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Juan’s Consulting Playbook
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Juan’s Consulting Playbook
Finding Customers

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Customers list

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Move your best opportunities forward by organizing contact information and potential problems you could helps them solve—all in one place.
First, create a list of contacts and connect with them to let them know that you’re building a consulting company. This is your opportunity to learn the most important business problems they’re facing. Don’t try to pitch your expertise just yet. At this point, listen and take notes.
Use the
Problem statements
⁠
page to capture a list of customer problem statements and map them to expertise in the
Brainstorm solutions
⁠
page.
Link the relevant candidate problem for each of the relevant customers listed below for quick access in meetings.
Clear tables
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Add contact
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Contacts
Name
Notes
Title
Company
Email
1
Chris Andrews
Head of Sales
Handshake
chris@hndshk.com
2
Moira Boise
Product Manager
Handshake
mora@hndshk.com
3
Lucy Xander
Operations
Cloud Co.
lxander@cloud.co
4
Zig Ma’lone
CEO
Up & Arrow
zig.malone@up-arrow.io
There are no rows in this table
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Add company
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Companies
Logo
Company
Info
Status
Owner
Contacts
Website
1
Jira.png
Up & Arrow
🔥 Lead
Joel Davis
Zig Ma’lone
⁠
up-arrow.io
⁠
⁠
2
Salesforce.png
Cloud Co.
🔭 Opportunity
Lola Tseudonym
Lucy Xander
⁠
cloud.co
⁠
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3
co-create.png
Handshake
🌲 Active
Buck Dubois
Chris Andrews
Moira Boise
hndshk.com
There are no rows in this table
⁠
Customer status
⁠
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