Serve the clients. We run the operation.
Window Nine runs the recurring work behind client-service firms — intake, CRM, reporting, proposals and follow-through — so your people work clients, not admin.
Built first for ecommerce.We extend the same operating model to select adjacent teams, evaluated by fit — and we'll give you an honest read, including if it's not one.
Where the hours go.
The recurring operational drag we see most in this kind of business.
Client intake is inconsistent and things fall through.
The CRM is a graveyard of half-updated records.
Recurring reports are assembled by hand.
Proposals and admin are reinvented each time.
Follow-ups depend on someone remembering.
Knowledge lives in people's heads, not a system.
Operations, dashboards, workflows, execution.
Practical, scoped work — operational support with a human on the calls that matter.
Client intake
Every new client captured and routed cleanly.
CRM cleanup & hygiene
Records, stages and owners kept accurate.
Recurring reporting
The reports you rebuild, generated on schedule.
Proposal & admin workflows
Standardized, tracked and routed for approval.
Client follow-up workflows
Triggered and tracked, not left to memory.
Operator pods
Managed operators for admin and coordination.
Visibility, then less busywork.
Two levers: reporting you can trust, and repetitive workflows worth systematizing.
AI dashboards & reporting
- An internal operations dashboard
- Client and pipeline reporting
- Recurring-deliverable status
Workflow automation
- Intake capture and routing
- Follow-up reminders and tracking
- Proposal and admin approval routing
- Knowledge-base organization
AI does the work. People own the judgment.
Automation handles the routine and flags the rest. A person owns anything sensitive.
- 01Client-facing communication is reviewed by a person.
- 02Automations handle the routine; judgment stays human.
- 03You own the CRM, the data and the SOPs.
~1 in 5 inquiries has no consistent follow-up.
Half the pipeline records lack a stage or owner.
A recurring report takes ~4 hrs/month by hand.
When we're right — and when we're not.
We'd rather tell you no early than sell a bad fit.
A fit if…
- You're a client-service firm with recurring operations.
- Admin and coordination are pulling seniors off client work.
- You want systems, not more headcount yet.
Not a fit if…
- You need licensed professional advice — we run operations, not your discipline.
- Your work is bespoke with no recurring pattern.
- You want a single one-off task.
Bring us the broken workflow.
Tell us what recurs and where the hours go. A senior operator replies within one business day with an honest read on fit.
general — hello@windownine.com
new business — newbusiness@windownine.com