One month. Her own CRM.
A place to keep every client, lead and session, so ten emails from a referral centre do not become forty she cannot remember.
Chapters
-
0:00Third time back, and her first client -
1:13Ten emails from the centre, and forty she will not remember -
3:00What she needs to know when she starts the day -
4:13The ones who never answered, and the ones coming in November -
4:52What a CRM is, sketched out on paper -
5:30Contacts, leads, and where each one came from -
5:39Shared clients, because family therapy has two therapists -
8:14Reminders, or a next action with a date -
11:07"Do you want to look at what is already built?" -
11:19She had already built it, off the spreadsheets -
11:33Why you never tell it to use a spreadsheet -
14:45A login that emails her a one time code -
15:50A project inside another project, which is never the practice -
21:04What was still missing from her own list -
21:45Everything in one go, not one thing at a time -
27:21Reading the emails: the chat window or the server -
30:56A small practice does not have to scale -
33:16Keeping the invoice split between two therapists -
35:08Asking it what she is doing wrong as a prompter -
38:05Too many layers, and the architecture review -
45:21What to skip: no client portal, no billing rebuild -
46:33Memory is per folder, and six projects had none -
57:27The review comes back: it planned first, and sketched first -
1:00:40There was never a Google integration at all -
1:08:42Two way calendar, done properly -
1:17:20A Google Cloud project, and what it actually costs -
1:23:34The credentials file, downloaded and handed over -
1:29:33The integration works -
1:32:08Three design iterations, and picking the plain one -
1:38:40Functionality first, design when you know what you need -
1:42:51One month ago she was on holiday -
2:17:08Illustrations, generated for a client session -
2:29:20Her real bookings show up in her own CRM -
2:31:12What it forgot, and a very bad robot
The session
Her third session, and she came in with it already made. A referral centre had started emailing her clients in a fixed format, ten of them so far, forwarded from her old address to her practice one. Ten she can hold in her head. Forty, in two months, she cannot, and she said so in the first two minutes. She had started in a spreadsheet, watched it turn into too many workbooks with nothing in the middle, and asked her agent for something better instead.
So the evening was about the shape of it rather than the making of it. A contact that can be a lead or a client and remembers where it came from. Clients shared with a co-therapist, and clients who are hers alone, because family therapy has two people billing. A next action with a date, which is what a reminder is once you stop calling it one. Then Google Calendar, both ways, so a booking made on her site appears in her CRM and a session in her CRM blocks the slot on her site. By the end her real bookings were in there.
The last thing on the tape is the agent being told it had forgotten half the requirement list and asked to explain why. That is in the recording too, because it is the part that happens to everybody.
What did Bernadett build? What Bernadett said afterwards
I went in thinking I needed a website built. What I got instead was way better — Mate Wish Key taught me to code with AI in just a few hours. Saved me a ton of money I would've spent hiring someone, and way more time than I expected.
The best part is he doesn't just do it for you, he shows you how to do it yourself. Now I can manage my own site, build out my own ideas, and actually run my business the way I want to.
Genuinely gave me a confidence boost too — I feel like I can actually position myself in my field now instead of depending on other people. Highly recommend if you want real skills, not just a quick fix.
Prompty
