Professional Services / SaaS Workflow Automation + App Development

Northpeak Agency

Delivery automation and a custom client portal let a growing agency scale revenue without scaling payroll.

+41% Gross margin
Clients per project manager
−70% Time on reporting
9.4/10 Client satisfaction

The challenge

Growth was capped by manual delivery — onboarding, reporting, and status updates all ran on people. Every new client meant more overhead and thinner margins.

What we did

  • Automated client onboarding, reporting, and status updates
  • Built a branded client portal to centralize work and communication
  • Connected project, billing, and communication tools into one flow
  • Standardized and automated repeatable delivery steps
“We grew revenue 40% without adding a single delivery hire. The automation and portal do the busywork so our team does the real work.”
Sam K. — Founder, Northpeak Agency

Want results like these?

Every business is different — but the process that produces growth is the same. Let’s build yours.