195. Best Practices for Leveraging a CRM in Your Consulting Business with Gosia FitzGerald
Episode description
Managing your consulting pipeline effectively can be the difference between feast-or-famine and predictable revenue.
In this episode, Melisa interviews Gosia Fitzgerald, co-founder and CFO of OnePageCRM, who shares insider knowledge on how successful consultants track and convert leads without getting overwhelmed by complex systems.
You'll learn why many independent consultants struggle with pipeline management, common mistakes to avoid, and practical solutions that work specifically for independent consultants. If you've been tracking leads in spreadsheets or wondering if you need a CRM, this episode provides clarity and actionable steps forward.
In This Episode:
- Why traditional CRMs often fail independent consultants
- The three key elements of effective pipeline management
- How to know when you're ready for a CRM system
- Real examples of successful follow-up strategies
- Practical tips for implementing a simple lead tracking system
Listen now to unlock the potential of effective pipeline management in your consulting business.
Companion Resource:
🔗 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
Resources:
- Consultant’s Business Health Check - icassessment.com
- "Grow Your Consulting Business: The 14-Step Roadmap to Make Your Independent Consulting Goals a Reality" by Melisa Liberman - https://www.melisaliberman.com/book
- Full show notes and more information: https://shownotes.melisaliberman.com/episode-195/
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