Intake, scope, staff, deliver, bill. The gaps between are where hours leak.
Consulting firms, agencies, and managed service providers. Navon handles the coordination between sales, delivery, and finance.
Sales to delivery to finance. Three systems, one messy handoff.
HubSpot or Salesforce owns the deal. Jira, Asana, or Monday owns the work. Harvest and a shared drive own time and documents. QuickBooks or NetSuite owns the books. Each tool is fine in isolation. The coordination between them is where utilization, margin, and client experience all quietly degrade.
The work the platform removes is not what each tool does. It is the handoff between them, especially the sales-to-delivery and delivery-to-billing ones.
Intake to renewal, today.
Five stages. Each currently runs in its own tool, owned by a different function, with handoffs that depend on email, Slack, and a partner remembering to update a spreadsheet.
- Stage 1IntakeLead or referral
- Stage 2ScopeProposal and pricing
- Stage 3StaffTeam assembled
- Stage 4DeliverEngagement runs
- Stage 5BillInvoice and renewal
Six workflows we automate first.
Partner and practice-lead identified. Every one replaces a named manual task that has been silently eating billable hours.
Lead intake and qualification
Inbound from form, email, referral, and warm intro. Classified, enriched, routed to the right partner or practice lead with the context pre-pulled. Nothing sits in a shared inbox.
Scope and proposal prep
Past-engagement context, team availability, and pricing templates assembled automatically when a new scope lands. Partners start from a draft, not a blank page.
Staffing and utilization
Matching the right team to the right engagement based on skills, availability, and utilization targets. Surfaces conflicts before they become fire drills.
Time and status collection
Time entries chased, status updates pulled from project tools, summarized for the client and the partner. Weekly ops meetings stop running on last-minute Slack threads.
Billing coordination
Invoices assembled from time entries and fixed-fee milestones, cross-checked against scope. Discrepancies surfaced to finance before they hit the client.
Renewal and expansion signals
Account health, upcoming renewals, and expansion moments surfaced to the account owner. Nothing lapses silently. Nothing expands without eyes on it.
Advisory leads. Automations do the work. The platform hosts it.
For professional services firms, here is what each practice line looks like.
Operator-to-operator.
Interviews with partners, practice leads, delivery managers, and finance. Intake-to-bill walk-throughs. Written findings, phased plan, and sign-off from the partners who own the work before anything gets built.
Intake, staffing, billing.
Lead intake and qualification. Scope and proposal prep. Staffing and utilization. Time and status collection. Billing coordination. Renewal and expansion signals. Each scoped discretely, sequenced by impact on billable hours.
The firm-wide view.
Pipeline, engagements, utilization, billing, renewals in one place with structured ownership. Pulls from and writes to HubSpot, Salesforce, Jira, Asana, Harvest, QuickBooks, NetSuite. Your stack stays, the coordination layer becomes explicit.
Professional services questions.
The operational questions partners ask before the first call.
We are a [consulting firm / agency / MSP]. Does this fit?
How does this work with HubSpot, Jira, Asana, or whatever we already run?
What about utilization and partner economics?
We bill hourly, on retainer, and fixed-fee. Does that complicate things?
What does a first engagement look like?
Ready to see this inside your firm?
Start with a conversation. We walk through how your firm runs today and where the gaps are worth fixing first.