Alistair Langer

From Email Migration to Full-Spectrum Business Partnership

Alistair Langer

Transforming a portfolio entrepreneur's fragmented systems into a cohesive operational ecosystem through email migration, documentation systems, CRM implementation, and ongoing podcast and website management.

Challenges

  • Fragmented email communications spread across multiple accounts impacting productivity
  • Lack of structured documentation and project management for outreach initiatives
  • Inefficient business development processes across portfolio companies
  • Disorganized podcast production and guest outreach workflows
  • No centralized contact management system
  • Limited capacity for website maintenance and strategic digital presence

Solution

Infrastructure

  • Email consolidation via AnyDesk sessions into Gmail
  • Custom Coda documentation system
  • Dedicated podcast tracking systems

CRM Implementation

  • Built a customized Attio CRM with unique schema and tagging
  • Integrated multiple data sources
  • Automated workflow management

Ongoing Support

  • Expanded LinkedIn outreach capabilities
  • Provided data enrichment services
  • Assumed website maintenance
  • Streamlined podcast post-production

Results

  • Streamlined email ecosystem
  • Custom Coda project management system
  • Tailor-made Attio CRM with automated workflows
  • Enhanced LinkedIn outreach effectiveness
  • Consistent website presence and podcast publication

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