CRM for sole practitioners

  • Winning new business is a challenge for sole practitioners
  • Practitioners should think carefully about their ideal client profile
  • Having a process for attracting new clients will ensure you get the right ones
  • Having a client relationship strategy can help maintain relationships with existing clients

Peter Gill explains why good customer relationship management is key to success for sole practitioners.

Sole practitioners have a lot on their plate – marketing, networking, conducting meetings with clients, reviewing, raising invoices, collecting cash and creating referrals, not to mention actually carrying out the work of the firm – it all relies on you. Gearing up for this multi-tasking challenge requires focus.

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