Focus on Clients.
Not Paperwork
Focus on Clients.
Not Paperwork
Focus on Clients.
Not Paperwork
Spend more time advising your clients and less time on busywork. Skarbe automates meeting notes, follow-ups, and admin tasks for consulting & professional service teams – so every client interaction is captured and nothing falls through the cracks.
Spend more time advising your clients and less time on busywork. Skarbe automates meeting notes, follow-ups, and admin tasks for consulting & professional service teams – so every client interaction is captured and nothing falls through the cracks.
No credit card required
No credit card required
No credit card required
Problem
The Pain Points of Consulting & Professional Services
The Pain Points of Consulting & Professional Services
Back-to-back client meetings, scattered notes, and endless follow-ups – sound familiar?
Consultants and professional service providers often struggle to balance client engagement with administrative tasks. Note-taking during calls can feel like a burden, and disorganized communication (across emails, calls, and messages) makes it easy for details to slip through the cracks. Critical action items might be forgotten, and without a centralized system, client history becomes fragmented.
The result? Missed opportunities, duplicate work, and the constant stress of playing catch-up.
Back-to-back client meetings, scattered notes, and endless follow-ups – sound familiar?
Consultants and professional service providers often struggle to balance client engagement with administrative tasks. Note-taking during calls can feel like a burden, and disorganized communication (across emails, calls, and messages) makes it easy for details to slip through the cracks. Critical action items might be forgotten, and without a centralized system, client history becomes fragmented.
The result? Missed opportunities, duplicate work, and the constant stress of playing catch-up.
Back-to-back client meetings, scattered notes, and endless follow-ups – sound familiar?
Consultants and professional service providers often struggle to balance client engagement with administrative tasks. Note-taking during calls can feel like a burden, and disorganized communication (across emails, calls, and messages) makes it easy for details to slip through the cracks. Critical action items might be forgotten, and without a centralized system, client history becomes fragmented.
The result? Missed opportunities, duplicate work, and the constant stress of playing catch-up.
Up to
16 hours a week
on routine administrative work
It’s no surprise that many professionals spend up to 16 hours a week on routine administrative work – nearly two full days lost to non-billable tasks. This manual workload isn’t just tedious; it can strain client relationships when follow-ups fall behind or important context gets lost.
It’s no surprise that many professionals spend up to 16 hours a week on routine administrative work – nearly two full days lost to non-billable tasks. This manual workload isn’t just tedious; it can strain client relationships when follow-ups fall behind or important context gets lost.
It’s no surprise that many professionals spend up to 16 hours a week on routine administrative work – nearly two full days lost to non-billable tasks. This manual workload isn’t just tedious; it can strain client relationships when follow-ups fall behind or important context gets lost.
Solution
How Skarbe Fixes It
How Skarbe Fixes It
Skarbe is an AI-powered assistant designed to relieve these headaches for consulting and professional service teams. It captures and organizes every client interaction automatically – transcribing meetings, summarizing notes, scheduling follow-ups, and updating your CRM with one click.
In short, Skarbe takes care of the tedious documentation and reminders, so you can focus on delivering valuable insights to your clients.
Skarbe is an AI-powered assistant designed to relieve these headaches for consulting and professional service teams. It captures and organizes every client interaction automatically – transcribing meetings, summarizing notes, scheduling follow-ups, and updating your CRM with one click.
In short, Skarbe takes care of the tedious documentation and reminders, so you can focus on delivering valuable insights to your clients.
Skarbe is an AI-powered assistant designed to relieve these headaches for consulting and professional service teams. It captures and organizes every client interaction automatically – transcribing meetings, summarizing notes, scheduling follow-ups, and updating your CRM with one click.
In short, Skarbe takes care of the tedious documentation and reminders, so you can focus on delivering valuable insights to your clients.
No more scrambling to remember who said what or manually logging activities. Skarbe ensures nothing falls through the cracks and every client touchpoint is handled promptly and professionally.
No more scrambling to remember who said what or manually logging activities. Skarbe ensures nothing falls through the cracks and every client touchpoint is handled promptly and professionally.
Every email, call, and meeting with a client is automatically captured and organized by Skarbe.
Key Benefits
Features That Save You Time
Features That Save You Time
Features That Save You Time
AI-Powered Call Transcription & Notes
AI-Powered Call Transcription & Notes
Stop scribbling and stay fully engaged in conversations. Skarbe records and transcribes your client calls in real time, then generates clear summaries and action items. Every key detail and decision is captured automatically, giving you complete meeting documentation without lifting a pen.
Stop scribbling and stay fully engaged in conversations. Skarbe records and transcribes your client calls in real time, then generates clear summaries and action items. Every key detail and decision is captured automatically, giving you complete meeting documentation without lifting a pen.
Stop scribbling and stay fully engaged in conversations. Skarbe records and transcribes your client calls in real time, then generates clear summaries and action items. Every key detail and decision is captured automatically, giving you complete meeting documentation without lifting a pen.
Automated Follow-Ups & Reminders
Automated Follow-Ups & Reminders
Never let a follow-up slip by again. After meetings, Skarbe can auto-draft follow-up emails or tasks and send you timely reminders. It keeps track of client to-dos and next steps, ensuring you follow through on every commitment and engage clients at just the right times – no more missed emails or delayed responses.
Never let a follow-up slip by again. After meetings, Skarbe can auto-draft follow-up emails or tasks and send you timely reminders. It keeps track of client to-dos and next steps, ensuring you follow through on every commitment and engage clients at just the right times – no more missed emails or delayed responses.
Never let a follow-up slip by again. After meetings, Skarbe can auto-draft follow-up emails or tasks and send you timely reminders. It keeps track of client to-dos and next steps, ensuring you follow through on every commitment and engage clients at just the right times – no more missed emails or delayed responses.
One-Click CRM Sync (Zero Data Entry)
One-Click CRM Sync (Zero Data Entry)
Say goodbye to tedious data entry. With one click, Skarbe syncs meeting notes, transcripts, and follow-up items straight into your CRM or client management system. Your entire client history stays organized and up-to-date without manual updates. That means any team member can instantly see the latest interactions, and you reclaim hours that would’ve been spent updating records.
Say goodbye to tedious data entry. With one click, Skarbe syncs meeting notes, transcripts, and follow-up items straight into your CRM or client management system. Your entire client history stays organized and up-to-date without manual updates. That means any team member can instantly see the latest interactions, and you reclaim hours that would’ve been spent updating records.
Say goodbye to tedious data entry. With one click, Skarbe syncs meeting notes, transcripts, and follow-up items straight into your CRM or client management system. Your entire client history stays organized and up-to-date without manual updates. That means any team member can instantly see the latest interactions, and you reclaim hours that would’ve been spent updating records.
Smart Scheduling Assistant
Smart Scheduling Assistant
Simplify the scheduling chaos. Skarbe’s smart assistant helps coordinate your next client meeting with ease – suggesting optimal times, handling calendar invites, and even accommodating different time zones. Instead of back-and-forth emails to set up calls, you get one-click scheduling that saves time and lets you and your clients focus on the meeting itself, not the scheduling.
Simplify the scheduling chaos. Skarbe’s smart assistant helps coordinate your next client meeting with ease – suggesting optimal times, handling calendar invites, and even accommodating different time zones. Instead of back-and-forth emails to set up calls, you get one-click scheduling that saves time and lets you and your clients focus on the meeting itself, not the scheduling.
Simplify the scheduling chaos. Skarbe’s smart assistant helps coordinate your next client meeting with ease – suggesting optimal times, handling calendar invites, and even accommodating different time zones. Instead of back-and-forth emails to set up calls, you get one-click scheduling that saves time and lets you and your clients focus on the meeting itself, not the scheduling.
Instant Data Enrichment
Instant Data Enrichment
Get full context on every contact, instantly. Skarbe auto-enriches client profiles with relevant public information – like job titles, company info, and social media links – as soon as they’re added. Walk into each meeting knowing exactly who you’re speaking to and what their business is about, without spending time on research. It’s like having a virtual research assistant that keeps your client data rich and up-to-date.
Get full context on every contact, instantly. Skarbe auto-enriches client profiles with relevant public information – like job titles, company info, and social media links – as soon as they’re added. Walk into each meeting knowing exactly who you’re speaking to and what their business is about, without spending time on research. It’s like having a virtual research assistant that keeps your client data rich and up-to-date.
Get full context on every contact, instantly. Skarbe auto-enriches client profiles with relevant public information – like job titles, company info, and social media links – as soon as they’re added. Walk into each meeting knowing exactly who you’re speaking to and what their business is about, without spending time on research. It’s like having a virtual research assistant that keeps your client data rich and up-to-date.
Real-World Scenarios
How Consultants Use Skarbe
How Consultants Use Skarbe
How Consultants Use Skarbe
Example 1
Effortless Meeting Documentation
Effortless Meeting Documentation
Imagine finishing a client call and already having a polished summary in hand.
For example, a management consultant records a discovery call through Skarbe; by the end, she has a neatly organized note with key points, decisions, and action items.
She doesn’t need to replay recordings or write up minutes from scratch – Skarbe did it for her, allowing her to jump straight into the next task with confidence that nothing was missed.
Imagine finishing a client call and already having a polished summary in hand.
For example, a management consultant records a discovery call through Skarbe; by the end, she has a neatly organized note with key points, decisions, and action items.
She doesn’t need to replay recordings or write up minutes from scratch – Skarbe did it for her, allowing her to jump straight into the next task with confidence that nothing was missed.
Imagine finishing a client call and already having a polished summary in hand.
For example, a management consultant records a discovery call through Skarbe; by the end, she has a neatly organized note with key points, decisions, and action items.
She doesn’t need to replay recordings or write up minutes from scratch – Skarbe did it for her, allowing her to jump straight into the next task with confidence that nothing was missed.
Example 2
Automated Follow-Ups on Autopilot
Automated Follow-Ups on Autopilot
After a strategy session, Skarbe drafts a follow-up email outlining the next steps and even sets a reminder to check in a week later.
Consultants use this to their advantage: one consulting firm lead no longer worries about remembering every follow-up, because Skarbe ensures clients get timely, personalized follow-up emails and any promised resources immediately after each meeting.
After a strategy session, Skarbe drafts a follow-up email outlining the next steps and even sets a reminder to check in a week later.
Consultants use this to their advantage: one consulting firm lead no longer worries about remembering every follow-up, because Skarbe ensures clients get timely, personalized follow-up emails and any promised resources immediately after each meeting.
After a strategy session, Skarbe drafts a follow-up email outlining the next steps and even sets a reminder to check in a week later.
Consultants use this to their advantage: one consulting firm lead no longer worries about remembering every follow-up, because Skarbe ensures clients get timely, personalized follow-up emails and any promised resources immediately after each meeting.
The result is stronger client engagement and a reputation for reliability, without the manual effort.
The result is stronger client engagement and a reputation for reliability, without the manual effort.
The result is stronger client engagement and a reputation for reliability, without the manual effort.
Example 3
Centralized Client History
Centralized Client History
With Skarbe’s one-click CRM updates, consultants finally have all client interactions in one place.
Before her next meeting, a professional services advisor quickly reviews the Skarbe-generated timeline of past calls, emails, and notes for that client.
Everything is organized chronologically in the CRM – from initial inquiry to the latest call transcript – so she can refresh herself on the client’s context in minutes. New team members can also get up to speed fast.
With Skarbe’s one-click CRM updates, consultants finally have all client interactions in one place.
Before her next meeting, a professional services advisor quickly reviews the Skarbe-generated timeline of past calls, emails, and notes for that client.
Everything is organized chronologically in the CRM – from initial inquiry to the latest call transcript – so she can refresh herself on the client’s context in minutes. New team members can also get up to speed fast.
With Skarbe’s one-click CRM updates, consultants finally have all client interactions in one place.
Before her next meeting, a professional services advisor quickly reviews the Skarbe-generated timeline of past calls, emails, and notes for that client.
Everything is organized chronologically in the CRM – from initial inquiry to the latest call transcript – so she can refresh herself on the client’s context in minutes. New team members can also get up to speed fast.
Skarbe acts as an always-on note-taker and archivist, making a fragmented client history a thing of the past.
Skarbe acts as an always-on note-taker and archivist, making a fragmented client history a thing of the past.
Skarbe acts as an always-on note-taker and archivist, making a fragmented client history a thing of the past.
Ready to Streamline Your SaaS Sales?
Ready to Streamline Your SaaS Sales?
Every hour you spend on administrative busywork is an hour lost on serving your clients.
Skarbe gives that time back by streamlining how you document, organize, and follow up on every client interaction. The outcome is simple: better client relationships, more productive days, and less stress over forgotten details.
If you’re ready to elevate your consulting workflow and never dread CRM updates or meeting notes again, it’s time to give Skarbe a try.
Every hour you spend on administrative busywork is an hour lost on serving your clients.
Skarbe gives that time back by streamlining how you document, organize, and follow up on every client interaction. The outcome is simple: better client relationships, more productive days, and less stress over forgotten details.
If you’re ready to elevate your consulting workflow and never dread CRM updates or meeting notes again, it’s time to give Skarbe a try.
Every hour you spend on administrative busywork is an hour lost on serving your clients.
Skarbe gives that time back by streamlining how you document, organize, and follow up on every client interaction. The outcome is simple: better client relationships, more productive days, and less stress over forgotten details.
If you’re ready to elevate your consulting workflow and never dread CRM updates or meeting notes again, it’s time to give Skarbe a try.
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved