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Freelancing gives you space to breathe but also leaves you on your own. Some solos love calling the shots, but they still wrestle daily with tough calls, shifting ground, and loads piling up, with no backup crew around. When I moved out of leading R&D tax work into guiding freelancers one-on-one, I knew right away: this gap needed filling. So here I am, part of the circle, passing along tools most independents never get handed.
My name’s Dr Stuart A. Bentley. For over two decades I worked in universities, industry labs, and public sector roles. Back then, studies I led at Birmingham Uni helped improve how jet engine parts were built, showing me firsthand how practical science boosts both business and everyday life.
From that point on, I’ve taken on jobs where breaking down tough concepts was key, be it in research, government strategy, or tech settings.
On top of that, I finished the Connected NED and Board Advisory courses, boosting how well I can help groups and peop…
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To be honest, the platform shows promise, but they have struggled to meet the demand for work from the advisors they have taken on and trained. They are going through a process of realigning the platform, so I hope things improve. Currently, I wouldn’t recommend anyone joining, though.
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MoneyPlus, a financial services company that I work with, is about to develop its CRM strategy. They are in the process of moving all customers from a call centre to a digital journey, and their old CRM system was weak. With this new journey, they will require a lot more personalised messages, nudges and chats at every stage in the customer journey.
They are keen to chat with experienced CRM experts, to help them better frame the problem – likely starting with a 30-60 minute call.
If interested, please let me know. Plus, ensure that your TPC profile is up to date, as – if a good fit – I will share it with the MoneyPlus team.
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Hey Ben. My CRM experience goes way back, though there are probably more up-to-date folks out there. One thing they could ask whoever comes in is to do some analysis of the new gen of AI-powered CRMs like Attio or Zoho and do some vendor analysis compared to more traditional tech options like Hubspot, Salesforce, Pipedrive etc
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Alix Picard posted in the group Life Sciences Professionals
Hello, I’m Alix, I am a fractional lawyer. I have created this space for the life science experts within TPC to meet and share. I’ve been working within the service provider sector to the pharma/healthcare for 20+ years, so I know a lot about winning and servicing pharma and healthcare clients. And if I don’t know the answer to a question myself I usually know the name of someone who does. So feel free to ask away and if I can help I will!
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Hello everyone! I’m currently on a lookout for speaking opportunities – some might say it’s their idea of hell, and I actually enjoy it!
Topics I feel passionate about and love to share with others are on how to:
– Create customer experience that supports growth
– Work effectively to drive customer change
– Keep your service human in the world of AI
– And lead teams with clarity, direction and calm confidence
Not a massive fan of big events but if anyone needs an experienced CX voice on a panel/roundtable/smaller event, particularly in the startup/scaleup space – let’s chat!
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Love it, thanks Orinta! Have you got any examples of talks you have given before? A showreel, testimonials etc? These are always handy when making an intro
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Hi all, I’m digitising equity to help founders manage and automate their cap tables (streamlining the painful parts around vesting, updates, and reporting) and would love to chat with anyone who’s dealt with equity admin headaches, especially managing contibutions for equity in the early days. I want to make sure we’re solving real problems, so if you’ve got 30 minutes to share your equity admin stories, as a founder, investor or employee/contractor, I’d love to chat and share what we’re learning and working on. Cheers!
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Nice offer, thanks Harish – do you have a preferred sector or are you open to any and all founders and thier ideas?
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Hi everyone, I am seeking a first engineer and technical co-founder. Brief summary below, please reach out for more details if interested or know anyone who might be a good fit:
Job:
– Stealth financial intelligence startup; Demo/prototype already built but evolving
– Fractional (equity-only) moving to Full-time post-funding
– London-based; In-person when full time
Main need:
– Production graph database experience — Neo4j (Cypher + GDS) strongly preferred, but Gremlin / Amazon Neptune / JanusGraph depth is transferable
– Experience with relational databases
Thank you!
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Allan Kelly
posted in the group I'm looking for.. .Can anyone recommend a ”personal CRM” ? – not sure if that is the right term, maybe ”Contacts manager” is a better one.
I’ve been look at my contacts – always the best source of work. It occurs to me that its not that I need more new contacts but I need to make the most us of the ones I’ve got.
But with 2,000 on a mailing list, 5,000 LinkedIn connections, 6,000 LinkedIn followers, god knows how many GMail contacts where do I starr? Obviously there is massive overlap but I don’t know where to start!
So can anyone recommend a system that could suck all these in, match them, and help me manage & mine them in future?
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Hi Alan
A good question! I’ve heard people talk fondly of Pipedrive and Airtable, while those of a certain brainpower prefer Notion. With some discipline a Google/Excel sheet can definitely do the trick, which might be the most cost effective solution to start with. When it comes to products that can combine data from different existing sources, I’d definitely be interested to hear what others have to say!
Tagging some technically minded members who might be able to help: @w…
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My post was after a few hours Google’ing – Pipedrive looks like overkill, Airtable and Notion require work: as an ex-coder I could do it but I also know that it will be far more work than is sensible.
At the moment I’m stuck with Excel which again, I have the skills to work miricles, but I also know there must be a better way
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We also have a partner who might be able to help! Dex is a contact management software that allows you to connect to multiple sources
You can check them out here: https://getdex.com/Pioneer members get $25 off their 1st year subscription, so it might be worth upgrading your membership with us to access this (+ lots of other) benefits! If you’re interested, you can find out more via the ’My Membership’ section of your Dashboard. Shout if you need any help with this!
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I didn’t know that, thanks
Dex was one of the options that came up when I was searching the other day, Nimble was the other one, will have to look more closely
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Allan Kelly I was going to mention Dex…I have been using in the last 9 months and it is superb for Portfolio Career Professionals. I love it
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I’ve also just remembered this previous post on the CRM topic that you might find helpful: https://portfolio-collective.com/collective/activity/p/156355/
A few more names to add to the mix!
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Thanks to everyone who replied, a new question for you
I went for Dex – quite cheap I think at a bit over £100 for the year.
Its sucked up my LinkedIn connections and my Google Address book which is impressive.
But now I have a second question….
Anyone know where to start sorting the wheat from the chaf? – I’m now staring at nearly 5,000 contacts and apart from searching ”CEO” or ”Founder” I’m at a loss
Is there a book or some…
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Allan Kelly I don’t know of a book, but from my experience, I’d start by defining the types of people you want to be connected to: customers, partners, vendors, etc. Then you can start organising your contacts in these broad groups. Most CRMs can add tags or categories to contacts.
From there, I’d look at what characteristics are important for each of these types. For example, what demographic information do you need for customers? Make sure that information is in the CR…
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Hi Everyone
I’d love to know: do you ever find yourself staring at a blank screen when faced with a work-related writing task?
If you do, I’ve created a free resource to help with this problem.
The ‘Write Your Content’ Challenge will help you to get the words out of your head and onto the page; connect with your readers; write with purpose; and save time.
You can find out more and get yours here: https://go.write-my-content.co.uk/freebie
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Thank you for sharing, Nandini! Tagging some of our content focussed community members who might be able to make use of this resource: Sammy Sturgess, Rachel Francis, Eleni Young, Bojana Radoman, Holly Guy, Liz Massey, George Rendel, Hamish Dickie
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Thanks for the intro, Stuart
I’d be really interested to hear how you found the Connected NED and Board Advisory course? We have a few community members who have looked at it in the past, but not had any feedback from someone who’s actually completed it, so any intel is appreciated!