Chief Strategy Officer Handbook

Chief Strategy Officer Handbook

A comprehensive guide to equip Chief Strategy Officers with the knowledge, tools, and insights needed to thrive. Through practical advice, strategic frameworks, and real-world examples, the Umbrex Chief Strategy Officer Handbook will serve as a definitive guide to navigating the intricate world of corporate strategy today. Written by a McKinsey alum, the handbook includes 17 […]

Marketing Plan Playbook

The Umbrex Marketing Plan Playbook is a comprehensive guide for creating an effective marketing plan for your independent management consulting firm. The playbook includes a Marketing Plan Template, which is also available to download as a Microsoft Word file that you can customize to create your own marketing plan. Request the Umbrex Marketing Plan Playbook […]

Better Bullet Points to Win More Projects

Better Bullet Points to Win More Projects

Often, clients or intermediaries will ask you to share bullet points that detail your relevant experience. This resource provides:  The job of a bullet point The two types of good bullet points DOs and DON’Ts Bad examples Good examples Additional resources 1. The Job of a Bullet Point The job of a bullet point is […]

100+ Ideas for Using Time Productively Between Projects

We all have gaps between projects from time to time that leave space for other activities. Umbrex has curated this list of 100+ ideas for using your time productively between projects. We’ve provided links to some activities as relevant. Do you have an idea you’d like to contribute for using your time productively between projects? […]

Guide to CRM Software for Consultants

Clients and relationships are the lifeblood of an independent consulting firm — and knowing the best Customer Relationship Management (CRM) tool to track your contacts, opportunities, and projects is a vital aspect of your practice. Umbrex conducted a survey of more than 300 independent consultants to gain valuable insight into how they manage their CRM. […]

Business and Correspondence Card Templates

Business cards are one of the first things a new independent consultant orders. Professional correspondence cards with your firm name and logo are also nice to have. This resource provides business and correspondence card templates that you can use to create your own cards. Whether you are ordering business cards for the first time for […]

Guide to Microsoft Dynamics CRM

Website: Microsoft.com Pricing (single user, as of February 2023):  Microsoft 365 Business Basic: $6/month  Microsoft 365 Business Standard: $12.50/month  Microsoft 365 Business Premium: $22/month https://youtu.be/wbZFPEJScAk User experiences and comments on Microsoft Outlook Name: Ulrich Riedel Comments: I tried Hubspot, then talked to a Hubspot advisor. We realized that for my needs Hubspot doesn’t work. But […]

Guide to Dubsado CRM System

Website: Dubsado.com Pricing (up to 3 users, as of February 2023):  Starter: $20/month Premier: $40/month https://youtu.be/aRho4Sr1zFM User experiences and comments on Dubsado Name: Kelley Brubaker Comments: Once I got my statuses, tags and workflows set up and I became familiar with how Dubsado works, I see how my firm is much more efficient since Dubsado […]

Guide to Nimble CRM System

Website: Nimble.com Pricing (as of February 2023):  Business: $24.90/month per user https://youtu.be/-04mA-EgdUA User experiences and comments on Nimble Name: Georgia McKenzie Comments: We use Nimble because it’s the best CRM system on the market, and it’s a great fit for our boutique company. Nimble is flexible and easy to use, which is why we recommend […]

Guide to Monday CRM System

Website: Monday.com Pricing (as of February 2023):  Individual (up to 2 users): Free Basic: $10/month per user Standard: $14/month per user Pro: $24/month per user Enterprise: Request quote https://youtu.be/yjOU3KTYHhw User experiences and comments on Monday Name: Kristen Mittal Comments: It’s like an Excel spreadsheet, and can customize for whatever metrics you are tracking. I  include […]