As a digital consultant, your time is your most valuable asset—yet managing multiple client calls, responding to messages, and juggling various communication platforms often eats into your productivity. If you’re struggling to organise your remote communication tools into a seamless and professional system, you’re not alone. In this step-by-step guide, we’ll show you how to streamline your workflow using conXhub, the professional-grade communications platform built with consultants in mind.
Step 1: Assess Your Current Communication Flow
Before implementing any new system, it’s important to identify what isn’t working. Are you constantly switching between apps? Are you missing messages from clients? Is your mobile number doubling as your business line?
Write down every method of communication you’re currently using—email, WhatsApp, Zoom, traditional phone lines, etc. Then highlight the inefficiencies. This self-audit will prepare you for the migration to a more organised remote communication solution with conXhub.
Step 2: Set Up Your conXhub Account and Phone Numbers
Visit conxhub.com and set up your account. One of conXhub’s unique advantages for consultants is the ability to add multiple phone numbers to a single mobile device. You can assign local, national, or international numbers—all without additional hardware.
Why it matters: This lets you separate your personal and business communications while catering to clients across regions without the need for expensive roaming plans or equipment upgrades.
Step 3: Configure Client Profiles and Call Routing
With conXhub, you can configure unique profiles for each client or project. Set call routing so that communications from each number are funneled through their respective profiles. This makes it easy to prioritise urgent calls, assign voicemail, or forward messages to supporting team members.
This is especially useful if you work with different time zones or offer tiered service levels to your clients.
Step 4: Automate Your Communications
Reduce manual effort by integrating conXhub with your CRM or productivity tools. conXhub supports automation features such as voicemail-to-email, call recording, and autoresponders. These features help you maintain a professional presence even when you’re unavailable.
Tip: Use voicemail templates and pre-scheduled calls to avoid back-and-forth scheduling, saving you hours each week.
Step 5: Analyse Communication Metrics
Once your system is up and running, review your activity with conXhub’s built-in analytics. Track who you’ve contacted, how often, and the quality of those interactions. Use these insights to optimise your client engagement strategy and increase your billable hours.
Data-driven consulting is effective consulting.
Step 6: Scale Without Losing Control
As your practice grows, maintaining control over your communications becomes critical. Add new numbers instantly, assign team members specific lines, and adapt your workflow in real-time. conXhub evolves with you—so you never lose control of your client interactions.
It’s more than just a phone line. It’s your remote communication control centre.
By following these steps, you can transform your ad-hoc communication habits into a purpose-built, efficient system that enhances both your professionalism and your productivity. Consultants worldwide are using conXhub to future-proof their businesses—are you ready to join them?
Read our customer stories to see how consultants like you are achieving extraordinary results with conXhub.
