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Scale my consulting activity

Internal Processes

Define clear consulting services and offerings

Develop a standardized consulting methodology

Implement a project management system

Establish quality assurance processes

Create a knowledge management system

Marketing and Sales

Develop a marketing strategy to attract new clients

Identify target market
Define unique selling proposition
Plan marketing campaigns

Build a strong online presence through website and social media

Design user-friendly website
Create profiles on relevant social media platforms
Regularly update content

Create marketing materials such as case studies and white papers

Gather client success stories
Write informative white papers
Design visually appealing case studies

Implement a CRM system to manage client relationships

Research and choose CRM software
Customize CRM for consulting needs
Train staff on CRM usage

Train sales team on selling consulting services

Provide product knowledge training
Role-play sales scenarios
Offer ongoing sales coaching

Operations

Hire and train consultants with relevant expertise

Develop a pricing strategy based on market rates and competition

Set up a billing and invoicing system

Implement a time tracking system for consultants

Establish a feedback mechanism for continuous improvement

Finance

Create financial projections and budgets

Monitor cash flow and expenses regularly

Establish payment terms with clients

Set up accounting software to track financial performance

Invest in technology tools to streamline financial processes

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