Sales Latte
All great relationships start with a cup of coffee
Keeping up with the people who can help you grow your business has become a full-time job. CRMs were built to help — but most of them got so complicated you need a technical advisor just to get started.
Today, with AI and connectivity tools like MCP, a CRM no longer requires an advanced degree, hours of your time, or a massive budget.
Sales Latte
Sales Latte is the two-part system I use every day to stay connected to my network.
It works inside the tools I already use — my email, my contacts, my calendar, my Notion database. It keeps up with who I should be talking to, when, and why. Not based on a cold algorithm. Based on actual proximity to your network and actual signals from your business.
Sales Latte | Relationships
Maps your existing network for warm-path opportunities
Tracks relationship intel without a complex CRM migration
Surfaces who to reach out to and when
Connects to your email and calendar — no new platform(s) to learn
Captures every follow-up so nobody falls through the cracks
Sales Latte | Intelligence
Consolidates data from multiple sources into one clean dashboard
Tracks trends month-over-month so you see what’s changing
Identifies your 80/20 — the accounts that drive the revenue
Flags early warning signals before problems become losses
AI offers very real new opportunities to simplify your outreach, stay connected, nurture your most valuable relationships, and understand the signals telling you what to do next. – Monica Poling
Is Sales Latte Right for You?
If you can say yes to any of these, we should talk.
On the relationship side:
- You know your best leads come from referrals and warm intros — but you’re inconsistent about nurturing those relationships
- You have a network that could be working harder for you, if you just stayed in better touch
- You’ve lost deals to competitors not because they were better, but because they showed up more consistently
On the intelligence side:
- Your data lives in more than one place, and consolidating it is manual, slow, or just doesn’t happen
- You have reports, but you’re not confident you’re reading them right
- You want to ask your business questions and get real answers — not stare at a spreadsheet and guess
Sales Latte is built for established businesses — professional services, trade organizations, consultants, retailers — where relationships drive revenue and data drives decisions. If you’re still figuring out your basic business model, this isn’t your next step. If you’re hitting a ceiling, we should talk.
How Much is Sales Latte
Every build is scoped to your network, your data sources, and your business. A restaurant and a regional chamber have different needs — and different builds. Book a Vision Call and we’ll figure out exactly what yours looks like, including what it costs.
No mystery pricing. No surprise scope creep. Just a clear picture of what you’re getting and what it takes to get there
Ready to Stay Connected to the People Who Matter?
In thirty minutes, we’ll map what your Sales Latte build looks like — what data sources make sense, who’s in your network, what questions it needs to answer, and what it would take to get it live.
No obligation. No pitch. Just clarity on whether this is the right next move for your business.