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A CRM For Consultants Who Hate Selling
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You don’t need a bigger tool—you need the best CRM for consultants, one that actually fits how relationship-driven businesses grow. We sit down with Ruben Schwartz, creator of a CRM built specifically for consulting, to unpack why copying enterprise sales systems suffocates solo operators and small teams—and what to do instead. If you’ve been searching for the best CRM for a small consulting business, this conversation reframes what “good” really means.
We start by dismantling the “doctor on a plane” mindset and pivot to the power of specialization. Ruben explains how a focused CRM for consulting firms supports sharper positioning by helping you define an ideal client profile and turn it into repeatable messaging. That includes an elevator pitch that lands, website language that signals expertise, a lead magnet that attracts the right prospects, and customer success stories that sell your value. Stuck on positioning? Call a favorite client and co-create the before-and-after narrative—those insights become your ICP, content plan, and referral script.
Then we turn the CRM for consulting into a true conversation engine. Instead of bloated pipelines, track contact basics alongside the “fuzzy file” details that make outreach effective—preferred communication channel, best times to connect, and meeting style. Map referral sources so you can see who actually drives revenue and reinforce those relationships with meaningful updates. Most importantly, stop letting great contacts disappear: log your last conversation, set the next one by default, and let cadence vary by relationship. This keeps your calendar aligned with revenue, not busywork.
By the end, you’ll have a solo-friendly blueprint for choosing and using the best CRM for consultants: clarify your ICP, standardize your message, manage referrals like a virtual sales team, and install a follow-up rhythm that makes momentum inevitable. Want templates and training? Ruben’s resources and a free trial are available at mimiran.com. If this helped, subscribe, share it with a consultant who needs clarity, and drop a comment with one thing your CRM could do better—we’ll weigh in.
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By Evan Polin & Craig AndrewsSend a text
You don’t need a bigger tool—you need the best CRM for consultants, one that actually fits how relationship-driven businesses grow. We sit down with Ruben Schwartz, creator of a CRM built specifically for consulting, to unpack why copying enterprise sales systems suffocates solo operators and small teams—and what to do instead. If you’ve been searching for the best CRM for a small consulting business, this conversation reframes what “good” really means.
We start by dismantling the “doctor on a plane” mindset and pivot to the power of specialization. Ruben explains how a focused CRM for consulting firms supports sharper positioning by helping you define an ideal client profile and turn it into repeatable messaging. That includes an elevator pitch that lands, website language that signals expertise, a lead magnet that attracts the right prospects, and customer success stories that sell your value. Stuck on positioning? Call a favorite client and co-create the before-and-after narrative—those insights become your ICP, content plan, and referral script.
Then we turn the CRM for consulting into a true conversation engine. Instead of bloated pipelines, track contact basics alongside the “fuzzy file” details that make outreach effective—preferred communication channel, best times to connect, and meeting style. Map referral sources so you can see who actually drives revenue and reinforce those relationships with meaningful updates. Most importantly, stop letting great contacts disappear: log your last conversation, set the next one by default, and let cadence vary by relationship. This keeps your calendar aligned with revenue, not busywork.
By the end, you’ll have a solo-friendly blueprint for choosing and using the best CRM for consultants: clarify your ICP, standardize your message, manage referrals like a virtual sales team, and install a follow-up rhythm that makes momentum inevitable. Want templates and training? Ruben’s resources and a free trial are available at mimiran.com. If this helped, subscribe, share it with a consultant who needs clarity, and drop a comment with one thing your CRM could do better—we’ll weigh in.