How we work together

My goal is not to increase your firm’s efficiency at all costs. Rather, my goal is to increase your firm’s effectiveness while decreasing the friction between your technology and your ability to get stuff done. We’ll accomplish this by building a custom planning platform that serves as the hub of your business.

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Our shared goal is to build a unique planning platform that serves as the hub of your business.

However, unique doesn’t mean we have to build from scratch. We’ll start with a CRM template that includes clients, tasks, and a few simple dashboards. As we build your initial prototype, I’ll coach you up on relational databases and how to think in Airtable/Notion. Don’t worry - it’s easier than you think.

As you experience the new system, we’ll identify what parts of your existing solutions should be maintained. Where possible, we’ll work to clone your favorite parts of existing software to consolidate your tech stack. In other places we’ll use integrations to sync your data as much as possible.

With time, you’ll become comfortable with your new CRM and will start to wonder what else we could build. As you experience those “wouldn’t it be nice if it could ___” moments, we’ll check in and iterate on the roadmap. As your business and planning style evolves, so too should your tech.