For founder-led agencies and consultancies

Turn discovery calls into proposal-ready SOWs without losing founder judgment.

Get a workflow leak teardown for the recurring proposal, reporting, intake, or handoff work that still lands back on your desk.

Private diagnostic
No public AI training
Approval gates intact

Get a workflow leak teardown

Send the bottleneck. Get the angle.

One work email, one workflow. We look for the first practical place to remove founder drag.

We use this to prepare a teardown angle, not an automated score.

First teardown focus

Map the workflow before you build the system.

Alderwise starts with the leak: where founder attention, proposal speed, client experience, or delivery margin is being pulled into repetitive work.

Workflow systems

Built around the founder bottleneck.

The first implementation stays deliberately small: one source, one output path, one approval workflow, and a clear audit trail.

Proposal & Revenue

Discovery notes, CRM context, scope, SOW drafts, follow-up, and handoff packets.

Client Reporting

Account updates, KPI summaries, client-ready reporting, and founder review paths.

Intake & Handoff

Lead details, kickoff context, project setup, and delivery transition packets.

Knowledge Retrieval

Prior proposals, SOPs, client context, and repeated internal questions with boundaries.

Data sovereignty

Private by default. Human approval by design.

Your workflows include client, financial, and operational context. The teardown looks for the right boundary before suggesting any build: permissions, minimization, and human-in-the-loop gates.

$1M-$10M founder-led agencies or consultancies
10-50 employees with recurring senior-team workflow drag
Proposal, reporting, intake, handoff, or knowledge bottlenecks
Common SaaS stack with room for clear approval gates

Executive Leverage Blueprint

If the teardown shows a credible workflow, the Blueprint maps it before implementation.

The Blueprint defines the workflow loss map, data boundaries, approval gates, and fixed-price implementation plan.

Fit Guarantee

If the first 72 hours cannot identify a credible 10-hour/week or revenue-adjacent workflow worth mapping, we refund and stop.