Agencies, consultants, legal, staffing, and service firms. You close on relationships but lose track of where they are. I build the CRM and process discipline that scales without losing the human touch.
Professional services businesses have sales cycles that do not fit standard CRM templates. Deals take months. Relationships span multiple contacts. The same client might be a prospect, a current client, and an expansion opportunity all at once. Most CRM setups create more friction than they solve.
We close on relationships but we are losing track of who is in what stage.
Stages and contact structures that reflect how professional services actually closes, not how SaaS closes.
Exit criteria and stage definitions for deals that take 60 to 180 days without creating CRM friction.
Capture and attribute revenue from referrals, past clients, and relationships you are not currently nurturing.
Keep deals moving without depending on one person to remember who needs a touchpoint.
Professional services is a different animal. The first call is a working session to understand your specific motion before recommending anything.
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