodology and templates, knowledge base of all earlier projects.
    Result
    Reports with the client the next day, and the consultants gain several days per project.
    Investment
    €9,000
    Funding
    €3,500
    Own contribution
    €5,500
    Payback
    3 months

  • Energy consultingBavaria4 consultantsCommercial clients

    From individual consultant to consulting product

    Starting point
    The business only grew when another consultant was found. Many first enquiries were small and hardly economical.
    Solution
    Online initial analysis with an agent based on the methodology, payment online, results checked by a consultant, upsell to a deeper engagement.
    Result
    Small enquiries are served profitably, and the consultants concentrate on large mandates.
    Investment
    €30,000
    Funding
    €7,500
    Own contribution
    €22,500
    Payback
    9 months

More case studies · Funding programmes

Solutions

Which tools does ivato use in agencies?

Building blocks that fit into your project tool. Chosen according to what costs you the most margin.

  • Margin per client live

    Hours, budget and invoices per client in one dashboard. A warning before a project goes into the red.

    To Reducing costs →

  • Knowledge base with AI

    All projects, analyses and templates searchable, answers with source.

    To Securing succession →

  • Time recording that happens

    With one click at the workstation, or suggested automatically from calendar and tools. No more filling in on Fridays.

    To Implementation →

  • Reports via AI

    Draft from notes, transcripts and data in your style. The consultant reviews.

    To Scaling with AI →

  • Reporting automation

    Client reports from ads, analytics and social, with AI commentary, approved by click.

    To Scaling with AI →

  • Meeting assistant

    Workshops and interviews recorded, tasks assigned and tracked.

    To Implementation →

Your tools

Do we have to change our project tool?

No. Whether Asana, monday, Jira, Moco or another tool: it remains the leading system. We connect it with CRM, time recording, accounting and reporting so that data is not maintained twice.

Your systems stay

  • Connection via existing interfaces
  • Ads, analytics and social data automatic
  • Customer data on servers in Germany
  • AI model exchangeable

Process & prices

How do we start when everyone is deep in projects?

With a 30-minute conversation. After that you decide step by step. Your effort is a few appointments with management and project leads.

  1. Step 1

    Initial call

    30 minutes with an adviser who knows your business model. We discuss where margin and time are lost, and tell you honestly what pays off.

    free of charge

    Request a callback ↓

  2. Step 2

    Strategy

    We look at the path from enquiry to invoice, calculate the business case in euros and agree a roadmap.

    max. €7,000 net · eligible for funding

    To Strategy →

  3. Step 3

    Implementation

    We implement the most effective building blocks, connect your project tool and train your team until it runs.

    Fixed price by scope · 8–12 weeks

    To Implementation →

Estimate your funding

Funding rate
Funding
€12,000
Your contribution
€18,000

Simplified calculation. Rate and maximum amounts depend on the programme, federal state and company size. Consulting can additionally receive a grant of up to €5,600.

Projects successfully supported
1,000+
Projects successfully supported
Years of experience
25+
Years of experience
Funding for implementation
up to 60%
Funding for implementation
dedicated contact person on the project
1
dedicated contact person on the project

Frequently asked questions

Questions from agencies and consultancies

Your question is not here? In the initial conversation we take 30 minutes for your specific topic.

Yes, especially there. With 10 to 30 people, you feel every unbilled hour directly in the result. We start with the two or three building blocks that bring the most.

No. It takes over reports, research and administration. Judgement, relationships and responsibility remain with the consultant.

Yes. We connect it with the other systems instead of replacing it.

With clear rights per project, servers in Germany or a locally operated model. You decide what a model may see.

Yes. Through our partner programme we work with agencies, for example on tariff calculators, configurators or CRM projects for their clients.

Yes. Many consultancies work with us as an implementation partner or through the partner programme.

Depending on the federal state and project, consulting and implementation are eligible for funding. We check this in the initial consultation.

Depending on the federal state and project, consulting and implementation are eligible for funding. We check this in the initial consultation.

Read on

Contact

Exchange ideas with one of our specialists from your industry.

30 minutes, free of charge. We tell you openly where you are losing margin and what is worthwhile.

  • Callback within one working day
  • NDA on request

Request a callback

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