For consultants & advisors
Show up as the expert who did the homework.
Independent consultants and advisory firms sell trust, and trust is built in the first ten minutes. drop researches every prospect and client for you, keeps the relationship history in one place, and makes sure the follow-up actually happens — so you look prepared, because you are.
Every account
researched
Follow-ups
never dropped
One operator
a full book
Sound familiar?
The three that cost you the most.
No time to prep every meeting
You’re the delivery team and the sales team. Deep Dive does the background reading, so every call starts informed without an hour of digging.
Relationships go cold quietly
A client you haven’t spoken to in six weeks is a renewal you’re about to lose. drop flags them before they drift.
Admin eats billable hours
Every minute in a spreadsheet is a minute you can’t bill. drop keeps the book itself, so you stay on the work.
How drop fits
The CRM does the busywork. You do the work.
- Deep Dive research on every prospect and client
- A clean history of every conversation and follow-up
- Drips that surface quiet accounts and overdue payments
- Custom tracking for engagement type, rate and stage
“It’s the analyst I can’t afford to hire — on every account.”
Bring your book in today.
Free with one seat, no card. Import your spreadsheet and see it working the same afternoon.