PROFESSIONAL SERVICES
Consulting CRM — enquiries, engagements and retainers
Scope before you write a free proposal, deliver against a measure, and renew retainers because the value is visible.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A week was spent writing a proposal for someone who was never going to decide.”
- 02
“An engagement finished and nobody could say whether it worked.”
- 03
“A retainer was cancelled and the decision had been made weeks earlier.”
THE SYSTEM
The business consulting system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Enquiries
- Engagements
- Retained Clients
3 forms
- What are you trying to fix or build?
- Business diagnostic
- How did we do?
2 booking links
- A scoping session (60 min)
- Quarterly strategy session (120 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to next-day callback
- scoping session booked prompts forming a hypothesis
- proposal follow-up
- won opens the engagement with the measure as the first task
THE INSIGHT
“Selling days makes you a cost to be minimised. Selling outcomes with a written measure makes you an investment that can be shown to have worked — and only one of those renews. **CTA** · See how a consulting practice runs on it **Meta** · *Business Consulting CRM Software for NZ | Penguin Pilot* — Scope before you propose, deliver against a written measure, and make retainer value visible every quarter. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES