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Simple Customer Relationship Management (CRM) for Solo Consultants

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Simple Customer Relationship Management (CRM) for Solo Consultants

When
Wednesday, February 18, 2026
3:00 PM - 4:00 PM
Location
Virtual Event

Registration

Virtual Workshop - No Charge

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.

PO Box 1156, Westford, MA 01886 | contact@spconsultants.org | 978-496-8653