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Challenge
A business mentor was managing all client information across DMs, emails, voice notes, and scattered documents.
As more clients came in, keeping track of follow-ups and progress became difficult.
There was no single place to see who was where in their journey, which led to delays, repeated work, and things being held in memory instead of systemized.
Solution
We set-up a simple, structured CRM system that fits the mentor’s way of working.
All client profiles, notes, progress, and follow-ups now live in one place.
Key workflows were added so next steps are prompted automatically — reducing the need to remember or re-check conversations.
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Client records centralized
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Follow-up reminders built in
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Project stages visible at a glance
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Light templates for replies and updates
Everything now runs from a single dashboard.
Results
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~8 hours saved per week.
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Manual tracking and reminders were replaced with one clear, automated system — saving time and mental load every day
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No missed follow-ups.
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Every lead now moves through a consistent process, keeping communication steady and professional.
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12% increase in returning clients.
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A smoother client experience led to stronger relationships and repeat bookings.
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Her process is now clear, repeatable, and easy to maintain — giving her more space to focus on growth instead of chasing details.
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