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7 contributions to B2B CONSULTANTS
My Experience Automating Workflows for an MNC
Recently, I had the opportunity to work with a senior management professional at Daimler (MNC), and the experience reminded me of how powerful simple automations can be. The challenge was clear: - Procurement teams were losing hours creating invoices and tracking them manually. - Sales teams were spending excessive time researching supplier and client details before meetings. - These bottlenecks slowed down operations and reduced conversion rates. What we implemented with automation: - Automated invoice creation and real-time tracking with instant supplier notifications. - An AI-powered research system delivering complete client insights—including tone of voice—in less than 30 seconds. - Streamlined sales call preparation that gave teams better personalisation and confidence. The outcome: - More than 2 hours saved every day in procurement tasks. - Invoices are tracked and followed up automatically, without manual effort. - Sales prep reduced to seconds with deeper insights. - A measurable 20% increase in sales driven by efficiency and personalisation The real lesson here was that the biggest impact didn’t come from flashy or complex tools. It came from automating the quiet, everyday processes—the ones that usually go unnoticed but consume the most energy. By removing those small frictions, the team got back its focus, its time, and its momentum
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Free Client Onboarding CRM for Coaches & Consultants
I just built a simple yet powerful Client Onboarding CRM inside Notion — designed specifically for coaches and consultants. This board helps you: ✅ Track clients from intake → onboarding → week-by-week progress → completion ✅ Stay organized with all client stages in one place ✅ Save time and deliver a smooth onboarding experience Access here : https://giant-manchego-69c.notion.site/Coaching-OS-252c7a14fba88053a517d6a83f15c2ff Let me know if you use it — I’d love your feedback! 🙌
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Free Client Onboarding CRM for Coaches & Consultants
Nobody Talks About This…
Behind the strategies, funnels, and content calendars… Consulting can be a lonely game. You’re the one motivating others, but who’s motivating you? For me, the hardest days were when: - No new leads came in - A client dropped out - I questioned whether I was actually good enough And yet, these dips taught me something important: - Coaching isn’t about never feeling stuck. It’s about learning how to coach yourself through those moments. - One habit that saved me: celebrating micro-wins. Even something small like “Had one great client call today” shifted my energy Question for you: How do you personally deal with the lonely/stuck days in business?
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Ask me Anything this weekend!
👇🏻 What questions do you have for me regarding grwing your B2B consultancy?! The Questions could be about your current or past biz adventures, hobbies, parenting, Traveling and living on 3 continents. I’m in the midst of making this group the best ever resource for Consultants and will probably exit some people here who don't interact. The best way to benefit from this group is to ask questions and answer questions and support each other. I have seen this done in other communities and tribes on insta before… a way to make this community friendly is to ask questions back after you post and your peeps ask you their questions. Feel free to try this in your space and let us know how it goes! Bonus points?! Drop me your fav to go to Meal/dish especially when you want to treat your self generously because i AM CRAVING SOME FRESH FISH AND CHAPATI!
Ask me Anything this weekend!
1 like • 21d
@Phill Kambe thats great
0 likes • 21d
@Phill Kambe haha great
Why Most Coaches Struggle With Scaling
I used to hit a wall when it came to scaling my coaching business. Not because I lacked knowledge or passion… but because my systems were messy. -  No clear way to onboard new clients -   Leads and conversations slipping through the cracks -  Hours spent on admin instead of actual coaching - It wasn’t a strategy problem. It was an organisational problem. Once I started simplifying — creating repeatable steps for onboarding, delivery, and client communication — things became lighter. Revenue felt more predictable, but more importantly… I finally had the space to focus on what I loved: coaching. Question for you: What’s the ONE system you wish you had in place right now to make your business run smoother? Need an expert’s help
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Kishore Kv
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10points to level up
@kishore-kv-5056
Automation Consultant for B2B | Founder - Clickfield AI. Helping businesses save time & close more deals with smart automation

Active 12h ago
Joined Sep 1, 2025
india
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