Independent business advisory practice
Take business inquiries to a meeting and a clearly scoped proposal. Keep agreements and tasks visible while you personally deliver the service.
How Makinari helps Independent business advisory practice
An independent business adviser alternates between responding to new clients and delivering contracted services. CRM retains the account, declared problem and next commercial step. Channels brings together questions and agreements; a connected calendar helps organize a scoping meeting. CMS supports a service proposal with objectives, exclusions and terms for the adviser's own review.
Configured follow-up uses recorded dates and statuses, with contact permission and reviewed messages. Business assessments, recommendations and engagement deliverables remain the professional's responsibility; CRM does not perform advisory work or manage its projects on its own. Share only authorized context and distinguish draft approval from the client's acceptance of the proposal.
Key Workflows
- Record the requesting company, its declared need and next step; coordinate a meeting with your connected calendar.
- Prepare a proposal draft with scope, exclusions and terms and personally review it before sending.
- Record the client response and create authorized sales follow-up without adding professional recommendations to an automated message.
Potential operational benefits
More organized commercial follow-up for a small practice, with reviewed proposals and accessible agreements while the professional delivers services.
Results depend on your process, data quality and configuration.
Recommended modules
Reports for your business
Based on the data you record and connect; these are operational reports, not industry benchmarks.
Meetings Scheduled
Review recorded commercial meetings to balance acquisition appointments with already contracted work.
Leads in Conversation
Identify business inquiries still open to decide the next personal follow-up.
Contents Approved
Review which AI drafts the consultant approves to improve templates, without inferring client acceptance or advice quality.
Related use cases
Business-to-business (B2B)
Connect accounts, conversations, orders and documents in your B2B sales process, with defined owners and review of pricing, inventory and terms.
Home renovation contractors
Collect homeowner requests, coordinate visits and prepare renovation proposals. Document scope and approved changes alongside the commercial relationship.
Corporate training providers
Turn a business training need into reviewed scope and a group proposal. Coordinate the HR buyer, trainer and service administration.