Module 3

Client Management & CRM

Previously

In Operations, you found the time hiding in scheduling and delivery, and ran the three tiers on it — quick prompts, the ops platforms worth their price, and the custom tools you could build to own the workflow instead of renting it.

Coming up in this module

Now the relationships — remembering everyone, and caring for them at scale:

• Where client-management time really goes, and what slips through the cracks.
• Prompt it: better, faster client care starting today.
• Platform it: the CRM and client tools already built.
• Build it: a client system you could own, shaped to how you actually work.