cirology.com already does its job — it tells people who you are and asks them to get in touch. Today that button goes to a contact page, and everything after it is memory, inboxes and follow-up that depends on someone remembering. This is the system that takes over at that exact moment.
Ten judgment calls were needed that the documents did not specify — they are all listed here, with what I chose and why. Four of them are yours to overrule.
Not a website, not an app to download. It is software with a small public front door and a private back office — the way a CRM has a web form on the outside and a working system on the inside.
Lives on cirology.com. One page, in your branding. Your existing Schedule a Consultation button points here instead of the contact form.
Staff only. Never public. This is where the firm actually runs — the part that does not exist today.
One link changes on the WordPress site. Nothing is rebuilt, nothing is migrated, and the front door can be styled to sit inside your existing page.
Every one of these is a screen in this build, not a plan.
A campaign that fills a partner's calendar with $300–800 tax returns has not helped — it has spent the firm's most expensive asset. So qualification sits in front of the calendar, not behind it.
The system scores, recommends and drafts. A person releases every touch and every stage move. That is enforced in the rules, not just hidden in a screen.
Nearly autonomous is the goal. Fully autonomous is the risk.
The interview is where the second engagement is found. A prospect answering nine questions is telling you, without being asked, which other firm they need — and the system records it as a signal the moment it hears it.
Every advisory opportunity the system surfaces is tagged to one of these, so a partner sees which practice the work belongs to.
Marketing, sales, client growth, horizontal and vertical expansion, market expansion.
Workforce and human capital, process improvement, technology, AI and automation, productivity, procurement.
Fractional CFO, FP&A, cash flow projections, forecasting, profitability, value-based management, enterprise value.
Wealth planning, investments, insurance, risk, succession, legacy.
Walk in as a client and book a consultation, or go to the command centre and work the pipeline the way a partner would. It is loaded with sample prospects.