The consultant with no single source of truth
Client commitments scattered across emails, notes apps, and memory. When illness struck, no one knew what was promised or when.
The Setup
Sarah ran a successful HR consultancy. She had 12 retainer clients and several project-based engagements.
She was brilliant at her job – everyone said so.
But Sarah kept everything in her head. Client agreements were in emails. Project timelines were in a notes app on her phone. Renewal dates? "I just remember them."
What Happened
A sudden illness put Sarah in hospital for three weeks. Her husband Mark tried to keep things ticking over.
He had no idea where to start.
The problems began immediately:
The Fallout
Mark spent the first week just trying to figure out what needed to be done. By the time he had a picture,
several deadlines had passed. Two clients were frustrated. One decided not to renew.
When Sarah recovered, she spent months rebuilding trust and relationships.
The Lesson
Sarah was doing everything right – except documenting it. All that knowledge, all those commitments,
lived only in her head.
If she'd had WilPlus®, Mark would have known:
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