Expand what you offer clients
Add CRM implementation, lead follow-up, integrations, assessments and practical AI to your services, delivered under a shared model.
For agencies and consultants
Your brand work creates demand.Systems capture it.
You keep the client relationship and lead the strategy. We design, implement and manage the systems that make the strategy work: CRM, follow-up, integrations and practical AI.
Book a partner callStart with a 15-minute call. Bring one client workflow.
When client results stall after launch, the agency feels it first.
The gap is usually what happens after a lead arrives. Calls, forms and referrals come in through different channels, follow-up depends on busy people remembering, and nobody can see what converted.
- Leads arriveCalls, forms, ads, email and referrals enter through different channels.
- Follow-up variesResponses, reminders and next steps depend on busy people remembering.
- Tools are disconnectedCRM, calendars, inboxes and project systems hold different versions of the truth.
- Visibility gets lostNobody can tell what converted, what stalled and what needs attention.
Two ways to start working together.
In both, the agency keeps the client relationship and the strategy. P2MC handles delivery and support.
Improve your own operations
Knowledge bases, AI assistants, onboarding and proposal workflows, internal reporting and team training inside the agency.
What we deliver
CRM is the foundation. The value is what runs on it.
CRM & Pipeline Foundation
The structure everything else runs on.
Lead Capture & Follow-Up
What happens after someone reaches out.
Workflow Automation & Integrations
Connect the tools you already use, and stop re-typing.
Applied AI & Team Enablement
Practical AI, built into how your team already works.
Clear roles. One coordinated client experience.
Your agency
- Owns the client relationship
- Leads brand and marketing strategy
- Spots the client opportunity
- Coordinates client priorities
P2MC Systems
- Maps the business process
- Designs the systems, automation and AI
- Implements and tests the workflows
- Documents, trains and supports
Three ways to work together
Referral
You introduce the client. P2MC scopes and delivers directly.
Co-delivery
We scope and deliver together, side by side with your team.
White-label
P2MC delivers under your agency’s brand.
(opens in a new tab)Partner
P2MC works as an extension of Shipwright Consulting Group’s services, co-delivering CRM and systems work for its clients.
Questions
What partners ask first.
Anything else on your mind? Bring it to the call.
Who talks to the client?
That depends on the model you choose. With a referral, I scope and deliver directly. With co-delivery, we scope and deliver together, side by side. With white-label, I deliver under your agency’s brand.
Whose accounts is the work built in?
The client’s own. Systems are built and tested in their accounts, and they get a walkthrough and a plain-English map of what connects to what.
What does a first pilot look like?
One client, one workflow with an obvious bottleneck, one small pilot. We assess and scope it together, build it, measure it, and package the result for future projects.
What does it cost?
Pricing is scoped per client and per pilot. Partner terms are discussed on the call, before any work starts.
Who does the work, and how much can you take on?
I do the work myself, so I scope each pilot to what I can deliver well. Ask me about timing on the call.
Do you only work with Shipwright?
Shipwright Consulting Group is the partner named on this page. I’m open to other agencies and consultants whose clients need the systems behind the strategy.
Prefer to write it out?
Tell me about one client workflow.
Not ready for a call? Send a few details and I’ll follow up by email. I read every note myself.