GC Practice CRM — Business Model

Click any box to learn more · Version 4.0 · Build 3 · July 2026

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GC Practice CRM — Business Model v4.0 DATA SOURCES Google Maps Scraper PRIMARY · Location + trade search searchNearby · phone · website · CH verify CH Scraper Secondary · SIC code search Ltd companies · directors · postcode filter Manual Add Road finds · existing contacts Address · postcode · 2 directors CRM Database — SQLite leads · contacts · notes · crm_events · event_leads · mini_questionnaire AI Enrichment — Claude Haiku System score 1–10 · employee est. · turnover est. · company summary · draft email Dashboard — Human Review Score override · lead card · website check · disqualify unsuitable · find nearby businesses Route Planner PDF Disqualified Reason recorded Field Visits — Rep Route PDF · visit notes · Rep Rating 0–5 · assign hot leads to event EVENTS MANAGER — tools.gracor.org/events.php BOARD 1 — PRE-EVENT PIPELINE (up to 100 invitees) Prospect In system To Register Being contacted Registered Confirmed attending Min Q Completed Karen's Q call done Karen's Mini Q 4 questions Declined Said no · re-invite next cycle Postcard Sent Physical postcard mailed Letter & Ticket Letter + physical ticket sent E Ticket Sent Digital confirmation + QR BOARD 2 — POST-EVENT PIPELINE (after the event) Attended ✓ Came on the day No Show Registered but didn't attend NFA / Follow-up 6mth Close or re-approach later Step 6 Booked 📅 Follow-up call · date + time set Step 6 Done Call completed Main Q Due 📅 Full questionnaire · due date set Diag Booked 📅 Discovery meeting · date + time set Client ✓ Converted — paying client Ex-Client Date recorded (MM/YYYY) OUTREACH (Advanced menu) Email + QR code SMS TextMagic Watch page Personalised · video · RSVP Two Rating Systems System Score 0–10 (AI) Generated by Claude Haiku 7–10 = strong prospect 4–6 = possible · <4 = review Rep Rating 0–5 (post-visit) 0 Rejected · 1 Cold 2 Not yet — follow up 3 Can't attend — try again 4 Invited — good 5 Hot lead ★ Target profile £200k–£12m · Ltd · 1–2 directors Expected Conversion Model 100 invitees ~30–33 register (1 in 3) 20–25 attend all Step 6 → 4–6 clients converted (20–30% of those who attended) Legend · click any box for detail Data source / CRM tool Human step AI processing Board 1 stage Board 2 stage Declined / disqualified Outreach channel Diary date required 📅 Main flow Alternate / re-invite path