Design the CRM field and stage schema
Packaged know-how that tells an agent how to do a job well.
You might say…
“I'd spent hours setting up the CRM, then never used half the fields because they didn't match how I actually think about relationships.”
What it does
Proposes the deal-stage pipeline, relationship-warmth scale, and follow-up fields tailored to how this advisor actually works — fitted to the chosen CRM's constraints.
Trigger: Use when first standing up a CRM or restructuring it, before importing contacts — design the system to fit the practice, not the other way around.
I/O: Advisor's workflow description + CRM constraints → stage pipeline, warmth scale, and field schema design
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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