You’re in planning to build relationships, not track them.
Whether you want to increase your efficiency, effectiveness, or both, you deserve technology that truly maps to your way working.
| Service Offering | Implementer | Operator |
|---|---|---|
| Service Type | One-time | Ongoing |
| Co-create vision for your custom CRM | ✓ | ✓ |
| Tech-stack consolidation analysis | ✓ | ✓ |
| Custom CRM design using Airtable, Notion, or other low-code platform | ✓ | ✓ |
| Custom dashboards to track key client verticals | ✓ | ✓ |
| Custom dashboards for task & project tracking | ✓ | ✓ |
| Ongoing integration support | — | ✓ |
| Custom client portals in Notion | — | ✓ |
| Process documentation and refinement to ensure consistency across your team | — | ✓ |
| Creation of customized internal resources and knowledge bases | — | ✓ |
| Strategic guidance to address evolving tech ecosystem | — | ✓ |
| Shared roadmap of future system improvements | — | ✓ |
| Available for additional consulting at hourly rate | ✓ | Included |
| Available for planning and operations support | — | Additional cost |
Ready to dive in? Here’s how it works.
-
Evaluate
Identify constraints and pain points in your current planning and technology systems.
Map your perfect onboarding and ongoing client management experience.
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Design
Choose the building blocks for your new custom systems.
Keep what works, swap what doesn’t, and consolidate your tech stack to reduce your subscription costs.
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Implement
Launch your new systems, complete with custom dashboards & workflows.
Tie your data together with integrations & automations.
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Iterate
Rapidly design & deploy additional functionalities as your practice evolves.
Monitor the fast-moving tech ecosystem to stay at the top of the adoption curve.