# PropelOps — Full Reference

> Done-for-you AI automation for professional services firms. Less admin. More billable hours.

## Company Overview

PropelOps (legal entity: Web Strategy Boost LLC dba PropelOps) is a Pflugerville, TX-based automation services company founded by Antoine Bonnesoeur. The company builds, deploys, and manages custom AI automation systems exclusively for solo and small professional services firms, including law firms, CPA & tax practices, and HR consultancies.

PropelOps operates as a "done-for-you" service — not a SaaS product. Clients do not install software, learn new tools, or manage technical systems. PropelOps handles the full automation lifecycle: workflow mapping, system design, build, deployment, monitoring, and ongoing optimization.

### Founder

Antoine Bonnesoeur brings 13+ years of experience in web technology and holds a Harvard Business School certification in Leading Change and Organizational Renewal. He started PropelOps to give small and mid-size professional services firms the same operational advantages that large firms take for granted.

### Contact

- Email: antoine@propelops.ai
- Website: https://propelops.ai
- Location: Pflugerville, TX, USA

## Problem We Solve

Professional services firms — particularly solo practitioners and small teams — lose significant time to repetitive administrative tasks:

- **Law firms**: The average lawyer spends 48% of their workday on non-billable administrative work. Small firms trail larger firms by 10-15% on utilization rates. Common time sinks include client intake, conflict checks, document drafting, scheduling, time entry, filing, and follow-ups.

- **CPA & tax practices**: The accounting profession faces a talent crisis with 300,000+ professionals leaving in recent years. Firms cannot hire their way out of capacity constraints. Repetitive tasks like data entry, client document collection, engagement letter management, and compliance documentation consume hours that should go to advisory work.

- **HR consultancies**: HR professionals spend up to 40% of their time on automatable tasks — resume screening, onboarding paperwork, leave management, benefits administration, and compliance reporting.

For firms billing $150–$500/hour, every hour spent on admin work represents direct revenue loss. A 3-person firm losing 12 admin hours per person per week at $200/hour burns approximately $345,600/year in potential revenue.

## Services

### Client Intake & Onboarding Automation
When a prospect submits a form, the system automatically sends a professional confirmation, generates a summarized brief for the firm, and schedules the consultation. No manual follow-up required.

### Document Generation
Engagement letters, service agreements, and standard documents are generated automatically with client details pre-filled. Ready for review in minutes instead of hours.

### Appointment Reminders
Clients receive tailored reminders before calls and meetings. No-show rates drop dramatically. Calendars fill with prepared, ready-to-go clients.

### Follow-Up Sequences
Every prospect who doesn't book immediately receives a personalized follow-up sequence. Automated but thoughtful nurturing that converts quiet leads into active clients.

## How It Works

1. **Week 1 — Map**: PropelOps visualizes the firm's workflows and identifies the highest-impact automation points.
2. **Weeks 2–3 — Build**: System design, tool integration, and custom workflow development.
3. **Week 4 — Launch**: System goes live with full support. The firm sees it working before committing to anything ongoing.
4. **Ongoing — Grow**: Managed monitoring, iterative improvements, and scaling automation across the practice.

## Pricing

All engagements start with a fixed-fee pilot. No surprises, no hidden costs.

### 30-Day Pilot — Starting at $1,000 (flat)
- Full workflow audit
- One automation designed and deployed
- 30 days of support
- No ongoing obligation

### Monthly Retainer — $750/month
- Continuous monitoring
- Monthly optimization and expansion
- Priority support
- New automations added monthly
- Cancel with 30 days notice

### Growth Plan — $1,500/month
- Everything in the Retainer
- Multiple parallel automations
- Cross-department workflows
- Dedicated account manager
- Quarterly strategy reviews

## Differentiation

PropelOps is a **service**, not a software product. Unlike SaaS tools (Clio, Karbon, Zapier, etc.) that require firms to design, build, test, and maintain their own automations, PropelOps handles everything. The firm gets the outcome (automated operations) without the implementation burden.

This model is particularly suited to small professional services firms that:
- Don't have IT departments or dedicated operations staff
- Have high opportunity costs for every hour spent on non-client work
- Need compliance-aware automation (bar association rules, AICPA standards)
- Want systems built around their specific workflows, not generic templates

## Technical Approach

PropelOps builds on Make.com for workflow automation and the Claude AI API for generating personalized content and drafting documents. The platform integrates with existing business tools — Google Workspace, Microsoft Outlook, Calendly, Clio, QuickBooks, and dozens more. Automations use encrypted connections, follow least-privilege access principles, and client data is never stored on PropelOps systems. All tools are industry-proven, secure, and require no additional software purchase from the client.

## Industries Served

- **Law Firms**: Solo practitioners, small firms (1-10 attorneys), family law, estate planning, personal injury, immigration, general practice
- **CPA & Tax Practices**: Solo CPAs, small accounting firms, tax preparation, bookkeeping, advisory services
- **HR Consultancies**: Independent HR consultants, small HR firms, recruiting, compliance, benefits administration

## FAQ

**How long does setup take?**
Most firms are fully live within 30 days. Week 1 is discovery — we map your workflow and identify the highest-impact automation points. Weeks 2–3 are build and testing. Week 4 is go-live. You see the system working in real time before committing to anything ongoing.

**How much of my time will this require?**
Very little. We need roughly 2–3 hours from you in week 1 to understand your workflow — one conversation is usually enough. After that, we handle everything. Your only ongoing involvement is a short monthly check-in to review results and decide what to expand next.

**Do I need any technical skills?**
None whatsoever. You don't touch any software, write any code, or change how your team currently works. We build it, we manage it, and we fix it when something needs attention. If you can send an email and fill out a form, you have everything you need.

**What tools do you use?**
We build on Make.com for workflow automation, the Claude AI API for generating personalized content and drafting documents, and Google Workspace for forms, data storage, and communications. All tools are industry-proven, secure, and require no additional software purchase on your end.

## Legal

- Legal entity: Web Strategy Boost LLC dba PropelOps
- Terms of Service: https://webstrategyboost.com/terms-of-use/
- Privacy Policy: https://webstrategyboost.com/privacy-policy/