Effective pipeline management is crucial for independent consultants who want to create predictable revenue. In this episode, Melisa and guest Gosia Fitzgerald share insights on tracking and converting leads efficiently, specifically tailored for independent consultants.
Key Topics Covered:
Understanding Pipeline Management Challenges: Many consultants struggle with complex CRM systems designed for large sales teams. Learn why traditional approaches often fail and what actually works for independent consultants.
The Follow-Up Framework: Discover why successful consultants follow up 5-13 times on average, and how to do this authentically without feeling pushy. Gosia shares real examples of effective follow-up strategies that led to significant client wins.
Choosing the Right Tools: Learn when to stick with spreadsheets versus implementing a CRM, and how to make this decision based on your specific business needs rather than following conventional wisdom.
Implementation Strategies: Get practical steps for setting up an effective pipeline management system that doesn’t overwhelm you or take time away from client work.
Optimization Techniques: Learn how to leverage automation and templates while maintaining the personal touch that makes independent consultants successful.
What would it mean for your consulting business to have a clear, manageable pipeline system? Make sure to listen to episode 195 to find out.
đź”— Today’s Companion Resource is the OnePageCRM Configuration Guide for Independent Consultants. Get it free when you sign up through Melisa’s affiliate link here – https://www.onepagecrm.com/crm-solution/consulting/?via=5d1ff0
FOR MORE RESOURCES SPECIFIC TO THE INDEPENDENT CONSULTANT —
- Take the IC Business Health Assessment
- Discuss working with Melisa as your coach – Click here to schedule your consultation.
- Buy the book – Grow Your Consulting Business: The 14-Step Roadmap to Make Your Independent Consulting Goals a Reality
- Watch my YouTube Podcast Channel
- LinkedInÂ
- WebsiteÂ
