Episode 204: Managing Your Consulting Business with Two Critical Systems—with Danielle McGinnis
There are core systems that will make running your consulting business easier and free you up so you can focus on what only you can do, which is to get business and serve your clients well.
In this Craft of Consulting Podcast episode, I Interview systems expert Danielle McGinnis. She walks through two core systems and what can do for you and your business.
Danielle McGinnis revealed the two systems that will save consultants time and reduce mistakes. In this episode, we talk about:
Revealing the first system: a customer relationship management (CRM) system
Confessing how I tried to track client outreach with Post-It Notes
Understanding what a CRM can do to help you get business, get contracts signed, get paid, and get more clients
Using a CRM to create an excellent client experience
Knowing what to do first before buying or setting up a CRM
Revealing the second system: a project management system
Understanding how you can use a project management system for your business and client engagements
Using key features of a project management system to make your life easier
For more information about Danielle McGinnis: