Blog
Notes on client relationships, follow-up, and the tools that help (or don't).
Showing 11 of 11 articles
-
Run your pipeline like a portfolio, not a to-do list
What quantitative traders get right about repeated bets under uncertainty, and how an owner-MD can borrow it: expected value, bet sizing, exit rules, and concentration risk.
Read article -
The best personal CRM for consultants in 2026
An honest comparison of Dex, Clay, and folk for independent consultants, and why the next step up isn't a better database but a colleague.
Read article -
Business development for recruitment agency owners
How recruitment agency owners win retained clients: the relationship work between roles, and a system for doing it while you're busy delivering.
Read article -
Does a small manufacturer need a CRM? An honest answer
When a manufacturing SME genuinely needs a CRM, when a spreadsheet is fine, and what to use when the MD is the sales team.
Read article -
Key account management for SME owners (without the enterprise playbook)
A practical key account approach for owner-MDs: protect the customers who pay the wages, grow the next ones, and do it alongside running the business.
Read article -
Your ATS is not a CRM (and your clients can tell)
Bullhorn, Vincere, and JobAdder run placements well. Client development is a different job. Here's the gap, and what to run alongside your ATS.
Read article -
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.
Read article -
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.
Read article -
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.
Read article -
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.
Read article -
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.
Read article