All four ways to startWhere to Start
One place for customer information
One place for every customer, conversation, and next step, set up around how you already work.
- Length
- 4 to 6 weeks
- Price
- From $4,000
Is This for You?
It fits if any of these sound familiar
- Customer details live in inboxes, phones, spreadsheets, and memory.
- Follow-ups get missed because nobody can see what is due.
- When someone is out, nobody else knows where a customer stands.
- You tried a customer system before and the team did not use it.
What You Get
The work you keep
- A working contact and follow-up system.
- Your existing contacts brought into it.
- Training for your team.
- A short guide to keep.
- Fixes in the last weeks, once the team is using it.
How It Works
Week by week
- Week 1
Kickoff and design
We agree what to track and the steps a customer moves through. The design follows how you already work.
- Weeks 2 and 3
Build
I build the system to the design we agreed.
- Week 4
Contacts and training
Your existing contacts are brought in, and I train the team so they use it from day one.
- Last weeks
Fixes
Once the team is using it, I fix what real use turns up.
What I need from you
- One kickoff call.
- Your existing contacts, in whatever form they are in today.
- Time with the people who will use it, for the design and for training.
Afterward
What changes for you
- Everyone looks in one place for a customer, not five.
- Follow-ups are visible, so fewer are missed.
- The team has a guide and has been trained on it.
This is what the work is built to produce. Results depend on your business, and I will tell you up front what is realistic.
I built this for a real estate agent: one place for every person, conversation, note, and file, which she owns.
Read the case studyCost
From $4,000, over 4 to 6 weeks
You get a fixed figure before we begin.
Common questions
- Do you need to be on site?
- In the New York tri-state area I come to you. Anywhere else, we do it by video.