When we started, the team was triaging work across Gmail, Slack and Asana, tracking time in Toggl, and only catching over-serviced clients at the end of the month when the numbers landed. Proposals were going out with the wrong prices because the data feeding them was stale.
Three weeks in, the account managers have a daily AI brief that flags what's been missed, scheduled tasks doing the triage they used to do by hand, and a proposal builder that produces consistent output instead of guessing.
The biggest change isn't the tools. The founder is now setting up his own scheduled tasks faster than I can keep up with.