Spreadsheet / email patchwork — wants clarity
Leader juggling tools, not a developer, needs piloting.
Signals (30 s)
- •Spreadsheets everywhere, online CRM or invoicing tool already in use that does not fit the trade
- •Scattered emails and files to track clients or stock
- •Wants a dashboard, not to learn code
Opener
You juggle several tools to run the business — most SMBs do. The issue is not buying another box: it is having a tool of your own, shaped to your trade.
Pitch ~60 s
I shape business tools: I listen to how you really work, connect your data, and build a piloting foundation you can use right away — clients, stock, follow-ups, what matters to you. Not a fixed catalog: your way of working, formalized. Then you choose: I keep shaping for you, or you take the wheel with a safety net.
Storytelling
Recently a law firm: old ugly CRM that worked, clear aspirations. In weeks, a shaped CRM — tracking from client to case, email, document. Client tests: « wow, simple and clean ». I do not « develop » in the classic sense: I imagine, connect, it works.
Questions to ask
- What takes most of your time each week?
- Where is your data today — spreadsheet, email, online tool?
- If you had a clear view tomorrow, what would you check first?
Avoid
- — Talking online AI assistant or prompt training
- — Promising a big ERP or full rewrite upfront
- — Dev jargon (API, stack) without business link
Proof to show
Next step: Offer a 30-min discovery call — business listen, no parking-lot quote.
