EP. 048 CRM for the Independent Consultant with Reuben Swartz

As an independent consultant, you might be wondering “when is the best time to implement a CRM solution for my consulting business?” “What is the best way to track my consulting pipeline?” And, “how can I make tracking my consulting pipeline and follow-ups easier?”

My guest today, Reuben Swartz, shares that using a CRM is the best method to help independent consultants manage and grow their consulting practice. In fact, Reuben has created a CRM solution called Mimiran which is specific for solo, independent consultants. 

Listen in to learn more about when's the best time for an independent consultant to set up a CRM solution, examples of mistakes that are made when managing a pipeline, and some trends that he's seeing in the independent consulting world using the data from Mimiran.

Click here to get full show notes and more information.

Want help achieving your consulting business goals? Melisa can help. Click here for more on coaching tailored to you as an independent consulting business owner.