Capture
Save contact information when the relationship begins, including people you meet in person.
A tool I use and recommend
Keep the relationship. Keep the context. Follow through.
SingleFig is a practical CRM for capturing the people you meet, understanding their businesses, and keeping the next useful conversation from disappearing into a spreadsheet or inbox.
Start your SingleFig trial →See how Jay uses SingleFig →See how my website and relationship system connect →This is Jay’s referral link. SingleFig manages signup, account terms, and billing.Why it is in my system
A CRM should help you remember what matters—not create more administration.
Understand
Bring business context, contact research, and relevant updates into the relationship record.
Follow through
Keep conversations, prospects, projects, and next actions connected instead of scattered.
A useful fit when
Your relationships are valuable, but your system is not helping.
- You meet useful people and lose track of the follow-up.
- Your contacts, notes, email, and project context live in different places.
- You want AI assistance grounded in your business and relationships.
- You need a lighter, more usable alternative to an enterprise CRM.
How it fits into working with me
Start with the gap. Then choose the tool.
Wendy helps us see the whole path
Wendy Wilder is the marketing systems analyst behind BASE3 and SingleFig. BASE3 connects three things: the decision a customer is making, the information they need, and where they receive it. We use it to show you what is missing before recommending more marketing or software.
A campaign becomes a list of things to do
A social post needs somewhere useful to send people. A purchase needs a confirmation. A satisfied customer may need a timely invitation to return. SingleFig can map those steps and turn them into a production plan, so your team knows what needs to be ready.
Get help applying it to your own business
If SingleFig is a fit, we can agree on guided setup with me or Wendy: work through a real campaign, review your website and search visibility, and understand what your website numbers are telling you. We define the support, timing, and fees before you commit.
Keep what already works
BASE3 does not require SingleFig. If you are already invested in HubSpot or another useful customer system, we can work with that. Software, setup, campaign execution, and ongoing support are separate decisions with their costs made clear.
Try the system