Caugia · Professional Services

The firm-level scale constraint. Named.

265 firm-dialect questions for consultancies, agencies and system integrators. Sophie diagnoses the one bottleneck capping your pyramid, utilisation, realisation or senior-partner dependency, with three moves each carrying owner, cost and deadline.

Start the Assessment → See Pricing

Auto-saved · 35 min · Resumable · Native in EN, FR

NORTHSTAR STRATEGY · 38 FTE · €9.5M SERVICE REVENUE
Primary constraint: Bench Accumulation
38/100
LEAKAGE
€1.8M/yr
INACTION
€150K/mo
RECOVERABLE
€960K

“Billable utilisation 58%. 18% of consultants on bench >2 weeks. Overhead eats margin faster than any delivery miss.”

6 firm-native archetypes

Every failure pattern has a name and a fix.

Resources
Bench Accumulation
Hiring ahead of demand, no bench-to-billable playbook. Overhead eats margin.
Resources
Hourly Addiction
90% revenue from T&M, 26% discount off rack rate. Pricing upside-capped.
Guidance
Senior Partner Bottleneck
Top 2 partners drive 65% of new business. Three-month absence stops growth.
Implementation
Scope Creep Default
Realisation 74%, change orders informal, 40% of engagements exceed timeline.
Implementation
Proposal Factory
Win rate 18%, 30+ proposals/quarter without ICP filter. Partner time bleeds.
Performance
Client Concentration
Top client 41% of revenue. Bad renewal loses 40%+ of revenue in one stroke.
How it works

Four steps, then recurring rhythm.

Assess

~35 min. 265 firm-dialect questions. No generic consulting-speak.

Connect

Rocketlane / Kantata / Harvest + CRM + invoicing (read-only). Revocable.

Decide

Sophie names the binding constraint + 3 moves with owner, cost, deadline. Forward 4Q P&L.

Track

Weekly utilisation + realisation + proposal-pipeline alerts. Peer benchmarks (k-anon 5+). AI Answer Market: firm visibility when buyers ask AI to recommend a partner.

PSA-native connectors

Plug into your project + utilisation data.

Rocketlane
Kantata
Harvest
HubSpot
Salesforce
Xero

Read the GTM intelligence by role

Same framework, different lens. Pick your role for a curated reading path.

New here Start with the basics → Managing Partner Firm-level reading path → Engagement Manager Delivery margin reading → CFO · Finance Utilisation and realisation → Practice Lead Practice growth reading → Professional Services lens Filter intelligence to ProfSvc → Investor · VC/PE Investor reading path → Consultant · Partner Consultant reading path →

Start the diagnosis.

35 minutes. One binding constraint. Three moves with owner, cost, deadline. Forward 4-quarter P&L on your actual gross margin post-delivery.

Start the Assessment → See Pricing