Wellmet keeps your book of business warm — it watches every relationship, notices who's drifting, and hands you five people to talk to each morning.
Margit Fenn
Tilbury Press · referred by a past client
Send the June proposal — she wants the smaller scope first.
Relationship businesses don't lose work to competitors — they lose it to silence.
Your contacts live in a tab you check twice a year — usually right after work dries up, which is exactly too late.
Someone warm asked a real question three weeks ago. It's still sitting there, getting more awkward to answer every day.
You network hard when things are quiet and go dark when you're busy — so the pipeline empties on exactly the same rhythm.
Stages, required fields, forecasting ceremony — built for a sales team you don't have, abandoned by week three.
Everyone you know, each with a rhythm — and a short list every morning so none of them drift.
Every person on one card — how you met, what you talked about, what happens next. No required fields, no stages you don't use.
Clients every three weeks, referrers monthly, past clients quarterly. Set it once; Wellmet keeps time.
"Ask about the Lisbon move" comes back the morning you talk to her — not buried in a doc.
Each morning, five people chosen from what's due, who's drifting, and who owes you an answer. Twenty minutes, done.
Three honest stages and a value. Enough to know where the quarter stands — nothing to maintain.
Wellmet asks for twenty minutes a morning — not a CRM migration.
Import from CSV or Google Contacts. Wellmet dedupes on email and starts everyone with a clean card — no fields to fill before it's useful.
Sort your book into a few cadences — clients, past clients, referrers, new leads. That's the only setup there is.
Open Today, work the five, log what happened in a line. The book stays warm and the pipeline stops swinging.
“Wellmet flagged a past client I hadn't spoken to in a month. One coffee later we're doing their rebrand — that single nudge paid for years of the subscription.”
“I don't do outbound. My whole practice is nine referrers staying warm, and Wellmet is how I make sure none of them forget I exist.”
Start free with your first 150 people. Your book exports to CSV on every plan, always.
The full morning practice.
One shared book for a small team.
The spreadsheet holds the same names — it just never taps you on the shoulder. Wellmet's whole job is the tap: it watches last-touch dates and cadences, and turns them into a short list each morning. The data model is nearly as simple as your sheet, on purpose.
Big CRMs are built for sales teams: stages, required fields, forecasts, admin. Wellmet is built for the firm where the founder is the pipeline. There's one job — nobody you know goes cold — and everything that doesn't serve it was left out.
From what's due on a cadence, who's drifting past 30 days, who owes you a reply (and who you owe one), and open deals losing momentum. You can swap any of the five out — it's a suggestion, not a quota.
Yes — CSV and Google Contacts import, deduped on email address. Most books are in and sorted into cadences inside an evening. Nothing is enriched or scraped; the book contains what you put in it.
It's yours. Export everything to CSV in one click on any plan, cancel from settings without a conversation, and ask us to delete the data entirely whenever you like.
Your relationships are your business — literally. No data selling, no contact enrichment from third parties, encryption in transit and at rest, and nobody but the seats you invite ever sees a card.
Import your people tonight, sort them into rhythms, and open Today with coffee.
Free for your first 150 people · Export any time