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THE BEST CRM FOR CONSULTANTSÂ
Implement a consistent and effective lead-generation process for your consulting business...
Fill your pipeline with high-quality leads and avoid the cash flow uncertainty that independent consultants and boutique consultancies commonly face...
Move your leads through the pipeline to close...
...using this free CRM Configuration Guide.
Grab the Consulting CRM Quick-Start Guide
You'll receive a link to set-up your CRM and the free CRM Quick-Start Guide for Consultants.
You'll also receive the template and weekly tips, strategies, and resources. Unsubscribe at any time.
Step-by-Step: Configure and Operationalize a CRM for your Consulting Business
FREE DOWNLOAD
CRM Quick Start Guide for Independent Consultants
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Ready to Leverage A CRM for Consulting Success?
Feeling frustrated by lead generation? Unsure how to streamline your business development process to land more fulfilling, high-paying projects? Wondering how to maximize a CRM’s potential to grow your consulting business?
I understand the challenges consultants face when it comes to lead generation. For years, IÂ avoided it. I relied on my immediate network.
It wasn’t until I started thinking and acting like a business owner—with an optimized CRM setup and operational strategy—that I was able to take control of my pipeline, my pricing, and the types of consulting engagements I landed.
That’s why I’ve created this free CRM Quick Start Guide for Consultants to help you avoid the pitfalls I (and many others) encountered.
This guide is designed to:
- Choose the best CRM for consultants. Avoid implementing cumbersome, overcomplicated CRMs.
- Simplify CRM setup so you can hit the ground running.
- Optimize lead generation and sales so you land ideal clients.
- Unlock growth opportunities by leveraging CRM insights.
Get organized, stay consistent, and leverage a CRM to its full potential.
Download your free CRM Quick Start Guide for Consultants here.
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DOWNLOAD THE GUIDEWhat Consultants Are Saying About the CRM:
Strategy Consultant for Mid-Size Manufacturing Companies
"Learning to value my pipeline was a game-changer. Using the CRM, I could finally see the potential clearly, which transformed how I thought and talked about clients. Adding numbers made everything more tangible and impactful."
Operations & Scaling Consultant for Tech Start-Ups
"The CRM has been a game-changer for my business. It's provided me with much better visibility and control over my business. I'm no longer ruminating or agonizing over things - I can just look at the CRM, see what needs to be done, and focus on moving forward. It's been an invaluable tool for helping me work smarter, not harder."
Download the Consulting CRM Quick Start Guide
Grab the consulting CRM Quick Start Guide, so you have a best-practices-based starting point for setting up and using a CRM.
You'll receive the templates and weekly tips, strategies, and resources. Unsubscribe at any time.

Why I made this Guide for you
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As a coach for independent consultants, I regularly see consultants struggling to stay consistent with lead generation.
They overcomplicate, procrastinate, and even avoid lead generation and selling, becoming reliant on their network, word of mouth, and even recruiters.
I want to help you avoid making these mistakes.
That’s why I made this CRM Quick Start Guide for you.Â
Let's implement your CRM and set you up to reach (and exceed) your consulting business goals.
Get Your Free Consulting CRM Quick Start Guide
Optimize your consulting sales process so you land high-paying, more fulfilling consulting work.
GIVE ME ACCESS TO THE CONSULTING CRM QUICK START GUIDE