Clients ask for me by name. Does that survive?
Yes. You remain the professional clients come to see. We build the pipeline and the written processes around you, and we train your team on them.
Who we work with
Your practice, with every department running in 30 days.
For the owner of a law firm, insurance agency or accounting practice doing $500,000 or more a year with 2 to 49 users.
Your week in practice
One account manager and a team of specialists run the departments listed below, so you can keep doing the professional work and build the firm.
You remain the professional. We build the sales system and train your team around it.
A client is in your office. Behind them the inbox is filling and a colleague is waiting on a decision.
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Sales: A new enquiry arrives while you are with a client. Who sees it first?
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Operations: You are the practice manager and the biller as well as the professional.
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Automation: Billing dates and due dates live in someone's head.
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Software: Your practice tools, your email and your calendar do not talk to each other.
If you went on a fishing trip, who would keep the practice moving?
The departments
The departments, built around how a practice runs.
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Sales
The problem: New enquiries wait while you are with a client, and the letter that confirms the work goes out late.
What we do: We build one pipeline from first enquiry to signed engagement, with a letter template drawn from your own approved wording, and we train your team in the steps around it. You meet each prospect, and Susanoo does not sell on your behalf.
You stop: Chasing each enquiry yourself.
You can tell: The dashboard lists each enquiry with its stage and its next step.
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Operations
The problem: How the practice runs lives in one partner's head.
What we do: We write your intake, engagement and billing steps as three one-page processes, name an owner for each step, and set the weekly numbers you want to see.
You stop: Being the only person who knows how things work.
You can tell: Three written processes with their owners sit on your live checklist, and a weekly numbers report is set up.
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Automation
The problem: The same client details are keyed into two or three tools.
What we do: We connect the tools you already use so details are entered once, and we fix the automations we build when they break.
You stop: Copying data from one tool to the next.
You can tell: The monthly progress report lists the automations we have built.
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AI
The problem: Weekly meetings run without an agenda, and the actions are lost afterwards.
What we do: AI drafts meeting agendas and action lists, with a person checking.
You stop: Starting each agenda from a blank page.
You can tell: A senior colleague checks each draft before the team uses it.
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Software
The problem: Ready-made tools assume one way of working, and a practice has intake stages, files and deadlines of its own.
What we do: We connect what you use and, from the build pool, build the missing piece, such as an internal tool shaped to how your practice works. On the 12-month term, hosting and upkeep are ours for your first year.
You stop: Working around software that does not fit.
You can tell: Your checklist carries the build plan, mapped by day 10.
First 30 days
The checklist starts with the items below, and a plain test for "done" sits beside each one on the checklist itself.
The days between day 1 and day 90 are laid out under Our guarantees below.
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A CRM running by day 10, with stages that run from first enquiry to signed engagement.
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Enquiries from your web form and your email arriving in the same pipeline.
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Three one-page processes, for intake, engagement and billing, each with an owner for every step.
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A weekly numbers report, agreed with you.
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The software build plan, mapped.
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Your team trained on each new system, with the weekly call and the first progress-report date set.
Provincial rules apply.
Is this for you
Is this for you?
A good fit
- You own a law firm, insurance agency or accounting practice with partners or a senior team, and you do $500,000 or more a year with 2 to 49 users.
- You'll do your part: a weekly call for 90 days, tool access in week one, approvals within 3 business days.
Not a fit yet
- Under $500,000 a year. We'll send you free guides instead.
- A one-person business.
- You want someone to do the selling for you.
Leads come from the systems behind them, and your account manager checks the fit with you on the discovery call.
Pick your practice
Three kinds of practice, each with its own page.
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Law firms
Enquiry intake and a pipeline staged by matter.
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Insurance agencies
Enquiry intake and a pipeline staged by client.
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Accounting and bookkeeping
Capacity planning for the spring season, and a month-end routine written down.
The price
Prices start at $5,000 a month
Prices in CAD, plus applicable taxes
Our guarantees
If we fall behind, you stop paying.
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Day 1
Work starts.
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Day 10
Your CRM is running and your build is mapped.
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Day 30
Every department running.
Running means marketing, sales, operations, automation, AI and software are all working through your signed checklist.
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Day 90
Full effect.
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The Done-For-You Guarantee
Everything on your signed checklist gets done. Your checklist is built from your scope. If less than 70% of it is done by day 30, or by the end of any month, you stop paying until it is, and we keep working. Above 70%, we finish the rest at no extra charge.
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The One Less Hat Guarantee
By day 90, every hat your roadmap hands to us is off your head, including your software running your business on the 12-month term. If one isn't, you stop paying until it is.
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The Right-Person Guarantee
Don't click with a specialist? Tell us and we swap them within 5 business days. No charge, no limit, no reason needed.
Your part: the weekly call for the first 90 days, access to your tools in week one, approvals within 3 business days, your content and photos. Days we spend waiting on you don't count against us.
A billing pause covers your monthly fee. It doesn't cover ad spend, phone and text usage, tools in your name, or work quoted separately.
FAQs
The practice runs on what partners remember. Where do we start?
With three one-page processes for intake, engagement and billing, each step owned by a named person. They go on your checklist, and your team is trained on them.
Will this fit a firm like mine?
Your free roadmap starts from your industry and the hats you wear. On the discovery call, your account manager tests the fit against how your practice runs.
Does the selling stay with me?
Yes. You or your partners meet the prospect. We build the pipeline that takes each enquiry to that meeting and train your team in the steps around it, and Susanoo does not call your leads.
My team will not take to new systems.
Training is per person and per tool, and your checklist records who has finished.
How will I know what you are working on?
Your live checklist and the monthly progress report show every job and who owns it.
Your first discovery call is free. After that, $500.
Book the discovery callStart free
Hand off your first hat this month.
Tell us your industry and which hats you wear, and you'll know what to hand off first.
Your first discovery call is free. After that, $500.