01
Client & Engagement
New client kickoff, scope-change approvals, SOW renewals, offboarding handoff, reference request routing. Twenty-eight workflows covering the full lifecycle of a service engagement.
28 workflows
The Product · Issue 04
The operations stack for service businesses that have outgrown the spreadsheet — and the Slack thread.
Mostick replaces the patchwork of intake forms, capacity guesses, monthly billing fire drills, and quarterly client decks that 20–200 person service businesses duct-tape together. Standardize the operating system once. Then automate the recurring work — onboarding, capacity planning, billing reconciliation, client reporting — so margin stops leaking at scale.
Capability One
Onboarding, made repeatable instead of improvised.
The first thirty days of a new client or a new hire are where margin leaks quietly begin. Mostick replaces the onboarding checklist, the intake form, the Slack DM, and the forgotten Doc with a single workflow that runs the same way every time — and tells you when a step slips.
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01
Standardize the intake
Replace the twelve-field intake form with a templated workflow that captures the same information in the same order for every client. New fields are versioned; old versions stay readable in the audit log.
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02
Sequence the work automatically
Tasks route to the right owner based on service line, contract type, or region. The handoff from sales to ops is a state change, not a meeting. New hires get the same onboarding path a client does, with role-specific branches.
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03
Catch the slip before day thirty
Each step has an owner, a deadline, and a definition of done. If a task slips, the workflow escalates to the operations lead — not to a manager scrolling Slack at 6 p.m. looking for context.
Capability Two
Capacity planning, finally a real view of who can take what.
Scattered calendars and guess-loaded spreadsheets stop being a planning tool the moment a team passes fifteen people. Mostick turns utilization, bench time, and incoming demand into one live picture — updated as work lands, not on a Friday afternoon.
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01
Pull assignments from the same place work is logged
Capacity reads directly from active engagements — not from a separate spreadsheet that someone updates on Mondays. The forecast updates the moment a project moves, a hire starts, or a client scope changes.
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02
See bench time by role and skill
Filter the team by service line, certification, or region. Know on Wednesday whether you have a senior consultant free in three weeks — or whether you need to staff that engagement now, before the bench disappears.
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03
Plan hiring against real demand
Project bench gaps forward by quarter. The hiring plan you bring to leadership is grounded in the same utilization data the finance team is looking at — not in optimistic guesses from last quarter's forecast.
Capability Three
Billing reconciliation, without the month-end fire drill.
Most service businesses reconcile time tracked, work delivered, and invoices sent once a month, in a panic, by one person. Mostick makes it a quiet, continuous process — the invoice matches the contract because the work has been mapped to the contract since day one.
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01
Map work to the contract, not to the timesheet
Each engagement carries its fee structure — fixed fee, retainer, hourly, or hybrid — as a first-class object in Mostick. Time and milestones are tagged to the contract clause they bill against, not retrofitted at month-end.
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02
Generate draft invoices from live data
Draft invoices build themselves as work completes. The finance team reviews exceptions — the 4% of line items that need a human decision — instead of recreating the invoice from scratch every month.
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03
Close the loop with accounting
Approved invoices sync natively to QuickBooks and thirty-six other accounting and CRM systems. Payment status flows back into Mostick so the team sees which clients are current, which are past due, and which need a conversation.
Capability Four
Client reporting, from a quarterly deck to a monthly deliverable clients actually read.
The annual ritual of building a fifty-slide QBR deck by hand is what most operations managers would put on a list of things they'd like to stop doing. Mostick turns reporting into a scheduled, white-labeled output generated from the same source of truth the team works in — so the client sees what the team sees.
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01
Pick from a library of report templates
Start from a template built for agencies, consultancies, clinics, or field services — or build your own. Each template is a configuration, not a redesign: the layout is set, the metrics are yours.
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02
Schedule delivery and forget it
Reports generate on the cadence the client expects — monthly, bi-weekly, or per milestone — and route to the right stakeholder list automatically. The same report runs every period, with no analyst time required.
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03
Brand it, then stop thinking about it
Logo, palette, and domain are configurable per client. The deliverable reads like the agency's own product, not like a third-party tool. SOC 2 Type II controls cover the data, including the HIPAA-ready deployment for clinical clients.
Inside the Workflow Library
180+ pre-mapped service-business processes, ready on day one.
Every Mostick deployment ships with a library of pre-mapped workflows — each one a tested process for a recurring operation that growing service businesses handle every week. Pick a category, adopt the workflow, adjust the variables. No process mapping project required.
02
People & Capacity
Hire-to-retire workflows: onboarding paths by role, PTO and coverage planning, utilization reviews, quarterly capacity forecasting, internal mobility requests. Twenty-two workflows.
22 workflows
03
Finance & Billing
Time-to-invoice reconciliation, expense approvals, retainer drawdowns, change-order routing, month-end close checklist, accounts-receivable escalation. Thirty-four workflows — the deepest category in the library.
34 workflows
04
Client Reporting & Reviews
Monthly client health reports, QBR assembly, NPS survey distribution, renewal-risk escalation, executive steering-committee prep. Twenty-six workflows that turn recurring reporting from a project into a routine.
26 workflows
05
Compliance & Risk
SOC 2 evidence collection, vendor security reviews, incident-response coordination, contract redlining handoff, audit log retention. Twenty-one workflows aligned to the controls your security team already asks for.
21 workflows
06
Operations & Internal
Vendor procurement, software-access requests, cross-team handoffs, meeting-to-decision logging, internal announcement distribution. Forty-nine workflows — the long tail of operations that never had a tool before Mostick.
49 workflows
Built by former McKinsey operations consultants. The library is versioned, public, and updated quarterly from the requests of 1,840+ service businesses on the platform. See how customers use it.
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