Steps to start freelance CRM consulting work

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1

Hey everyone!

I have been working with CRM systems for a while now and thinking about doing some freelance consulting on the side. My background includes managing sales operations where I built out complete CRM setups including automation workflows, deal stages, custom fields, and support ticketing systems. After that, I spent time learning data analysis skills and now work as a CRM specialist for about 8 months.

I want to help small businesses get their customer management systems organized properly. Where would be the best places to find these types of clients? Do you think my current experience level would be enough to start taking on projects like this?

Any advice would be great, thanks!

2

You’ve got enough experience to start with smaller projects. I switched from in-house CRM to freelancing two years ago - most small businesses want someone with real hands-on experience over just certifications. Position yourself around business results, not technical skills. I hit up local business networks and chambers of commerce first since small businesses need help but don’t know where to look. LinkedIn works great too - business owners constantly post about their problems there. Try offering free CRM audits upfront. It shows your value while spotting exactly where you can help them. Just get contracts sorted from day one, even on tiny projects.