Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
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コンテンツは Melisa Liberman によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Melisa Liberman またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Grow Your Independent Consulting Businessに似ているもの
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195. Best Practices for Leveraging a CRM in Your Consulting Business with Gosia FitzGerald
Manage episode 453850695 series 2899748
コンテンツは Melisa Liberman によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Melisa Liberman またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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/
Interested in working with Melisa? Visit consultmelisa.com to apply for a consultation and explore coaching opportunities
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.
198 つのエピソード
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Manage episode 453850695 series 2899748
コンテンツは Melisa Liberman によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Melisa Liberman またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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/
Interested in working with Melisa? Visit consultmelisa.com to apply for a consultation and explore coaching opportunities
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.
198 つのエピソード
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Grow Your Independent Consulting Businessに似ているもの
Each week, Another Bite breaks down the latest and greatest pitches from Shark Tank. It's practical business advice delivered in a fun way. All the substance of an HBR article, but fun. Hosted by Jorie Munroe, Ariel Boswell, and Jon Dick.
…
continue reading
How can business help solve society’s biggest challenges? Welcome to Series 3 of Take on Tomorrow, the award-winning podcast from PwC that examines the biggest problems facing society and the role business can—and should—play in solving them. This series, we’re welcoming broadcaster and journalist Femi Oke to the show. She joins podcaster and journalist Lizzie O’Leary, and together with industry innovators, tech trailblazers and visionary leaders from around the globe, they’ll explore timely ...
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continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
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continue reading
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…
continue reading
Where startup founders raise millions and listeners can invest. Forget everything you think you know about the world of venture capital. Host Josh Muccio takes listeners behind closed-doors and into the room where deals are made. Part of the Vox Media Podcast Network.
…
continue reading
Kipp Bodnar (HubSpot’s CMO) and Kieran Flanagan (Zapier’s CMO), lead you down the rabbit hole of marketing trends, growth tactics and innovation. On the way you’ll pick up undiscovered strategies to give you that slight edge for success. These are not your typical twitter thread regurgitated marketing tactics that everyone is doing. These are new methods, with unfiltered examination of successful fresh ideas.
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continue reading
Introducing The Unshakeables, a new podcast from Chase for Business and iHeartMedia's Ruby Studio. Small businesses are the heart and soul of this country, but it takes a brave individual to start and run a company of their own. From mom-and-pop coffee shops to auto-detailing garages -- no matter the type of industry you’re in, every small business owner knows that the journey is full of the unexpected. A single moment may even change the course of your business forever. Those who stand firm ...
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continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
continue reading
A daily show for everyone who works a regular job and wants to start an income-earning project on the side. In each episode, listeners will hear a different story of someone who's started a side hustle—along with what went well, how that person overcame challenges, and what happened as a result. The show is written and hosted by Chris Guillebeau, the New York Times bestselling author of The $100 Startup, The Happiness of Pursuit, and other books.
…
continue reading
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