What's painful about running a consultancy
Pipeline ebbs that drop you below capacity. Projects priced at "should be fine" that turn out painful. Senior consultant time eaten by inbound qualifications that should go to an SDR. Renewal conversations that happen by accident.
What OMB Cloud changes
- Pipeline forecasting wired to capacity. See your next 90 days of revenue against billable capacity. Sell into white space.
- Project-level margin tracking. Hours billed vs hours sold by project. Catch a leaking project at week two, not at the end.
- AI SDR for inbound qualification. The agent qualifies the inbound, books a 15-minute fit call only when it makes sense. Senior consultants protect their time.
- Fractional engagement structures. Quote "20 hours/month for 6 months" cleanly; track and bill against it.
- Renewal triggers. 60 days before contract end, the renewal workflow opens. Conversation happens on time, not late.
Common stack we replace
Salesforce or HubSpot + Asana or Notion + QuickBooks + DocuSign + Calendly + Mailchimp. Most consultancies pay $2-4k/mo across those.