Do You Need a New Tool, or Does Your Process Need Care?

If leads are slipping and proposals stall, it’s tempting to blame the platform. In this solo episode, I explain why most “tool problems” are really process gaps—and how I use my CARE framework (Clarity, Align, Reduce, Ease) to make the tools you already have work better. I walk you through defining “done,” reducing decision fatigue, setting cues you’ll actually notice, and when it does make sense to pilot new software—without derailing client work.

Topics

• How I gut-check whether it’s a tool gap or a process gap

• My CARE framework in plain language (Clarity, Align, Reduce, Ease)

• When I decide a new tool truly helps—and how I avoid platform churn