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Listening Time:

43 min

Episode 244: Implementing and Optimizing Key Consulting Systems—with Danielle McGinnis

Some consulting business tasks must get done whether you enjoy them or not. The good news is you can reduce having to do them yourself by implementing systems and automations. Systems and automations that free you up and let you do more of what only you can do, which is get clients and serve them well.

In this Craft of Consulting Podcast episode, I interview Danielle McGinnis, systems savant and CEO of Cutting Edge Operations. She shares her strategies for implementing optimizing your systems that save you time and create stellar consulting client experiences.


Danielle McGinnis

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Episode Details

In this episode, we talk about:

  • Thanking Danielle for making my business easier and more joyful

  • Recognizing that systems create consistency for your consulting business

  • Understanding how systems help different pieces of the client experience

  • Avoiding common mistakes

  • Making a Customer Relationship Management (CRM) system work for you

  • Mapping out the overall client journey

  • Adding personal touches to automations

  • Optimizing the systems you already use

  • Knowing when to get someone to implement and optimize your systems for you

  • Using a project management system to manage your client engagements

  • Allowing yourself to switch or upgrade systems

  • Doing a systems audit

For more information about Danielle McGinnis:


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