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Listening Time:

41 min

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

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Episode Details

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:


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