Questions, answered.

A conversation with your leadership about how work moves through your firm across the six pillars, a quick look at the numbers you already track, and a short written summary of the biggest opportunities we see. There is no cost and no obligation.

If you sell your time (an agency, studio, digital shop, consultancy or professional services firm) and you are feeling growing pains such as margins you cannot explain, teams that swing between overbooked and idle, or scope that keeps creeping, you are a good fit. [OPTIONAL: THE FIRM SIZES YOU WORK BEST WITH]

Every engagement starts with Assess, the first phase of our ACE framework. It gives you a clear picture of how your firm runs today and a prioritized roadmap, whether or not you go further with us.

[CONFIRM: for example, remotely by default, with on-site workshops when being in the room helps.]

No. We fix the process first and the tools second. We work with the tools you already have and only recommend Kerdion OPS where it genuinely fits.

Mark Samber, PhD, leads every engagement personally, drawing on more than 30 years of running and advising agencies and digital teams.

It depends on the size of your firm and how far into the ACE framework you want to go. After the free evaluation we give you a fixed scope and timeline, so there are no surprises. [OPTIONAL: TYPICAL TIMEFRAMES]

Assess sets a baseline across the six pillars, including utilization, budget accuracy and margin. During Execute we measure against that baseline so you can see what changed and what it was worth.

We change how work flows around your people, not the craft itself. The goal is fewer interruptions, clearer priorities and less time spent chasing status.

Operations software from Pensum Labs for firms that bill for time. It connects all six pillars, from prospects and pipeline through planning, projects and time, to profitability, in one flow.

No. Kerdion OPS handles invoicing and syncs time and cost data to your accounting platform, which stays your system of record. It is not a general ledger.

Kerdion OPS integrates with QuickBooks Online and Sage Intacct for accounting. You can also export data as CSV or TXT files for any other system.

[AVAILABILITY: for example, early access, waitlist or launch date]

We work on fixed fees scoped to the ACE phases you choose, so you know the cost up front. You get a proposal after the free evaluation. [OPTIONAL: STARTING PRICE]

There are no feature tiers. Every customer gets every feature for one price, and the only difference in price is the type of seat: full members (your agency team), freelance members (contractors and freelancers, with core project, time and capacity features) and client users (view-only access to how their projects are going). Terms run quarterly, annual, two-year or three-year, with discounts for longer terms. There is no month-to-month plan, because the work Kerdion OPS supports does not fit one. Every new customer gets a free one-month trial.

Yes. No cost, no obligation, and the written summary is yours to keep.