← Capsules & Webinars

Capsule: first 30 days — configuring the software stack

What to lock down in your systems before accepting too many mandates.

Video key points

  • Stabilize off-software accounts, then configure the platform
  • Choose a simple stack with one source of truth
  • Load engagement templates and conflict controls from day one

The first 30 days set operational quality in your tools. This capsule orders: off-software foundations, platform setup, then acquisition.

Recommended order (product)

  1. Banking / professional foundations (outside software)
  2. Minimal tech stack with one source of truth
  3. Processes documented in the tool (conflicts, engagements)
  4. First matters and billing

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