About this webinar:
Most professional services firms accept it as the cost of doing business: every project that crosses from sales to delivery loses a quiet 1-5% of margin before any work even starts. A scope gets reinterpreted. A rate gets re-keyed wrong. A billing model drifts off the original quote. None of it shows up on a single deal – but it bleeds margin year after year.
Leading PS firms don’t accept it. They’ve engineered the handoff so scope, capacity, and billing flow into delivery exactly the way they were sold – and they get the profitability advantage on every project, not just the easy ones.
This session walks through the five places where leading firms protect margin between proposal and kickoff, with a live look at what each one looks like inside BigTime.
Watch to learn how to:
- Lock Pricing From Quote to Invoice: Keep margin intact with rate cards that hold their shape from the first quote to the final invoice.
- Build Capacity Plans That Survive Week One: Anchor resource plans to real scope from day zero, not best-guess hours rebuilt under pressure.
- Get Quotes Out the Door in Hours, Not Days: Speed up sign-off cycles to protect deal momentum without sacrificing governance.
- Eliminate the Sales-to-Delivery Handoff: Turn approved quotes into live projects automatically – no re‑entry, no lost context, no scope reinterpreted in week one.
- Match Invoices to Proposals Line by Line: Lock billing model, rates, and milestones the moment a quote is approved, so finance closes the month without reconciliation.
Hosted by Cyann Chapuseaux, Solutions Consultant at BigTime. Whether you’re feeling the cost of a leaky handoff today or you’re already on BigTime and want to see how the full platform locks margin in – hit play to see exactly where leading PS firms protect the margin you’ve been paying away.