Win your first customers, then keep every one

Right now the pipeline is probably a spreadsheet one founder updates on Sunday night, a chat thread full of “any word from Calloway?”, and an inbox. Put every intro, demo, and pilot on one board instead, and name the stages the way you already talk: Intro, Demo, Pilot proposed, Signed. The intro your investor sent this morning goes on the board in under a minute, with who made it and what the customer wants.

Each card carries its amount, so you can see $24,100 in pilots and plans out, and exactly which one has gone quiet. The $6,000 design-partner pilot nobody has chased in twelve days is sitting in plain sight, and the notes from the demo are on the card when you follow up.

When a lead from the spring comes back after their budget cycle, their page already has the history: who you met, what they wanted, the price you floated, and why they said not yet. You pick the conversation back up instead of starting it over.

Your fifth hire will ask what Calloway was promised. The answer is on the project: every phase, every comment, who moved what and when, including the update your assistant left under your name. The handoff from founder to first hire is a link, not an hour-long call.

When the pilot wraps, archive the project. Calloway keeps the history, so the conversation about the annual contract starts from what the pilot actually did, not from a founder’s memory of it.

Free covers three people, 2,000 active records, and one connected assistant. Plus, at $15 a month, gives the same three unlimited records and assistants, and cycles for a short push like a launch. When the fourth person joins, Pro is $49 a month for up to ten, and adds initiatives and an admin role. You grow into a plan, not out of a system.