The Independent Consultant

The Independent Consultant

How to keep track of your client prospects (simplest CRM)

When getting started the most important thing is to reach out to all your potential clients - here is how you can keep track of your dialogues.

Christian Palm's avatar
Christian Palm
Jun 19, 2024
∙ Paid
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Simplest CRM to get started

It is important that you do not overthink things in the beginning. It is all about getting started and having as many dialogues as possible.

Therefore, reaching out to as many potential clients as possible is key for your success.

You can find the sheet here: PROSPECT MANAGEMENT SHEET

4 simple steps to get started

Step 1: Go to …

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