The Society of Professional Consultants

The Society of Professional Consultants (SPC) is a professional development organization for independent consultants, solo professionals, and entrepreneurs. We offer networking, mentoring, and education for our members. The SPC facilitates virtual networking and workshops for both new and experienced consultants from around the world. Our membership is limited to solo consultants and business owners.

We encourage our members to collaborate, share best practices, and learn from each other. The SPC is not a referral network and we don't require our members to refer business to each other.

The SPC welcomes and encourages participation in our community by consultants of all ages, backgrounds, and identities. We are committed to promoting and sustaining a culture that values mutual respect, tolerance, and learning. Our standards of conduct page has more information about our policies and member responsibilities.

Virtual Workshop: Wednesday, February 18, 2026 at 3:00 p.m. ET

Simple Customer Relationship Management (CRM) for Solo Consultants

How do you keep track of your prospects, customers, and business development? Have you found simple spreadsheets don't give you enough information and complicated CRMs give you too much information?

Everyone says you need a CRM, but almost everyone you know hates their CRM. Why is that?

Join CRM expert Reuben Swartz for a practical workshop that cuts through the confusion and shows you exactly what you need to know about CRM systems for your business.

You'll discover:

• Why most people hate their CRM (and how to avoid the same trap)
• When you actually need a CRM - and what type is right for you
• The different systems that get called "CRM" - and why picking the wrong one is costly
• How to set up your approach for actual success, not frustration

This workshop is perfect for people who:

• Are tired of losing track of promising prospects
• Want a simple system that saves time instead of creating work
• Have tried CRM before and been frustrated
• Want to understand their options before making an expensive mistake

Because here's the truth: Just picking a CRM and ticking a box doesn't make you successful any more than buying a gym membership makes you fit.

Come and discover what actually works in the real world.

There’s no charge for this workshop.

About Our Speaker

Reuben Swartz is the founder of Mimiran, the fun CRM for independent consultants who love serving clients but hate "selling". He's also the host and chief nerd on the Sales for Nerds podcast.

He went from a background in computer science and software engineering to sales and marketing consulting for the Fortune 500, while struggling with sales and marketing for his own firm.

His mission is to help other independent consultants make a bigger dent in the universe and get more clients by using their talents to teach instead of market, connect instead of network, and help instead of sell.