01
The build I talked a client out of
A twenty-person organization asked me to quote a full platform build. I could have pointed them at a system I would have profited from and closed it that afternoon. I looked at their operation first. They were tracking a few dozen relationships. They did not need a custom platform. They needed a lightweight tool that, at the time, cost them almost nothing. So I told them that and walked away from the build. Software I would profit from and software you actually need are not always the same thing, and you deserve someone who knows the difference and says it out loud. If a vendor has never told you no, you do not have an advisor. You have a sales rep.