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Juan’s Consulting Playbook
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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 page to capture a list of customer problem statements and map them to expertise in the page.
Link the relevant candidate problem for each of the relevant customers listed below for quick access in meetings.
Clear tables

Add contact
Contacts
Name
Notes
Title
Company
Email
1
Chris Andrews
Head of Sales
Handshake
2
Moira Boise
Product Manager
Handshake
3
Lucy Xander
Operations
Cloud Co.
4
Zig Ma’lone
CEO
Up & Arrow
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Add company
Companies
Logo
Company
Info
Status
Owner
Contacts
Website
1
Jira.png
Up & Arrow
🔥 Lead
Joel Davis
Zig Ma’lone
2
Salesforce.png
Cloud Co.
🔭 Opportunity
Lola Tseudonym
Lucy Xander
3
co-create.png
Handshake
🌲 Active
Buck Dubois
Chris Andrews
Moira Boise
There are no rows in this table
Customer status
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