The practice year has a shape, and business development happens in the flat bits nobody plans for. Cardr captures introductions the moment they happen and does the following up in the weeks when you actually have the time.
Practices grow on referral, and referrals arrive at the least convenient moment. A client mentions their brother-in-law is going self-employed, somebody at a chamber event asks about incorporating, an introducer sends someone over. Cardr makes the handover one tap with nothing for them to install, captures the detail against the name, and drafts the follow-up so an introduction does not sit in your inbox until the deadline has passed.
Two channels, both entirely conversational, and neither has a system behind it.
The chamber event
Two channels, both entirely conversational, and neither has a system behind it.
Every constraint above is what decides the format. A card that fails any one of the three does not get used a second time, however good it looks.
Almost nothing in a practice’s growth is a marketing campaign. It is a client saying they know someone, an introducer passing a name over the phone, or forty minutes at a local business breakfast. All of it is verbal, none of it is recorded, and it competes for attention with a compliance calendar that does not move.
So the introduction has to be captured in the moment it is made, with something better than typing a name into your phone while somebody talks. And it has to hold the context: which service they need, when their year end falls, who introduced them.
The seasonality does the rest of the damage. Something mentioned in the second week of January will not be actioned in January. A record that is still there and still specific in February is what turns it into a client.
Not a mock-up. The artwork below is drawn by the same function that draws the inside of the signed .pkpass file, in the same colours the real pass carries, so this is what Wallet shows.
cardr.co/helen-ashby
The scene changes by trade, but the mechanism does not. See every version of this page.
Your next engagement is almost always somebody who was in the last one.
Also forMortgage brokersThe longest follow-up window on this site, measured in fixed-rate terms.
Also forFoundersThe meeting that changes things is rarely the scheduled one.
PricingFree forever, or £12 a monthWhat each plan includes, and the sixty-day guarantee.
Cardr is a business card and contact tool. It holds contact details and your own notes, not client accounting records. Anything covered by your professional body's rules on client data and record keeping stays in whatever system you already use for it. Read our privacy notice and check it against your practice's policy before you rely on it.
Each person would need their own account. There is no practice account, no shared contact pool and no admin console today, so it works as an individual tool rather than a firm-wide system.
No. Cardr has no integrations. It exports contacts to CSV and vCard on Pro, which covers a manual import into whatever you use.
No. The pass goes into Apple Wallet, preinstalled on every iPhone and undeletable. Android users open your page from the QR code and save you to their contacts. There is nothing to download and no account to create.
The card, the Apple Wallet pass and the two-way exchange are free forever, with no card details taken. Pro is £12 a month, or £9 a month billed annually, adding the searchable contact memory, drafted follow-ups and reminders, with a sixty-day money back guarantee.
Nothing for the other person to install, and no card details to start.