The Power of CRM for Solo Professionals, Consultants, and Experts

  |  March 10, 2014   |  Comments

A detailed look at how a small business owner can acquire more customers, including tips on getting your name out there and resources to consult for better branding.

Yesterday I had the privilege of sitting with an education consultant and giving her some guidance about her business. She has a lot of experience in the education field and has the opportunity to be in front of large groups of her target audience. Her challenge is that she’s not getting enough customers.

We sat together for an hour and came up with a game plan. It’s modeled after my own experience as a solo professional for some years who has built a tribe that values my expertise and pays for it.

The game plan we came up with is as follows:

  1. She should aim to get in front of as many groups as she can to share her knowledge of education (helping children get into schools). Learning from the National Speakers Association can help.
  2. She should publish an e-book (and an accompanying physical book), which will give her added marketing credibility and serve as a lead magnet at her events and beyond – is one of many resources that can help.
  3. She should create a series of online content that the tribe she’s building can go to (for free) to be further engaged in her brand, learn from her, and get more of a taste of what she can offer. This online series also is a mechanism to "give, give, give" (she’ll "take" later) – Brandon Burchard’s expert academy can help.
  4. She should work on some visual elements (professional photo, one or two sizzle reels) to further draw in her audience and decision makers who might hire her for events. My sizzle reel is here.
  5. She should develop a plan of action to get PR (she can do this on her own or in due time work with a PR consultant who might be able to assist). Having media attention will shine more light on her and boost credibility and help generate more leads. You can download my presentation on free publicity here.
  6. She might want to consider doing mailings or an online marketing campaign to generate interest in her e-book and/or online content/courses. Facebook, Google, Twitter, and the US Postal Service have some great options. Here’s a link to the USPS.
  7. For her current customers, she must make sure to reach out to them and ask for referrals for more speaking and/or more consulting engagements. John Janstch’s (Duct Tape Marketing) book, The Referral Engine, is a great read.

What does this have to do with customer relationship management (CRM)? Many solo professionals are just relying on word of mouth to generate interest in their consulting business. However, smart professionals do three things right.

  1. They are focused on building a larger brand that can translate into paid speaking engagements, premium content that they sell, and having the media want them as an expert.
  2. They can charge higher fees for one-to-one consulting and still have lower fee consulting in groups or through other means.
  3. They are using a powerful CRM system to bring together this entire marketing engine.

Here’s a list of small-business-focused CRM vendors:

Image via Shutterstock.

ClickZ Live Chicago Join the Industry's Leading eCommerce & Direct Marketing Experts in Chicago
ClickZ Live Chicago (Nov 3-6) will deliver over 50 sessions across 4 days and 10 individual tracks, including Data-Driven Marketing, Social, Mobile, Display, Search and Email. Check out the full agenda and register by Friday, August 29 to take advantage of Super Saver Rates!


Ramon Ray

Ramon Ray is Marketing and Technology Evangelist at Infusionsoft and He's a speaker, media pundit, journalist and author. His latest best seller is "The Facebook Guide to Small Business Marketing".

Some of the events Ramon has produced include the Small Business Summit, Small Biz Big Things with Seth Godin and the Small Business Technology Tour. As a speaker, Ramon has presented at the Consumer Electronics Show (CES) in Las Vegas with Guy Kawasaki, SXSW, Inc 500 and more.

As a journalist and freelance writer, Ramon has written for Inc Magazine, OPEN Forum, and Although Ramon is not a comedian, his audiences find him humorous. Despite no law enforcement experience, he is a graduate of the FBI Citizens Academy. Although Ramon does not know Jim Henson, he loves to do puppet shows in developing countries. See Ramon's full bio on his website.

COMMENTSCommenting policy

comments powered by Disqus

Get the ClickZ Marketing newsletter delivered to you. Subscribe today!



Featured White Papers

BigDoor: The Marketers Guide to Customer Loyalty

The Marketer's Guide to Customer Loyalty
Customer loyalty is imperative to success, but fostering and maintaining loyalty takes a lot of work. This guide is here to help marketers build, execute, and maintain a successful loyalty initiative.

Marin Software: The Multiplier Effect of Integrating Search & Social Advertising

The Multiplier Effect of Integrating Search & Social Advertising
Latest research reveals 68% higher revenue per conversion for marketers who integrate their search & social advertising. In addition to the research results, this whitepaper also outlines 5 strategies and 15 tactics you can use to better integrate your search and social campaigns.


    • Sales Planner
      Sales Planner (Verve ) - New YorkAbout Verve   Verve is the leader in location powered mobile advertising. We manage one of the largest mobile...
    • Systems Analyst/Support
      Systems Analyst/Support (Agora Inc. ) - BaltimoreIRIS (Increased Revenue Intuitive Software ) is proprietary software that helps marketers...
    • Client Services Support Specialist
      Client Services Support Specialist (Agora Inc. ) - Delray Beach OVERVIEW:  This position requires a highly motivated and resourceful individual...