If you found me in Capsule's partner directory, you probably already have a Capsule account and a feeling that it should be doing more than holding names. That feeling is usually right, and the fix is rarely more software. It is deciding what the CRM, the system that holds your customers and your deals, is actually for, and then setting it up so the people in your business use it every day without being chased.
I turn down most consulting work, and I say so on my about page. Capsule setups are the exception, and this page is what that work looks like.
How I work
We start with the strategy, not the software: who your customers are, where your traffic comes from, and what you are offering them, which is the two-lever equation I write about on Traffic + Offer. Then I turn that into what Capsule has to do for it: the stages a deal moves through, the handful of fields worth filling in, the automations that save someone a job, and Capsule's own email tool, Transpond, where it fits.
I work hands-on in your account and your data, not from a slide deck, and I bring the rest of marketing with me: brand, persuasion and messaging, marketing operations and AI, so the CRM keeps feeding better campaigns instead of just storing contacts. The goal is that your own team owns the system, uses it every day and gets results from it, so the last part of any job is training them and stepping back.
It suits growing service and B2B businesses in New Zealand and Australia that have a capable team and want senior marketing help without hiring a bigger one. The work itself is one of four things: setting up a new Capsule account properly, moving in from another CRM or a spreadsheet, fixing an account that has drifted, or training the team that runs it.
What I've built on Capsule
My own work runs on it, and the parts worth sharing are public.
A free booking page that writes into Capsule. Google's appointment booking page, wired so that every booking lands in Capsule with the ad or link that caused it. It runs on my own booking page, where a test booking reached Capsule two seconds after Google confirmed the slot. The recipe explains how it works and what it gives up, and the code is on GitHub for anyone to use.
My affiliate programmes as a Capsule board. Every programme I've joined, applied to or turned down sits in my own account as a project, 239 of them on one board, kept in step with the files these sites are built from. It is the same kind of setup I would build for a business tracking partners, suppliers or jobs.
An AI assistant with a seat in Capsule. What it took to let Claude read and update my account, and why Capsule's official AI connection reads far more than it writes, is in connecting Capsule CRM to Claude.
How I think about a CRM
Pick the tool by where a won deal goes next: into a pipeline, a project, an order or a job. For a lot of small businesses that answer points at Capsule, which turns a won sale into a project in the same place. Step one is meant to be a simple filing cabinet that writes down what the business decides, and the history should be yours, kept somewhere you control, which is the argument behind own the core. None of it matters before a stranger has paid you, which is the honest answer to when to focus on your CRM at all.
What it pays me
I'm a Capsule partner, and Capsule pays me a share of what you pay them if you sign up through my link below, for as long as you stay a customer. Transpond is on the same terms. The links say so where they sit, and the rest of what my sites earn is explained on the links page.