Get proposals out of your head
Turn discovery notes, relevant past work and agreed scope into a first draft. You review the approach, fees and commitments before anything reaches the client.
Look at: preparation time and revision effort.
For owners of consulting & advisory firms
Keep work moving without everything waiting on you.
Proposals need your input. Follow-ups live in your inbox. Client updates depend on what you remember. Quarterturn helps you find practical ways to move work forward and give you time back.
Book your AI Opportunity Call
Free · 15 minutes · No prep
Protect revenue
Give proposals and promising conversations a clear next step.
Save partner time
Reduce repeat drafting and the chase for information.
Improve client service
Make commitments easier for the team to follow through on.
Where we could help
Less chasing. More time for clients.
These are opportunities to explore. We start by finding out which, if any, is worth changing in your business.
Give quiet opportunities a next step
Bring new inquiries and stalled proposals into one view. Prepare a relevant follow-up, assign an owner and make it clear when to continue or close the conversation.
Look at: time to a useful response and opportunities with a next action.
Carry decisions into client delivery
Turn meeting notes into draft actions and client updates. The team confirms owners, deadlines and commitments so the partner is not the only person keeping track.
Look at: update preparation time and missed commitments.
A workflow worth exploring
From discovery notes to a proposal you can review.
A draft is useful when it makes your judgment easier to apply. It should show what is known, what is missing and what still needs your decision.
Starting pointScope and fees stay with the partner
“The client wants a clearer onboarding process. Their team’s capacity and the project deadline still need confirming.”
Organize the source material
Pull together the discovery notes and approved service descriptions. Separate confirmed needs from assumptions.
Prepare the working outline
Draft the problem, proposed approach and scope questions. Flag the missing capacity and deadline details.
Partner review → client-ready proposal
Confirm scope, pricing and commitments. Resolve open questions before approving the final version.
Workflow first
Better work starts with understanding the work.
Every project needs a clear purpose: more revenue, time saved, or better product or service quality.
Understand the situation
Look at how work gets done today: where it waits, who gets pulled in, and what a better result would look like.
Improve the workflow
Simplify the steps, make ownership clear, and agree on what good looks like before adding technology.
Automate or add AI
Use the tools that fit the job. Keep people responsible for the decisions that need their judgment.
The next step
Start with a conversation.
In a free 15-minute AI Opportunity Call, show us where proposals, follow-up or client work gets stuck. We’ll identify a credible direction and explain why it may be worth a closer look. If you want help taking it further:
AI Tools & Workflow Assessment
A paid, four-working-day assessment with four practical recommendations, prioritized by value, fit, and effort. CA$1,000 for an owner/operator; CA$2,000 for a larger team.
Implement with your team
Hands-on support to configure the tools, redesign the workflow, and coach your team through adoption using real work.
Build what’s missing
Focused automations, integrations, or AI workflows designed around your business and delivered through clear milestones.
If you can take the initial recommendation and run with it yourself, that’s a good outcome too.
Who you’ll work with
Jared Perry
Founder, Quarterturn
For the last 10 years, Jared has worked alongside business owners—operating businesses, helping them through bottlenecks, and leading teams through change.
A few practical questions.
Is this for a firm our size?
Quarterturn focuses on owner-led firms where a founder or partner is still close to sales and delivery. Consulting and advisory firms are a natural starting point. The useful question is whether there is a recurring bottleneck worth fixing.
Will we need a new software stack?
We start with your existing tools and how the team uses them. The right next step might be a better process or configuration; an integration or focused build comes when there is a clear gap.
Can the work still sound like us?
Approved examples and your review help shape the draft. Your team keeps responsibility for the thinking, promises and final client communication.
Start here
What keeps landing back on your desk?
Start with one recurring bottleneck in proposals, follow-up or client delivery. We’ll help you see a practical place to begin.
Book your AI Opportunity CallFree · 15 minutes · No prep