Begin with the practice you want to build.

The first conversation reviews desired clients and matters, the current marketing and CRM system, and the constraints shaping the work.

Your email application will deliver the message.

Keep this at the business and marketing level.

This opens your email application. It does not transmit data by itself.

Email directly: adriano@caseloadselect.ca.

A clear review, not a hidden sales sequence.

Fit review

Adriano reviews the direction and whether the connected model is relevant.

First conversation

Discuss desired matters, current ownership, CRM state and evidence.

Recommendation

Receive a clear next step, including Not Yet when that is responsible.