12/25/23
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.
TODAY'S GUEST
Danielle McGinnis
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:
Website: https://cuttingedgeops.com/