RESOURCES
Practical guidance on follow-up, proposals, client handoff, and referrals for consulting and advisory firms.
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10-Step CRM Implementation Checklist for Consulting Firms
Read the post →: 10-Step CRM Implementation Checklist for Consulting FirmsA five-person advisory firm signs up for a CRM on a Tuesday. By Thursday someone has imported 3,000 contacts from…
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Round Robin Lead Assignment: How to Set It Up Step by Step
Read the post →: Round Robin Lead Assignment: How to Set It Up Step by StepA website inquiry arrives on Saturday morning. On Monday, two partners ask who owns it. One has taken nine new…
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New Client Questionnaire: 8 Templates for Consulting Firms
Read the post →: New Client Questionnaire: 8 Templates for Consulting FirmsAn inbound inquiry arrives while you're finishing a client presentation. It sits in the inbox for a couple of days,…
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Discovery Call Follow Up Email: 7 Templates for Advisors
Read the post →: Discovery Call Follow Up Email: 7 Templates for AdvisorsYour discovery call went well. The prospect described the problem in detail, named the budget holder, and said the words…
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Email Workflow Automation: A Practical Guide for 2026
Read the post →: Email Workflow Automation: A Practical Guide for 2026It's Friday afternoon, a prospect you met on Tuesday is still waiting for a reply, and a proposal from last…
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Website Questionnaire Template: 8 Options Compared
Read the post →: Website Questionnaire Template: 8 Options ComparedA consultant books a discovery call for a website redesign, spends forty minutes learning who owns the content and who…
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Referral Tracking Form: How to Build One Step by Step
Read the post →: Referral Tracking Form: How to Build One Step by StepA former client texts that they mentioned your fractional CFO work to a finance director. That director forwards the note…
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CRM for Independent Consultants: What to Look For
Read the post →: CRM for Independent Consultants: What to Look For23% of companies never responded to an online inquiry in the 2011 Harvard Business Review study of 2,241 U.S. companies,…
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What Is Business Growth? Metrics and Strategies for 2026
Read the post →: What Is Business Growth? Metrics and Strategies for 2026The most popular business growth advice is to get more leads, close more deals, and hire when the team gets…