How to Stay in Touch With Clients Between Projects
The gap between projects is where most client relationships die. Here are practical ways to stay visible without being pushy or taking up too much time.
The simple CRM for consultants
Consulting runs on relationships, and relationships run on staying in touch. ClientGo makes sure the client whose engagement ended in March hears from you in June, not never.
$4.99/month · No credit card to start · Cancel anytime
Sound familiar?
Past clients forget you between engagements
The gap between projects is where your next contract lives. Without a system, six months pass and a competitor gets the call.
Your network is bigger than your memory
Dozens of former clients, referral partners, and warm prospects. Nobody can keep that current in their head.
Enterprise CRMs feel absurd for a practice of one
You do not have a sales team or a pipeline review. You have people you should call this quarter.
How ClientGo fixes it
No pipelines, no deal stages, no training videos. Just the pieces that keep follow-up happening.
Scheduled check-ins for every key relationship
End an engagement, set a 90-day check-in. ClientGo surfaces it when it is due, with your notes on where things stood.
Activity chains that hold the whole story
Link activities together to see the full history with a client: the intro call, the engagement, the check-ins after.
Quick notes after every call
Jot down what mattered while it is fresh. Next time you reach out, you open with something specific instead of "just checking in".
Team sharing when you bring in partners
If you run a small practice, everyone sees the same contacts and history. Assign follow-ups to whoever owns the relationship.
Common questions from consultants
Pipeline CRMs model deals moving through stages. Consulting mostly is not that: it is long relationships with occasional engagements. ClientGo models people and touchpoints, which matches how consulting work actually arrives.
Yes. Contacts are not limited to paying clients. Many consultants keep referral partners and former colleagues in ClientGo with periodic check-in reminders, since that network drives most new work.
A flat $4.99 per month per user with unlimited contacts and activities. No tiers to compare and no features held hostage on a higher plan.
ClientGo has its own monthly calendar view for your activities, and scheduled items can send you email reminders before they start. It does not replace Google Calendar or Outlook for general scheduling.
Yes. Data is stored with row-level security so only you and your team can access your workspace, and you can export or delete your data at any time.
Guides for consultants
Client Retention for Consultants and Advisors
Client retention is the most profitable growth strategy for consultants and advisors. Learn the communication rhythms and systems that keep clients for years.
How to Reconnect With Old Clients (Without It Being Weird)
Practical strategies and 5 email scripts to reconnect with past clients at any time gap. Overcome the awkwardness and turn old relationships into new work.
Stop losing work to forgotten follow-ups
Set up in minutes. $4.99/month with unlimited contacts and activities.
Start My Free TrialNo credit card · No setup · Cancel anytime