Streamlining Fractional Consulting with Smart Tools and Automation

In today’s newsletter:

• Software recommendation: Notion Calendar for efficient scheduling
• Business related: Scaling strategies from successful Fractionals
• Success story: HumanWit’s journey to automated talent management
• Other insights: Tools and tips for Fractional consultants

Software Recommendation: Notion Calendar

Many fractional consultants struggle with double bookings, time zone confusion, and scattered appointments, all of which hurt productivity and create unnecessary stress.

Why Notion Calendar?

Transform your scheduling chaos into calm with these key features:

• Unify ALL your calendars in one place
• Automatic busy slot blocking (bye-bye double bookings!)
• Instant availability sharing with a simple link
• Seamless time zone management for global clients

As a fractional consultant, your time is your most valuable asset. You can’t afford to waste it on repetitive tasks or juggling multiple tools.

Business Insights: Scaling Strategies for Fractionals

Throughout our journey working with Fractional consultants, we’ve encountered diverse approaches to scaling. Understanding these methods can help you:

• Carve out your own growth path
• Blend different successful approaches
• Avoid common pitfalls
• Implement proven strategies

Understanding how others expand their practices can inspire you to develop your own unique approach or combine various methods for optimal results.

Success Story: HUMANWIT

Meet Agustin Etcheverry, co-founder of the Fractional Talent Management company Humanwit. His challenge? A packed schedule delivering services left no time for strategic business development.

The Challenge

• Full schedule with client delivery
• Limited time for strategic planning
• Need for process automation

“They streamlined my agency’s recruiting process by integrating new software tools with the existing systems we were already using.”

Our Solution Implementation

AI Screening System

• Export data from LinkedIn and ATS
• Custom-designed AI screening tool
• Reduces thousands of candidates to top 20 in seconds

Automated Candidate Reports

• Integrates multiple data sources:
• Meeting information
• Assessment tools
• Online data
• Generates comprehensive reports instantly

Additional Automation Tools

• Outbound messaging automation
• Calendar management integration
• Task automation solutions

Results

• Freed up 20% of personal schedule
• Enhanced focus on business development
• Improved strategic decision-making
• Streamlined recruitment processes