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 |