How Naveen, a Business Consultant, Fixed His Proposal-to-Payment Pipeline and Landed High-Ticket Clients

Naveen used to juggle proposals, delayed approvals, and follow-ups for payments. After switching to Lancers Club, he streamlined his consulting pipeline from quotation to invoicing—and started landing high-value clients with confidence.

Profession: Business Consultant
Experience: 6+ Years
Location: Bengaluru
Tools Used: Lancers Club (Beta Access)

The Hidden Inefficiencies Behind Every Signed Client

Naveen ran a successful solo consulting practice, working with fast-growing startups and D2C brands. While his work delivered results, his operations behind the scenes were anything but efficient.

He struggled with:

• Drafting fresh proposals for each lead without a clear format
• Sending quotations manually in Word or Excel
• Following up awkwardly for payment approvals
• Losing track of partial payments or pending invoices
• No visibility on recurring vs. one-time revenue

“I wasn’t disorganized—but I wasn’t optimized either. It slowed me down more than I realized.”

Discovering Lancers Club Through Word of Mouth

A fellow consultant recommended Lancers Club. Naveen joined during its beta rollout and tested it on a couple of existing clients.

It instantly changed how he worked.

“Most platforms felt built for generic use. This one just got how service-based professionals function.”

From Messy to Managed—All Within an Hour

With minimal setup time, Naveen:

• Created reusable, branded quotation templates for different services
• Linked quotations to invoices with a single click
• Added milestone-based payment schedules to long-term projects
• Set polite, automated reminders to follow up with clients
• Monitored payments, overdue amounts, and total monthly income from one dashboard

Everything was finally in sync—from proposals to payments.

Lancers Club Features That Made the Difference

Quotation to Invoice Flow
Easily convert approved quotes into invoices without starting from scratch.

Milestone-Based Billing
Break projects into phases and request payment step by step.

Automated Follow-Ups
Set reminder intervals and let the system nudge clients for you.

Client Profiles & Payment History
Keep track of past projects, invoices, and communication in one place.

Cash Flow Tracking
See your paid, pending, and projected revenue clearly and in real time.

Tangible Improvements After Adopting Lancers Club

• Saved 3–4 hours per week by removing repetitive admin work
• Reduced delay between proposal approval and payment
• Improved conversion on proposals by making them more structured and branded
• Saw a noticeable rise in deal size after improving quoting and scope clarity
• Experienced 100% payment reliability across ongoing clients

“Once I got my systems right, my business looked more professional—and clients responded to that.”

Consulting Is About Expertise—Lancers Club Handles the Rest

Naveen had tried other software before, but none offered a seamless link between proposals, invoicing, payments, and project milestones. Lancers Club offered all that in one place.

“It’s not just another invoicing tool—it’s a full business operations layer built for consultants.”

Want to Streamline Your Consulting Practice?

If you're spending more time managing paperwork than delivering value to clients, it's time to switch. Lancers Club helps consultants like you work smarter, look more professional, and close bigger deals with ease.

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