CRM for consultants
See the dry month coming while you're still busy.
Every proposal you owe a chase sits on today's list, past clients who've gone quiet come to the top, and a daily outreach habit keeps going through a busy project.
Gone quiet, 30 days
Northwind Labs, project wrapped in June, no word since
Today's follow-ups
- Send Lena the scope docYesterday
- Call Dana about next steps11:00am
- Discovery call with Raj3:00pm
Six moments
Your week, from Monday's follow-ups to the next project
01Monday morning
Know which proposal to chase today.
Past clients you haven't spoken to in 30 days sort to the top, next to today's follow-ups. Type "chase Acme on the proposal Friday" and it's dated.
- Past clients gone quiet for 30 days, at the top
- Today's follow-ups, overdue first
- Dated from what you type, like "Thursday 3pm"
- Northwind Labsproject wrapped in June, no word since62 days
- Dana Ortizdiscovery call in August, asked about scope34 days
- Kemp & Coreferred you twice, last coffee in May91 days
- Send Lena the scope docYesterday
- Call Dana about next stepsToday 11:00am
- Discovery call with RajToday 3:00pm
02After a discovery call
Every discovery call counted, with no CRM form to fill in.
Tap once on your phone and the call is logged with its points. Add proposals, referral asks and coffee chats as your own activities, so the buttons match how you find work.
- One tap per call or meeting
- Your own activities, with your own points
- Every call saved with the day and time
03Mid-project
The dry month starts on a busy week, six weeks earlier.
Set a routine like one message to a past client a day and tick it off from WhatsApp. If it's not done by 8pm, you get a heads-up before the streak breaks, busy week or not.
- One outreach message a day, ticked off from WhatsApp
- A heads-up at 8pm before a streak breaks
- The last seven days, as dots
- Message a past client1 day, best 8
- Book discovery calls7 weeks, best 7
- Pipeline review6 months, best 6
04Before the week fills up
Hold an hour a week for finding work, before clients fill it.
Set a block to repeat every week and it shows as busy on your Google Calendar, so nobody books over it. Send your booking link and a prospect's call lands on the same planner.
- A weekly block for outreach
- Busy on your Google Calendar
- Your booking link, for discovery calls
Tue 29 Sep, 4pm - 5pm
October
1 hour held
05Your number for the year
See in March where the year's number stands.
Put the year's revenue in as a goal and it shows what each month still needs. A mark shows where you should be by today, while there's still time to fix it.
- What each month still needs
- On track, at risk or off track
- Update it with a message when a project signs
Needs $8,556/month for 9 months
06With no manager
No manager? Biscuit notices a quiet week.
Biscuit is the app's corgi, and his face follows what you log. Nothing since yesterday and he looks sad, so a quiet week is harder to ignore.
- Sad when nothing's been logged since yesterday
- Tired after two quiet days in a slow week
- It won't make the calls for you
Tue 15 Sep
Sad
And the small stuff, handled
Find the past client worth a call today.
Open the list, see who's gone quiet for 30 days, and send one message before your next meeting.