What turning around a 20 year old business taught me about customer touch points
OperationsThe business was losing $6K a month. Seven weeks of redesigned touch points made it profitable.
Lessons from client engagements, in reverse order. Each one comes from a system I built or a business I helped run.
The business was losing $6K a month. Seven weeks of redesigned touch points made it profitable.
n8n handles orchestration, Claude handles personalization at scale, and a file based CRM holds it together. Built for agencies that live on booked calls.
The answers decide whether a build pays for itself. The third one usually changes the scope.
Seven templates in, each one has brought clients, students, and better questions.
JSON, CSV, and a nightly audit script keep the whole pipeline honest. What it looks like and where it breaks.
Verified emails and clean company names double the value of every AI generated opener downstream.
A decision rule from a year of building both for client systems, and why communication decides more cases than code.