Institute of Management Consultants
Orange County IMC Breakfast Meetings

Don't Miss our April 1 Breakfast with Mark Friedman !

Automation Tools to Manage Your Consulting Clients... from Prospecting to Project Management
 With Mark Friedman, President, The Velos Group, Inc.
& Rich Heimann, President, International Bandwidth Services.

  
  
At our Orange County IMC breakfast meeting on April 1,
learn how to build sales for your consulting practice by using readily available software and online tools to manage prospective clients and ongoing client relationships so that nothing falls in the cracks. The same software tools can also help you manage actual consulting engagements.

Many management consultants run their own business by the seat of their pants, without any systematic program to manage client relationships. Don't be among them, since many business opportunities are lost due to lack of timely communication and follow-up. Sole practitioners who rely on prospecting and established consultants who rely on referrals are equally at risk.

Our main speaker will be Mark Friedman, President of The Velos Group, Inc., a consulting firm which helps companies grow sales through database marketing, direct mail, sales force automation, telemarketing, and improved sales lead management. Mark will present the leading software tools available to consultants for database marketing and customer relationship management (CRM). He will teach us how to identify our best prospects using database marketing techniques usually reserved for big companies. And he will demonstrate sales force automation techniques to automate the client relationship management aspect of our practice.

Assisting Mark will be Rich Heimann, and expert on ACT! contact management software. Mark and Rich will access an client database and display results using an LCD projector.

If you want to build your consulting sales and maintain a growing client base, this will be a breakfast not to miss. Expect a lively discussion, as attendees share their experience with software tools.

Time & Place

This one of our monthly Orange County IMC Breakfast meetings -- a great low-cost learning and networking opportunity for your consulting business. These meetings are held at Hof's Hut Restaurant near OC Airport on the first Thursday of every month.

  • Place: Hof's Hut Restaurant, 18850 Douglas, Irvine 92612. Map
    When driving south on MacArthur from I-405, turn left on Douglas just before your reach Campus Drive, then turn left into the restaurant parking lot.
  • Date: Thursday, April 1, 2004.
  • Time: 7:00 a.m. - 9:00 a.m.
  • Price: $10 for IMC members, $15 for non-members, exact change appreciated. This includes any choice from the IMC hot breakfast menu, tax and tip included.
  • RSVP: to Harald Weiss
    Mark Friedman & Rich Heimann
Mark Friedman is President of The Velos Group, Inc., a consulting firm which helps companies grow sales through database marketing, direct mail, sales force automation, telemarketing, and improved sales lead management. Prior to founding Velos, he was VP Sales of Shearson-Lehman Mortgage and National Sales Manager of MAI Basic Four's Supply Distribution Center. He has also held sales and marketing management positions with Madge Networks, LANNET Data Communications, FieldCentrix, Novadyne, CalComp, and Ingram Micro. He holds a BS degree in Business from the University of Colorado.

Rich Heimann is President of International Bandwidth Services (IBS), a consulting firm which offers Contact Management and Sales Automation services using ACT! software. Prior to founding IBS in 1998, he was Vice President of Operations of McDonnell Douglas Field Service Company (MDFSC), then General Manager and Director of Sales of Novadyne Canada. He was Chairman of the Service Industry Association, where he has served on numerous committees.

Upcoming IMC Events

About IMC SoCal

IMC SoCal is the Southern California Chapter of the Institute of Management Consultants (IMC USA), the national accrediting organization for management consultants. In addition to providing a wide range of benefits to management consultants, IMC awards the prestigious CMC (Certified Management Consultant) certification mark.

For further information, please contact Harald Weiss at (949) 786-1403.