Mashore Method CRM & Automation for Consultants
Independent consultants who sell expertise and win on authority.
What changes
Consulting deals take time and touchpoints. A CRM keeps every conversation moving so warm prospects don't go cold between meetings.
Consulting engagements go to the person who has already answered the client's question. Being good isn't enough if nobody can find your thinking.
Watch Krista put her AI team to work. Free, live, 90 minutes.
Why consultants use BOSS
BOSS turns your expertise into answer-first articles, proposals and follow-up, so your authority does the selling.
The Mashore Method CRM & Automation is included with BOSS: one pipeline for every lead, follow-up that keeps going, and booking with reminders, connected to your website. See the full picture on the Mashore Method CRM & Automation overview.
The playbook, adapted for consultants
Pipeline stages from first conversation to signed engagement, with follow-up on proposals and a nurture track for not-yet prospects.
The spine of the system stays the same:
- Capture: every call, form and message lands in one pipeline.
- Respond: new leads hear back right away, not when you're free.
- Nurture: follow-up keeps going until they're ready to book.
- Return: reviews, referrals and repeat business are asked for at the right time.
Who this is for, and your next step
This fits independent consultants who want inbound engagements instead of chasing referrals.
The home for this work is BOSS. Start free with Operate Like a Boss.
Related: Mashore Method CRM & Automation for Course Creators · Mashore Method CRM & Automation overview
Frequently asked questions
How does this apply to consultants specifically?
Pipeline stages from first conversation to signed engagement, with follow-up on proposals and a nurture track for not-yet prospects.
Where do I start?
Start free with Operate Like a Boss, a 90-minute live training where Krista puts her AI team to work. When you're ready, BOSS gives you the full system, with the Mashore Method CRM & Automation included.
Be known before you're needed.