I run a retainer consulting newsletter business in Pune and have spent the last year automating my own onboarding, billing and client reporting. This session is for newsletter publishers and small retainer shops who are still doing things by hand, not for teams with a dev on staff. I'll walk through the workflows I run, the tools I pay for and what I ripped out after six months. Bring your messy process, we'll map it.
Automation for retainer consultants: what actually holds up when you scale
Review event terms, reservations and separate recording choices →
Event
- Purpose
- To help newsletter publishers and small retainer businesses replace manual onboarding and admin with automation that survives past the first month.
- Starts
- Oct 21, 2026, 3:00 PM · UTC
- Ends
- Oct 21, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
No replies yet
Audience: Public. Replies follow this audience.
Building a business around what you know?
The Network is free to join. Ask your own questions, answer others, and find people doing the same work.
See the Network