Time-Saving Tools and Success Stories for Fractional Consultants

In today’s newsletter:

• Software recommendation: Save time with Perplexity.ai
• Business related: OpenAI’s Sam Altman’s predictions for Fractional business
• Success story: How we helped a Fractional CFO automate his practice
• Survey: Complete our survey about Fractional businesses and gain exclusive insights

Software Recommendation: Maximize Your Efficiency with Perplexity

Perplexity has been around for a while, yet few fractional consultants leverage its full potential. Let’s explore some of the easiest ways to save time and boost your productivity:

Key Features

Meeting Preparation Made Easy

• Gather real-time information on companies
• Access pricing structures
• Research industry trends
• Analyze competitor insights [Watch the tutorial →]

Refined Searching with “Focus”

• Filter queries by content type
• Access academic papers
• Get social media insights
• Perfect for client presentations [See it in action →]

Collections for Research Organization

• Create organized research collections
• Track competitor pricing changes
• Manage multiple client projects efficiently [Learn how to use it →]

Business Insights: The Future of AI in Fractional Consulting

At OpenAI’s recent DevDay, Sam Altman shared a groundbreaking prediction about AGI (Artificial General Intelligence):

• We’ve reached AGI level 2 (reasoning capabilities)
• AGI level 3 (autonomous agents) coming in 2025
• AI agents will reduce weeks of work to hours

How This Benefits Fractional Consultants

Future AI agents will enable:

• Automatic client onboarding
• Autonomous payment processing
• Streamlined information management

Success Story: Fractional CFO Transformation

Meet Matias Iturralde: A seasoned professional with 20 years of experience who transformed his CFO practice through automation.

Background

• Former CFO and Co-founder in tech companies
• Led finance teams from seed stage to $100M valuations
• Strong professional network supporting sales

Challenge

Running administrative tasks became overwhelming while scaling the business.

Our Solution Implementation

Time Tracking System

• Voice or text message logging
• Automatic calendar tagging
• Comprehensive activity reports

Expense Management

• SaaS integration for expense sharing
• Automated receipt data extraction
• Real-time expense register

Billing Optimization

• Time consolidation by client
• Detailed expense breakdown
• Semi-automated invoicing system

Client Updates

• Automated progress reports
• Integration with multiple platforms:
  • Slack conversations
  • Email interactions
  • Meeting transcripts
  • Calendar events
  • Notion tasks

Results

“I was about to reject a very interesting new client before I met you”

• Increased focus on core business activities
• Enhanced capacity for new clients
• Streamlined administrative processes
• Improved client communication