Turning the way you already work into systems that run themselves
Red Flash already runs on more structure than most agencies its size. This is a plan to make that structure run itself, and give senior time back to judgment.
You already run on real structure
Most agencies your size run on memory and good intentions. Red Flash runs on documented process. That discipline is rare, and it is exactly what these systems run on.
Operating Rhythm
Daily standups, documented SOPs
A team that meets every morning and works from written process, not tribal knowledge.
Templated Output
Federal reporting on a fixed format
Repeatable deliverables built to a standard your clients already recognize.
Tracked Time
Time captured well enough to plan from
Hours logged in Teamwork with the detail you need to manage a project against budget.
That discipline is exactly what these systems run on.
And all of it runs by hand
These are your own words from the audit. Good rails, run manually, and most of the cost lands on your most senior people.
After Every Meeting
~30 min
spent rebuilding action items in Teamwork one at a time, even for your top performers.
This Year, One Client
~30 decks
reformatted slide by slide for a single federal account, by hand.
Your Business Data
3 systems
Teamwork, Easy Insight, and QuickBooks each hold part of the picture. No single view reconciles them.
The knowledge that connects an account lives in people's heads
When someone is out, the context goes with them. You called it Swiss cheese, and it is the quiet risk under everything above.
We'll build the system that fits how Red Flash already works
Not a tool you adapt to. Custom software configured to your stack, your voice, your templates, and your standards.
- Your toolsTeamwork, Google Drive, Easy Insight, and QuickBooks, connected to each other.
- Your voiceCaptured from your real writing, not a generic template.
- Your templatesYour federal report format and your clients' deck brands.
- Your standardsThe same bar for a senior strategist or a freelancer.
Your roadmap
A foundation, then three capabilities. We recommend the path and build it in order, so you are not assembling one yourself.
Foundation: your Claude environment and Creator Package
The base everything else sits on: your tools connected, your voice captured, and the deck and content engine that the later tiers draw from.
Tier 1
Complete, accurate account knowledge, instantly, shared across the whole team
Tier 2
The deliverables that drain your week, drafted for you
Tier 3
Your best voice and brand quality on everything, no matter who creates it
One complete, trusted picture of every account
Two systems that close the "knowledge in people's heads" gap and the "nobody trusts the stitch" problem.
Client Intelligence
It knows every account inside out
- Every meeting, file, and decision, in one place it can reason over
- Reminds you what was promised and what was decided
- A reliable source the moment someone is out
- A thought partner that thinks across everything it knows about the account
RedFlash Business Intelligence
One live, trusted view of the firm
- One view across Teamwork, Easy Insight, and QuickBooks
- Ask "how are we tracking this month?" and get a straight answer
- Flags over-servicing while there is still room to act
- Separates a real budget leak from time that just has not been entered yet
The deliverables that drain your week, drafted for you
The repeatable work that eats senior time, assembled from live data. A person always approves before anything is final.
Meeting to Task
~30 minutes back after every client meeting
The transcript becomes review-ready Teamwork tasks. Nothing is created until someone says go.
Progress Reports
Your monthly report, drafted from live data
Built on your own federal template. Set it up once, and it runs for every client.
Communication Plan
The diagnostic and roadmap, assembled faster
The three-part diagnostic and the living one-page plan. Your strategist's judgment stays in the loop; the assembly work does not.
Your best work, guaranteed on everything you create
Elite voice and brand quality on every piece that leaves the building, whoever is behind it.
Red Flash Writer
Drafts that already sound like you
- Your voice, drawn from your real writing
- The machine tells stripped out before anything ships
- The same bar whether a senior writer or a freelancer drafts it
Per-Client Deck Branding
Stop rebuilding decks in a client's brand
- Stop sinking hours into rebuilding presentations in a client's brand
- The same engine produces client-branded decks automatically
- PDF export for when the room's Wi-Fi cannot be trusted
- Pays for itself on the ~30 federal decks you build a year
None of this pays off if your team doesn't use it
Our built-in adoption coaching, led by our team and running alongside the build.
- We listen firstStructured sessions with your leaders and a representative slice of the team.
- You get back a readiness map and a roadmapA clear read on where adoption will be easy, where it will be hard, and what to do about it.
- We help you articulate your operating wayA short, written account of how Red Flash works with these tools, what stays human, and what good looks like, so the standard is explicit and shared.
What we'd add later, when the timing's right
Sequenced after the first build, when the foundation is in place and the team is running on it.
Federal RFP Assistant
The 80-hour lift, drafted in a fraction of the time
Reads the RFP, pulls your past performance, drafts the hard parts, and checks compliance. Always human-submitted. Sequenced last because it runs two or three times a year.
The QuickBooks View
Completes the financial picture
Joins your live business view when your cloud migration lands. Already included in this build, so there is nothing extra to buy.
Ongoing Adoption
Support as roles keep shifting
Monthly check-ins and quarterly reassessment after rollout, so the team keeps getting more out of the system as their work changes.
Your federal contracts likely get rewritten with AI language by FY28
Walking into that renewal already running a gated, human-reviewed build is a stronger position than starting cold.
Your investment
The full Frontier build is $47,500, about $8,000 a month.
Less your $5,000 audit credit.
Over six months, $42,500 total, including Adoption Phase 1. Everything in the recommended build.
What's included
The recommended build, line by line. If you ever trim, you trim from the bottom of a tier, never the foundation.
| Component | Investment |
|---|---|
| Foundation: environment and Creator Package | $7,000 |
| Tier 1: complete, shared account intelligence | $22,000 |
| Tier 2: deliverables drafted for you | $9,000 |
| Tier 3: voice and brand to standard | $4,500 |
| Adoption Phase 1 | $5,000 |
| Recommended package | $47,500 |
| Audit credit | −$5,000 |
Your investment: $42,500, or $7,000 a month for six months.
Added later when the timing is right: Federal RFP Assistant and ongoing adoption support after rollout.
What happens next
One recommended package, one clear path. The next available start is the week of July 6.
- 01Sign the contract and lock your start dateThe next available start is the week of July 6.
- 02Foundation kickoffA working session with Jeff, Tricia, and Britt to capture how Red Flash talks, works, and is structured, so the system runs on it.
- 03We build the foundation, then Tier 1, Tier 2, and Tier 3, in orderEach tier ships before the next begins.
- 04Adoption runs alongsideSo your team is ready as each system ships.
- 05After rollout, you choose the later wavesThe RFP Assistant and ongoing support, when the timing is right.
About thirteen weeks, start to finish
Starting the week of July 6. Foundation first, with adoption alongside it, then the three tiers in order, each shipping before the next begins.
The information contained in this presentation is privileged and confidential.
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