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.

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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.