About this template

Optimize your consulting practice with this CRM tailored for client management. Track project timelines, manage client interactions, and streamline invoicing to improve client satisfaction and operational efficiency. Ideal for consulting professionals looking to enhance their client relationship management processes.

What’s included

Boards

Accounts Board - The Accounts board helps consulting firms manage their client accounts efficiently. It includes essential details such as the company's name, domain, industry, and headquarters location. By linking contacts and mirroring deals, consultants can easily track all interactions and business opportunities associated with each account. This board aids in maintaining a comprehensive view of client profiles, enabling better relationship management and tailored consulting services.
Leads Board - The Leads board is designed to streamline the lead management process for consulting firms. It tracks the status of each lead, captures crucial contact information, and records the latest interactions. With the ability to create contacts directly from the board, consultants can quickly follow up on potential clients and move leads through the sales funnel efficiently. This board ensures no lead is overlooked, enhancing the firm's ability to convert prospects into clients.
Contacts Board - The Contacts board centralizes all contact information, linking individuals to their respective accounts and deals. It includes fields for email, phone, title, and company details, facilitating effective communication and follow-up. By categorizing contacts by type and priority, consultants can prioritize their outreach efforts and focus on high-value relationships. This board supports comprehensive contact management, improving client engagement and service delivery.
Deals Board - The Deals board is crucial for tracking the progress of consulting engagements and potential business opportunities. It includes stages, deal value, expected close dates, and close probabilities, providing a clear picture of the sales pipeline. By linking deals to relevant contacts and accounts, consultants can monitor all aspects of their business development efforts. This board helps forecast revenue, manage deal lifecycles, and ensure timely follow-ups, ultimately driving business growth.

Dashboards & Reports

Annual Target - This dashboard helps consulting firms track their yearly financial and operational goals, ensuring they are on target to meet client acquisition and revenue benchmarks.
Monthly Target - Provides a granular view of monthly performance against set targets, enabling consultants to adjust strategies quickly to stay on track.
Average Deal Value - Displays the average revenue per deal, helping consultants understand the value of their engagements and prioritize high-value clients.
Active deals - Forecasted Revenue - Helps consultants manage and forecast potential revenue from ongoing deals, allowing for better financial planning and resource allocation.
Deal status distribution - Visualizes the stages of all active deals, enabling consultants to identify bottlenecks and optimize the sales pipeline.
Actual Revenue by Month (Deals won) - Tracks monthly revenue from closed deals, helping consultants measure success and identify trends over time.
Pipeline conversion - Shows the conversion rate at different stages of the sales funnel, providing insights into where improvements can be made to increase deal closure rates.
Activity tracker - Monitors consultant activities, such as client meetings and follow-ups, ensuring consistent client engagement and accountability.
Forecasted Revenue by month - Projects future revenue based on current deals, aiding in budget planning and financial forecasting.
Forecasted Revenue by Stage - Breaks down forecasted revenue by deal stage, offering detailed insights into which stages are most lucrative or need more focus.
Deals Stages by Rep - Tracks the performance of individual consultants by deal stage, highlighting top performers and areas for individual improvement.
Deal Progress based on Month Added - Analyzes the progress of deals based on their start month, helping consultants understand the lifecycle of their engagements and improve time management.

Automations

When new email arrives → Notify item subscribers with a message - Ensures consultants are promptly informed of new client communications, facilitating timely responses and improving client satisfaction.
When an email is opened → Notify item subscribers with a message - Alerts consultants when a client has read their email, allowing for timely follow-ups and better engagement strategies.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the contact management process, ensuring that new client information is organized and easily accessible.
When a lead is created → Set its status to 'New Lead' - Automatically categorizes new leads, helping consultants prioritize follow-ups and manage their sales pipeline effectively.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps client interaction records up to date, ensuring consultants have the latest information for effective client relationship management.

Frequently asked questions

How can this CRM template help me track client project timelines in consulting?

This CRM template allows you to easily track project milestones, deadlines, and deliverables, ensuring that you stay on schedule and meet client expectations.

Can this CRM help me manage multiple client interactions and follow-ups?

Yes, the CRM template is designed to keep all client communications in one place, with reminders for follow-ups and notes on previous interactions to maintain strong client relationships.

How does this CRM support invoicing and payment tracking for consulting projects?

The CRM template includes features for generating invoices, tracking payment statuses, and managing billing cycles, helping you stay on top of your financials.

What tools does this CRM offer for managing consulting proposals and contracts?

You can use the CRM to store and track proposal submissions, contract negotiations, and final agreements, ensuring all documents are easily accessible and organized.

How can this CRM template improve my client retention rates in consulting?

By providing a centralized system for managing client interactions, feedback, and project outcomes, this CRM helps you deliver consistent and high-quality service, which can improve client satisfaction and retention.

Can this CRM template help me with resource allocation and team collaboration on consulting projects?

Absolutely, the CRM allows you to assign tasks to team members, track their progress, and collaborate efficiently to ensure project success and optimal resource utilization.

How does this CRM ensure compliance with consulting industry standards and regulations?

The CRM template includes features for documenting compliance-related activities, tracking regulatory requirements, and ensuring that all consulting practices adhere to industry standards.