Resources
Practical writing about running client relationships
No thought leadership, no gated whitepapers. Just what we have learned helping small businesses move onto a CRM and stay there.
Build or buy: what a home-made CRM really costs
Getting a first version of your own CRM built has never been cheaper. Keeping one running is the part the estimate leaves out. Here is what to count before you decide.
Read the guideThe CRM migration checklist nobody gives you
Moving CRMs fails on data hygiene far more often than on software. Here is the order of operations that keeps a switch from turning into a quarter-long project.
Read moreWhy small teams abandon their CRM in month three
Adoption does not fail because people dislike software. It fails when logging work costs more than the work is worth. A look at the arithmetic.
Read moreDesigning pipeline stages that actually forecast
If your stages describe how you feel about a deal rather than what the buyer has done, your forecast is a mood board. Define stages by evidence instead.
Read moreA practical routine for keeping client data clean
Data quality is not a project you finish. It is a small recurring habit — here is one that takes twenty minutes a month and prevents most of the damage.
Read morePut your client conversations in one place.
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