Bani Kaur

Exit Five

- Built the Exit Five B2B Marketing Salary Benchmark Report (from data analysis to design)

Research Report Creator

Typeform

Writing three long form pieces every month that brought together proprietary research, customer stories, and the Typeform product in Typeform's brand voice.

Product-led Content Writer

HockeyStack

End-to-end research report processes including:
- Analysis
- Writing
- Interactive content (quizzes and calculators)

Writer

- Interview-based writing for Writer's C-Suite for a technical audience. 

- Building repurposing strategies for Writer's long form assets (guides and ebooks).

Thought Leadership Writer

Storyblocks

Creating multi-expert guides, landing pages, and repurposing strategies

Research Report Creator and Thought Leadership Writer

Motion

Shopify

B2B SaaS Freelance Writer (Specializing in Email Marketing, Sales, and Fintech)

Teal

Jasper

Building Jasper's thought leadership series "How Jasper Uses Jasper"

Who am I?
I am a content strategist and writer for B2B SaaS brands, with clients like Writer, Jasper, Litmus, Typeform, Shopify and a writer for the SaaS Nordic CEO and Executive Network. I combine design thinking with deep research to create content that doesn’t just inform—it influences.

What I can do for you
1. Content Management
Scaling content is two parts management and one part strategy. You need to keep all your opportunities organized, yes. But you also need to strategize for automation, repurposing, and efficient communication. 

I work with teams to:
✔ Build content calendars that align with business goals
✔ Establish internal processes for research, writing, and approvals
✔ Maintain consistency across formats and distribution channels

2. Research Reports & Thought Leadership Assets
B2B audiences value depth. I have a team of analysts and designers in-house to build assets that cater to both logic and aesthetic. 

✔ Interview your team to distill insights into premium reports, whitepapers, and long-form blogs
✔ Develop original research reports with proprietary data and trend analysis
✔ Structure content in a way that drives direct revenue

3. Repurposing & Distribution Strategies
Your best ideas shouldn’t be limited to one format. I help brands maximize reach by transforming existing content into new, high-performing assets.

Want to talk content strategy? Let’s connect.

Email: hello@banikaur.net

Long form SEO writer

This is going to be a VERY hot take. Some might even say a pretentious take. But I actually really enjoy LinkedIn.

When I first started posting 4 years ago about everything under the sun—no niche, no strategy, and no audience—LinkedIn was the only platform where I always found my people. Someone to share ideas with and some others to challenge them. 

I don't know if you can tell but I'm quite nerdy. I actually think that the products I write for are super cool and make people's jobs easier and lives better. 

Do they contribute in the same way as cancer research or disaster response? No.

But do they help people do their jobs better and have higher job satisfaction as a result? 
100%.

Every single time I conduct a case study interview or interview an enthusiastic subject expert, I'm reminded of this detail. Every time I read Reddit threads or G2 reviews about my clients' products, I'm happy to be creating, strategizing, marketing for a tool that genuinely helps people. 

And a LOT of how I learned how to do it, and do it well, is because people on this platform were nerdy enough to share the nitty gritty of every article, every interview, and every brief like it mattered. 

I try my very best to give back through detailed processes, housekeeping systems, and industry insights of my own. Which LinkedIn absolutely hates now and pushes to the bottom of people's feeds. But I persist. 

I have no shame in admitting that I'm thoroughly nerdy, process-oriented, and an avid consumer of the content my favorite creators build for this platform. Would I be considered a thousand times cooler if I just said "ugh, I have to do it for work. I don't actually enjoy it." Hell yes.

But you'll just have to put up with me being uncool. 

Do *you* actually enjoy LinkedIn?

Content strategist, writer, and Research Report Creator for B2B SaaS in Fintech, Marketing, AI and Sales | Clients: Hotjar, Klaviyo, Shopify, Copy.ai, Writer, Jasper

In 2022, I was hitting a wall with blogs-only writing. I realized I had started to enjoy it lesser with each assignment, despite the promise of stability. 

It had gotten a bit mechanical and "templated" and I was afraid that a good-enough template that could create 2x faster might *eventually* replace me. 

Then came ChatGPT. Plonk in the middle of my dilemma. 

What I'd feared would happen 2 years down the line, started happening with one launch. But such is the nature of working in a tech-related industry. The tech Gods giveth and then they invent a tech God that taketh away. 

Luckily, I'd been investing in a different skill. Interview-based writing. Taking journalistic courses, researching techniques from the world's best interviewers. 

At that time, "thought-leadership" writing was a new-ish term. And I was a newish thought-leadership writer. 

The portfolio pieces and skills I'm proud of now were in their infant phase when I first started out. I stumbled oh-so-many times. I'd schedule half-hour long interviews only to run out of questions by the 7th minute. I found it hard to dig deep. I had to overcome several mindset blocks:

- "It's going to make people uncomfortable if I ask them to elaborate"
- "I have to give them several examples to make sure I'm not misunderstood"
- "No, no I don't have to give them any examples so as not to bias their responses"
- "My face looks ridiculous when I speak!"

I had another half-a-dozen of these frantic thought both before and during an interview. 

Now, 3 years later, I've come a LONG way from the nervous, terrified of judgement, interviewer I used to be. 

And the biggest lesson I learnt? The only way out is through.

I only got better by practicing, interviewing, and asking the uncomfortable questions. And it's only since about the start of 2025 that I began to feel that the experts I talk to are equally interested in talking to me. They participate, share personal anecdotes, and sometimes *laugh*. 

And because I practiced past the awkwardness and past the "I'm not sure I understand"s, did I even have the opportunity to interview mind-blowingly brilliant people. 

I guess what I'm getting to is that even thought this is a pivot I willingly chose, it was not easy. And if you're going through a similar upskilling pivot, give yourself grace but also give yourself exposure. 

📩  And if you're looking for an interview-based writer, send me a note! I've worked extensively with brands like Shopify, WRITER, and Jasper to build out their expert-led series.

I do not hate AI-assisted content at all. I think AI has given a lot of people the means to communicate in a way that helps their interpersonal relationships and their career. 

And I’m happy to be living in a day and age where people can have better opportunities and relationships through tools.

What I do hate is how it’s become super hard to find distinctive voices and original stories ON PLATFORMS MEANT FOR STORIES. 

I used to turn to Instagram for fashion inspo, travel planning tips, and even credit card hacks. But now everytime I open up any social media platform, I see a sea of sameness. 

Travel tips are now “Travel is not just a fun experience, it’s life altering new reality.” 

GRWM is no longer “white shirts save most outfits! And here are mine!.” It’s become “White shirts are no longer wardrobe basics, they’re appearance elevaters.”

Moisturisers have pivoted from a list of daily essentials and entered a league of “life savers.” (Sorry, doctors.) 

I think you get the theme. 

I hate hate the demise of original stories in human, flawed, grammatically ambiguous formats. 

I hate how creators have become lazy enough to stop even editing their own scripts to sound like themselves.

I hate that I recognize this AI-drivel and compare it to a time with *human* story-telling. Even poorly narrated human stories. 

I know hate is strong word and that’s why I’ve chosen it for my post today.

Are you feeling this too?

I have availability coming up after almost a year of 0 calendar spots! So if you've wanted to work with me, now's the time. Here's who I help:

✅ 1. B2B SaaS business in AI, Sales and Marketing, and Fintech with long form content: While my clients include enterprise brands like Writer and Shopify, I also work with start ups (I worked with Copy.ai at the very start). 

Formats I specialize in:
👉 Ebooks
👉 Competitor comparison pieces
👉 Blogs and Case Studies

✅ 2. B2B brands who want to get started with or produce more proprietary research or interview-based content. 

👉 Have customer data that you'd like to codify into a benchmark report?
👉 Want to survey your audience and share the report as a lead gen magnet? 
👉 Have incredible experts inhouse but are pressed for time to interview them?

Leave a comment and I'll reach out!

✅ 3. B2B SaaS startups that need help with strategy and management. 

👉 I have worked as a content marketing manager at Cloudshare. 
👉 I'll build faster processes (I built a SaaS that saved my team 6 hours/day)
👉 I have over a year of experience with a B2B SaaS mastermind and learning how 100+ businesses are run.

Does this sound like something you need support with? DM me!

I have to admit that I got on this bandwagon of sharing my personal life on LinkedIn *rather* reluctantly. 

"You mean share details here that are UNPROFESSIONAL?" 😱 I asked, not wanted to be jolted from my comfortable and reliable "processes and testimonials" bubble.

But now the more I share, the more joy, community, and relationships I build. It's given me the ability to see myself beyond what I do for work. It has helped me connect to a lot of folks who share my interests, passions, and ... obsessions (ehm, hobbies).

And because I chose to share a sneak peak of my life outside of my assignments, I found opportunities that were squarely within my zone of genius. Strategy, writing AND operations. Opportunities that might not have otherwise made it to my inbox because I was only talking to people who did exactly what I do/did.

And a combination of these things has made LinkedIn a much more fun, social, and happier place for me to hang out at. 

What's something/someone that has made LinkedIn more fun for you? 😍

💰 Planning to create a research report this year? Here's the budget you need to be putting aside (+ some workarounds) 👇 

👉 1. Strategy and survey design: Why are you doing this survey? What do you expect to gain out of it? It could be any of these things:

- Brand awareness
- Leads
- Bragging rights 

Then, you'll build the format and the question-flow for asking the right people the right questions to drive leads, insights, or shareable stats.

💰 3-6K, depending on whether you're just outsourcing this part or the whole report (Can go lower is you’ve already outlined the survey content and just need light structuring.)

👉 2. Collecting responses: Sending the survey to the right ICP. B2B Marketers if you're writing for B2B Marketers, Leaders, recruiters and hiring managers if you're targeting job seekers. 

💰 USD 5-20K: 
✂️ Workaround: Use your owned audiences like newsletter subscribers or co-partner on collection and distribution. 

👉 4. Data analysis & insight distillation: Turning raw survey responses into a story that answers your audience's questions. 

This is where most reports fall flat—dumping stats in charts and hoping the reader will connect the dots. Don’t do that.

You want someone who knows what to cross reference, can spot patterns, and shape a narrative that ties to your goal. 

💰 3K–6K
✂️ Workaround: If your team has internal analysts, pair them with a strategist who can help frame insights for marketing and sales. Don’t silo it.

👉 5. Report copywriting: Writing the thing people will actually read and shaping it to look like something they want to share.

This step includes:
- Writing an intro that earns trust
- Explaining what the data actually means
- Pulling out callouts, quote blocks, and stat cards
- *Thinking* in a layout that’s scan-friendly and branded

💰 3K–6K, depending on the length and how many stakeholders need to sign off.

👉 6. Report design: Making the data not just look good, but communicates your vision to people who wont be reading every line. 

Work with a designer who gets your audience, your narrative, and your goals.

Someone who knows:
- How to use visual hierarchy to guide the eye
- When to let a stat breathe—and when to tuck supporting copy beside it
- How to highlight insights in a way that makes a busy exec stop scrolling
- How to balance white space, typography, and brand consistency across formats (PDF, web, carousel)

💰 3K–10K, depending on complexity, asset count, and whether you’re also producing modular social formats.
✂️ Workaround: If you’re lucky, you’ll find a marketer who’s also a designer—someone who can think in insights and layouts. (AKA me. And I have a design team). 

Want to build a research report but don't know where to start? Book a call on my website or DM me! :)

CSR and Fundraising Consultant

aidbees

Sr Partnerships and Operations Manager 

Pratham InfoTech Foundation

Program Associate

Mumbai Mobile Creches

Stakeholder Management | Report Writing | Grant Writing | Proposal Writing | Social Media Management

Donor and Relationships Coordinator

ARPAN

Communications | Report Writing | Training | Stakeholder Management

Project Officer

ISB Co'24 | Independent Consultant

About me in one line- I help raise funds to create social impact.

"Hello and welcome! I'm Bhagyashree Lodha, and I'm thrilled to share a slice of my professional life with you here."

I hold an MBA from the Indian School of Business, Hyderabad, and an M.Sc. in Extension Education from S.N.D.T Women's University.

With a diverse background in strategy, leadership, CSR, program management, and partnerships, I am passionately dedicated to driving social impact and organizational excellence. As a Corporate Social Responsibility Manager, I’ve spearheaded the development and implementation of strategic programs, managed expansive projects, and set up robust data management systems. My role centers around cultivating stakeholder relationships, overseeing fund allocations, and maintaining strict adherence to our program goals.

My career highlights include raising around ₹2.7 Cr for partner NGOs as a philanthropy partner of the TCS World 10k Run 2023, delivering CSR consultancy to renowned companies such as DHL and Baskin & Robbins, and successfully integrating over 150 clients into Aidbees - The Social Kindness Platform. My core competencies encompass strategic planning, impact evaluation, budget management, financial oversight, and fundraising.

During my tenure at Pratham, I took the lead on numerous projects, guiding them from initial pilot stages to full-scale implementations, and managed a team of 25 to meet ambitious objectives. I played a key role in liaising with local government bodies, generating detailed analysis reports, and ensuring the sustainability and efficiency of the programs. My impact assessment and project monitoring skills have been crucial in achieving targeted outcomes and tangible benefits.

 My educational and professional journey reflects my unwavering commitment to fostering sustainable social impact and nurturing partnerships that lead to a better future.

Thank you for your interest. I am keen to engage in discussions about social impact initiatives and explore potential collaborations.

You can block sometime using the link, would love to see you on the other side- https://topmate.io/bhagyashree_lodha13

Bhagyashree Lodha

Drop your questions in the comments for the Guest: Ep-02

I’ll be hosting Rushin Patel , Associate Director- CSR CMS Info Systems for the second episode of the podcast.

But here’s the twist, which we did in our first episode as well : this podcast isn’t just another Q&A session.

We’re doing it differently: instead of only my questions, we’ll be bringing in real questions from the social sector community. 

The issues, challenges, and curiosities you’ve been voicing will be at the center of the conversation with our guests.

 Have a question you’d like me to ask Rushin Patel?

 Please drop it in the comments section below, and I’ll ensure your voice is part of the dialogue.

The first episode is live on YouTube - https://lnkd.in/djasASSi

#CSR #Podcast #SocialImpact #Fundraising #Governance

5 Cr in 2 months!!

Can you raise funds in 2 months?

I often get such requests and enquiries

We all are in rush to raise funds and that too ASAP....

But here’s the truth FUNDRAISING is like INVESTING

Hear me out-

== You don’t put money in the market today and expect it to double tomorrow.

== You strategize, you invest wisely, you stay consistent, and most importantly you stay patient.

== It’s the same with fundraising.

==If you’re looking for instant results, my friend, fundraising is not for you.

When you build relationships with donors, cultivate trust, and show consistent impact, the results come not overnight, but over time. 

Just like a strong investment portfolio, your fundraising efforts grow with commitment, time, and nurturing.

So the next time you think about fundraising, or hiring a fundraising consultant, remember:

It’s not a one-time shot.

It’s a long-term game where patience pays.

The relationships you build today may turn into funding months or even years later.

If you understand investments, you’ll understand exactly what I mean.

The real question is - are you ready to play the long game?

Follow Bhagyashree Lodha for more such insights

Also I host podcast where we talk everything in social impact space, watch here-

Yes, A Call for Action and a lot more

I had the privilege of sitting down with Mr Khurram Naayaab (General Manager-CSR and Head Governance, Vedanta / Cairn Oil & Gas) ,

A passionate CSR leader, for a deep and insightful conversation, and it’s now live on YouTube!

Here’s what we spoke about and a lot more u can see in the video:

 -- The inception of Nand Ghar and how it’s transforming lives on the ground

 -- Which project is very close to Mr Anil Agarwal and what makes it so impactful

 -- What are the other projects Anil Agarwal Foundation funds, and how do they align with their larger vision

 -- How to apply for CSR funding: practical tips that can actually help NGOs

 -- Red flags and green flags CSR Managers look for in proposals 

++ Plus, Mr Naayaab answered a few of your questions too- thank you for sharing them!

 Watch the full episode here- https://lnkd.in/dQE6Tt88

I’d love to hear your thoughts 

 And don’t forget to subscribe so you don’t miss the upcoming episodes!

In the last few months, I’ve noticed something which is, honestly, a little worrying.

CSR teams are following up constantly for proposals, compliance documents, reports…

And on the NGO side? Total silence.

It has started to feel like those HR follow-ups for a job opportunity where the candidate ghosts the recruiter.

 Only this time, the recruiter is the funder.

Here’s the truth we sometimes forget, and I tell all my NGO partners is that:

== Fundraising is a relationship.

== And every relationship needs consistent communication.

If your proposal drafting will take time, just tell them.

 If a report is delayed, communicate it proactively.

 If you’re waiting for internal approvals, update them.

Trust me, no CSR manager is going to punish you for honest communication.

 They understand delays. They don’t understand silence.

In fact, being upfront and responsive actually builds credibility.

At the end of the day, CSR partnerships don’t fail because of a lack of capability…

 They fail because of a lack of communication.

Let’s fix that.

 One honest update at a time.

Follow Bhagyashree Lodha for more such insights

Why your fundraising plan isn’t working 

 and what almost every NGO founder gets wrong.

In the last 2 weeks, I spoke to over 15 NGOs.

 Different sizes. Different causes.

 One thing was identical:
 
Founders are still single-handedly doing all the fundraising.
 
In the early years (0–5), this works.

 Donors fund your passion, your story, your energy. 

But after a point, this becomes the biggest barrier to growth.
 
Because if the founder is the only fundraiser, they can’t focus on:

🔹 Building the organization’s long-term vision
 🔹 Strengthening the brand
 🔹 Hiring & retaining strong teams
 🔹 Improving program quality & impact

At scale, fundraising isn’t a one-person role.

 == It’s a capacity you build.

You know you’ve reached that point when:

📌 Your donor retention is stable

 📌 You have a clear growth strategy

 📌 Your workload no longer fits into one role

That’s when hiring a fundraising manager isn’t a cost 

 it’s an investment in organizational sustainability.

The goal isn’t to replace the founder.
 
 It’s to free them to lead.

When did you realize you couldn’t keep doing fundraising alone?

Do u also break a coconut before raising funds?

Have you ever noticed how people break coconuts at temples?

Some coconuts crack open in one hit.

Some take two or three.

But everyone still keeps trying 

because they know it will open, sooner or later.

That’s exactly how fundraising works.

Not every proposal gets approved in the first attempt.

Some funders say “not this year,”

some say “we’ve already committed,”

But that doesn’t mean the door is closed.

The same funder who said no this year might be your biggest supporter next year if you stay in touch, follow up, and show progress.

Persistence in fundraising isn’t about being pushy.

It’s about being patient and consistent 

just like that devotee who knows one more tap might open the coconut.

Keep showing up. Keep refining your pitch.

Because in fundraising, faith and follow-up go hand in hand.

27,188 companies. ₹35,000 crore. One big question:

Why are we still chasing the same 200?

Every year, almost 27,000+ companies contribute to CSR.

In FY 23–24 alone, that added up to roughly ₹35,000 crore in funding.
Here’s the part nobody talks about:

== 14,474 companies that’s 53% actually spent more than what was prescribed.

 Let that sink in.

And yet… most NGOs are still chasing the same 150–200 “famous” CSR names.

Not because it’s strategic.

 But because it’s familiar.

Yes, follow-ups matter.

 Yes, nurturing warm leads is important.

 But if your entire fundraising plan is built around 8–10 “maybe” funders-you’re not fundraising, you’re waiting.

Your pipeline needs balance:

 Follow-up ≠ strategy. Lead generation = survival.

If 27,188 companies are giving, and only a fraction of them are in your outreach universe, the problem isn’t “CSR not responding.”

 The problem is your list is too small.

Data ref- MCA website

Can I be honest? 

If your fundraising pitch feels like you're asking for a favour… it shows.

And the worst part?

It makes donors pull back because no one wants to fund something that sounds unsure of itself.

You’re not a liability 

You're not a burden.

You're offering something powerful:

🔹 A mission they believe in

🔹 The on-ground ability to make it happen

🔹 Results they can proudly be part of

So why pitch like you're asking for help?

When you show up like a partner, you get treated like one.

Fundraising isn’t about convincing someone to “give.”

It’s about showing them why this intervention is required for the community 

How they will be benefitted by the intervention 

How your sustainable plan is going to empower the community

Own your value. That’s where trust (and funding) begins.

Yes, we are partners

7 Strategies to Maximize Effective CSR Fundraising

1. Align with Business Goals
 CSR initiatives work best when they connect with a company’s core business. For example, a tech company supporting digital literacy. This creates better alignment, stronger buy-in, and more authentic engagement.

2. Keep Stakeholders Involved
 Engage community members, NGOs, and beneficiaries early and often. Their insights help shape relevant programs and ensure long-term support from those who matter most.

3. Tap into Government Priorities
 Aligning CSR projects with national programs like Swachh Bharat or Skill India can increase reach, impact, and collaboration opportunities with the government.

4. Let Data Guide You
 Track progress, measure outcomes, and use data to refine your programs. Transparency builds trust and helps donors see the real difference their contributions make.

5. Prioritize Sustainability
 Focus on long-term solutions, not short-term funding. Whether it’s environmental initiatives or livelihood programs, sustainability leads to deeper and lasting impact.

6. Try New Fundraising Methods
 Combine traditional approaches with digital tools social media, online campaigns, and crowdfunding to reach a wider and younger audience.

7. Build Strong Partnerships 
 Collaborate with corporates, NGOs, and startups. Strategic partnerships bring together resources, expertise, and innovation to create stronger CSR programs.

Follow Bhagyashree Lodha for more such posts

Not the deck.

Not the data dump.

Not the 20-minute explanation.

The human brain is built for bookends.

In donor meetings, the opening hook and the closing line carry more weight than everything in the middle.

That’s the Primacy- Recency Effect- a psychological pattern every fundraiser should master.

Here’s how top fundraisers use it:

1️⃣ Start with a vivid, emotional moment
• a surprising number
• a human insight
• a donor learning
• a sharp framing question

2️⃣ End with a confident, specific next step
• “If this aligns with your priorities…”
• “Here’s the simplest path forward…”
• “Let’s map intent to outcomes…”

The middle? It’s reinforcement.

Not persuasion.

If you get the first 10 seconds and the last 10 seconds right, you’ve already won half the room.

What’s one opening or closing line that has worked for you?

Burnout is not for us.

Not because we’re superhuman but because we can choose better.

In the social impact sector, passion is our power.

We wake up every day knowing our work matters to communities, to futures, to lives.

But here’s the positive shift we can think of making:

- Caring for ourselves is also part of caring for the world.

- Rest is not a pause from impact it strengthens it.

- Energy, clarity, and wellbeing are our professional assets.

You can love your work deeply and still say:

“I’m tired.”

“I need a breather.”

“I’ll come back stronger.”

That doesn’t make you any less committed.

It makes you sustainable.

The truth is:

When social sector professionals take care of themselves, the entire ecosystem becomes healthier.

Burnout isn’t a badge we need to carry not when we can model balance, humanity, and long-term leadership instead.

If you needed this reminder today

Share it with someone you think needs it.

Pressure Cooker, Steam and Funds!!

If you’ve ever waited for a pressure cooker whistle, you know this feeling.

 You put everything inside…

 You turn on the flame…

 And then… You wait.

Some days the whistle comes quickly.

Some days it takes longer than usual.

 And in those extra moments, we start worrying:

 “Did I add enough water?”

 “Is the flame too low?”

But the truth is the dish inside is cooking perfectly.

 The pressure is building.

 The process is working… even if nothing looks like it’s happening on the outside.

Fundraising is exactly like that.

== You’ve reached out.
 == You’ve followed up.
  == You’ve shared your pitch.
    ==You’ve had the meetings.

And then silence.

 No update.

 No visible progress.

That’s the point where most fundraisers panic.

But pressure is part of the process.

Good things take time to cook: relationships, trust, decisions, budgets.

Just because you can’t see progress doesn’t mean it isn’t happening.

So the next time a funder takes longer than you expected, remember the cooker:

 Let the process build pressure.

 Let the work happen inside.

When the whistle finally blows, the result is worth it.

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