Notes on running a consultancy or coaching center, and on building the system behind it.
Product & Engineering
A two-person coaching center and a forty-branch consultancy chain need very different things on day one. Building one rigid product for both was never going to work.
A generic sales pipeline has stages like "Qualified" and "Negotiation." A study-abroad consultancy's funnel looks nothing like that — and forcing it to fit is where most CRMs fail this industry.
Disputed commissions don't just cost money. In an industry that runs on referral relationships, they cost the relationship itself.
A lead doesn't usually get lost because someone was lazy. It gets lost because the system tracking it was never built to hold it.
