Once you’ve started marketing your services, you’ll need to establish a way of managing the contact details of potential customers and and existing clients. This is easily done using a database or customer relationship management (CRM) which should help you a) maintain contact information for potential and existing clients and b)  track communications with them, including type and frequency.

There is a wide variety of database and CRM tools available for you to manage your target customers and clients. Depending on the number of contacts you have, the types of information you plan on storing, and the sorting and filtering functionalities you need, you may be able to create a database yourself or utilise a more advanced system.

Simple databases can be created using Microsoft Excel or Microsoft Access. More complex databases can be stored in systems such as those provided by Salesforce.com. By searching for database software or CRM software online, you can compare the benefits of these systems and find one that works for you.

While referrals fall outside the traditional area of marketing consulting services, they are an important concept to consider. It’s easy to track your referrals and sources of business in your database or CRM system, and it could be highly advantageous to store this kind of information.