Blog
Notes on client relationships, follow-up, and the tools that help (or don't).
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The best personal CRM for consultants in 2026
An honest comparison of Dex, Clay, and folk for independent consultants, and why the best personal CRM might be one you never have to open.
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Dex alternatives for people who never open their CRM
Dex is a good personal CRM if you'll maintain it. Here are the honest alternatives for 2026, including the option that comes to you instead.
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Pipedrive vs HubSpot for solo consultants (and when neither fits)
Pipedrive and HubSpot compared for a one-person consultancy: pricing, pipeline, and the relationship gap neither was designed to fill.
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Granola vs Fathom, and what happens after the meeting
Granola and Fathom compared for consultants, plus the gap neither AI notetaker fills: turning meeting notes into follow-up and relationship memory.
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How to manage your network as an independent consultant
A practical system for managing your professional network as a consultant: capture, memory, timing, and a weekly review that takes 20 minutes.
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Why follow-ups fall through the cracks (and how to stop it)
The real reasons client follow-ups slip: no trigger, scattered context, and tools that wait for you. Plus the fixes that hold.
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