Case studies
A closer look at the systems I've built for clients and how they're used.
- Less Annoying CRM to Attio: a migration case study
A Less Annoying CRM to Attio migration: turning tags into fields, rebuilding investment records, checking the source data and preparing the team to switch.
- Spreadsheets and a practice tool that didn't fit
An appointment-setting company replaced manual reporting and call review with reports that populate themselves and practice based on each agent's scored calls.