An operating system for a consultancy
One system for a consulting business end to end, from lead capture through project lifecycle, invoicing and the follow-ups in between, instead of a CRM bolted to a website bolted to a spreadsheet.
Consultancies run on a public site that captures leads, a CRM that forgets them, and a spreadsheet that tracks the actual project. Nothing joins up, so the same client gets entered three times and follow-ups happen when somebody remembers. The work is real; the system around it is three systems pretending to be one.
This is one line end to end: lead capture from the public site straight into the client record, opportunity through to won work, project lifecycle against that same record, invoicing and payment attached to the project, and follow-up on whatever is overdue at any stage. It grew out of a consultancy build where the public site and a client record system shipped as one stack, and is now a Kaizen Labs product in development.
Lead capture from the public site straight into the client record, with no re-entry
Inbound leads qualified against triggers you configure, rather than sorted by hand
Follow-ups drafted from where the client actually is in their lifecycle, for a human to send
Project status summarised onto the dashboard for review, instead of assembled for a meeting
Project lifecycle against the client record, not a separate spreadsheet
Invoicing and payment status attached to the project it belongs to
- Public site
- Lead capture
- Client record
- Project lifecycle
- Invoicing
- Follow-up
Started from the re-entry: the same client typed into a form, a CRM and a spreadsheet, and the follow-up that falls between all three.
Public site and authenticated application on one stack, sharing one client record rather than syncing three.
One stack, one client record: a new module attaches to the same record rather than adding a fourth system.
Running your practice across three systems?
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