New work comes from who you know.
Most engagements begin with a referral, an ex-client, or a warm intro. The quality of your network is your BD strategy. Right now that network lives in each partner's inbox and LinkedIn connections list.
You run proposals, retainers, and extensions side by side.
A new-client proposal, a retainer renewal, and a follow-on scope conversation can all be active at the same time. One generic deal pipeline can't model all three without losing something.
Relationships go cold between projects.
A client finishes a project, and six months pass. By the time you check back in, they've briefed a competitor. The window for the next engagement was open - and nobody noticed.
Client context disappears when a partner hands off.
When the lead partner changes, the new one inherits a blank record and a stack of email threads. Every relationship has to be rebuilt from scratch.
One workspace from first meeting to invoice.
Lists hold your network, Leads tracks active BD conversations, Deals runs proposals and engagements, and Accounts holds live clients. Invoices sit on the same record as the work, so billing and delivery aren't managed from separate tools.
The window between projects is getting shorter - and missing it is getting more expensive.
Competitors are more accessible, clients have less patience for being neglected between engagements, and referrals move faster when relationships are warm. A CRM that flags the relationship going cold and drafts the re-engagement message is no longer a luxury. Lumo monitors every client and contact automatically, so you catch the opening before someone else does.
