Estimated Read Time: 3 minutes

Hi Reader,

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A client session was cancelled last minute, so you've blocked time for intentional follow-up - the kind you keep meaning to do but rarely get to. You open your inbox, scan a few names, and realize you can't remember where half of them stand. Did you have a consult with that one, or just a coffee chat? What was their budget? Did you send a proposal and never hear back, or did you both just get busy and let it go quiet? The information exists somewhere across your inbox, your LinkedIn DMs, your notes app, and your memory, but reconstructing it takes longer than the outreach itself.

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So you close the tab and tell yourself you'll do it later.

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That's not a character flaw. It's what happens when a business grows faster than the systems behind it. You add contacts, collect business cards, have good conversations, and before long the only place any of it lives is your inbox - and your memory.

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​Joseph Cope, The Empathy Guy - national keynote speaker, workshop facilitator, and soon-to-be published author - described it this way: "The CRM was my email outbox. And how many emails I would send that day depended on my level of energy and how far I wanted to go back."

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Scattered. Unmanageable. Overwhelming.

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He knew it. He just didn't yet have a foundation to build from.

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Note: Joseph Cope, The Empathy Guy, not only said yes to being named here - he said "go full boar, let the world know."

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The project​
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Joseph came into 2026 with a clear intention: clarity over expansion. His book was in production, his speaking calendar was building, and he was bringing on a VA named Renee. What he needed wasn't more hustle. He needed a place to put it all.

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We built him a done-for-you Copper CRM* implementation - fully configured, automated, and loaded with his first round of warm contacts before he ever logged in. Calendly event booking types mapped and connected. Tagging framework designed for simplicity so it wouldn't become another system he'd abandon. Documentation and video walkthroughs so Renee could take over without a lengthy handoff.

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The goal wasn't complexity. It was a foundation solid enough that someone else could build on it.

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What changed​
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Four months later, Joseph described the biggest shift as intentionality - a word I keep coming back to.

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At least two speaking engagements (booked for 2027 and 2028) closed because reminders surfaced them at the right moment. Renee has since taken Copper to a level neither of us anticipated, including attending Copper education on her own initiative. The system is now supporting both the book launch and newsletter restart. And Joseph's Mailchimp contacts have been consolidated into Copper as the central ecosystem for everything.

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Is your relationship tracking system actually working?​
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If you're using a CRM, the question isn't whether you have one. It's whether it's doing what it's supposed to do.

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Take a few minutes with these questions:

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1. If a warm lead from six months ago resurfaced today, how quickly could you recall the context of your last conversation?
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2. Do you know, right now, which five relationships in your pipeline most deserve your attention this week - and why?
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3. If you handed your contact list to a VA tomorrow, could they pick up where you left off without a two-hour briefing?
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4. When a new contact books a call with you, do they automatically enter your system - or does that depend on whether you remember to add them?
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If any of these stopped you, that's useful information. Not every answer needs to be a Copper implementation. But every answer deserves an honest look.

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If you've been meaning to sort this out and haven't gotten there yet, a Coffee Chat is the easiest first step. We can look at what you have, what you actually need, and whether this is even the right project for right now.

​Book a Coffee Chat​

Talk soon,

Moriah

P.S. Joseph asked me to share his links while I had your attention - his website, his TEDx Talk, and yes, the merch! 🙌 I love his merch so much I grabbed not one, but two hoodies.

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Ways you can work with me

💡 Tired of being the only one who holds the full context? Let's talk about what strategic partnership could look like in your business
👉 Let’s explore together → Book a consultation​

🛠️ Need an extra brain + builder? I'll organize the chaos, map your next move and keep your project moving forward
👉 Bring me on board → Let's talk project management support​

🔁 Run a group program where your clients stay consistent and committed with strategic, compassionate accountability
👉 Let’s chat about additional support for your group → Start here​

Resources​​

📄 Download Trauma-informed Facilitation in Practice: A Guide for Coaches and Consultants Facilitating Workshops and Group Sessions
👉 Get your free copy → Download here​

🎶 Stream Flow State of Mind: Music for Focus + Inspiration, our curated playlists for deep work, creativity, and grounded energy
👉 Tune in now → Listen on SoundCloud​

Toolkit

📈 Copper CRM has the entire customer journey in one place - use its intuitive interface and connect with clients with ease
👉 Explore Copper → Trial Copper here*
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💌 Build deeper relationships with Kit - connect with emails just like this
👉 Explore Kit → Check out Kit here*

📝 Transcribe and summarize your conversations with Fireflies.AI - the #1 AI Notetaker for your Meetings
👉 Explore Fireflies → Check out Fireflies here*

*Full disclosure - I’m paid a small amount if my referrals subscribe via my toolkit affiliate links.