One shared memory
A shared CRM brain: WhatsApp conversations and crossed email threads centralized in one place, a daily brief per person.
Nobody knows what you know, so nothing moves until you answer. Thirty minutes on the phone, free, and you leave with the two or three places your time actually leaks, costed, and the order to plug them in.
What we do in the 30 minutes
What it is not: a demo, a deck, or a sales call in disguise. Sometimes the answer is that there’s nothing worth building, and you’ll get that answer too.
First name, email and WhatsApp right in the scheduler, plus one question:
Opens the Google scheduler · first name, email, WhatsApp
That’s the normal case. These systems run inside an investment fund, an insurance general agency and a training institute, not inside startups.
It stays with you. Dedicated private server, never feeds another client, never resold.
Thirty minutes. If there’s a next step it’s two hours, not three weeks of your team’s.
Opens the Google scheduler · first name, email, WhatsApp