Authentic CRM

The relationship-first CRM. Built for boutique professional services firms.

[Authentic CRM @authentic_crm]

We Built Our Own CRM. Here's Why (And How You Can Use It Too). https://t.co/hUYrUoNGKh

[Authentic CRM @authentic_crm]

Agree. We advise our clients that the new playbook is a) get laser focused on who you serve, b) show up consistently and generously with your best thinking, c) nurture relationships to create respectful ways for folks to raise hands when they're ready, and knock their socks off with delivery.

[Authentic CRM @authentic_crm]

@DallasCPA @JohnUChicago @RachlinSeth Such a great topic. I tell folks constantly that I have zero clue what things will be durable in a world of super intelligence. But I'm pretty confident access to capital and a great network will be two of them.

[Authentic CRM @authentic_crm]

@carolinemassey Interesting - I do tend to think the legacy model (and more specifically the legacy pricing structure) is going to be hard for bigger firms to maintain. I suspect it becomes a barbell - the Kirklands of the world do fine, firms like yours do fine, the middle gets hollowed out.

[Authentic CRM @authentic_crm]

@joshgcalderon Learning from PE is a great mental model - they care about recurring revenue, acquired systematically, where no one client represents too great a percentage. The same things that make an attractive business to them make for a durable business for ourselves.

[Authentic CRM @authentic_crm]

@TonyVidler The accountability one is highly underrated, especially in enterprise / non founder-left clients. People don't want to bear the internal political risk. "McKinsey told me to do it" is much safer than "ChatGPT told me to do it."

[Authentic CRM @authentic_crm]

@CPATaxTeam Curious what things you did to build that level of trust and alleviate potential anxiety in advance.

[Authentic CRM @authentic_crm]

@jkubicki @semafor The cross-selling bit seems huge - not just as a mechanism to provide additional sources of revenue for partners, but also as a way to mitigate key person risk by introducing clients to multiple partners in the firm.

[Authentic CRM @authentic_crm]

@KHendersonCo We tell our (mostly boutique) clients to build a "rainmaker factory" - designing a repeatable way to help folks build authentic relationships at scale through thought leadership and systematic, high-value BD. Too much key person risk otherwise.

[Authentic CRM @authentic_crm]

@jkubicki Should be lots of aqui-hire opportunities in the coming years.

[Authentic CRM @authentic_crm]

Congrats - exciting times ahead. FWIW the attorney clients we have (both work with startups, and mostly seed/a) have found GC-as-a-service to be uphill sledding this year as founders try to use the robots to answer all but their hardest questions. Transaction work as busy as ever though.

[Authentic CRM @authentic_crm]

@itsheatherhop We tell our clients the best form of marketing is delivery excellence. You're doing it the right way.

[Authentic CRM @authentic_crm]

@BradleyrJacobs congrats on the launch. sounds hugely valuable for tons of fractional folks.

[Authentic CRM @authentic_crm]

Love this. "Clients are happy" is the most salient for me. Our internal "company brain" reads our transcripts and tries to tease out client health. It's super helpful for me because a) it catches nuance I don't notice, and b) it surfaces potential issues on calls I'm not on. And it's quite accurate.

[Authentic CRM @authentic_crm]

@NotGoKGreen @jonjfarb Love this SO much. I feel like all the AI talk underestimates how much of what a client is buying is someone they like and trust enough to talk through their toughest issues with. "Layoffs are brutal. But you'll retrench live to see another day." Cheap consolidation from a robot.

[Authentic CRM @authentic_crm]

@hollylawly Huge difference between "personalized" and "personal". I've told clients for years that 5 truly personalized touches will beat 1000 pieces of mad lib spam. Especially true now that the tools make it so trivial to build and enrich lists.

[Authentic CRM @authentic_crm]

@LoganGrafTax Figure out what client book to send this year. Leaning Overstory right now.

[Authentic CRM @authentic_crm]

@delisifriday Love this SO much. We call it "mastering the art of the small gesture."

[Authentic CRM @authentic_crm]

@csloane Love this. I feel like some of this is a consequence of the "it's a numbers game" framing story. No one factors in the reputational damage.