Live data from Hacker News

How to Find Consulting Clients

chrisachard.com

71–80 of 97 posts

Re: How to Find Consulting Clients

#71
post #57

I started a consulting business doing CRM work on nights and weekend about five years back that’s now running close to $100k/mo. It all started from a former colleague who’d moved onto a new role and asked me to help them set up their CRM. This colleague talked to their friends, I started mentioning it in casual conversation and more referrals started pouring in. This process of working nights and weekends meant I co…

Out of curiosity, what does CRM consulting look like? Is it autonomous job (configuring servers and applications) or face to to face to work?

Not OP but CRM consulting work usually involves customizing existing CRM solutions (often Salesforce) for a client's needs. This means interpreting vague requests from usually non-technical users and finding a way to bash it into the really terrible developer experience that CRMs have.

The reasons its pays so well are several:

1) Most CRMs are initally setup by non-technical users and suffer from a litany of performance issues stemming from bad architectural decisions (i.e. lets do all our analytics in Salesforce Apex (java-like) code instead of a mainstream ETL solution).

2) The process of customizing a CRM is the epitomy of enterprise development, there is a severe lack of standardization and many examples of close but not quite: Salesforces SOQL is kind of like normal SQL but with lots of weird quirks, Salesforce lignteningforce components are like some front-end frameworks but not quite and with lots of weird quirks.

3) Most development knowledge is tribal, meaning you learn Salesforce by going through the trenches and then that knowledge lives or dies by you and your team. It's difficult to learn and train for legacy development (training docs are often for the ideal cases which rarely exist in the wild) thus you get to charge whatever you want. Often the really tough questions can only be solved by wading through the customer support muck (if your licensing allows it) until you get to denvercoder9.

4) Every few years the Sales reps of the CRM company shove new development techniques and methodologies at their clients which can mean a large refactoring or migration is needed.

Re: How to Find Consulting Clients

#72
post #57

I started a consulting business doing CRM work on nights and weekend about five years back that’s now running close to $100k/mo. It all started from a former colleague who’d moved onto a new role and asked me to help them set up their CRM. This colleague talked to their friends, I started mentioning it in casual conversation and more referrals started pouring in. This process of working nights and weekends meant I co…

Out of curiosity, what does CRM consulting look like? Is it autonomous job (configuring servers and applications) or face to to face to work?

Both. You've got to work with the client to get an understanding of how they want to use their CRM, guide them on best practices and then pull the levers to configure things correctly. You can niche out and focus on one of the three areas but we find solving issues end-to-end is what our customers are looking for. They want us to come to them with issues we've found, best practices on solving them(as they apply to THEIR business) and to also take the steps to put it all in place.

All of our work is remote so there's no face-to-face per se but we do come on-site or take them out to lunch every quarter or two

Re: How to Find Consulting Clients

#73

The title is way off: he's talking about contractors, not consultants. Short version: Consultants tell the client what to do. Contractors are brought on to do what they're told. The advice in the article is a lot about "do you need someone do to ___ task" or "are you hiring an FTE, and could you do with a contractor instead" and that's contracting, not consulting. It's still valuable advice, but you don't find consul…

I strongly disagree. Nobody hires somebody to tell them what to do, ever. "Consulting" is always ultimately a euphemism for just contracting or freelancing. It's a figment of the imagination of McKinseyites and other people in suits who don't like to think of themselves as excel monkeys or powerpoint monkeys in the same vain as there are code monkeys.

Re: How to Find Consulting Clients

#74
post #57

Earlier quoted context omitted.

Out of curiosity, what does CRM consulting look like? Is it autonomous job (configuring servers and applications) or face to to face to work?

Both. You've got to work with the client to get an understanding of how they want to use their CRM, guide them on best practices and then pull the levers to configure things correctly. You can niche out and focus on one of the three areas but we find solving issues end-to-end is what our customers are looking for. They want us to come to them with issues we've found, best practices on solving them(as they apply to TH…

Appreciate for sharing the insight!

Re: How to Find Consulting Clients

#75
I've been able to scale consulting to about 20-35k / mo as a single developer.I've gotten all of my clients through word-of-mouth and I've spend zero dollars in marketing. The trick being that I always try to do the best work and communicate instantly with my clients. I.e, if a client e-mails me, or sends me a text, I respond in about one second. They seem to love that.

I try to be as honest and forthcoming with each client and I've basically hit a cap now in being able to add any new ones and deliver the experience I want to each client. Scaling is the most difficult part for me right now since all my clients are quite varied. Some of them are web apps, other mobile apps and others just pure cybersecurity. They're so vastly different from each other that it's a bit difficult to hire someone who can handle the diverse amount of work. Also, I think for the amount of work I do, I should probably have much bigger retainers, so some clients are $1,250 / month, but jesus is that hard. It should probably be at least $5,000 /month.

For me tho, I've learned so much about business and my technical skills have skyrocketed. I honestly feel like I can tackle any problem in the world and it's a powerful feeling. I make decisions based on the problem its self and have no loyalty really to a specific technology. I understand why a client may want to use WordPress and why a client may want to use Kubernetes. Some clients want to just do servers using Linux and that's okay. I've learned that more basic technology (like bash) can be hugely beneficial to trying to write your own solution. When you're under time constraints, you start to have some pretty creative solutions, and not the creative where it breaks later, the creative where it does exactly what it needs to do, but it's done in 1 hour instead of 1 month.

The best advice I could give is to basically be brutally honest with each client, do the best work that you can and always reply in a timely manner, regardless of what's happening in your life. So many consulting companies are slow to reply, or don't really care about their clients on a personal level that clients will really love you if you spend time thinking about their business on a personal level, being responsive and just being honest when you're overloaded in work.

It is a stressful business tho and I'm in the alpha stages of a product I'm working on based on the problems I've seen over the years. It'll be interesting to move from consulting to a SaaS product. The transition being the consulting provides the funding to be able to work on the SaaS and then hopefully the recurring revenue outpaces consulting eventually and I live a less stressful life!

Re: How to Find Consulting Clients

#76
post #41

The title is way off: he's talking about contractors, not consultants. Short version: Consultants tell the client what to do. Contractors are brought on to do what they're told. The advice in the article is a lot about "do you need someone do to ___ task" or "are you hiring an FTE, and could you do with a contractor instead" and that's contracting, not consulting. It's still valuable advice, but you don't find consul…

How do you find consulting clients?

Cultivate a reputation for providing excellent advice when asked for it.

Re: How to Find Consulting Clients

#77

The title is way off: he's talking about contractors, not consultants. Short version: Consultants tell the client what to do. Contractors are brought on to do what they're told. The advice in the article is a lot about "do you need someone do to ___ task" or "are you hiring an FTE, and could you do with a contractor instead" and that's contracting, not consulting. It's still valuable advice, but you don't find consul…

I strongly disagree. Nobody hires somebody to tell them what to do, ever. "Consulting" is always ultimately a euphemism for just contracting or freelancing. It's a figment of the imagination of McKinseyites and other people in suits who don't like to think of themselves as excel monkeys or powerpoint monkeys in the same vain as there are code monkeys.

> Nobody hires somebody to tell them what to do, ever.

Uh, that's literally what my clients hire me to do. I don't do any of the work for them - I analyze the current situation, and give them a checklist of what to do in order to solve their problems. I don't do the work.

Re: How to Find Consulting Clients

#78

Earlier quoted context omitted.

> Over the past five years I haven't had a single client who just had me "tell them what to do" Okay, great: that means you're a contractor. In the past five years, all of my clients have told me, "Tell me what to do." (I'm a consultant.)

Just to clarify, do you tell them what needs to be done and do it, or only tell them what to do?

> Just to clarify, do you tell them what needs to be done and do it, or only tell them what to do?

I only tell them what to do. You can check out my site via my bio to learn more - I'm really explicit about that in my sample deliverables. My consulting engagements are purely read-only - I don't make any changes to their environments whatsoever.

Re: How to Find Consulting Clients

#79

The title is way off: he's talking about contractors, not consultants. Short version: Consultants tell the client what to do. Contractors are brought on to do what they're told. The advice in the article is a lot about "do you need someone do to ___ task" or "are you hiring an FTE, and could you do with a contractor instead" and that's contracting, not consulting. It's still valuable advice, but you don't find consul…

This is a distinction that ceased being meaningful 10ish years ago. Even the big management consulting firms run a combination of staff aug and strategy advice on most projects because there are so many more dollars for staff aug and project work than there are for advice.

Yes, there are advice-only consultants and clients looking for that, but "consulting" is a bucket of work that encompasses a lot of different things. Trying to force a distinction is kind of elitist and not really in line with reality.

Source: been consulting for the last 12 years with firms of several sizes and focuses.

Re: How to Find Consulting Clients

#80
post #60

Earlier quoted context omitted.

That's definitely true that you want to be selling what your client is buying :). But even in that circumstance I'd rather approach a lead that says "We need a consultant to come for a week look over our processes, and help us decide between these three ERP based on this criteria" :).

That's fair, and your scenario is probably a good fit for a solo consultant. Companies who have no clue what to do but have a pile of money to burn tend to bring in big blue-chip consulting firms.

I worked at Accenture, Avanade, a 100 person consulting company before starting my own with a couple of friends. And pretty much every time the client brought us in they had a pretty good idea what they wanted. Sometimes we'd be able to find problems the customer didn't know they had or solutions they didn't think about but that was almost never the reason for the original engagement.
Post reply on HN