Laylah implementation, done right

Your most important system, Your CRM.

Laylah CRM: Your system of record is the one place your client information, relationship details, activities and history live. With Etc. Project CRM implementation program, your data gets cleaned and loaded, your workflows get built, and your CRM reflects how your business runs.

Take the 2-minute fit survey

250+

advisors & staff trained

8 yrs

implementing systems of record

2–6 mo

from kickoff to fully functioning for your team

app.laylah.ca · client record

✓ One record per clienthistory, documents, tasks

✓ Whole team trainedby the job they do

The Practice Performance Lab

In the Practice Performance Lab, every person on your team has access to the system training they need to support their day-to-day work in Laylah.

Explore the Training & Tutorial Library

01 Sound familiar?

Your day-to-day, everyday, system is the one nobody was ever taught to run.

$6,000+

per year, give or take

That is what a small team spends on the CRM at the center of the practice. Most common use: "glorified rolodex." The system is not configured to reflect your business and your people are never trained to run it.

~25% used

What you use What you pay for and never touch

Four versions of the same story

It became a rolodex.Names, numbers, and a few notes. The features that wowed you in the demo sit untouched.

Everyone uses it differently.Some notes, no notes, a logged call or two, maybe a calendar connected. Every record depends on whose habits built it.

Nobody was trained.You watched a demo at signup and have been guessing ever since. New hires learn by shadowing.

No minimum standards are set.Defining what good looks like as a team never happened, so every record reflects personal habit instead of a shared standard.

02 How it works

A system of record only works when it is set up right and the whole team is trained to run it.

We have done this enough times to know where it breaks. A system of record takes more than a login and good intentions. Three things decide whether it gets used or abandoned, and each one is guided, shared, or handed to us, depending on the package you choose.

Set it up right

Your data gets cleaned and loaded, then Laylah gets configured around how your practice runs. One record per client, structured the way your team thinks.

Centralize & secure

Build your workflow

Your cases, stages, and the cadence that keeps work moving. Compliance activities live inside the steps you already follow, so they happen as part of the work.

Simplify compliance

Train every role

Advisors, associates, admin, and owners each learn the part of Laylah they live in. Every future hire is covered too. That is what turns a tool into a habit.

Real adoption

03 The 2-minute diagnostic

Is Laylah right for you?

Ten quick questions about how your practice runs today. At the end you get a tailored read on where the value is leaking and the first moves that would change it. No email required to see your result.

L Laylah fit survey No email needed

01 / 10 Daily adoption

Pick the closest answer

Strong fit

A capable system, half-used.

0of 27

Your readiness score

Your first three moves

Email me this report

Phase 0 starts with a conversation

Start using the most important system in your business: your CRM.

Book a discovery call with the Etc. Projects team. We'll chat about your challenges, current state of your CRM and what path is best for you.

Book a Call

Or email us directly at [email protected]