Sam G. Winsbury

We Create Thought Leaders Through Personal Branding | 150+ Personal Brands Built | Founder & CEO Kurogo

[Free Guide] Sign More Clients On LinkedIn: https://personalbranding.kurogo.co.uk/become-the-authority



We turn entrepreneurs into credible thought leaders through personal branding so they can scale their businesses, unlock untapped opportunities and outlast their competition.

If you’re anything like our clients, you’re an expert in your field. One of the best.

But you just don’t seem to have the reputation you deserve.

You want to be the go-to authority in your industry and become an opportunity magnet.

That way you could…

- Generate inbound leads consistently
- Win clients and customers with ease
- Attract media features
- Attract top talent
- Speak on stage

The list is endless.

We help our clients do just that through the power of personal branding, by:

1. Giving them clarity on their brand and positioning them as industry leaders.
2. Blowing up their social profiles and landing them high-profile media features.
3. Helping them convert their new-found reputation into meaningful opportunities and ROI

And having built 300+ personal brands, we’ve got quite good at it, achieving results like these in the process:

🚀 Jack generated 2.5M views and 6 figures in revenue in 90 days with us 
🚀 Joe and Olly generated millions of views and saw a record month
🚀 Guy added 5 figures of pipeline value in a matter of months
🚀 Shan Grew 24,000 followers and landed $200,000 in sales
🚀 Olie added £50K of inbound revenue to his pipeline
🚀 Sue generated over 8.3 million views in 4 months
🚀 Jemma increased her views by 51,347%
🚀 James became an Amazon Best Seller 
🚀 Tom generated 5M views in 3 months 
🚀 Anna doubled her followers in 1 year
🚀 Debbie generated 11M Views

Your reputation is your biggest asset. Take control of it! 

If you want to see how we could help you build your personal brand, shoot me a dm saying ‘Personal Brand’

If you're not quite ready yet, I post daily content on here showing you how to do it yourself.

Founder

2023: Lara published her first LinkedIn post
2024: She built a $100K/year agency 
2025: She built a 7 figure community 
2026: She grew her SaaS to $190K/month

3x back to back proves it wasn’t luck. 

So I interrogated her for 45 mins to get the blueprint. 

Here’s what she shared: 

→ The secrets behind 2,000 viral posts 
→ The formula for monetising her brand
→ How stupid people get rich in 2026

I’m going to release the whole convo.

Comment ‘LINKEDIN’ and I’ll send it to you asap.

Personal Brand Advisor To Leading Entrepreneurs & Execs | 350+ Brands Built | Speaker | Sky, Entrepreneur, Insider | Founder & CEO Kurogo

Most LinkedIn "experts" will tell you to:

- Comment on 20 posts a day.
- Post selfies to “build connection.”
- Spend 3 hours engaging before posting.
- Be chronically on LinkedIn for 8+ hrs per day.
- Use productivity carousels as inspiration (steal them).

I did none of that.

Yet I’ve grown my LinkedIn to 62K+ followers and generate 20-50 leads p/m.

Here’s the 9-step blueprint I followed instead:

1) Mapped myself into my niche and ICP.
2) Positioned myself as an expert in my industry.
3) Optimised my profile for credibility & conversion.
4) Posted only 3 types of content inside clear pillars. 
5) Engaged with the right people, not just anyone.
6) Collected ‘signals of interest’ from my audience.
7) Created ecosystems to turn connections into clients.
8) Nurtured warm leads with high value emails.
9) Made it frictionless for people to book & buy

You don’t have to take every guru’s word as gospel.

You just have to do a few steps consistently.

Focus on what actually moves the needle.

Ps. Put all 9 steps into this complete guide. 

Want me to send it to you? 

1. Hit like on this post
2. Comment ‘LINKEDIN’

1,857 days ago I registered ‘Brandly’ on companies house.

Since then:

→ Hired my first team
→ Moved to London
→ Rebranded to Kurogo
→ Signed 350 clients
→ Generated 100M views
→ Grew to 20 people
→ Built this awesome audience
→ Met lifelong friends
→ Failed x74,628 (& counting)
→ Spoke around the world
→ Lost some £
→ Made some £
→ Grew my first beard hair
→ Life changing experiences
→ Met mentors

This list could be 10x the length. I’ll stop here.

The only constant: figuring it out as I go.

My advice: try that thing that’s scaring, even if you don’t feel qualified (doesn’t have to be entrepreneurship - I actually don’t always recommend it).

How I changed my life:

1. I started waking up an 90 minutes earlier and completed the most important task for the day first

2. I created a vision of exactly what kind of person I wanted to be and what kind of life I wanted to live in 5 years time

3. I learnt how to talk to busy people

4. I stopped consuming content from 30 different voices and unfollowed 100s of people on social media

5. I set a high standard for the way I live and the way I wanted the people closest me to be

6. I surrounded myself with other ambitious people

7. I didn’t forget that none of it really matters

8. I put in enough reps to negate luck

9. I put myself in challenging situations to build my confidence

10. I started doing everything with intention and conviction

11. I remembered to laugh

12. I brainwashed myself into believing I could do anything

13. I moved to a new city and lived alone for 6 months

14. I live by a simple rule: if I won’t be worrying about this in 5 years time, I shouldn’t worry about it now

15. I move my body every day and don’t fill it with fake food

16. I started doing weekly reviews of my progress and performance

17. I stuck in there through some very hard times

18. I realised that the smartest way to success is to learn from other people who have already done the thing you want to achieve

I believe success leaves clues (that’s why I started a podcast to get the blueprint out of the worlds best business owners).

Your next client is scrolling LinkedIn right now.

But they’re seeing your competitors posts, not yours.

LinkedIn is the only platform with:

→ 10 million decision-makers
→ 61 million senior-level influencers
→ 277% more B2B leads than Facebook

Your buyers, partners, investors are all here.

But most founders post at random. Or worse, not at all.

So use this suuuper simple 3 part positing strategy

(It’s the same framework I use with clients after £10M+ pipeline and 100M+ views)

1️⃣ Growth Content → Reach new people
2️⃣ Authority Content → Build trust and credibility
3️⃣ Conversion Content → Turn followers into clients

Every post follows a simple system:

- Hook in the first two lines (promise or cliffhanger)
- Simple sections, clear bullets, easy to skim
- Always end with a clear takeaway or next step

Reminder:

Content is your 24/7 salesperson.

It builds trust before you ever speak.

I condensed our entire ‘Authority Engine’ strategy into this blueprint.

The exact systems I used to turn my LinkedIn personal brand into an acquisition machine.

A complete step-by-step breakdown of:

- How to position yourself as the go-to authority
- How to amplify your brand & build an audience online
- How to convert your influence into meaningful opportunities

Want to get your hands on a copy? 

Comment 'AUTHORITY' and I'll send you a link

(pls make sure we’re connected so I can send)

Old way to build a business:

Let your work speak for itself.
Hope referrals continue.
Focus on the product.

New way:

Don’t just build a great product. Talk about it. 
Share your ideas and expertise online.
Be the best and the best known.

Your work won’t ‘do the talking’ like it would in 2015. 

Here’s how to do the talking for it (without overdoing it): 

1. Underpin with authority positioning
2. Share high utility content (stuff people will use)
3. Document wins in real time (feels natural that way)
4. Admit weaknesses (the Pratfall effect)
5. Be confident but not arrogant (confidence → trust)
6. Be the spotlight, don’t be IN the spotlight (big difference)

Remember: the role of a founder has quietly changed.

It used to be to run the company.
Now it’s to represent it.

The person buyers trust is the business they choose.

The easiest sale you’ll ever make is to the person who’s already decided you’re the answer. 

That’s why I post content to get people ‘sold’ before they even speak to us. 

Meanwhile most people are sending and spending their way to leads.

That way is done. Finito. 🪦.  

Instead, use content to become the authority.

Here’s the simple framework we use with clients:

1. Growth Content → Reach new people
2. Authority Content → Build trust
3. Conversion Content → Turn followers into clients

(£10M+ pipeline, 100M+ views later - this still works)

Every post should have:

- Hook in the first two lines (cliffhanger or promise)
- Short paragraphs, bullets, flow (easy to skim)
- Clear takeaway or next step (drive action)

This is just scratching the surface.

But I wrote a step by step guide on this:

“How To Become The Authority, Sign More Clients & Grow Your Business”

It covers:

- Our 9 step ‘Authority Engine’
- How to position yourself as an authority
- What to post and how to post it
- How to turn connections into clients

It’s your beginner → pro blueprint for LinkedIn.

And it’s linked in the comments (free)

I’ve spent the last 6 years helping 370 entrepreneurs and execs generate 100,000,000s of views and £10,00,000s of revenue, including building my own audience of 62,000 people and booking 20-50 meetings per month. 

In that time I’ve learned a thing or two about LinkedIn: 

There are 9 steps you can take to start building 
and monetising your personal brand on here. 

When I look at all of our most successful clients: 

1. They follow the same 3-part model (P-A-C)
2. Within P-A-C there are 9 specific steps 
3. They all do it in a specific orde

So whilst most LinkedIn ‘experts’ are telling you to use this hook and that Claude prompt, the top 1% in every industry are using a repeatable formula to build authority and pipeline. 

For the first time, I broke down the exact 9 step process. 

Then put it into this complete guide. 

Inside: 

→ What the top 1% do to dominate their niche
→ Why ‘expertise’ alone is not enough in 2026
→ How to position yourself as the go-to authority
→ How to amplify your brand & build an audience online
→ How to convert your influence into meaningful opportunities
→ Step-by-step: How to build and monetise your personal brand 

Giving it all away today. 

Want it? 

1. Comment ‘AUTHORITY’
2. Connect with me so I can send

In 2026, your personal brand is your biggest competitive advantage.

If people don’t know you, they can’t buy from you.

If they don’t trust you, they won’t work with you.

So use these 5 strategies to create a profitable personal brand:

(Save this and read it back daily)

1️⃣ Make Your Profile a Sales Machine

Use your Featured section to show proof & case studies.
Put your value proposition at the start of your tagline.
Write your About section like a sales letter.

2️⃣ Post Content That Positions You THE Expert

Share your process → "How I" > "How To"
Turn real-life conversations into posts.
Talk about failures & lessons.
Teach what you wish someone had taught you.
Track what resonates (double down on what works).

3️⃣ Create a Cadence

As an example:

2x posts per week to grow your audience.
2x posts per week to nurture trust.
1x post per week to convert.

Have 3-5 content topics.

4️⃣ Engage

Respond to comments within the first hour.
Message people who view your profile.
Follow up with prospects who engage with your posts.

5️⃣ Make Your Writing Gripping

Focus on the first line (the hook makes or breaks your post).
Write like you talk (conversational > corporate).
Turn lessons into actionable frameworks.

Some of the results we’re seeing with this (in 6 months):

→ £120,000 of new business.
→ 2 leads from just 2 posts.
→ 14,000+ new followers.

If you apply them too, expect:

- More authority.
- More opportunities.
- Huge industry presence.

So here’s the challenge:

Follow the gameplan above and go all in for 6 months.

If you do? It’ll be impossible NOT to see results.

Want a head start? 

This guide takes you through each of these 5 steps (+ 4 more) for becoming an authority, signing clients and growing your business on LinkedIn: https://lnkd.in/ewjUE-Cj

I help scaling agency owners reclaim time + double client capacity with operational systems & automated workflows | Automated workflows | Notion Creator | DM ‘Scale’ to get my 2-Minute Scale-Breaker Finder |

In 2022, I started as a content creator and copywriter. 

Back then, I had no idea what a “system” really meant.

I worked in fast-paced agencies where I saw backend chaos first-hand - operations lived in DMs, scattered docs, and 10+ tools.

At the same time, I was creating content, managing clients, handling sales… and tracking deliverables in messy folders. 

It was exhausting. 

And it burned me out.

So, I quit everything.

That’s when I discovered Notion. 

I started building small internal templates, refining them, and testing them in real workflows. 

Soon, I realized what most agency founders overlook:

Backend clarity isn’t a luxury; it’s a lever for real business growth.

Today, I help agency founders double their client capacity and scale smoothly using the Calm Agency Scaling System™, where we:

- Map what’s working
- Fix what’s messy
- Automate what’s repetitive

We respect your current workflows, no “full reset.” 

Just enough automation and targeted fixing of the bottlenecks to help you come out of the backend overwhelm and focus on sales and growth.

Here’s what changes when we work together:

✅ Clients onboard automatically, even while you sleep.

✅ You’re no longer the founder bottleneck.

✅ You get 7+ hours back every week to double your client capacity.

✅ You move from client overwhelm to full visibility.

Because here’s the truth: what carried you through 10 clients won’t carry you through 20. 

Every growth stage demands a backend realignment.

If your operations feel scattered and manual, you’ve likely outgrown your current way of working.

Ready to simplify, systemize, and scale? 

DM me “scale” and let’s map your backend ops together.

Sumanpreet Kaur

Most founders spend 2 hours manually onboarding every new client.

This workflow removes that completely.

The moment a client signs, the entire setup is created automatically.

Here’s how it works:

Trigger → Client signs (using any contract tool)

Then instantly:

➡️ Slack channel gets created.
➡️ Drive folder is duplicated with all sub-folders + templates.
➡️ Folder is shared with client + team.
➡️ Basecamp project is created.
➡️ Client + team invites are sent.
➡️ Team gets notified with full client details.

No manual setup.
No repeating the same steps.

Results:

✓ Manual onboarding time: 2 hours → 0.

✓ If your time is worth $100/hour, that’s $200 recovered per client.

6 clients a month?

That’s $1200 worth of founder time back.

And it runs 24/7.

This is what happens when your tools stop operating in silos and start operating as a system.

Slack, Drive, Basecamp, contracts - all talking to each other, without the founder in the middle. 
Want the exact workflow? 

Comment "CLIENT", and I’ll send you the full Zapier setup guide so you can build it step-by-step and automate onboarding end-to-end.

Helping Agency Founders 2X Client Capacity Without Operational Chaos | Scalable Systems & Automated Workflows | Notion Systems | DM “Audit” for a 2-Minute Backend Audit

I helped a founder save 5+ hours every week by automating their content workflows. But I’ll never build it that way again. Here’s why:

Back then, the goal was simple: remove manual work.

So we connected their Google Drive, Google Sheets, and their project management tool.

→ Files were updated in the sheets automatically.

→ Review tasks were created on their own.

→ Client approvals updated the tracker instantly.

And the results were stunning:

They saved 5–7 hours every week without hiring anyone.

20 hours a month.

On paper, it was a win, but the backend was still spread across multiple tools.

We didn’t remove complexity.

We connected it

Today, I build differently.

I don’t start with automation. I start with structure.

Here’s the approach I use now to streamline deliverables:

→ Set up a client deliverables hub in Notion containing all internal client reviews.

→ Clear status flow visible in one place.

→ Each client gets their own portal inside the same system.

→ When something is approved internally, it automatically moves to the respective client.

And this way, we solved 3 problems altogether:

- 3 tools replaced with one.

- Automated and centralized deliverables

- Clients get visibility and one space for everything they need.

No fancy multi-step automation. Just used the built-in features of the tool.

Yes, I can build complex, multi-tool workflows.

But today, I’d rather remove the need for them.

Simplify the operations first. Then automating what remains becomes surprisingly easy.

If you want to scale to 20+ clients without stacking more tools, DM SCALE.

I’ll send you the 2-minute audit file to uncover silent bottlenecks and capacity leaks before your next hire.

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content writing

The Fundamentals of Digital Marketing Course

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You're a successful consultant, and it's because you're one of the best in the world at what you do.

That alone is an incredible accomplishment.

So why are you still doing your own marketing?

You dislike (hate) it. 

You’re busy with clients.

And, it’s your biggest bottleneck.

Not because you’re not smart but because you’re not supposed to be doing it in the first place.

You’re meant to lead clients, not chase them.

You need a predictable system to bring in new clients without relying on repeats or referrals.

But building it? That’s where most consultants get stuck.

DIY takes too much time.

Business coaches give you more to-dos.

Most agencies overpromise & underdeliver.

That’s why we built the 1–10 Predictable Pipeline™ system.

Give us 1 hour/month, we’ll get 10 ideal B2B prospects on your calendar, who already see you as the obvious choice.

Visit www.FilledWithClients.com for more information.

Content Strategist and Creator 

You'll find my blogs on mental health, personal development, self-improvement and online writing.

Writer

- Generated 100,000+ views in a week for a client.
- Generated leads for a business coach and a life and leadership coach.
- Crafted SEO-optimized web copies.
- Prepared social media copies and product descriptions.

Freelancer Copywriter and LinkedIn Ghostwriter 

Hey Coaches,

Are putting in hours on LinkedIn every day and still not getting clients? 
And overwhelmed while managing time for your family, LinkedIn, and business?

Let's face it: Learning everything about LinkedIn won't guarantee you get the clients you want.

So, what's the solution?

Imagine this:

👏Getting more sales by finding the right clients on LinkedIn.
👏Saving 10 hours every week.
👏Having more time for your family, upskilling, and enhancing your business.

Here's how I will help achieve this:

🔥Craft an offer that convinces your clients to reach out to you with wallets in their hands.
🔥Make your profile and posts stand out to build your authority.
🔥Create content that floods your DM with the kind of clients you want.

Want content that sounds like YOU and brings in clients asking about your coaching and offers? DM me "clients" and let's talk!

LinkedIn Ghostwriter for coaches

- Creating content for different LinkedIn profiles.
- Crafting LinkedIn posts on SEO, technology, AI, and more.

Copywriter

- Created social media content for the company's LinkedIn, Instagram, and Facebook pages.
- Handled LinkedIn accounts of the company's authority.
- Created 10 + blogs
- Created website content.
- Created social media content for clients in Finance, Marketing, and Ayurveda niches.

Business Copywriter and content writer 

Content Writer

Content writer 

Blogger

I asked 5 founders, “What’s slowing down your growth?” And I wasn’t expecting the same answer 5 times.

Every single one said the same thing: their team operations.

Some said growing the business while managing the team feels overwhelming.

Others said their time was consumed by:

- Constant check-ins.
- Repeating instructions.
- No clear ownership.
- Lacking visibility on who’s doing what.

And when this keeps happening, the founder becomes the system.

So I’m opening 2 free 30-minute calls focused only on removing you as the bottleneck inside your team.

On the call:

→ You’ll walk me through how you’re currently operating with your team.

→ I’ll share 3 practical improvements you can implement and start seeing a difference within 15 days.

Why me?

Because I’ve:

➞ Built team flow systems that remove founders from constant check-ins.

➞ Designed centralized dashboards that increase visibility without extra meetings.

➞ Helped founders free up 5–7+ hours weekly by restructuring backend operations.

I focus on one thing: building systems that increase capacity without increasing chaos.

DM me “Team” if:

- You have 5-15 team members.

- You’re the one everyone waits on before moving forward.

- You want more clients, but your backend can’t support them yet.

2 spots. See you there.

You might be sitting on $1,500+ worth of recoverable founder time every month.

Let’s calculate.

2 hours of onboarding per client manually
× 8 clients
= 16 hours

30 minutes per day on status check-ins
× 20 working days
= 10 hours

That’s 26 hours lost monthly.

If your founder time is worth $75/hour:

26 × 75 = $1,950 per month tied up in manual, scattered operations.

📌 If you want to see exactly where your hours are getting disappeared, comment “Audit,” and I’ll send you the 2-minute backend check + quick fixes inside.

My 5 daily non-negotiables to ensure I don't lose my spark ever again:

1. Meditation.

A 20-minute meditation has become a habit that I can’t live without.

More meditation, more thinking time, and more writing help me remove noise, sharpen my focus, and keep the word ‘tiredness’ miles away.

2. Walks.

If you’ve been reading for a while, you know that I work full-time and build my small business alongside it.

So after a long workday, an evening walk along the road feels like a reset button.

3. Accepting low mental energy.

When the mind signals me to stop or slow down, I accept it easily.

This level of alignment helped me make clearer decisions with more confidence and grow while listening closely to my nervous system.

4. Lots of laughter and talks with family.

This is my favorite part.

Random calls during the day and regular evening calls recharge my energy.

Now that I’m back home for one month, the slow, random time with each family member feels like the biggest privilege of my life.

5. Free time to reset and recharge.

I intentionally create space to recharge my energy, whether it’s through walks, meditation, Chakra meditation, or simply doing nothing.

The added energy brings more clarity and strength. I can’t even fully define its impact because I’m processing it daily.

There’s no one-size-fits-all tips for growth, personal development, and growing your ventures online.

You get to make your own rules and follow them ruthlessly to grow without burning out.

What’s the one habit that fuels your energy every day?

If a system breaks at 20 clients, I don’t build it.

There’s one non-negotiable rule behind that.

One page rule. 

Every system I build must live on one page.

And the reason goes beyond minimalism because clarity scales and complexity spreads. 

Here’s what it looks like in real businesses: 

1. Client Portal → One page per client.

Everything a client needs is on one page with full visibility.

Deliverables. KPIs. Files. Timelines.

That cuts off almost 60% of back-and-forth check-ins. 

2. Team Management → One master hub.

All team assignments, projects, and task details in one place.

The team doesn’t depend on the founder to know what’s next. 

And the founder doesn’t need to spend half the day checking updates.

3. Content OS → One operational view.

Ideas. Pipeline. Assets. Calendar - everything in one place

Infrastructure is designed in a single command center.

Because when your operations are fragmented across 12 tools and 37 tabs, scaling adds steps instead of removing them. And that suffocates growth. 

I’ve systematized my entire backend with this lens.

It’s the same principle I use inside 6-figure agencies.

And it does three powerful things:

1. Brings everything into one place → Centralisation scales. 

2. Makes access instant → faster decisions.

3. Keeps operations lean → less friction, more momentum.

That’s why I use Notion to build interconnected workplaces that act as a single source of truth for business operations.

More clients shouldn’t mean more confusion.

When everything lives in one clear view, growth stops feeling chaotic and starts feeling controlled, aligned.

📌 If adding 5 more clients would create stress instead of confidence,
that’s a system problem.

Comment “Audit,” and I’ll send you the 2-minute audit file to spot hidden workflow bottlenecks before they slow growth.

A founder I worked with now onboards clients while he sleeps.

No exaggeration.

The moment a deal closes:

✅ A Google Drive folder is created with all sub-folders and templates inside.

✅ A Slack channel is automatically set up, and the right team members are invited.

✅ A Basecamp project is created with tasks mapped and invites sent.

By the time the client wakes up, everything is ready.

No manual setup.

No copy-paste.

No “Give me 20 minutes to create everything.”

Here’s what most founders don’t see:

Manual onboarding feels small.

But repeat it 10 times a month, and it becomes a hidden time leak.

- Creating folders.
- Inviting team members.
- Setting up projects.
- Dropping the same links again and again.

That’s not strategy work.

That’s admin.

Admin should not depend on the founder’s time or energy.

When onboarding runs automatically:

→ The team knows what to do immediately.

→ Clients experience smooth delivery from day one.

→ The founder stays focused on revenue and growth.

And if your onboarding depends on you repeating the same processes every time a new client signs, that’s the first place to fix.

📌 If adding more clients would stretch you thin instead of scaling you up, that’s not a capacity problem. It’s a system problem.

Comment “Audit,” and I’ll send you the 2-minute audit file to spot hidden bottlenecks before they slow growth

If you added 5 more clients tomorrow, would your backend break or scale?

To avoid breaking, here’s the one rule I follow when building systems for scale:

One page rule.

Because founder fatigue doesn’t come from more clients, it comes from:

- Scattered ops across 12 tools and 10 tabs.
- Repeated check-in calls with the team.
- Answering the same things to clients and the team.

The one-page systems solve all these problems.

Here’s what it looks like in real businesses:

1. Client Portal → One page per client

Everything for each client lives in one place:

- Deliverables
- KPIs
- Files
- Project details

Clients don’t need to ask for updates.

And the team doesn’t need to resend links.

That removes most back-and-forth check-ins.

2. Team Management → One master hub

All team assignments, projects, and task details in one place.

You and your team know:

- What’s done
- What’s next
- What’s blocked

The team doesn’t depend on the founder to know what’s next.

And the founder doesn’t need to spend half the day checking updates.

That removes the founder bottleneck.

3. Content OS → One operational view

Ideas. Pipeline. Assets. Calendar.

Everything flows through one command center.

I’ve systematized my entire backend with this lens.

It’s the same principle I use when building systems for fast-growth agencies handling dozens of clients.

And it does three powerful things:

1. Brings everything into one place → Centralisation scales.

2. Makes access instant → faster decisions.

3. Keeps operations lean → less friction, more momentum.

More clients shouldn’t mean more confusion, tools, or people.

You need a system your team can rely on without you.

📌 Comment “Audit,” and I’ll send you the 2-minute audit file to spot workflow bottlenecks before they slow your growth.

Agency founders with 10–20 clients:

At this stage, the biggest growth blocker isn't sales.
It's operations.

I help founders:

→ Centralize workflows.
→ Automate onboarding and manual admin.
→ Remove founder bottlenecks.

So the team can move faster without depending on you.

And you get hours back to focus on growth and revenue.

DM “Agency” if you'd like to see how this works.

One agency with 20 clients was still spending 5+ hours every week on manual onboarding and approvals.

We replaced it with 3 automated workflows

→ Client onboarding.

→ Content review process.

→ Deliverable workflow.

Result:

→ 5+ hours saved weekly.

→ Faster deliverables.

→ Founder out of admin work.

Watch the full breakdown in the video.

If you want a centralized and automated system like this running in your agency, DM “system.”

We reduced client back-and-forth by 60% for a scaling founder. Here’s the system behind it.

He was managing client communication across:

- Slack
- Email
- Notion

Every update meant repeating the same thing in multiple places.

But with 10–20 clients, small friction multiplies fast:

→ Clients wait for updates.

→ You become the middleman between the team and the clients.

→ Files disappear in chats.

So instead of adding another tool, we simplified the workflow.

We built a centralized Client Portal in Notion.

Each client gets a dashboard with:

- Project Status Tracker — Clients see what’s done, in progress, or pending.

- KPI Dashboard — Clients see performance and results in one place.

- Client Review Table — Organized links, feedback, and approvals.

- Request Log — Clients add requests without sending DMs.

- Files & Resources — All documents and links in one place.

- Meeting Notes —  Decisions and next steps captured.

The results:

✔ 60% fewer client back-and-forth messages.

✔ No more repeated updates across platforms.

✔ Feedback and approvals in one place.

✔ The founder stepped out of micro-management.

✔ Hours regained every week.

And here’s the deeper shift.

When your agency is doing $50K–$90K/month, founders often do 3 jobs:

- Managing the team.
- Managing the clients.
- Growing the business.

Your systems should handle team coordination and client visibility.

So you can focus on revenue, growth, and strategy instead of backend admin.

📌 If you're managing 10–20 clients and the backend is starting to feel messy,

Comment “Audit”, and I’ll send you the 2-minute audit file to spot hidden bottlenecks before they slow your growth.

Let’s onboard a new client in 30 seconds before your coffee gets cold.

A client signs.

You duplicate your Client Portal template.

Rename it with their name and share.

Done.

Inside that one portal, your client sees everything they need:

- KPI tracker
- Deliverables review
- Project details and timelines
- A clear space to submit requests
- One hub for files and shared resources
- Organized meeting notes

One page gives your clients full visibility from day one.

Why this matters:

Most delivery gaps don’t happen because of poor work.

They happen because information is scattered across Slack, Drive, email, and DMs.

But when everything lives in one place:

→ No more update pings in Slack.

→ Your team stops repeating manual activities.

→ You stop being the middle person.

And this one structural shift gives you hours back every week to focus on growth while your client experience elevates.

I break down the full structure in the video.

And if you want to explore the Client Portal System, the link is in the comments

When your agency has 10–20 clients, manually sending deliverables steals hours from meaningful work.

Someone on the team has to:

- Find the deliverable link.
- Copy it.
- Send it to the client.
- Update the team for approval.
- Repeat it again next week.

Across multiple clients, this small task eats hours.

So we built a Client Deliverables Hub. 

It does two things: 

→ Your team can see all client deliverables in one place.

→ When a deliverable is ready, it automatically appears in the client’s workspace.

No copying links.

No repeat messages.

No manual sending.

Update the status, and the client receives the deliverable.

Watch the video to see the full workflow in action:

If you want help building centralized workflows like this for your agency, DM “system.”

I built an AI agent that updates my CRM after every sales call.

Before, founders spent 20–30 minutes: 

Capturing objections and next steps.

Adding details to the CRM manually.

Then, before the next call…  digging through the transcript again to remember the context.

Now it happens in just 60 seconds

The system updates everything automatically.

The CRM Update Agent:

→ Reads the sales call transcript.
→ Finds the right lead in your CRM.
→ Extracts key details from the conversation.
→ Updates deal size, intent level, objections, needs, and next actions.

So your CRM stays accurate without manual work.

No rewriting notes.

No forgotten objections.

No digging through transcripts.

Just open your CRM and see:

- What the lead wants
- What they’re worried about
- What the next step is

Which means founders can focus on what actually grows revenue:

Closing deals.

Want the workflow?

Comment “AGENT,” and I’ll send the full blueprint your way

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Sam G. Winsbury

Sumanpreet Kaur

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taplio

The Battle

Sam G. Winsbury

Sumanpreet Kaur

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Sam G. Winsbury's LinkedIn Performance

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