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.

CRM Consulting Service Comparison
Ways to Work Together
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

    Review your current planning and technology systems.

    Identify constraints and pain points.

    Map your perfect onboarding and ongoing client management experience.

  • 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.

  • Implement

    Launch your new systems.

    Tie your data together with integrations & automations.

  • Iterate

    Rapidly design & deploy additional functionalities as your practice evolves.