Guides
How solo founders track prospects, follow up, and turn AI research into action — without adopting a CRM built for a sales team.
- How to track prospects without a CRM
Three lists and one weekly review are enough — until the follow-ups outnumber what you can hold in your head.
- Anguardia vs a spreadsheet
A spreadsheet is free and it's fine — until "Follow up" quietly becomes a graveyard nobody scans anymore.
- How to use ChatGPT to research a prospect before a sales call
Ask free-form and you get a paragraph to mine for facts. Ask for a fixed structure and you get facts, contacts, and a first move.
- The AI sales research workflow for solo consultants
Research, structure, track, act — the four-step loop that replaces a sales team's CRM for exactly one person.
- Where do your AI prospect dossiers go after you generate them?
The answer, most of the time: nowhere. It sits in a chat tab until the tab closes.
- Anguardia vs trycompai/crm: hosted vs self-hosted for one founder
Same thesis — AI research is the input, structured records are the output — built for two different people entirely.
- Notion CRM vs a real follow-up system
A Notion CRM is a database with good taste. It still doesn't know what today's date is.
- Is this a CRM for freelancers, or for agencies of one?
Freelancer, consultant, agency of one — the legal name on the invoice doesn't change what breaks.
- How to verify a company before you pitch it
An AI can describe a company confidently and be wrong. A registry can't — it can only be current or outdated.